Steven E Bernstein Family Foundation Inc

Boca Raton, FL
Tax-exempt since Nov. 2006
EIN: 20-5120272

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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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.01M (2025)

Expenses

$404k (2025)

Total Assets

$3.07M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$2,014,851

Expenses

$403,665

Net Income

$1,611,186

Net Assets

$3,067,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,848,533	91.7%
Interest Revenue	$104	0.0%
Dividends	$79,116	3.9%
Sales of Assets	$20,504	1.0%
Other Income	$66,594	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$384,800	95.3%
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	$3,067,856
Total Liabilities	$0
Net Assets	$3,067,856

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 4, 2025

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

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Fiscal Year Ending June
2024

Revenue

$774,627

Expenses

$338,059

Net Income

$436,568

Net Assets

$1,456,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$36,211	4.7%
Sales of Assets	$643,509	83.1%
Other Income	$94,876	12.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$311,625	92.2%
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	$1,456,670
Total Liabilities	$0
Net Assets	$1,456,670

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 13, 2024

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

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Fiscal Year Ending June
2023

Revenue

$126,584

Expenses

$338,516

Net Income

-$211,932

Net Assets

$1,020,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,200	24.6%
Sales of Assets	$0
Other Income	$95,384	75.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$305,500	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	$1,709,327
Total Liabilities	$689,225
Net Assets	$1,020,102

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 16, 2023

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

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Fiscal Year Ending June
2022

Revenue

$127,172

Expenses

$1,245,198

Net Income

-$1,118,026

Net Assets

$1,232,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$379	0.3%
Dividends	$25,807	20.3%
Sales of Assets	$0
Other Income	$100,986	79.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,237,500	99.4%
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	$1,707,644
Total Liabilities	$475,610
Net Assets	$1,232,034

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 16, 2022

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

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Fiscal Year Ending June
2021

Revenue

$140,180

Expenses

$67,184

Net Income

$72,996

Net Assets

$2,350,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$741	0.5%
Dividends	$21,126	15.1%
Sales of Assets	$0
Other Income	$118,313	84.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,500	87.1%
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	$2,351,080
Total Liabilities	$1,020
Net Assets	$2,350,060

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 2, 2021

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

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Fiscal Year Ending June
2020

Revenue

$2,331,384

Expenses

$814,781

Net Income

$1,516,603

Net Assets

$2,277,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$205,603	8.8%
Interest Revenue	$51	0.0%
Dividends	$25,685	1.1%
Sales of Assets	$2,100,045	90.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$808,950	99.3%
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	$2,277,064
Total Liabilities	$1
Net Assets	$2,277,063

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Dec. 1, 2020

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

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XML

Fiscal Year Ending June
2019

Revenue

$29,225

Expenses

$194,693

Net Income

-$165,468

Net Assets

$760,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.1%
Dividends	$3,823	13.1%
Sales of Assets	$25,377	86.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,300	97.7%
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	$760,461
Total Liabilities	$0
Net Assets	$760,461

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 14, 2019

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

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Fiscal Year Ending June
2018

Revenue

$653,508

Expenses

$206,641

Net Income

$446,867

Net Assets

$925,929

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$607,428	92.9%
Interest Revenue	$0
Dividends	$4,938	0.8%
Sales of Assets	$41,132	6.3%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,500	97.0%
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	$925,929
Total Liabilities	$0
Net Assets	$925,929

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 9, 2018

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

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Fiscal Year Ending June
2017

Revenue

$20,066

Expenses

$177,396

Net Income

-$157,330

Net Assets

$479,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,612	28.0%
Sales of Assets	$14,454	72.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,750	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	$479,062
Total Liabilities	$0
Net Assets	$479,062

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 3, 2017

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

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Fiscal Year Ending June
2016

Revenue

$62,149

Expenses

$646,782

Net Income

-$584,633

Net Assets

$636,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$61	0.1%
Interest Revenue	$3,283	5.3%
Dividends	$6,657	10.7%
Sales of Assets	$52,148	83.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$640,500	99.0%
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	$636,392
Total Liabilities	$0
Net Assets	$636,392

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 9, 2016

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

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Fiscal Year Ending June
2015

Revenue

$62,468

Expenses

$249,133

Net Income

-$186,665

Net Assets

$1,221,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,141	21.0%
Sales of Assets	$49,327	79.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$234,785	94.2%
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	$1,221,025
Total Liabilities	$0
Net Assets	$1,221,025

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 4, 2015

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

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Fiscal Year Ending June
2014

Revenue

$1,153,590

Expenses

$565,930

Net Income

$587,660

Net Assets

$1,407,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$93,594	8.1%
Interest Revenue	$0
Dividends	$10,808	0.9%
Sales of Assets	$1,049,188	90.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$549,300	97.1%
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	$1,417,426
Total Liabilities	$9,736
Net Assets	$1,407,690

Compensation

Key Employees and Officers	Compensation	Other
Steven E Bernstein (President)	$0	$0
Abby Bernstein (Director)	$0	$0
Herman Moskowitz (Director)	$0	$0

990-PF

Filed on Nov. 14, 2014

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

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Fiscal Year Ending June
2013

Revenue

$17,625

Expenses

$459,465

Net Income

-$441,840

Net Assets

$820,029

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21	0.1%
Dividends	$12,186	69.1%
Sales of Assets	$5,418	30.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$450,999	98.2%
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	$820,030
Total Liabilities	$1
Net Assets	$820,029

990-PF

Filed on Jan. 3, 2014

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

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Fiscal Year Ending June
2012

Revenue

$104,102

Expenses

$254,019

Net Income

-$149,917

Net Assets

$1,261,869

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,876	1.8%
Dividends	$16,657	16.0%
Sales of Assets	$85,569	82.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,500	95.9%
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	$1,261,870
Total Liabilities	$1
Net Assets	$1,261,869

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

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Steven E Bernstein Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.01M (2025)

Expenses $404k (2025)

Total Assets $3.07M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$2.01M (2025)

Expenses

$404k (2025)

Total Assets

$3.07M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007