Bernstein Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bernstein Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 95-6934018
Foundation Overview
Based in Dallas, TX, Bernstein Charitable Trust has awarded 40 grants totaling $5,191,036 to organizations in New York and California. Individual grants range from $95,158 to $155,295, with a median award of $130,851.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
75% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Los Angeles (33%), W Hollywood (33%), Santa Monica (33%).
Funding Trajectory
Stable funding levels with 14% change over 5 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Dual focus on general purposes (67%) and education, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Bernstein Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Hadassah Medical Relief Association | $127,638 | New York, NY, US | Unrestricted General | 2025 |
| Ucla - Los Angeles | $127,638 | Los Angeles, CA, US | Unrestricted General | 2025 |
| Cedars-sinai Medical Center | $127,638 | W Hollywood, CA, US | Unrestricted General | 2025 |
| St John's Health Center Foundation | $127,638 | Santa Monica, CA, US | Unrestricted General | 2025 |
| Hadassah Medical Relief Association Inc | $130,851 | New York, NY, US | Hadassah University | 2024 |
| Ucla - University Of Southern California | $130,851 | Los Angeles, CA, US | Unrestricted General | 2024 |
| Cedars-sinai Medical Center | $130,851 | W Hollywood, CA, US | Dr. Monty M Bernstein | 2024 |
| St John's Health Center Foundation | $130,851 | Santa Monica, CA, US | Unrestricted General | 2024 |
| Hadassah Medical Relief Association Inc | $130,851 | New York, NY, US | Hadassah University | 2024 |
| Ucla - University Of Southern California | $130,851 | Los Angeles, CA, US | Unrestricted General | 2024 |
| Cedars-sinai Medical Center | $130,851 | W Hollywood, CA, US | Dr. Monty M Bernstein | 2024 |
| St John's Health Center Foundation | $130,851 | Santa Monica, CA, US | Unrestricted General | 2024 |
| Hadassah Medical Relief Association Inc | $95,158 | New York, NY, US | Hadassah University | 2023 |
| Ucla - University Of Southern California | $95,158 | Los Angeles, CA, US | Unrestricted General | 2023 |
| Cedars-sinai Medical Center | $95,158 | W Hollywood, CA, US | Dr. Monty M Bernstein | 2023 |
| St John's Health Center Foundation | $95,158 | Santa Monica, CA, US | Unrestricted General | 2023 |
| Hadassah Medical Relief Association Inc | $95,158 | New York, NY, US | Hadassah University | 2023 |
| Ucla - University Of Southern California | $95,158 | Los Angeles, CA, US | Unrestricted General | 2023 |
| Cedars-sinai Medical Center | $95,158 | W Hollywood, CA, US | Dr. Monty M Bernstein | 2023 |
| St John's Health Center Foundation | $95,158 | Santa Monica, CA, US | Unrestricted General | 2023 |
| Hadassah Medical Relief Association Inc | $155,295 | New York, NY, US | Hadassah University | 2022 |
| Ucla - University Of Southern California | $155,295 | Los Angeles, CA, US | Unrestricted General | 2022 |
| Cedars-sinai Medical Center | $155,295 | W Hollywood, CA, US | Dr. Monty M Bernstein | 2022 |
| St John's Health Center Foundation | $155,295 | Santa Monica, CA, US | Unrestricted General | 2022 |
| Hadassah Medical Relief Association Inc | $155,295 | New York, NY, US | Hadassah University | 2022 |
| Ucla - University Of Southern California | $155,295 | Los Angeles, CA, US | Unrestricted General | 2022 |
| Cedars-sinai Medical Center | $155,295 | W Hollywood, CA, US | Dr. Monty M Bernstein | 2022 |
| St John's Health Center Foundation | $155,295 | Santa Monica, CA, US | Unrestricted General | 2022 |
| Hadassah Medical Relief Association Inc | $155,295 | New York, NY, US | Hadassah University | 2022 |
| Ucla - University Of Southern California | $155,295 | Los Angeles, CA, US | Unrestricted General | 2022 |
| Cedars-sinai Medical Center | $155,295 | W Hollywood, CA, US | Dr. Monty M Bernstein | 2022 |
| St John's Health Center Foundation | $155,295 | Santa Monica, CA, US | Unrestricted General | 2022 |
| Hadassah Medical Relief | $140,091 | New York, NY, US | Hadassah University | 2021 |
| University Of Southern | $140,091 | Los Angeles, CA, US | Unrestricted General | 2021 |
| Cedars-sinai Medical Center | $140,091 | W Hollywood, CA, US | Dr. Monty M Bernstein | 2021 |
| St Johns Health Center | $140,091 | Santa Monica, CA, US | Unrestricted General | 2021 |
| Hadassah Medical Relief | $112,127 | New York, NY, US | Hadassah University | 2020 |
| University Of Southern | $112,127 | Los Angeles, CA, US | Unrestricted General | 2020 |
| Cedars-sinai Medical Center | $112,127 | W Hollywood, CA, US | Dr. Monty M Bernstein | 2020 |
| St Johns Health Center | $112,127 | Santa Monica, CA, US | Unrestricted General | 2020 |
Foundations Similar to Bernstein Charitable Trust
Discover 5 foundations with comparable assets ($9,979,170-$10,422,814), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.
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|---|---|---|---|---|
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Darling Robert Ed Mem Fd
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Jessie Frances Neal Foundation Inc
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Contact Information
Official contact details for Bernstein Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 95-6934018 |
| Website | N/A |
| Address | PO BOX 653067 Dallas, TX 75265-3067 |
Key People (1)
Board members, trustees, and key staff who oversee Bernstein Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Bank Of America |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Bernstein Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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