Charitable & Educational Trust UA 7TH
Charitable & Educational Trust UA 7TH is a private foundation based in New York, New York. Its 2025 grants went to organizations including schools and universities, arts organizations, and community organizations.
Charitable & Educational Trust UA 7TH at a glance
In short: Charitable & Educational Trust UA 7TH gave $3.0M across 71 grants in 2025 (avg $42K), mostly in District of Columbia. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,958,400
- +30.9% vs 2024
- Grants made (2025)
- 71
- -6.6% vs 2024
- Average grant
- $41,668
- +40.1% vs 2024
- Median grant
- $10,000
- Total assets
- $23,829,117
- +45.5% vs 2024
- New grantees (estimate)
- 27% first-time grantees (19 of 71, 2025)
- Primary geography
- District of Columbia (53% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charitable & Educational Trust UA 7TH
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Dan Bernstein 1633 Broadway 32, New York, NY 10019
Phone: (212) 660-3000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charitable & Educational Trust UA 7TH funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Sidwell Friends School ($1.6M). Together the top 10 received $2.2M.
Grant Size Distribution
392 grants across all recorded years
The most common grant size was under $50K: 359 grants of 392 (92%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Washington, DC (53%), New York (11%), Florida (9%), Louisiana (7%), and Massachusetts (6%).
Grant Distribution by State
Share of 2025 grant dollars across all 71 itemized grants.
States
Cities
Is Charitable & Educational Trust UA 7TH open to new grantees?
27%
first-time grantees, 2025
In 2025, 19 of 71 grantees (27%) were first-time recipients. First grants averaged $18K; repeat grants $50K. How we count
Medians: $8K first-time, $13K repeat.
- 61% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 192% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $1.3M (2021) to $3.0M (2025). In 2025 it made 71 grants totaling $3.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sidwell Friends School Washington, DC | Charitable Grant | $1,561,000 |
| Harvard Law School (Annual Fund) Cambridge, MA | Charitable Grant | $95,000 |
| New York University New York, NY | Charitable Grant | $90,000 |
| Columbia University New York, NY | Charitable Grant | $80,000 |
| The University of Chicago Chicago, IL | Charitable Grant | $80,000 |
| Tulane University New Orleans, LA | Charitable Grant | $72,500 |
| Princeton University Princeton, NJ | Charitable Grant | $60,000 |
| Amherst College Amherst, MA | Charitable Grant | $50,000 |
| Foundation for Science & Mathematics Education New Orleans, LA | Charitable Grant | $40,000 |
| Gables Stage Coral Gables, FL | Charitable Grant | $40,000 |
Ready to take the next step with Charitable & Educational Trust UA 7TH?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $23,829,117 | $10,808,175 | $3,583,747 | $2,958,400 | 71 | $3,456,375 | $10,786,462 | $1,804,242 |
| 2024 | $16,379,766 | $3,114,411 | $2,684,022 | $2,260,865 | 76 | $2,481,628 | $2,920,599 | $1,718,085 |
| 2023 | $15,982,058 | $1,047,265 | $1,970,286 | $1,623,100 | 82 | $1,799,133 | $876,112 | $1,520,166 |
| 2022 | $16,905,079 | $3,492,706 | $3,261,381 | $2,787,665 | 87 | $3,006,918 | $3,300,243 | $1,533,701 |
| 2021 | $16,673,754 | $2,444,510 | $1,660,945 | $1,293,012 | 76 | — | $2,281,263 | $1,587,041 |
Under IRS private-foundation payout rules, Charitable & Educational Trust UA 7TH reported a distributable amount of $1.8M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants show support for a range of organizations. For example, NYU describes its missions as education, research and scholarship, and patient care. Miami Music Project says it uses music to empower children and create opportunities for those most in need. The Greater Miami Jewish Federation describes its work as mobilizing resources to care for people in need and strengthen Jewish life.
Grantmaking
In 2025, the trust made 71 grants totaling $2,958,400. Grants ranged from $1,000 to $1,561,000, with a median grant of $10,000. The largest grants included $1,561,000 to Sidwell Friends School, $95,000 to Harvard Law School’s Annual Fund, $90,000 to New York University, $80,000 each to Columbia University and the University of Chicago, and $72,500 to Tulane University. Other grants included $40,000 each to Foundation for Science & Mathematics Education, Gables Stage, and Miami Music Project, and $35,000 to the Greater Miami Jewish Federation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Daniel L Bernstein, Georges Lurcy Bernstein, and Alan S Bernstein as trustees.
Charitable & Educational Trust UA 7TH's 2025 filing lists 3 officers; 2 of 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Daniel L. Bernstein
Trustee
On filings since 2021
2 hrs/week
$20K (2021) → $35K (2025)
Georges Lurcy Bernstein
Trustee
On filings since 2021
2 hrs/week
$20K (2021) → $35K (2025)
Alan S. Bernstein
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Former officers (1)
- Former: Seth E. Frank (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $35K, to Daniel L Bernstein (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Charitable & Educational Trust UA 7TH
How much does Charitable & Educational Trust UA 7TH give each year?
Charitable & Educational Trust UA 7TH gave $3.0M across 71 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.3M across 76 grants.
What is Charitable & Educational Trust UA 7TH's typical grant size?
Charitable & Educational Trust UA 7TH's median grant in 2025 was $10,000, and its average grant was $41,668, across 71 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Charitable & Educational Trust UA 7TH that year got $18K on average.
Where does Charitable & Educational Trust UA 7TH give grants?
Charitable & Educational Trust UA 7TH gives mostly in District of Columbia: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (11%) and Florida (9%). The most frequent recipient cities were New Orleans, LA (11 grants), New York, NY (10 grants), Miami, FL (7 grants) and Washington, DC (3 grants).
Does Charitable & Educational Trust UA 7TH give general operating support?
Not in 2025: none of the 71 grants with a stated purpose on Charitable & Educational Trust UA 7TH's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Grant" (71 grants).
Who are Charitable & Educational Trust UA 7TH's largest grantees?
Charitable & Educational Trust UA 7TH's largest 2025 grantees include Sidwell Friends School ($1,561,000), Harvard Law School (Annual Fund) ($95,000) and New York University ($90,000), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is Charitable & Educational Trust UA 7TH?
Charitable & Educational Trust UA 7TH reported $23.8M in total assets on its 2025 IRS Form 990-PF. It paid out $3.5M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets).
What does Charitable & Educational Trust UA 7TH fund?
No mission statement for the trust is provided. Its 2025 grants show support for a range of organizations. For example, NYU describes its missions as education, research and scholarship, and patient care. See mission & focus areas ↑
How do I apply for a grant from Charitable & Educational Trust UA 7TH?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2025.
Does Charitable & Educational Trust UA 7TH accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 11, 2026)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Charitable & Educational Trust UA 7TH funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/charitable-and-educational-trust-ua-7th-morg_c060c31469f94181b5894b4fc4127e94
BibTeX
@misc{grantable_136372044_2026,
author = {{Grantable}},
title = {{Charitable \& Educational Trust UA 7TH funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charitable-and-educational-trust-ua-7th-morg_c060c31469f94181b5894b4fc4127e94},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charitable & Educational Trust UA 7TH's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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