The Marvin Ronald Bernstein Foundation
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.
Key facts about The Marvin Ronald Bernstein Foundation
- EIN
- 82-4264817
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $207,375
- Grants made (2024)
- 20
- Average grant
- $10,369
- Median grant
- $10,000
- New grantees (estimate)
- 25% first-time grantees (5 of 20, 2024)
- Total assets
- $5,715,180
- Primary geography
- California (72% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Marvin Ronald Bernstein Foundation funds
By grant dollars, the top recipient states for The Marvin Ronald Bernstein Foundation's 20 itemized 2024 grants were California (72%) and Oregon (16%). The most frequent recipient cities were Portland, OR (2 grants), Pomona, CA (2 grants) and Upland, CA (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is The Marvin Ronald Bernstein Foundation open to new grantees?
25%
first-time grantees, 2024
In 2024, 5 of 20 grantees (25%) were first-time recipients. First grants averaged $6K; repeat grants $12K. How we count
Medians: $5K first-time, $10K repeat.
- 75% 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 IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Marvin Ronald Bernstein Foundation
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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
Share of all 20 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
110 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include West Hills Covenant Church ($22,625), Haynes Family of Programs ($20,000), Kenya Community Health Clinic Ministries ($15,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jason Medina | President | 1 | $18,563 |
| Allison Herbert | Secretary | 1 | $18,563 |
| Maureen Ufkes | Treasurer | 1 | $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 September 2026. Sourced from IRS Form 990-PF filings.