The Bernstein Family Foundation Inc

Private foundation · Grantmaker New York, NY EIN: 13-3590722

The Bernstein Family Foundation Inc is a private foundation focused on Arts, Culture & Humanities, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $68K in total assets. In 2024, it awarded 3 grants totaling $8K. Net investment income was $3.

Key facts about The Bernstein Family Foundation Inc

In short: The Bernstein Family Foundation Inc gave $8K across 3 grants in 2024 (avg $3K), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
13-3590722
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$8,000
Grants made (2024)
3
Average grant
$2,667
Median grant
$2,000
Total assets
$67,530
Primary geography
New York (88% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$68K

-10.6% YoY

Annual Giving

$8K

-58.7% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$3K

-44.9% YoY

Under IRS private-foundation payout rules, The Bernstein Family Foundation Inc reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

How The Bernstein Family Foundation Inc gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 225% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

New YorkBostonDurhamMontpelier

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K3 grants2020 4 grants2021 1 grant2022 4 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $500 (2022) to $19K (2023). In 2024 it made 3 grants totaling $8K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

HB Studio: $5KHB Studio$5KWriters Guild of America East Foundation Inc: $2KWriters Guild of America EastFoundation Inc$2KBoston String Academy Inc: $1KBoston String Academy Inc$1K

The largest 2024 recipient was HB Studio ($5K). Together the top 3 received $8K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
HB Studio New York, NYGeneral Support$5,000
Writers Guild of America East Foundation Inc New York, NYGeneral Support$2,000
Boston String Academy Inc Boston, MAGeneral Support$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$67,530$75,577$95,094
Revenue$3$5$10
Expenses$8,050$19,522$550
Qualifying Distributions$8,050$19,522$550
Net Investment Income$3$5$10
Distributable Amount$3,573$4,059$4,691

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Bernstein Family Foundation Inc is led by Alexander Bernstein, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Alexander Bernstein

    President

    On filings since 2020

    15 hrs/week

    No compensation reported

  • Jamie Bernstein Thomas

    Chairman

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nina Bernstein

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Paul H. Epstein (2020–2021) — Secretary

Data from IRS Form 990 filings, 2020–2024. "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 The Bernstein Family Foundation Inc

How much does The Bernstein Family Foundation Inc give each year?

The Bernstein Family Foundation Inc gave $8K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $19K across 4 grants.

What is The Bernstein Family Foundation Inc's typical grant size?

The Bernstein Family Foundation Inc's median grant in 2024 was $2,000, and its average grant was $2,667, across 3 grants on its 2024 IRS Form 990-PF.

Where does The Bernstein Family Foundation Inc give grants?

The Bernstein Family Foundation Inc gives mostly in New York: 88% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (13%). The most frequent recipient cities were New York, NY (2 grants).

Does The Bernstein Family Foundation Inc give general operating support?

Yes: 100% of The Bernstein Family Foundation Inc's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is The Bernstein Family Foundation Inc?

The Bernstein Family Foundation Inc reported $68K in total assets on its 2024 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).

What is The Bernstein Family Foundation Inc?

The Bernstein Family Foundation Inc is a private foundation focused on Arts, Culture & Humanities, based in New York, NY. It holds $68K in total assets as of 2024.

What is The Bernstein Family Foundation Inc's EIN?

The Bernstein Family Foundation Inc's EIN (Employer Identification Number) is 13-3590722. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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