The Leslie S and Philip L Bernstein Family

Private foundation · Grantmaker Santa Barbara, CA EIN: 23-6420229

The Leslie S and Philip L Bernstein Family is a private foundation based in Santa Barbara, California. Its 2025 filing reports grants to charitable organizations, including local health care and cultural organizations, as well as organizations in other states.

Key facts about The Leslie S and Philip L Bernstein Family

In short: The Leslie S and Philip L Bernstein Family gave $209K across 38 grants in 2025 (avg $5K), mostly in California. 3% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
23-6420229
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$208,750
Grants made (2025)
38
Average grant
$5,493
Median grant
$1,000
New grantees (estimate)
3% first-time grantees (1 of 38, 2025)
Total assets
$1,543,041
Primary geography
California (79% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.5M

-2.1% YoY

Annual Giving

$209K

-20.3% YoY

Grant Count

38

+31.0% YoY

Avg Grant Size

$5K

-39.2% YoY

Under IRS private-foundation payout rules, The Leslie S and Philip L Bernstein Family reported a distributable amount of $94K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Leslie S and Philip L Bernstein Family open to new grantees?

3%

first-time grantees, 2025

In 2025, 1 of 38 grantees (3%) were first-time recipients. First grants averaged $1K; repeat grants $6K. How we count

Medians: $1K first-time, $1K repeat.

  • 71% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+4%). Method
  • In 2025 it paid out 222% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas such as health care, music education and performance, botanical conservation, and other charitable activities. For example, Santa Barbara Cottage Hospital describes its mission as providing health care and improving community health; the Music Academy of the West says it provides educational and performance experiences for classically trained musicians and diverse audiences. The Santa Barbara Botanic Garden says it works to conserve native plants and habitats.

Grantmaking

In 2025, the foundation reported 38 grants totaling $208,750. Grants ranged from $250 to $50,000, with a median of $1,000. Its largest grants were $50,000 each to Santa Barbara Cottage Hospital and the Music Academy of the West, both in Santa Barbara. Other notable grants included $30,000 to Sansum Clinic for its endocrinology department, $11,000 to Germantown Academy, and $10,000 each to the Cancer Foundation of Santa Barbara, OphthalmicEdge Inc, and Woods Hole Oceanographic Institution.

How to Apply

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.

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Geographic Focus

Where this funder awards grants

In 2025, California organizations received 79% of grant dollars. Other reported recipient-state shares were New York (6%), Pennsylvania (6%), Massachusetts (5%), and Colorado (1%).

Grant Distribution by State

15states

Share of 2025 grant dollars across all 38 itemized grants.

Cities

Santa BarbaraFort WashingtonMiddletownNew YorkPhiladelphiaSan FranciscoYellowstone Natl ParkAlton BayGrand CanyonSacramentoWoods HoleArlingtonBurbankWahingtonWashingtonLos AngelesMemphisMissoulaNorth AndoverGoleta

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K31 grants2020 15 grants2021 29 grants2022 25 grants2023 29 grants2024 38 grants2025

From 2020 to 2025, annual grant giving ranged from $188K (2023) to $262K (2024). In 2025 it made 38 grants totaling $209K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Music Academy of the West: $50KMusic Academy of the West$50KSanta Barbara Cottage Hospital: $50KSanta Barbara Cottage Hospital$50KSansum Clinic: $30KSansum Clinic$30KGermantown Academy: $11KGermantown Academy$11KCancer Foundation of Santa Barbara: $10KCancer Foundation of SantaBarbara$10KOphthalmicedge Inc: $10KOphthalmicedge Inc$10KWoods Hole Oceanographic Institution: $10KWoods Hole OceanographicInstitution$10KCalifornia Pacific Medical Center Foundation: $5KCalifornia Pacific MedicalCenter Foundation$5KGanna Walska Lotusland: $3KGanna Walska Lotusland$3KWorld Class Accessibility Foundation: $3KWorld Class AccessibilityFoundation$3K

The largest 2025 recipient was Music Academy of the West ($50K). Together the top 10 received $181K.

Grant Size Distribution

136 grants across all recorded years

126<$50K9$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 126 grants of 136 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Music Academy of the West Santa Barbara, CAProvide General Funding$50,000
Santa Barbara Cottage Hospital Santa Barbara, CAProvide General Funding$50,000
Sansum Clinic Santa Barbara, CATo Support the Endocrinology Department$30,000
Germantown Academy Fort Washington, PAProvide General Funding$11,000
Cancer Foundation of Santa Barbara Santa Barbara, CAProvide General Funding$10,000
Ophthalmicedge Inc New York, NYProvide General Funding$10,000
Woods Hole Oceanographic Institution Woods Hole, MAProvide General Funding$10,000
California Pacific Medical Center Foundation Sacramento, CATo Support Living Donor Kidney program$5,000
Ganna Walska Lotusland Santa Barbara, CAProvide General Funding$2,500
World Class Accessibility Foundation Vail, COProvide General Funding$2,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $1,543,041 $190,003 $223,127 $208,750 38
2024 $1,576,165 $241,764 $292,099 $262,000 29
2023 $1,626,500 $139,892 $210,583 $187,500 25
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,543,041$1,576,165$1,626,500
Revenue$190,003$241,764$139,892
Expenses$223,127$292,099$210,583
Qualifying Distributions$208,840$267,227$192,316
Net Investment Income$49,632$62,546$32,016
Distributable Amount$93,863$90,777$88,799

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 4, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Philip L Bernstein as trustee and Leslie S Bernstein as treasurer.

The Leslie S and Philip L Bernstein Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Philip L. Bernstein

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Leslie S. Bernstein

    Treasurer

    On filings since 2020

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: PO Box 50740, Santa Barbara, CA 93150-0740
Phone: (805) 565-1411

Frequently asked questions about The Leslie S and Philip L Bernstein Family

How much does The Leslie S and Philip L Bernstein Family give each year?

The Leslie S and Philip L Bernstein Family gave $209K across 38 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $262K across 29 grants.

What is The Leslie S and Philip L Bernstein Family's typical grant size?

The Leslie S and Philip L Bernstein Family's median grant in 2025 was $1,000, and its average grant was $5,493, across 38 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Leslie S and Philip L Bernstein Family that year got $1K on average.

Where does The Leslie S and Philip L Bernstein Family give grants?

The Leslie S and Philip L Bernstein Family gives mostly in California: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (6%) and Pennsylvania (6%). The most frequent recipient cities were Santa Barbara, CA (19 grants) and New York, NY (2 grants).

Does The Leslie S and Philip L Bernstein Family give general operating support?

Yes: 92% of The Leslie S and Philip L Bernstein Family's 2025 grants with a stated purpose (35 of 38) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Leslie S and Philip L Bernstein Family's largest grantees?

The Leslie S and Philip L Bernstein Family's largest 2025 grantees include Music Academy of the West ($50,000), Santa Barbara Cottage Hospital ($50,000) and Sansum Clinic ($30,000), according to its 2025 IRS Form 990-PF. Together they received 62% of its itemized 2025 grant dollars.

How large is The Leslie S and Philip L Bernstein Family?

The Leslie S and Philip L Bernstein Family reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $209K in qualifying distributions that year, against a required minimum of $94K (roughly 5% of its investment assets).

What does The Leslie S and Philip L Bernstein Family fund?

No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas such as health care, music education and performance, botanical conservation, and other charitable activities. See mission & focus areas ↑

How do I apply for a grant from The Leslie S and Philip L Bernstein Family?

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Leslie S and Philip L Bernstein Family's EIN?

The Leslie S and Philip L Bernstein Family's EIN (Employer Identification Number) is 23-6420229. IRS Form 990 filing data is available on this page for 2020–2025.

Does The Leslie S and Philip L Bernstein Family accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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