The Bertram Steinman Family
The Bertram Steinman Family is a private foundation, based in Westport, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 9 grants totaling $161K. Net investment income was $238K.
The Bertram Steinman Family at a glance
In short: The Bertram Steinman Family gave $161K across 9 grants in 2025 (avg $18K), top state Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $161,020
- -10.5% vs 2024
- Grants made (2025)
- 9
- +28.6% vs 2024
- Average grant
- $17,891
- -30.4% vs 2024
- Median grant
- $21,000
- Total assets
- $1,939,593
- +4.2% vs 2024
- Primary geography
- Virginia (37% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Bertram Steinman Family funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Anti Defamation League ($30K). Together the top 9 received $161K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 34 grants of 36 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How The Bertram Steinman Family gives
- Giving fell 37% from 2022 to 2025. Method
- In 2025 it paid out 84% 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 $56K (2021) to $255K (2022). In 2025 it made 9 grants totaling $161K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Anti Defamation League New York, NY | Charitable | $30,000 |
| Nick & Kelly Children's Fund Tempe, AZ | Charitable | $30,000 |
| Rural Communities Empowerment Center Arlington, VA | Charitable | $30,000 |
| Ukraine Aid Great Falls, VA | Charitable | $30,000 |
| Planned Parenthood Washington, DC | Charitable | $21,000 |
| Social Impact Partners Cambridge, MA | Charitable | $10,000 |
| The Norwalk Conservatory of the Arts Inc Norwalk, CT | Charitable | $8,300 |
| Connecticut Public Broadcasting Inc Hartford, CT | Charitable | $1,000 |
| Temple Beth El Jersey City, NJ | Charitable | $720 |
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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 | $1,939,593 | $277,222 | $200,650 | $161,020 | 9 | $161,020 | $237,842 | $191,323 |
| 2024 | $1,861,029 | $71,976 | $215,414 | $180,000 | 7 | $180,000 | $76,179 | $181,407 |
| 2023 | $2,004,467 | $13,019 | $185,180 | $150,000 | 6 | $150,000 | $61,670 | $159,636 |
| 2022 | $2,179,387 | $199,523 | $288,143 | $255,325 | 10 | $255,325 | $165,622 | $169,916 |
| 2021 | $2,293,872 | $115,322 | $95,078 | $56,100 | 4 | $56,100 | $110,274 | $182,144 |
| 2020 | $2,290,133 | $165,633 | $212,869 | $181,795 | 22 | — | $116,711 | $154,768 |
Under IRS private-foundation payout rules, The Bertram Steinman Family reported a distributable amount of $191K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Bertram Steinman Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jeffrey Q. Steinman
Vice President
On filings since 2020
No compensation reported
Stuart L. Steinman
Vice President
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Dorothy Steinman (2020–2021) — Secretary & Treasurer
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 The Bertram Steinman Family
How much does The Bertram Steinman Family give each year?
The Bertram Steinman Family gave $161K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $180K across 7 grants.
What is The Bertram Steinman Family's typical grant size?
The Bertram Steinman Family's median grant in 2025 was $21,000, and its average grant was $17,891, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Bertram Steinman Family give grants?
The Bertram Steinman Family's top state is Virginia, with 37% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (19%) and Arizona (19%).
Does The Bertram Steinman Family give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on The Bertram Steinman Family's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (9 grants).
Who are The Bertram Steinman Family's largest grantees?
The Bertram Steinman Family's largest 2025 grantees include Anti Defamation League ($30,000), Nick & Kelly Children's Fund ($30,000) and Rural Communities Empowerment Center ($30,000), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.
How large is The Bertram Steinman Family?
The Bertram Steinman Family reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $161K in qualifying distributions that year, against a required minimum of $191K (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.
What is The Bertram Steinman Family's EIN?
The Bertram Steinman Family's EIN (Employer Identification Number) is 11-3570704. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Bertram Steinman Family funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Bertram Steinman Family's focus areas in our free grants database
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