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Bernstein Charitable Trust 10-20-001-2-30890-0 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1994. The principal officer is Bank Of America Nt & Sa Ttee. It holds total assets of $3.2M. Annual income is reported at $731K. Total assets have decreased from $4.3M in 2011 to $3.3M in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in California and New York. According to available records, Bernstein Charitable Trust 10-20-001-2-30890-0 has made 20 grants totaling $2.6M, with a median grant of $140K. The foundation has distributed between $381K and $1.2M annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $1.2M distributed across 8 grants. Individual grants have ranged from $95K to $155K, with an average award of $132K. The foundation has supported 7 unique organizations. Grants have been distributed to organizations in California and New York. Contributions to this foundation are tax-deductible.
Smallest Grant
$112K
Median Grant
$112K
Average Grant
$112K
Largest Grant
$112K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bernstein Charitable Trust 10-20-001-2-30890-0 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in CA, NY.
Bernstein Charitable Trust 10-20-001-2-30890-0 has distributed a total of $2.6M across 20 grants. The median grant size is $140K, with an average of $132K. Individual grants have ranged from $95K to $155K.
Bernstein Charitable Trust 10-20-001-2-30890-0 typically selects its grantees rather than accepting unsolicited proposals.
Bernstein Charitable Trust 10-20-001-2-30890-0 is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $103K | $0 | $103K |
Total Giving
$498K
Total Assets
$3.3M
Fair Market Value
$9.7M
Net Worth
$3.3M
Grants Paid
$381K
Contributions
N/A
Net Investment Income
$282K
Distribution Amount
$508K
Total: $2.5M
Total Grants
20
Total Giving
$2.6M
Average Grant
$132K
Median Grant
$140K
Unique Recipients
7
Most Common Grant
$155K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hadassah Medical Relief Association IncHADASSAH UNIVERSITY | New York, NY | $95K | 2023 |
| Ucla - University Of Southern CaliforniaUNRESTRICTED GENERAL | Los Angeles, CA | $95K | 2023 |
| St John'S Health Center FoundationUNRESTRICTED GENERAL | Santa Monica, CA | $95K | 2023 |
| Cedars-Sinai Medical CenterDR. MONTY M BERNSTEIN | W Hollywood, CA | $95K | 2023 |
| Hadassah Medical ReliefHADASSAH UNIVERSITY | New York, NY | $140K | 2021 |
| University Of SouthernUNRESTRICTED GENERAL | Los Angeles, CA | $140K | 2021 |
| St Johns Health CenterUNRESTRICTED GENERAL | Santa Monica, CA | $140K | 2021 |