The Morey Bernstein is a private foundation focused on Education, based in ANNANDALE, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 17 grants totaling $71K. Net investment income was $97K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.7M
+6.5% YoY
Annual Giving
$71K
+54.3% YoY
Grant Count
17
+13.3% YoY
Avg Grant Size
$4K
+36.2% YoY
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.
About The Morey Bernstein
Based on IRS filings
The Morey Bernstein is a private foundation focused on Education, based in ANNANDALE, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 17 grants totaling $71K. Net investment income was $97K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,706,764 | $1,602,382 | $1,458,468 |
| Revenue | $96,693 | $50,001 | $66,750 |
| Expenses | $75,745 | $55,336 | $45,518 |
| Qualifying Distributions | $74,745 | $48,960 | $39,465 |
| Net Investment Income | $96,693 | $44,149 | $63,809 |
| Distributable Amount | $80,828 | $74,130 | $68,390 |
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 2025
Grant Size Distribution
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Planned Parenthood ($13,000), Human Rights Campaign Foundation ($7,000), Drs Without Borders ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DRS WITHOUT BORDERS HAGERSTOWN, MD | MEDICAL SERVICES | $5,000 |
| PLANNED PARENTHOOD WASHINGTON, DC | WOMENS HEALTH | $13,000 |
| ADELANATE MUJERES FOREST GROVE, OR | EMPOWERING LATINA WOMEN | $2,000 |
| BEST FRIENDS ANIMAL SOCIETY SALT LAKE CITY, UT | ANIMAL CARE | $2,000 |
| BRENNAN CENTER FOR JUSTICE AT NYU NEW YORK, NY | LEGAL ASSISTANCE | $4,000 |
| CHARITY NAVIGATOR BOONE, IA | CHARITIES INFORMATION | $1,000 |
| DEMOCRACY FORWARD FOUNDATION WASHINGTON, DC | DEMOCRACY EDUCATION | $5,000 |
| DEMOCRACY WORKS BROOKLYN, NY | DEMOCRACY EDUCATION | $4,000 |
| JUSTICE CATALYST ACCESS FUND INC CHARLOTTESVILLE, VA | LEGAL ASSISTANCE | $2,000 |
| SOUTHERN POVERTY LAW CENTER MONTGOMERY, AL | 36104 | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARBARA BERNSTEIN | SECRETARY | — | — |
| SHARON BERNSTEIN | TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Morey Bernstein?
The Morey Bernstein is a private foundation focused on Education, based in ANNANDALE, VA. It holds $1.7M in total assets as of 2025.
How large is The Morey Bernstein?
As of 2025, The Morey Bernstein holds $1.7M in total assets with $97K in annual revenue. It awarded 17 grants totaling $71K in 2025.
Where does The Morey Bernstein operate?
The Morey Bernstein has awarded grants in Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Iowa, Illinois, Maryland, Michigan, Missouri, New York, Oregon, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.
What size grants does The Morey Bernstein award?
In 2025, The Morey Bernstein awarded 17 grants totaling $71K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The Morey Bernstein required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Morey Bernstein reported a distributable amount of $81K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Morey Bernstein's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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