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

+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.

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

Florida $1.9M (81%)

Missouri $300K (13%)

New York $98K (4%)

Iowa $10K (0%)

Texas $10K (0%)

District of Columbia $8K (0%)

States

District of Columbia Florida Iowa Missouri New York Texas

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

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

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 include Boca Raton Regional Hospital ($100,000), Homesafe ($25,000), Homesafe ($25,000).

Recipient	Purpose	Amount
AMERICAN NATIONAL RED CROSS WASHINGTON, DC	DISASTER RELIEF HEALTH AND SAFETY	$7,500
BEST FOOT FORWARD BOCA RATON, FL	GENERAL SUPPORT	$20,000
BNAI TORAH CONGREGATION BOCA RATON, FL	RELIGIOUS	$1,500
BNAI TORAH CONGREGATION BOCA RATON, FL	RELIGIOUS	$15,000
BNAI TORAH CONGREGATION BOCA RATON, FL	RELIGIOUS	$3,000
BOCA RATON REGIONAL HOSPITAL BOCA RATON, FL	MEDICAL	$10,000
BOCA RATON REGIONAL HOSPITAL BOCA RATON, FL	MEDICAL	$10,000
BOCA RATON REGIONAL HOSPITAL BOCA RATON, FL	MEDICAL	$15,000
BOCA RATON REGIONAL HOSPITAL BOCA RATON, FL	MEDICAL	$100,000
BOCA RIO FOUNDATION BOCA RATON, FL	EDUCATE CARE FEED AND PROTECT	$5,000

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

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
STEVEN E BERNSTEIN	PRESIDENT	—	—
ABBY BERNSTEIN	DIRECTOR	—	—
HERMAN MOSKOWITZ	DIRECTOR	—	—

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

Philanthropy, Voluntarism & Grantmaking

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.