The Richard a & Amelia Bernstein
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.
The Richard a & Amelia Bernstein at a glance
- Total assets
- $18,705
- -11.1% vs 2024
- Qualifying distributions (2025)
- $2,325
- -80.7% vs 2024
- Expenses (2025)
- $2,325
- -80.7% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Richard a & Amelia Bernstein funds
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $8K (2021) to $197K (2019). In 2024 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hudson Institute Washington, DC | General | $5,000 |
| Cato Institute Washington, DC | General | $5,000 |
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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 | $18,705 | — | $2,325 | — | — | $2,325 | — | $979 |
| 2024 | $21,030 | $50 | $12,055 | $10,000 | 2 | $12,055 | — | $1,143 |
| 2023 | $33,035 | $50 | $31,756 | $30,000 | 2 | $31,756 | — | $1,833 |
| 2022 | $64,741 | — | $11,560 | $10,000 | 2 | $11,560 | — | $3,368 |
| 2021 | $76,301 | — | $9,826 | $8,000 | 3 | — | — | $4,002 |
| 2020 | $86,127 | — | $29,196 | $21,500 | 5 | — | — | $4,710 |
| 2019 | $115,323 | $312,137 | $198,000 | $197,000 | 13 | — | $310,337 | $1,046 |
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.
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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 20, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
- IRS filings on file for fiscal years 2019–2025
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