Charitable & Educational Trust Ua 7th
The Charitable & Educational Trust UA 7th is a private foundation based in New York City, New York. Established in 1985, it operates as a non-exempt charitable trust designated under section 4947(a)(1) of the Internal Revenue Code. The foundation supports educational and cultural initiatives across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.4M
+2.5% YoY
Annual Giving
$2.3M
+39.3% YoY
Grant Count
76
-7.3% YoY
Avg Grant Size
$30K
+50.3% YoY
Under IRS private-foundation payout rules, Charitable & Educational Trust Ua 7th reported a distributable amount of $1.7M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust's primary purpose is to support education, with particular emphasis on:
- Fellowships for students of American colleges or universities to study in France
- Fellowships for students of French colleges or universities to study in the United States
- Support for cultural organizations
- Arts and culture initiatives
- Higher education
Grantmaking
The foundation does not accept unsolicited applications and operates on an invite-only basis.
Grant Range
$1,000 to $680,000
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple U.S. states and cities, including:
California, Colorado, Connecticut, Delaware, Florida, Hawaii, Illinois, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, New Jersey, New York, Ohio, Pennsylvania, South Dakota, Texas
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $16,379,766
- Total revenues: $3,114,411
- Total expenses: $2,684,022
- Net income: $430,389
- Interest revenue: $152,768
- Number of employees: 0
Tax Information:
- EIN: 13-6372044
- Tax-exempt status: October 1977
- Most recent tax filing: June 2024
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,379,766 | $15,982,058 | $16,905,079 |
| Revenue | $3,114,411 | $1,047,265 | $3,492,706 |
| Expenses | $2,684,022 | $1,970,286 | $3,261,381 |
| Qualifying Distributions | $2,481,628 | $1,799,133 | $3,006,918 |
| Net Investment Income | $2,920,599 | $876,112 | $3,300,243 |
| Distributable Amount | $1,718,085 | $1,520,166 | $1,533,701 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
200 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Greater Miami Jewish Federation ($680,000), Hathaway Brown School ($110,000), Fairchild Tropical Botanic Garden ($101,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADRIENNE ARSHT CENTER PERFORMING ARTS MIAMI, FL | CHARITABLE GRANT | $5,000 |
| ALLIANCE FRANCAISE DE LA NOUVELE-ORLEANS NEW ORLEANS, LA | CHARITABLE GRANT | $2,500 |
| AMHERST COLLEGE AMHERST, MA | CHARITABLE GRANT | $36,000 |
| BAC FUNDING CORPORATION MIAMI, FL | CHARITABLE GRANT | $5,000 |
| BAPTIST HEALTH S FLORIDA FOUNDATION JACKSONVILLE, FL | CHARITABLE GRANT | $10,000 |
| BIG BROTHERS BIG SISTERS OF NYC NEW YORK, NY | CHARITABLE GRANT | $2,500 |
| BRONXVILLE PUBLIC LIBRARY BRONXVILLE, NY | CHARITABLE GRANT | $1,000 |
| CANCER SUPPPORT TEAM PURCHASE, NY | CHARITABLE GRANT | $40,000 |
| CARNEGIE HALL CORPORATION NEW YORK, NY | CHARITABLE GRANT | $12,500 |
| CATHOLIC GUARDIAN SERVICES NEW YORK, NY | CHARITABLE GRANT | $1,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Daniel L. Bernstein – Trustee
- Seth E. Frank – Trustee
- Georges Lurcy Bernstein – Trustee
- Alan S. Bernstein – Trustee
Contact address: 1633 Broadway, 32nd Floor, New York City, NY 10019 Telephone: 212-660-3000
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL L BERNSTEIN | TRUSTEE | 2 | $31,590 |
| GEORGES LURCY BERNSTEIN | TRUSTEE | 2 | $31,590 |
| ALAN S BERNSTEIN | TRUSTEE | 2 | — |
Frequently Asked Questions
What does Charitable & Educational Trust Ua 7th fund?
The trust's primary purpose is to support education, with particular emphasis on: • Fellowships for students of American colleges or universities to study in France • Fellowships for students of French colleges or universities to study in the United States • Support for cultural organizations • Arts and culture initiatives • Higher education
How do I apply for a grant from Charitable & Educational Trust Ua 7th?
**Grant Activity:** • Total giving: $2,260,865 annually • Number of grants: 76 grants per year • Grant range: $1,000 to $680,000 • Median grant size: $6,000 • Giving rate: 13.8% of assets **Recent Grants (2024):** • Greater Miami Jewish Federation: $680,000 • Hathaway Brown School: $110,000 • Fairchild Tropical Botanic Garden: $101,000 **Application Policy:** The foundation does not accept unsolicited applications and operates on an invite-only basis.
Where does Charitable & Educational Trust Ua 7th make grants?
The foundation supports organizations across multiple U.S. states and cities, including: California, Colorado, Connecticut, Delaware, Florida, Hawaii, Illinois, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, New Jersey, New York, Ohio, Pennsylvania, South Dakota, Texas
What size grants does Charitable & Educational Trust Ua 7th award?
In 2024, Charitable & Educational Trust Ua 7th awarded 76 grants totaling $2.3M — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is Charitable & Educational Trust Ua 7th required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charitable & Educational Trust Ua 7th reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charitable & Educational Trust Ua 7th's EIN?
Charitable & Educational Trust Ua 7th's EIN (Employer Identification Number) is 13-6372044. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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