The Leslie S and Philip L Bernstein Family
The Leslie S and Philip L Bernstein Family Fund is a private foundation based in Santa Barbara, California. The organization has been tax-exempt since March 1967 and operates as a grantmaking foundation serving the Santa Barbara community and beyond.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
-3.1% YoY
Annual Giving
$262K
+39.7% YoY
Grant Count
29
+16.0% YoY
Avg Grant Size
$9K
+20.5% YoY
Under IRS private-foundation payout rules, The Leslie S and Philip L Bernstein Family reported a distributable amount of $91K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation does not accept applications.
Grant Range
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Santa Barbara, California, though grants have also been made to organizations in other locations.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $1,576,165
- Total giving: $262,000
Historical Assets:
- 2023: $1,700,000
- 2022: $1,500,000
- 2021: $1,400,000
- 2020: $1,700,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,576,165 | $1,626,500 | $1,697,191 |
| Revenue | $241,764 | $139,892 | $463,536 |
| Expenses | $292,099 | $210,583 | $236,919 |
| Qualifying Distributions | $267,227 | $192,316 | $205,638 |
| Net Investment Income | $62,546 | $32,016 | $365,559 |
| Distributable Amount | $90,777 | $88,799 | $93,192 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
129 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Music Academy of the West ($75,000), Santa Barbara Cottage Hospital ($50,000), Lobero Theatre Foundation ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Germantown Academy FORT WASHINGTON, PA | Provide General Funding | $1,000 |
| MUSIC ACADEMY OF THE WEST SANTA BARBARA, CA | Provide General Funding | $75,000 |
| CANCER FOUNDATION OF SANTA BARBARA SANTA BARBARA, CA | PROVIDE GENERAL FUNDING | $10,000 |
| SANSUM CLINIC SANTA BARBARA, CA | TO SUPPORT THE ENDOCRINOLOGY DEPARTMENT | $30,000 |
| YELLOWSTONE FOREVER YELLOWSTONE NATL PARK, WY | Provide General Funding | $1,000 |
| SANTA BARBARA COTTAGE HOSPITAL SANTA BARBARA, CA | PROVIDE GENERAL FUNDING | $50,000 |
| WESLEYAN UNIVERSITY MIDDLETOWN, CT | PROVIDE GENERAL FUNDING | $1,000 |
| YOSEMITE CONSERVANCY SAN FRANCISCO, CA | PROVIDE GENERAL FUNDING | $1,500 |
| DIRECT RELIEF SANTA BARBARA, CA | PROVIDE GENERAL FUNDING | $2,000 |
| GRAND CANYON CONSERVANCY GRAND CANYON, AZ | PROVIDE GENERAL FUNDING | $250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHILIP L BERNSTEIN | TRUSTEE | 5 | — |
| LESLIE S BERNSTEIN | TREASURER | 5 | — |
Frequently Asked Questions
How do I apply for a grant from The Leslie S and Philip L Bernstein Family?
The foundation does not accept applications. **Grant Activity:** • Total giving in 2024: $188,000 across 25 grants • Total giving in 2023: $200,000 across 29 grants • Total giving in 2022: $250,000 across 15 grants • Total giving in 2021: $257,000 across 31 grants • Total giving in 2020: $188,000 across 21 grants **Grant Ranges:** • Median grant size: $2,000 (2024) • Grant range: $500–$50,000 **Recent Grant Recipients (2023):** • Santa Barbara Cottage Hospital: $50,000 (general funding) • Sansu…
Where does The Leslie S and Philip L Bernstein Family make grants?
The foundation primarily funds organizations in Santa Barbara, California, though grants have also been made to organizations in other locations.
What size grants does The Leslie S and Philip L Bernstein Family award?
In 2024, The Leslie S and Philip L Bernstein Family awarded 29 grants totaling $262K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The Leslie S and Philip L Bernstein Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Leslie S and Philip L Bernstein Family reported a distributable amount of $91K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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