The Marvin Ronald Bernstein Foundation
The Marvin Ronald Bernstein Foundation is a private foundation based in Upland, California. In filing year 2024, it reported 20 grants totaling $207,375, with listed grants supporting charitable organizations in California and other states.
The Marvin Ronald Bernstein Foundation at a glance
In short: The Marvin Ronald Bernstein Foundation gave $207K across 20 grants in 2024 (avg $10K), mostly in California. 20% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $207,375
- -15.9% vs 2023
- Grants made (2024)
- 20
- -4.8% vs 2023
- Average grant
- $10,369
- -11.7% vs 2023
- Median grant
- $10,000
- Total assets
- $5,715,180
- +2.4% vs 2023
- New grantees (estimate)
- 20% first-time grantees (4 of 20, 2024; small sample)
- Primary geography
- California (72% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Marvin Ronald Bernstein Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 527 W Clark St, Upland, CA 91784
Phone: (626) 585-0666
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Marvin Ronald Bernstein Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was West Hills Covenant Church ($23K). Together the top 10 received $135K.
Grant Size Distribution
110 grants across all recorded years
The most common grant size was under $50K: 110 grants of 110 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 72% of grant dollars went to recipients in California, 16% to Oregon, 5% to Massachusetts, 5% to Virginia, and 2% to Pennsylvania.
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
Cities
Is The Marvin Ronald Bernstein Foundation open to new grantees?
20%
first-time grantees, 2024
In 2024, 4 of 20 grantees (20%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $12K. How we count
Medians: $4K first-time, $10K repeat.
- 80% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−12%). Method
- In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $195K (2020) to $271K (2022). In 2024 it made 20 grants totaling $207K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| West Hills Covenant Church Portland, OR | Grant to Provide General Support | $22,625 |
| Haynes Family of Programs La Verne, CA | Grant to Provide General Support | $20,000 |
| Kenya Community Health Clinic Ministries Rancho Cucamonga, CA | Grant to Provide General Support | $15,000 |
| The Master's University Santa Clarita, CA | Grant to Provide General Support | $15,000 |
| Baja Christian Ministries Chini Hills, CA | Grant to Provide General Support | $12,250 |
| Chino Hills Congregation of Jehovah's Witnesses Pomona, CA | Grant to Provide General Support | $10,000 |
| Choices Women's Resource Center Pomona, CA | Grant to Provide General Support | $10,000 |
| Community of the Word Chino, CA | Grant to Provide General Support | $10,000 |
| Dignityusa Malden, MA | Grant to Provide General Support | $10,000 |
| Olive Crest Riverside, CA | Grant to Provide General Support | $10,000 |
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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 | $5,715,180 | $462,126 | $345,428 | $207,375 | 20 | $280,990 | $394,275 | $276,450 |
| 2023 | $5,583,956 | $35,703 | $410,071 | $246,500 | 21 | $338,974 | $114,908 | $269,062 |
| 2022 | $5,554,464 | $-314,497 | $437,227 | $271,100 | 24 | $348,617 | $103,820 | $294,344 |
| 2021 | $6,914,428 | $952,949 | $407,103 | $236,000 | 24 | $311,161 | $839,200 | $330,103 |
| 2020 | $6,964,493 | $216,715 | $342,550 | $195,000 | 21 | — | $118,319 | $303,765 |
Under IRS private-foundation payout rules, The Marvin Ronald Bernstein Foundation reported a distributable amount of $276K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2024 grants include general support for organizations working in areas such as child and family services, community and religious activities, counseling, education, and cultural instruction. These are descriptions of grantees’ work, not stated focus areas of the foundation.
For example, Haynes Family of Programs describes its mission as providing trauma-informed treatment, education, and support services to children, young adults, and families. Baja Christian Ministries says it supports mission trips and provides housing, latrines, furniture, food, education, and community development. Academy of Hawaiian Arts Inc describes its work as teaching Hawaiian dance, language, and culture through classes and festivals.
Grantmaking
In 2024, the foundation reported 20 grants totaling $207,375. Grants ranged from $2,500 to $22,625, with a median grant of $10,000. The largest listed grants included $22,625 to West Hills Covenant Church and $20,000 to Haynes Family of Programs. Other recipients included Kenya Community Health Clinic Ministries and The Master's University ($15,000 each), and Baja Christian Ministries ($12,250). The listed purposes for these grants were general support.
Other 2024 recipients included Olive Crest, Samaritan Counseling Center, and The Joshua Fund, each of which received $10,000, and Academy of Hawaiian Arts Inc, which received $3,000. Olive Crest describes its work as providing safe homes, counseling, and education for children and families in crisis; Samaritan Counseling Center describes its services as faith-based counseling and education; The Joshua Fund describes its activities as religious, educational, and charitable work; and Academy of Hawaiian Arts Inc describes its work as teaching Hawaiian dance, language, and culture.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Jason Medina as president, Allison Herbert as secretary, and Maureen Ufkes as treasurer.
The Marvin Ronald Bernstein Foundation is led by Jason Medina, President on every filing since 2020; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Jason Medina
President
On filings since 2020
1 hr/week
$18K (2020) → $19K (2024)
Allison Herbert
Secretary
On filings since 2020
1 hr/week
$19K (2020) → $19K (2024)
Maureen Ufkes
Treasurer
On filings since 2020
1 hr/week
$18K (2020) → $19K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $19K, to Maureen Ufkes (Treasurer). 3 officers or directors reported compensation on that filing.
Frequently asked questions about The Marvin Ronald Bernstein Foundation
How much does The Marvin Ronald Bernstein Foundation give each year?
The Marvin Ronald Bernstein Foundation gave $207K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $247K across 21 grants.
What is The Marvin Ronald Bernstein Foundation's typical grant size?
The Marvin Ronald Bernstein Foundation's median grant in 2024 was $10,000, and its average grant was $10,369, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Marvin Ronald Bernstein Foundation that year got $5K on average.
Where does The Marvin Ronald Bernstein Foundation give grants?
The Marvin Ronald Bernstein Foundation gives mostly in California: 72% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Oregon (16%). The most frequent recipient cities were Portland, OR (2 grants), Pomona, CA (2 grants) and Upland, CA (2 grants).
Does The Marvin Ronald Bernstein Foundation give general operating support?
Yes: 100% of The Marvin Ronald Bernstein Foundation's 2024 grants with a stated purpose (20 of 20) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Marvin Ronald Bernstein Foundation's largest grantees?
The Marvin Ronald Bernstein Foundation's largest 2024 grantees include West Hills Covenant Church ($22,625), Haynes Family of Programs ($20,000) and Kenya Community Health Clinic Ministries ($15,000), according to its 2024 IRS Form 990-PF. Together they received 28% of its itemized 2024 grant dollars.
How large is The Marvin Ronald Bernstein Foundation?
The Marvin Ronald Bernstein Foundation reported $5.7M in total assets on its 2024 IRS Form 990-PF. It paid out $281K in qualifying distributions that year, against a required minimum of $276K (roughly 5% of its investment assets).
What does The Marvin Ronald Bernstein Foundation fund?
No foundation mission statement is provided. Its 2024 grants include general support for organizations working in areas such as child and family services, community and religious activities, counseling, education, and cultural instruction. See mission & focus areas ↑
How do I apply for a grant from The Marvin Ronald Bernstein Foundation?
The foundation does not accept unsolicited requests for funds and states that it 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 Marvin Ronald Bernstein Foundation's EIN?
The Marvin Ronald Bernstein Foundation's EIN (Employer Identification Number) is 82-4264817. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Marvin Ronald Bernstein Foundation 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Marvin Ronald Bernstein Foundation funds
Religion Related Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Marvin Ronald Bernstein Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Marvin Ronald Bernstein Foundation funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/the-marvin-ronald-bernstein-foundation-morg_03af788c9b554af18a5fce2d7aefd6c9
BibTeX
@misc{grantable_824264817_2026,
author = {{Grantable}},
title = {{The Marvin Ronald Bernstein Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-marvin-ronald-bernstein-foundation-morg_03af788c9b554af18a5fce2d7aefd6c9},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Marvin Ronald Bernstein Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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