Nathan Bernstein Scholarship Fund

Foundation · Grantmaker BIRMINGHAM, AL EIN: 72-6103061

Nathan Bernstein Scholarship Fund is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grants totaling $95K. Net investment income was $62K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

-2.0% YoY

Annual Giving

$95K

-9.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$95K

-9.5% YoY

Under IRS private-foundation payout rules, Nathan Bernstein Scholarship Fund reported a distributable amount of $103K for 2024 — the minimum it must pay out in qualifying distributions.

About Nathan Bernstein Scholarship Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Louisiana $522K (100%)

States

Louisiana

Cities

Shreveport

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,805,587	$1,841,737	$1,949,435
Revenue	$83,708	$28,223	$116,988
Expenses	$124,148	$131,345	$145,967
Qualifying Distributions	$102,244	$110,080	$119,657
Net Investment Income	$61,804	$36,900	$93,621
Distributable Amount	$102,925	$100,120	$111,034

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lsu Health Science Center ($94,998).

Recipient	Purpose	Amount
LSU HEALTH SCIENCE CENTER SHREVEPORT, LA	GENERAL OPERATING	$94,998

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$26,230

Frequently Asked Questions

How large is Nathan Bernstein Scholarship Fund?

As of 2024, Nathan Bernstein Scholarship Fund holds $1.8M in total assets with $84K in annual revenue. It awarded 1 grants totaling $95K in 2024.

Where does Nathan Bernstein Scholarship Fund operate?

Nathan Bernstein Scholarship Fund has awarded grants in Louisiana.

What size grants does Nathan Bernstein Scholarship Fund award?

In 2024, Nathan Bernstein Scholarship Fund awarded 1 grants totaling $95K — an average of about $95K per grant, based on its IRS Form 990 filings.

How much is Nathan Bernstein Scholarship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Nathan Bernstein Scholarship Fund reported a distributable amount of $103K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Nathan Bernstein Scholarship Fund's EIN?

Nathan Bernstein Scholarship Fund's EIN (Employer Identification Number) is 72-6103061. IRS Form 990 filing data is available on this page for 2020–2024.