The Steven E Bernstein Family

BOCA RATON, FL EIN: 20-5120272

The Steven E Bernstein Family Foundation Inc. is a private family foundation established in Florida and based in Boca Raton, FL. The foundation was granted tax-exempt status in November 2006.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.1M

+110.6% YoY

Annual Giving

$385K

+23.5% YoY

Grant Count

27

+28.6% YoY

Avg Grant Size

$14K

-4.0% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grant-making priorities focus on:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Community Health

Grantmaking

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Geographic Focus

Where this funder awards grants

Primary funding areas include Florida, New York, and the District of Columbia.

Grant Distribution by State

6states

Cities

Boca RatonBooneFt LauderdaleIndiantownKansas CityKerrvilleLake WorthNew YorkNorth Palm BeachSouthamptonWashingtonWest Palm Beach

Financial History

Multi-year comparison from IRS filings

Total Assets: $3,067,856

Total Giving: $384,800 (based on most recent 2025 IRS 990 filing)

EIN: 20-5120272

Mailing Address: PO Box 810664, Boca Raton, FL 33481-0664

Contact: 954-983-6500

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$554K$1M$2M$2M20212022202320242025
Metric202520242023
Total Assets$3,067,856$1,456,670$1,709,327
Revenue$2,014,851$774,627$126,584
Expenses$403,665$338,059$338,516
Qualifying Distributions$384,800$311,625$305,500
Net Investment Income$131,638$104,684$93,568
Distributable Amount$178,031$139,560$184,969

Giving Over Time

Total grant dollars and number of grants per year

$0$309K$619K$928K$1M4 grants202120 grants202217 grants202321 grants202427 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

BOCA RATON REGIONAL HOSP…$100KHOMESAFE$25KHOMESAFE$25KKENNETH ROSENBERG FOUNDA…$25KSWEET DREAM MAKERS$25KBEST FOOT FORWARD$20KCOMMUNITY FOUNDATION FOR…$20KBNAI TORAH CONGREGATION$15KBOCA RATON REGIONAL HOSP…$15KSAINT ANDREW'S SCHOOL$15K

Grant Size Distribution

89 grants across all recorded years

80<$50K1$50–100K4$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Steven E. Bernstein is the founder and key figure associated with the foundation. He is a 63-year-old entrepreneur with a background in the cell-tower industry. Bernstein has been actively involved in philanthropic work for over 20 years, with particular interest in children's charities and at-risk youth services.

Abby Bernstein Henderson is Steven Bernstein's daughter and has been involved in the foundation's work. She is a certified mental health therapist and co-chairs charitable initiatives with her father, including the 2025 Rock 'n' Roll Classic Party benefiting HomeSafe.

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
STEVEN E BERNSTEINPRESIDENT
ABBY BERNSTEINDIRECTOR
HERMAN MOSKOWITZDIRECTOR

Recent News & Activity

Recent developments and announcements

2025

Steven Bernstein and his daughter Abby Bernstein Henderson serve as co-chairs of the 2025 Rock 'n' Roll Classic Party to benefit HomeSafe, a nonprofit organization that serves neglected and at-risk children. Bernstein's involvement with HomeSafe began more than 20 years ago after he discovered the organization and was moved by its mission and the conditions faced by the children it serves.

Steven Bernstein wins $2 million grant for implementation science training

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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