The Donald H & Barbara K Bernstein Family Foundation
The Donald H & Barbara K Bernstein Family Foundation is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grants totaling $506K. Net investment income was $24K.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$506K
+93.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$506K
+93.9% YoY
About The Donald H & Barbara K Bernstein Family Foundation
Based on IRS filings
The Donald H & Barbara K Bernstein Family Foundation is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grants totaling $506K. Net investment income was $24K.
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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 | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $413,910 |
| Revenue | $29,891 | $725,378 |
| Expenses | $513,103 | $264,172 |
| Qualifying Distributions | $507,585 | — |
| Net Investment Income | $24,373 | $364,437 |
| Distributable Amount | — | $16,133 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2021
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include See Attached Statement Various Gran ($505,885).
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Statement Various Gran Charlotte, NC | General Support | $505,885 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Donald H Bernstein | President | 40 | — |
Frequently Asked Questions
Where does The Donald H & Barbara K Bernstein Family Foundation operate?
The Donald H & Barbara K Bernstein Family Foundation has awarded grants in North Carolina.
What size grants does The Donald H & Barbara K Bernstein Family Foundation award?
In 2021, The Donald H & Barbara K Bernstein Family Foundation awarded 1 grants totaling $506K — an average of about $506K per grant, based on its IRS Form 990 filings.
What is The Donald H & Barbara K Bernstein Family Foundation's EIN?
The Donald H & Barbara K Bernstein Family Foundation's EIN (Employer Identification Number) is 58-1804268. IRS Form 990 filing data is available on this page for 2020–2021.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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