The Richard a & Amelia Bernstein

Private foundation · Grantmaker Rye, NY EIN: 13-3147445
PhilanthropyFoundations

The Richard a & Amelia Bernstein is a private foundation focused on Philanthropy, based in Rye, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $19K in total assets. In 2025, it made $2K in qualifying distributions.

Key facts about The Richard a & Amelia Bernstein

EIN
13-3147445
Latest 990 filing
Form 990-PF, 2025
Total assets
$18,705

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$19K

-11.1% YoY

Revenue

—

-100.0% YoY

Qualifying Distributions

$2K

-80.7% YoY

Expenses

$2K

-80.7% YoY

Under IRS private-foundation payout rules, The Richard a & Amelia Bernstein reported a distributable amount of $979 for 2025 — the minimum it must pay out in qualifying distributions.

How The Richard a & Amelia Bernstein gives

  • Giving grew 25% from 2021 to 2024. Method
  • In 2025 it paid out 237% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

WashingtonNew YorkFlushingAlbanyBronxHillsdaleReston

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K13 grants2019 5 grants2020 3 grants2021 2 grants2022 2 grants2023 2 grants2024 0 grants2025

From 2019 to 2024, annual grant giving ranged from $8K (2021) to $197K (2019). In 2024 it made 2 grants totaling $10K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$18,705$21,030$33,035
Revenue—$50$50
Expenses$2,325$12,055$31,756
Qualifying Distributions$2,325$12,055$31,756
Distributable Amount$979$1,143$1,833

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 16, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 10, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 20, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 6, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

The Richard a & Amelia Bernstein's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • James A. Cohen

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Mitchell Baron

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Amelia Bernstein

    Treasurer

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Richard A. Bernstein (2019–2024) — Director

Data from IRS Form 990 filings, 2019–2025. "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 Richard a & Amelia Bernstein

How large is The Richard a & Amelia Bernstein?

The Richard a & Amelia Bernstein reported $19K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $979 (roughly 5% of its investment assets).

What is The Richard a & Amelia Bernstein?

The Richard a & Amelia Bernstein is a private foundation focused on Philanthropy, based in Rye, NY. It holds $19K in total assets as of 2025.

Where does The Richard a & Amelia Bernstein operate?

The Richard a & Amelia Bernstein has awarded grants in District of Columbia, Michigan, New York, Virginia.

What is The Richard a & Amelia Bernstein's EIN?

The Richard a & Amelia Bernstein's EIN (Employer Identification Number) is 13-3147445. IRS Form 990 filing data is available on this page for 2019–2025.

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

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