The Steven E Bernstein Family
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.
Key facts about The Steven E Bernstein Family
- EIN
- 20-5120272
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $384,800
- Grants made (2025)
- 27
- Average grant
- $14,252
- Median grant
- $10,000
- New grantees (estimate)
- 38% first-time grantees (6 of 16, 2025)
- Total assets
- $3,067,856
- Primary geography
- Florida (91% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Steven E Bernstein Family funds
By grant dollars, the top recipient states for The Steven E Bernstein Family's 27 itemized 2025 grants were Florida (91%) and New York (7%). The most frequent recipient cities were Boca Raton, FL (15 grants), Lake Worth, FL (4 grants), West Palm Beach, FL (3 grants) and New York, NY (2 grants). 4% of grants with a stated purpose were for general or operating support. Recurring purposes include "Medical" (5 grants), "Religious" (4 grants) and "Safety Net Family Violence Prevent'n" (4 grants).
Is The Steven E Bernstein Family open to new grantees?
38%
first-time grantees, 2025
In 2025, 6 of 16 grantees (38%) were first-time recipients. First grants averaged $17K; repeat grants $28K. How we count
Medians: $15K first-time, $12K repeat.
- 63% of 2025 grantees were also funded in 2024. Method
- Giving fell 69% from 2022 to 2025. Method
- In 2025 it paid out 216% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Steven E Bernstein Family
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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
Under IRS private-foundation payout rules, The Steven E Bernstein Family reported a distributable amount of $178K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grant-making priorities focus on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Community Health
Grantmaking
Ready to take the next step with The Steven E Bernstein Family?
Geographic Focus
Where this funder awards grants
Primary funding areas include Florida, New York, and the District of Columbia.
Grant Distribution by State
Share of all 27 itemized 2025 grant dollars.
Cities
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
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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
89 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Boca Raton Regional Hospital ($135,000 across 4 grants), Homesafe ($60,800 across 4 grants), Saint Andrew's School ($30,000 across 2 grants).
| Recipient | Purpose | Amount |
|---|---|---|
| BOCA RATON REGIONAL HOSPITAL Boca Raton, FL | MEDICAL | $100,000 |
| HOMESAFE Lake Worth, FL | SAFETY NET FAMILY VIOLENCE PREVENT'N | $25,000 |
| HOMESAFE Lake Worth, FL | SAFETY NET FAMILY VIOLENCE PREVENT'N | $25,000 |
| KENNETH ROSENBERG FOUNDATION New York, NY | HEALTH, DISEASE AND HUMAN SERVICES | $25,000 |
| SWEET DREAM MAKERS Boca Raton, FL | PROVIDE NEW BEDS TO CHILDREN IN NEED | $25,000 |
| BEST FOOT FORWARD Boca Raton, FL | GENERAL SUPPORT | $20,000 |
| COMMUNITY FOUNDATION FOR PBC & MC West Palm Beach, FL | COMMUNITY BETTERMENT | $20,000 |
| BNAI TORAH CONGREGATION Boca Raton, FL | RELIGIOUS | $15,000 |
| BOCA RATON REGIONAL HOSPITAL Boca Raton, FL | MEDICAL | $15,000 |
| SAINT ANDREW'S SCHOOL Boca Raton, FL | CO-EDUCATIONAL SCHOOL PRE K-12 | $15,000 |
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
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Steven E Bernstein | President | — | — |
| Abby Bernstein | Director | — | — |
| Herman Moskowitz | Director | — | — |
Recent News & Activity
Recent developments and announcements
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 trainingSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Steven E Bernstein Family fund?
The foundation's grant-making priorities focus on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Community Health
How do I apply for a grant from The Steven E Bernstein Family?
**Grant Amounts:** Typical awards range from $500 to $100,000 **Annual Giving:** $384,800 in total giving (based on most recent IRS 990 filing for 2025) **Geographic Distribution:** The foundation primarily funds organizations in Florida, New York, and the District of Columbia. **Notable Gift:** The foundation made a $1 million gift to Boca Raton's Keeping the Promise Capital Campaign.
Where does The Steven E Bernstein Family make grants?
Primary funding areas include Florida, New York, and the District of Columbia.
What size grants does The Steven E Bernstein Family award?
In 2025, The Steven E Bernstein Family awarded 27 grants totaling $385K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is The Steven E Bernstein Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Steven E Bernstein Family reported a distributable amount of $178K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Steven E Bernstein Family's EIN?
The Steven E Bernstein Family's EIN (Employer Identification Number) is 20-5120272. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.