The Bertram Steinman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTPORT, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 7 grants totaling $180K. Net investment income was $76K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
-7.2% YoY
Annual Giving
$180K
+20.0% YoY
Grant Count
7
+16.7% YoY
Avg Grant Size
$26K
+2.9% YoY
Under IRS private-foundation payout rules, The Bertram Steinman Family reported a distributable amount of $181K for 2024 — the minimum it must pay out in qualifying distributions.
About The Bertram Steinman Family
Based on IRS filings
The Bertram Steinman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTPORT, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 7 grants totaling $180K. Net investment income was $76K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,861,029 | $2,004,467 | $2,179,387 |
| Revenue | $71,976 | $13,019 | $199,523 |
| Expenses | $215,414 | $185,180 | $288,143 |
| Qualifying Distributions | $180,000 | $150,000 | $255,325 |
| Net Investment Income | $76,179 | $61,670 | $165,622 |
| Distributable Amount | $181,407 | $159,636 | $169,916 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
49 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Anti Defamation League ($30,000), Nick & Kelly Children's Fund ($30,000), Rural Communities Empowerment Center ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANTI DEFAMATION LEAGUE NEW YORK, NY | CHARITABLE | $30,000 |
| CONGREGATION BETH EL NORWALK, CT | CHARITABLE | $20,000 |
| NICK & KELLY CHILDREN'S FUND TEMPE, AZ | CHARITABLE | $30,000 |
| RURAL COMMUNITIES EMPOWERMENT CENTER ARLINGTON, VA | CHARITABLE | $30,000 |
| SOCIAL VENTURE PARTNERS CONNECTICUT WESTPORT, CT | CHARITABLE | $10,000 |
| UKRAINE AID GREAT FALLS, VA | CHARITABLE | $30,000 |
| CARNEGIE MUSEUMS OF PITTSBURGH PITTSBURGH, PA | CHARITABLE | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR STUART L STEINMAN | VICE PRESIDENT | 1 | — |
| JEFFREY Q STEINMAN | VICE PRESIDENT | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Bertram Steinman Family?
The Bertram Steinman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTPORT, CT. It holds $1.9M in total assets as of 2024.
How large is The Bertram Steinman Family?
As of 2024, The Bertram Steinman Family holds $1.9M in total assets with $72K in annual revenue. It awarded 7 grants totaling $180K in 2024.
Where does The Bertram Steinman Family operate?
The Bertram Steinman Family has awarded grants in Arizona, California, Connecticut, District of Columbia, Kentucky, Maryland, Montana, New Jersey, New York, Pennsylvania, Tennessee, Texas, Virginia.
What size grants does The Bertram Steinman Family award?
In 2024, The Bertram Steinman Family awarded 7 grants totaling $180K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is The Bertram Steinman Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bertram Steinman Family reported a distributable amount of $181K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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