The Jeffrey and Dana Berstein Family
The Jeffrey and Dana Berstein Family is a private foundation, 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.
The Jeffrey and Dana Berstein Family at a glance
In short: The Jeffrey and Dana Berstein Family gave $505K across 5 grants in 2024 (avg $101K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $505,000
- +64.0% vs 2023
- Grants made (2024)
- 5
- +400.0% vs 2023
- Average grant
- $101,000
- -67.2% vs 2023
- Median grant
- $125,000
- Total assets
- $6,256,978
- +11.2% vs 2023
- Primary geography
- Pennsylvania (62% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Jeffrey and Dana Berstein Family funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Unistream ($140K). Together the top 5 received $505K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 6 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How The Jeffrey and Dana Berstein Family gives
- In 2024 it paid out 157% of its IRS minimum distribution (the 5% rule). 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 2023 to 2024, annual grant giving ranged from $308K (2023) to $505K (2024). In 2024 it made 5 grants totaling $505K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Unistream Jamesburg, NJ | GRANT | $140,000 |
| Ofanim Gladwyne, PA | GRANT | $140,000 |
| Adopt a Community Program Jewish Federation of Philadelphia Philadelphia, PA | Stodt Negev Community Leaders and Support Program | $125,000 |
| Jewish Federation of Philadelphia Philadelphia, PA | General Operating Fund | $50,000 |
| Darca Schools New York, NY | Contribution | $50,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $6,256,978 | $1,368,625 | $520,195 | $505,000 | 5 | $505,000 | $937,431 | $322,411 |
| 2023 | $5,626,541 | $5,943,652 | $310,324 | $307,907 | 1 | $307,907 | $627,137 | $135,459 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Jeffrey and Dana Berstein Family's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dana Berstein
Trustee
On filings since 2023
1 hr/week
No compensation reported
Jeffrey Berstein
Trustee
On filings since 2023
1 hr/week
No compensation reported
Jordan Berstein
Trustee
On filings since 2023
1 hr/week
No compensation reported
Lucas Berstein
Trustee
On filings since 2023
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2023–2024. "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 Jeffrey and Dana Berstein Family
How much does The Jeffrey and Dana Berstein Family give each year?
The Jeffrey and Dana Berstein Family gave $505K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $308K across 1 grant.
What is The Jeffrey and Dana Berstein Family's typical grant size?
The Jeffrey and Dana Berstein Family's median grant in 2024 was $125,000, and its average grant was $101,000, across 5 grants on its 2024 IRS Form 990-PF.
Where does The Jeffrey and Dana Berstein Family give grants?
The Jeffrey and Dana Berstein Family gives mostly in Pennsylvania: 62% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (28%) and New York (10%). The most frequent recipient cities were Philadelphia, PA (2 grants).
Does The Jeffrey and Dana Berstein Family give general operating support?
Yes: 20% of The Jeffrey and Dana Berstein Family's 2024 grants with a stated purpose (1 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Jeffrey and Dana Berstein Family's largest grantees?
The Jeffrey and Dana Berstein Family's largest 2024 grantees include Unistream ($140,000), Ofanim ($140,000) and Adopt a Community Program Jewish Federation of Philadelphia ($125,000), according to its 2024 IRS Form 990-PF. Together they received 80% of its itemized 2024 grant dollars.
How large is The Jeffrey and Dana Berstein Family?
The Jeffrey and Dana Berstein Family reported $6.3M in total assets on its 2024 IRS Form 990-PF. It paid out $505K in qualifying distributions that year, against a required minimum of $322K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
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