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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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