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.
Key facts about Charitable & Educational Trust UA 7TH
In short: Charitable & Educational Trust UA 7TH gave $3.0M across 71 grants in 2025 (avg $42K), mostly in District of Columbia. 28% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 13-6372044
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,958,400
- Grants made (2025)
- 71
- Average grant
- $41,668
- Median grant
- $10,000
- New grantees (estimate)
- 28% first-time grantees (20 of 71, 2025)
- Primary geography
- District of Columbia (53% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$3.0M
+30.9% YoY
Grant Count
71
-6.6% YoY
Avg Grant Size
$42K
+40.1% YoY
Is Charitable & Educational Trust UA 7TH open to new grantees?
28%
first-time grantees, 2025
In 2025, 20 of 71 grantees (28%) were first-time recipients. First grants averaged $17K; repeat grants $51K. How we count
Medians: $8K first-time, $15K repeat.
- 59% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+6%). 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.
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
Ready to take the next step with Charitable & Educational Trust UA 7TH?
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
Share of all 71 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
392 grants across all recorded years
Giving History
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 |
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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
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
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 $17K 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.
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.
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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
Here's the math on researching Charitable & Educational Trust UA 7TH by hand.
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