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Bernstein Family Foundation Inc. is a private corporation based in MILL VALLEY, CA. The foundation received its IRS ruling in 1998. It holds total assets of $571K. Annual income is reported at $145K. Total assets have decreased from $2.1M in 2011 to $628K in 2023. The foundation is governed by 5 officers and trustees. The foundation invests its assets and distributes its investment income to recognized public charities. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. Funding is distributed across 4 states, including California, Missouri, Maryland. According to available records, Bernstein Family Foundation Inc. has made 105 grants totaling $322K, with a median grant of $2K. Annual giving has decreased from $97K in 2020 to $74K in 2023. Grantmaking activity was highest in 2022 with $152K distributed across 50 grants. Individual grants have ranged from $250 to $15K, with an average award of $3K. The foundation has supported 47 unique organizations. The foundation primarily supports organizations in Missouri, New York, California, which account for 81% of all grants. Grantmaking reaches organizations across 13 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$2K
Average Grant
$3K
Largest Grant
$15K
Based on 30 grants from the most recent 990-PF filing.
The foundation invests its assets and distributes its investment income to recognized public charities.
The foundation invests its assets and distributes its investment income to recognized public charities. Based on available records, the foundation has funded 105 grants. Its grantmaking reaches organizations primarily in MO, NY, CA.
Bernstein Family Foundation Inc. has distributed a total of $322K across 105 grants. The median grant size is $2K, with an average of $3K. Individual grants have ranged from $250 to $15K.
Bernstein Family Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Bernstein Family Foundation Inc. is headquartered in MILL VALLEY, CA. While based in CA, the foundation distributes grants to organizations across 13 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jeffrey Bernstein | VICE PRESIDENT | $0 | $0 | N/A |
| Carolyn Bernstein | VICE PRESIDENT | $0 | $0 | N/A |
| Laurel Bernstein | VICE PRESIDENT | $0 | $0 | N/A |
| David Bernstein | PRESIDENT | $0 | $0 | N/A |
| Patricia Bernstein | SECRETARY TREASURER | $0 | $0 | N/A |
Total Giving
$97K
Total Assets
$628K
Fair Market Value
$720K
Net Worth
$627K
Grants Paid
$74K
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
$36K
Total Grants
105
Total Giving
$322K
Average Grant
$3K
Median Grant
$2K
Unique Recipients
47
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lift For LifeGIVING STUDENTS A STRONG EDUCATIONAL FOUNDATION | St Louis, MO | $5K | 2023 |
| Doctors Without BordersGLOBAL MEDICAL AID | New York, NY | $15K | 2023 |
| Ensworth SchoolEDUCATION SUPPORT | Nashville, TN | $10K | 2023 |
| Planned ParenthoodSEXUAL HEALTH CARE SUPPORT | New York, NY | $5K | 2023 |
| Planned Parenthood Of MoSEXUAL HEALTH CARE SUPPORT | St Louis, MO | $5K | 2023 |
| John Burroughs SchoolEDUCATION SUPPORT | St Louis, MO | $5K | 2023 |
| Harding SchoolEDUCATION SUPPORT | Santa Barbara, CA | $5K | 2023 |
| John Hopkins UniversityUNIVERSITY EDUCATION SUPPORT | Baltimore, MD | $5K | 2023 |
| First T St LouisPROVIDE EDUCTIONAL PROGRAMS FOR CHILDREN | St Louis, MO | $3K | 2023 |
| Central Reform CongregationJEWISH COMMUNITY SUPPORT | St Louis, MO | $2K | 2023 |
| St Louis Crisis NurseryPROVIDING A SAFE HAVEN FOR CHILDREN | Saint Louis, MO | $2K | 2023 |
| American Civil Liberties UnionFOR LEGISLATIVE SUPPORT OF ORGANIZATION DEFENDING CIVIL LIBERTIES | San Francisco, CA | $2K | 2023 |
| Stray Rescue Of St LouisRESCUE STRAY ANIMALS IN NEED OF MEDICAL ATTENTION | St Louis, MO | $2K | 2023 |
| World Pediatric ProjectSUPPORT FOR CRITICALLY ILL CHILDREN | Richmond, VA | $2K | 2023 |
| Gateway Pet GuardiansVETERINARY CARE | St Louis, MO | $2K | 2023 |
| Tunnel To Towers FoundationSUPPORT FOR FIRST RESPONDERS AND VETERANS | Staten Island, NY | $1K | 2023 |
| Marin Humane SocietyEND HOMELESSNESS IN THE BAY AREA BY 2030 | Novato, CA | $1K | 2023 |
| Innocence ProjectSUPPORT FOR WRONGLY CONVICTED INDIVIDUALS | New York, NY | $500 | 2023 |
| KqedPUBLIC BROADCASTING CHANNEL SUPPORT | San Francisco, CA | $500 | 2023 |
| The Bridge IncSUPPORT FOR REHABILITATIVE SERVICES | New York, NY | $500 | 2023 |
| Plan InternationalSUPPORT FOR CHILDREN'S RIGHTS AND GENDER EQUALITY | Providence, RI | $500 | 2023 |
| Palestine Childrens Relief FundSUPPORT FOR HUMANITARIAN RELIEF EFFORTS | Los Angeles, CA | $500 | 2023 |
| Menlo SchoolEDUCATION SUPPORT | Atherton, CA | $8K | 2022 |
| American Civil Liberties Union Of MissouriFOR LEGISLATIVE SUPPORT OF ORGANIZATION DEFENDING CIVIL LIBERTIES | St Louis, MO | $5K | 2022 |
| M-A Foundation For The FutureEDUCATION SUPPORT | Atherton, CA | $3K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA