The Bernstein Family Foundation Inc
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
Share of 2024 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2024 recipient was HB Studio ($5K). Together the top 3 received $8K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| HB Studio New York, NY | General Support | $5,000 |
| Writers Guild of America East Foundation Inc New York, NY | General Support | $2,000 |
| Boston String Academy Inc Boston, MA | General Support | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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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