Samuel & Gussie Bernstein Foundation
Samuel & Gussie Bernstein Foundation is a private foundation, based in Sioux City, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 1 grant totaling $111K. Net investment income was $188K.
Samuel & Gussie Bernstein Foundation at a glance
In short: Samuel & Gussie Bernstein Foundation gave $111K across 1 grant in 2025 (avg $111K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $110,732
- -22.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $110,732
- -22.8% vs 2024
- Median grant
- $110,732
- Total assets
- $2,572,052
- +3.1% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Samuel & Gussie Bernstein Foundation funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Samuel & Gussie Bernstein Foundation gives
- Giving grew 468% from 2022 to 2025. Method
- In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2022) to $144K (2024). In 2025 it made 1 grant totaling $111K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Sioux City, IA | See Attached | $110,732 |
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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 | $2,572,052 | $204,528 | $129,362 | $110,732 | 1 | $110,732 | $187,920 | $146,487 |
| 2024 | $2,494,433 | $141,109 | $159,832 | $143,500 | 1 | $143,500 | $125,335 | $136,225 |
| 2023 | $2,510,717 | $122,283 | $107,462 | $89,000 | 1 | $89,000 | $106,348 | $132,746 |
| 2022 | $2,492,186 | $187,117 | $38,734 | $19,500 | 1 | $19,500 | $170,266 | $150,428 |
| 2021 | $2,338,499 | $172,776 | $140,454 | $125,000 | 1 | — | $158,525 | $129,027 |
| 2020 | $2,304,655 | $221,096 | $157,866 | $138,500 | 1 | — | $205,869 | $122,384 |
Under IRS private-foundation payout rules, Samuel & Gussie Bernstein Foundation reported a distributable amount of $146K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Samuel & Gussie Bernstein Foundation is led by James Bernstein, President & Director on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
James Bernstein
President & Director
On filings since 2020
No compensation reported
David Bernstein
Secretary & Director
On filings since 2020
No compensation reported
Norman Bernstein
Vice President & Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Samuel & Gussie Bernstein Foundation
How much does Samuel & Gussie Bernstein Foundation give each year?
Samuel & Gussie Bernstein Foundation gave $111K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $144K across 1 grant.
How large is Samuel & Gussie Bernstein Foundation?
Samuel & Gussie Bernstein Foundation reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $111K in qualifying distributions that year, against a required minimum of $146K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Samuel & Gussie Bernstein Foundation operate?
Samuel & Gussie Bernstein Foundation has awarded grants in Iowa.
What is Samuel & Gussie Bernstein Foundation's EIN?
Samuel & Gussie Bernstein Foundation's EIN (Employer Identification Number) is 42-1335958. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 8, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 16, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 28, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 14, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 13, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 1, 2025)
- IRS filings on file for fiscal years 2020–2025
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