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Samuel And Gussie Bernstein Foundation Rvoc Trust is a private corporation based in SIOUX CITY, IA. The foundation received its IRS ruling in 1989. The principal officer is Security Nat Bank Trust Dept Ttee. It holds total assets of $2.6M. Annual income is reported at $597K. Total assets have grown from $2M in 2011 to $2.5M in 2023. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2024. According to available records, Samuel And Gussie Bernstein Foundation Rvoc Trust has made 4 grants totaling $377K, with a median grant of $107K. The foundation has distributed between $20K and $144K annually from 2021 to 2024. Individual grants have ranged from $20K to $144K, with an average award of $94K. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
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.
Samuel And Gussie Bernstein Foundation Rvoc Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in IA.
Samuel And Gussie Bernstein Foundation Rvoc Trust has distributed a total of $377K across 4 grants. The median grant size is $107K, with an average of $94K. Individual grants have ranged from $20K to $144K.
Samuel And Gussie Bernstein Foundation Rvoc Trust typically selects its grantees rather than accepting unsolicited proposals.
Samuel And Gussie Bernstein Foundation Rvoc Trust is headquartered in SIOUX CITY, IA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James Bernstein | PRESIDENT/DIR | $0 | $0 | N/A |
| David Bernstein | SEC/DIRECTOR | $0 | $0 | N/A |
| Norman Bernstein | VP/DIRECTOR | $0 | $0 | N/A |
Total Giving
$160K
Total Assets
$2.5M
Fair Market Value
$3M
Net Worth
$2.5M
Grants Paid
$144K
Contributions
N/A
Net Investment Income
$125K
Distribution Amount
$136K
Total: $2.4M
Total Grants
4
Total Giving
$377K
Average Grant
$94K
Median Grant
$107K
Unique Recipients
1
Most Common Grant
$125K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See AttachedSEE ATTACHED | Sioux City, IA | $144K | 2024 |