The Jeffrey and Dana Berstein Family
The Jeffrey and Dana Berstein Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RADNOR, PA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 5 grants totaling $505K. Net investment income was $937K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.3M
+11.2% YoY
Annual Giving
$505K
+64.0% YoY
Grant Count
5
+400.0% YoY
Avg Grant Size
$101K
-67.2% YoY
Under IRS private-foundation payout rules, The Jeffrey and Dana Berstein Family reported a distributable amount of $322K for 2024 — the minimum it must pay out in qualifying distributions.
About The Jeffrey and Dana Berstein Family
Based on IRS filings
The Jeffrey and Dana Berstein Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RADNOR, PA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 5 grants totaling $505K. Net investment income was $937K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $6,256,978 | $5,626,541 |
| Revenue | $1,368,625 | $5,943,652 |
| Expenses | $520,195 | $310,324 |
| Qualifying Distributions | $505,000 | $307,907 |
| Net Investment Income | $937,431 | $627,137 |
| Distributable Amount | $322,411 | $135,459 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Unistream ($140,000), Ofanim ($140,000), Adopt a Community Program Jewish Federation of Philadelphia ($125,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF PHILADELPHIA PHILADELPHIA, PA | GENERAL OPERATING FUND | $50,000 |
| UNISTREAM JAMESBURG, NJ | GRANT | $140,000 |
| OFANIM GLADWYNE, PA | GRANT | $140,000 |
| DARCA SCHOOLS NEW YORK, NY | CONTRIBUTION | $50,000 |
| ADOPT A COMMUNITY PROGRAM JEWISH FEDERATION OF PHILADELPHIA PHILADELPHIA, PA | STODT NEGEV COMMUNITY LEADERS AND SUPPORT PROGRAM | $125,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEFFREY BERSTEIN | TRUSTEE | 1 | — |
| DANA BERSTEIN | TRUSTEE | 1 | — |
| JORDAN BERSTEIN | TRUSTEE | 1 | — |
| LUCAS BERSTEIN | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Jeffrey and Dana Berstein Family?
The Jeffrey and Dana Berstein Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RADNOR, PA. It holds $6.3M in total assets as of 2024.
How large is The Jeffrey and Dana Berstein Family?
As of 2024, The Jeffrey and Dana Berstein Family holds $6.3M in total assets with $1.4M in annual revenue. It awarded 5 grants totaling $505K in 2024.
Where does The Jeffrey and Dana Berstein Family operate?
The Jeffrey and Dana Berstein Family has awarded grants in New Jersey, New York, Pennsylvania.
What size grants does The Jeffrey and Dana Berstein Family award?
In 2024, The Jeffrey and Dana Berstein Family awarded 5 grants totaling $505K — an average of about $101K per grant, based on its IRS Form 990 filings.
How much is The Jeffrey and Dana Berstein Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jeffrey and Dana Berstein Family reported a distributable amount of $322K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Jeffrey and Dana Berstein Family's EIN?
The Jeffrey and Dana Berstein Family's EIN (Employer Identification Number) is 92-3916115. IRS Form 990 filing data is available on this page for 2023–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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