The Morey Bernstein
The Morey Bernstein is a private foundation based in Annandale, Virginia. Its 2025 filing reports 17 grants totaling $71,000 to charitable organizations, with listed purposes including women’s health, human rights, medical care, democracy education, legal assistance, and public television.
The Morey Bernstein at a glance
In short: The Morey Bernstein gave $71K across 17 grants in 2025 (avg $4K), top state District of Columbia. 71% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $71,000
- +54.3% vs 2024
- Grants made (2025)
- 17
- +13.3% vs 2024
- Average grant
- $4,176
- +36.2% vs 2024
- Median grant
- $4,000
- Total assets
- $1,706,764
- +6.5% vs 2024
- New grantees (estimate)
- 71% first-time grantees (12 of 17, 2025; small sample)
- Primary geography
- District of Columbia (35% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Morey Bernstein
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 4308 Old Columbia Pike, Annandale, VA 22003
Phone: (719) 543-0516
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Morey Bernstein funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Planned Parenthood ($13K). Together the top 10 received $57K.
Grant Size Distribution
82 grants across all recorded years
The most common grant size was under $50K: 81 grants of 82 (99%).
Geographic Focus
Where this funder awards grants
In 2025, the largest reported shares of grant dollars went to recipients in Washington, DC (35%), Virginia (14%), Oregon (11%), New York (11%), and Maryland (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Is The Morey Bernstein open to new grantees?
71%
first-time grantees, 2025
In 2025, 12 of 17 grantees (71%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $4K; repeat grants $5K. How we count
Medians: $4K first-time, $5K repeat.
- 24% of 2025 grantees were also funded in 2024. Method
- Giving grew 97% from 2022 to 2025. Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). 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 2021 to 2025, annual grant giving ranged from $36K (2022) to $150K (2021). In 2025 it made 17 grants totaling $71K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Planned Parenthood Washington, DC | Womens Health | $13,000 |
| Human Rights Campaign Foundation Washington, DC | Human Rights | $7,000 |
| DRS Without Borders Hagerstown, MD | Medical Services | $5,000 |
| Democracy Forward Foundation Washington, DC | Democracy Education | $5,000 |
| Alsac - St Jude Children's Research Memphis, TN | Medical Care & Research | $5,000 |
| Legal Services of Northern Virginia Fairfax, VA | Legal Assistance | $5,000 |
| Shriners Hospitals for Children Tampa, FL | Medical Care | $5,000 |
| Brennan Center for Justice at NYU New York, NY | Legal Assistance | $4,000 |
| Democracy Works Brooklyn, NY | Democracy Education | $4,000 |
| Western States Center Portland, OR | Human Rights | $4,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,706,764 | $96,693 | $75,745 | $71,000 | 17 | $74,745 | $96,693 | $80,828 |
| 2024 | $1,602,382 | $50,001 | $55,336 | $46,000 | 15 | $48,960 | $44,149 | $74,130 |
| 2023 | $1,458,468 | $66,750 | $45,518 | $36,000 | 10 | $39,465 | $63,809 | $68,390 |
| 2022 | $1,394,647 | $119,639 | $44,925 | $36,000 | 17 | $39,452 | $114,166 | $77,743 |
| 2021 | $1,638,498 | $193,936 | $158,055 | $149,500 | 23 | — | $68,688 | $73,980 |
Under IRS private-foundation payout rules, The Morey Bernstein reported a distributable amount of $81K for 2025 — 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 mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including health and medical care, human rights, legal assistance, democracy education, and public broadcasting.
Among the grantees, the Human Rights Campaign Foundation describes its work as promoting public education and welfare for the LGBTQ+ community. Democracy Forward Foundation says it works through legal and administrative processes to protect democratic rights and institutions, preserve the rule of law, and educate the public. Legal Services of Northern Virginia describes itself as a public-interest law firm providing free legal assistance to low-income residents of Northern Virginia. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2025, the foundation reported 17 grants totaling $71,000. Grants ranged from $1,000 to $13,000, with a median of $4,000. The largest grants included $13,000 to Planned Parenthood for women’s health; $7,000 to the Human Rights Campaign Foundation for human rights; and $5,000 each to DRS Without Borders for medical services, Democracy Forward Foundation for democracy education, ALSAC–St. Jude Children’s Research for medical care and research, Legal Services of Northern Virginia for legal assistance, and Shriners Hospitals for Children for medical care.
Other reported grants included $4,000 each to Brennan Center for Justice at NYU for legal assistance, Democracy Works for democracy education, and Western States Center for human rights; $3,000 to Public Broadcasting Service for public television; and $2,000 to Adelante Mujeres for empowering Latina women.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Barbara Bernstein as secretary and Sharon Bernstein as treasurer.
The Morey Bernstein's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barbara Bernstein
Secretary
On filings since 2021
No compensation reported
Sharon Bernstein
Treasurer
On filings since 2021
No compensation reported
Former officers (1)
- Former: Robert A. Bernstein (2021–2023) — President
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Morey Bernstein
How much does The Morey Bernstein give each year?
The Morey Bernstein gave $71K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 15 grants.
What is The Morey Bernstein's typical grant size?
The Morey Bernstein's median grant in 2025 was $4,000, and its average grant was $4,176, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Morey Bernstein that year got $4K on average.
Where does The Morey Bernstein give grants?
The Morey Bernstein's top state is District of Columbia, with 35% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (14%) and Oregon (11%). The most frequent recipient cities were Washington, DC (3 grants) and Portland, OR (2 grants).
Does The Morey Bernstein give general operating support?
Not in 2025: none of the 17 grants with a stated purpose on The Morey Bernstein's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Legal Assistance" (3 grants).
Who are The Morey Bernstein's largest grantees?
The Morey Bernstein's largest 2025 grantees include Planned Parenthood ($13,000), Human Rights Campaign Foundation ($7,000) and DRS Without Borders ($5,000), according to its 2025 IRS Form 990-PF. Together they received 35% of its itemized 2025 grant dollars.
How large is The Morey Bernstein?
The Morey Bernstein reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $75K in qualifying distributions that year, against a required minimum of $81K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Morey Bernstein fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including health and medical care, human rights, legal assistance, democracy education, and public broadcasting. See mission & focus areas ↑
How do I apply for a grant from The Morey Bernstein?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Morey Bernstein's EIN?
The Morey Bernstein's EIN (Employer Identification Number) is 52-2182509. IRS Form 990 filing data is available on this page for 2021–2025.
Does The Morey Bernstein 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 2021–2025
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Cite this profile
Grantable. (2026). The Morey Bernstein funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-morey-bernstein-morg_30039c52d6dc45f6bcca1f585f6a3f60
BibTeX
@misc{grantable_522182509_2026,
author = {{Grantable}},
title = {{The Morey Bernstein funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-morey-bernstein-morg_30039c52d6dc45f6bcca1f585f6a3f60},
note = {Accessed 2026-10-12. 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 Morey Bernstein'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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