Bernstein Family Foundation

New York, NY
Tax-exempt since May 1991
EIN: 13-3590722

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Arts, Cultural Organizations - Multipurpose (NTEE)

Donations to this organization are tax deductible.

Revenue

$3 (2024)

Expenses

$8.05k (2024)

Total Assets

$67.5k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

Expenses

$8,050

Net Income

-$8,047

Net Assets

$67,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$3	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,050	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$67,530
Total Liabilities	$0
Net Assets	$67,530

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

990-PF

Filed on July 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

Expenses

$19,522

Net Income

-$19,517

Net Assets

$75,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$5	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,522	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$75,577
Total Liabilities	$0
Net Assets	$75,577

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

990-PF

Filed on July 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$10

Expenses

$550

Net Income

-$540

Net Assets

$95,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$10	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$550	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$95,094
Total Liabilities	$0
Net Assets	$95,094

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

Expenses

$8,050

Net Income

-$8,050

Net Assets

$95,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,050	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$95,634
Total Liabilities	$0
Net Assets	$95,634

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Paul H Epstein (Secretary)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

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990-PF

Filed on May 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$35

Expenses

$7,550

Net Income

-$7,515

Net Assets

$103,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$35	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,550	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$103,684
Total Liabilities	$1
Net Assets	$103,683

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Paul H Epstein (Secretary)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

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990-PF

Filed on Nov. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$50,000

Expenses

$17,550

Net Income

$32,450

Net Assets

$111,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,550	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$111,199
Total Liabilities	$1
Net Assets	$111,198

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Paul H Epstein (Secretary)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

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990-PF

Filed on Nov. 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$55,002

Expenses

$48,550

Net Income

$6,452

Net Assets

$78,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$55,000	100.0%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,550	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$78,749
Total Liabilities	$0
Net Assets	$78,749

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Paul H Epstein (Secretary)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

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990-PF

Filed on Nov. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

-$5,000

Expenses

$72,372

Net Income

-$77,372

Net Assets

$72,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$346
Sales of Assets	-$5,383
Other Income	$37

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,750	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$72,297
Total Liabilities	$0
Net Assets	$72,297

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Paul H Epstein (Secretary)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

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990-PF

Filed on Nov. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$12,317

Expenses

$82,149

Net Income

-$69,832

Net Assets

$149,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	20.3%
Interest Revenue	$0
Dividends	$5,668	46.0%
Sales of Assets	$4,149	33.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,550	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$149,669
Total Liabilities	$0
Net Assets	$149,669

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Paul H Epstein (Secretary)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

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990-PF

Filed on Nov. 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$16,551

Expenses

$105,198

Net Income

-$88,647

Net Assets

$219,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,500	27.2%
Interest Revenue	$0
Dividends	$6,758	40.8%
Sales of Assets	$5,293	32.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,825	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,501
Total Liabilities	$0
Net Assets	$219,501

Compensation

Key Employees and Officers	Compensation	Other
Alexander Bernstein (President)	$0	$0
Paul H Epstein (Secretary)	$0	$0
Jamie Bernstein Thomas (Chairman)	$0	$0
Nina Bernstein (Vice President)	$0	$0

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990-PF

Filed on Nov. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$16,230

Expenses

$55,477

Net Income

-$39,247

Net Assets

$308,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	3.1%
Interest Revenue	$0
Dividends	$6,091	37.5%
Sales of Assets	$9,639	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,800	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$308,148
Total Liabilities	$0
Net Assets	$308,148

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$16,085

Expenses

$52,078

Net Income

-$35,993

Net Assets

$347,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	15.5%
Interest Revenue	$0
Dividends	$5,964	37.1%
Sales of Assets	$7,621	47.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,000	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$347,395
Total Liabilities	$0
Net Assets	$347,395

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$15,583

Expenses

$46,567

Net Income

-$30,984

Net Assets

$383,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000	12.8%
Interest Revenue	$0
Dividends	$8,806	56.5%
Sales of Assets	$4,777	30.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,000	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$383,388
Total Liabilities	$0
Net Assets	$383,388

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$32,400

Expenses

$33,229

Net Income

-$829

Net Assets

$414,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,389	7.4%
Interest Revenue	$0
Dividends	$10,025	30.9%
Sales of Assets	$19,986	61.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,810	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$414,372
Total Liabilities	$0
Net Assets	$414,372

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Fiscal Year Ending Dec.
2000

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Bernstein Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3 (2024)

Expenses $8.05k (2024)

Total Assets $67.5k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$3 (2024)

Expenses

$8.05k (2024)

Total Assets

$67.5k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

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2001

Fiscal Year Ending Dec.
2000