The Marvin Ronald Bernstein Foundation

UPLAND, CA EIN: 82-4264817

The Marvin Ronald Bernstein Foundation is a private foundation focused on Religion Related, based in UPLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 20 grants totaling $207K. Net investment income was $394K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.7M

+2.4% YoY

Annual Giving

$207K

-15.9% YoY

Grant Count

20

-4.8% YoY

Avg Grant Size

$10K

-11.7% YoY

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.

About The Marvin Ronald Bernstein Foundation

Based on IRS filings

The Marvin Ronald Bernstein Foundation is a private foundation focused on Religion Related, based in UPLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 20 grants totaling $207K. Net investment income was $394K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

AlamedaAllentownBerkeleyBostonChini HillsChinoChino HillsCoconut CreekCovinaCulver CityGlendaleIrvineKing Of PrussiaLa VerneMaldenMcleanMelbourneMequonMissoulaNampa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$262K$524K$786K$1M20202021202220232024
Metric202420232022
Total Assets$5,715,180$5,583,956$5,554,464
Revenue$462,126$35,703$-314,497
Expenses$345,428$410,071$437,227
Qualifying Distributions$280,990$338,974$348,617
Net Investment Income$394,275$114,908$103,820
Distributable Amount$276,450$269,062$294,344

Giving Over Time

Total grant dollars and number of grants per year

$0$68K$136K$203K$271K21 grants202024 grants202124 grants202221 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WEST HILLS COVENANT CHURCH$23KHAYNES FAMILY OF PROGRAMS$20KKENYA COMMUNITY HEALTH C…$15KTHE MASTER'S UNIVERSITY$15KBAJA CHRISTIAN MINISTRIES$12KCHINO HILLS CONGREGATION…$10KCHOICES WOMEN'S RESOURCE…$10KCOMMUNITY OF THE WORD$10KDIGNITYUSA$10KOLIVE CREST$10K

Grant Size Distribution

110 grants across all recorded years

110<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include West Hills Covenant Church ($22,625), Haynes Family of Programs ($20,000), Kenya Community Health Clinic Ministries ($15,000).

RecipientPurposeAmount
ACADEMY OF HAWAIIAN ARTS INC ALAMEDA, CAGRANT TO PROVIDE GENERAL SUPPORT$3,000
BAJA CHRISTIAN MINISTRIES CHINI HILLS, CAGRANT TO PROVIDE GENERAL SUPPORT$12,250
CHINO HILLS CONGREGATION OF JEHOVAH'S WITNESSES POMONA, CAGRANT TO PROVIDE GENERAL SUPPORT$10,000
CHOICES WOMEN'S RESOURCE CENTER POMONA, CAGRANT TO PROVIDE GENERAL SUPPORT$10,000
COMMUNITY OF THE WORD CHINO, CAGRANT TO PROVIDE GENERAL SUPPORT$10,000
DAWN OF HOPE GLENDALE, CAGRANT TO PROVIDE GENERAL SUPPORT$5,000
DIGNITYUSA MALDEN, MAGRANT TO PROVIDE GENERAL SUPPORT$10,000
FELLOWSHIP INTERNATIONAL MISSION ALLENTOWN, PAGRANT TO PROVIDE GENERAL SUPPORT$5,000
HAYNES FAMILY OF PROGRAMS LA VERNE, CAGRANT TO PROVIDE GENERAL SUPPORT$20,000
KENYA COMMUNITY HEALTH CLINIC MINISTRIES RANCHO CUCAMONGA, CAGRANT TO PROVIDE GENERAL SUPPORT$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MAUREEN UFKESTREASURER$19KJASON MEDINAPRESIDENT$19KALLISON HERBERTSECRETARY$19K

From 2024 filing

NameTitleHoursCompensation
JASON MEDINAPRESIDENT1$18,563
ALLISON HERBERTSECRETARY1$18,563
MAUREEN UFKESTREASURER1$18,567

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Marvin Ronald Bernstein Foundation?

The Marvin Ronald Bernstein Foundation is a private foundation focused on Religion Related, based in UPLAND, CA. It holds $5.7M in total assets as of 2024.

How large is The Marvin Ronald Bernstein Foundation?

As of 2024, The Marvin Ronald Bernstein Foundation holds $5.7M in total assets with $462K in annual revenue. It awarded 20 grants totaling $207K in 2024.

Where does The Marvin Ronald Bernstein Foundation operate?

The Marvin Ronald Bernstein Foundation has awarded grants in California, Florida, Idaho, Massachusetts, Montana, New York, Ohio, Oregon, Pennsylvania, Virginia, Wisconsin.

What size grants does The Marvin Ronald Bernstein Foundation award?

In 2024, The Marvin Ronald Bernstein Foundation awarded 20 grants totaling $207K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is The Marvin Ronald Bernstein Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Marvin Ronald Bernstein Foundation reported a distributable amount of $276K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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