The Leslie S And Philip L Bernstein Family Fund

Santa Barbara, CA
Tax-exempt since March 1967
EIN: 23-6420229

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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.

Donations to this organization are tax deductible.

Revenue

$242k (2024)

Expenses

$292k (2024)

Total Assets

$1.58M (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 Aug.
2024

Revenue

$241,764

Expenses

$292,099

Net Income

-$50,335

Net Assets

$1,576,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$160,244	66.3%
Interest Revenue	$0
Dividends	$81,520	33.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,227	91.5%
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	$1,576,165
Total Liabilities	$0
Net Assets	$1,576,165

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on June 27, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$139,892

Expenses

$210,583

Net Income

-$70,691

Net Assets

$1,626,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,060	71.5%
Interest Revenue	$4	0.0%
Dividends	$50,279	35.9%
Sales of Assets	-$10,451
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,316	91.3%
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	$1,626,500
Total Liabilities	$0
Net Assets	$1,626,500

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on June 4, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$463,536

Expenses

$236,919

Net Income

$226,617

Net Assets

$1,697,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$130,517	28.2%
Interest Revenue	$1	0.0%
Dividends	$34,220	7.4%
Sales of Assets	$298,798	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,638	86.8%
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	$1,697,191
Total Liabilities	$0
Net Assets	$1,697,191

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on Sept. 12, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$331,869

Expenses

$287,281

Net Income

$44,588

Net Assets

$1,470,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$157,045	47.3%
Interest Revenue	$1	0.0%
Dividends	$29,837	9.0%
Sales of Assets	$144,986	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,042	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	$1,470,574
Total Liabilities	$0
Net Assets	$1,470,574

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on July 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$73,235

Expenses

$301,372

Net Income

-$228,137

Net Assets

$1,425,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,660	55.5%
Interest Revenue	$1	0.0%
Dividends	$36,785	50.2%
Sales of Assets	$0
Other Income	$270	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$262,240	87.0%
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	$1,425,986
Total Liabilities	$1
Net Assets	$1,425,985

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on July 13, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$416,802

Expenses

$206,850

Net Income

$209,952

Net Assets

$1,654,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$129,115	31.0%
Interest Revenue	$2	0.0%
Dividends	$31,637	7.6%
Sales of Assets	$232,048	55.7%
Other Income	$24,000	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,832	93.2%
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	$1,654,123
Total Liabilities	$1
Net Assets	$1,654,122

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on July 15, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$126,400

Expenses

$291,022

Net Income

-$164,622

Net Assets

$1,444,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$92,581	73.2%
Interest Revenue	$34	0.0%
Dividends	$26,369	20.9%
Sales of Assets	$6,971	5.5%
Other Income	$445	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,850	97.2%
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	$1,444,171
Total Liabilities	$0
Net Assets	$1,444,171

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

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 Aug.
2017

Revenue

$1,162,907

Expenses

$356,174

Net Income

$806,733

Net Assets

$1,608,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,141,615	98.2%
Interest Revenue	$0
Dividends	$19,914	1.7%
Sales of Assets	$696	0.1%
Other Income	$682	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$352,087	98.9%
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	$1,608,793
Total Liabilities	$0
Net Assets	$1,608,793

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on July 13, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Revenue

$388,104

Expenses

$287,707

Net Income

$100,397

Net Assets

$802,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$366,871	94.5%
Interest Revenue	$0
Dividends	$7,722	2.0%
Sales of Assets	$13,511	3.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$281,270	97.8%
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	$802,060
Total Liabilities	$0
Net Assets	$802,060

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on July 13, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2015

Revenue

$39,666

Expenses

$236,742

Net Income

-$197,076

Net Assets

$701,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,947	20.0%
Interest Revenue	$0
Dividends	$11,057	27.9%
Sales of Assets	$20,662	52.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$229,279	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	$701,663
Total Liabilities	$0
Net Assets	$701,663

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on April 5, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$59,341

Expenses

$139,881

Net Income

-$80,540

Net Assets

$898,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35,060	59.1%
Interest Revenue	$0
Dividends	$12,232	20.6%
Sales of Assets	$12,049	20.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,580	96.2%
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	$898,739
Total Liabilities	$0
Net Assets	$898,739

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bernstein (Trustee)	$0	$0
Leslie S Bernstein (Treasurer)	$0	$0

990-PF

Filed on Jan. 9, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$109,343

Expenses

$194,988

Net Income

-$85,645

Net Assets

$979,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$95,577	87.4%
Interest Revenue	$0
Dividends	$11,420	10.4%
Sales of Assets	$2,346	2.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,134	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	$979,279
Total Liabilities	$1
Net Assets	$979,278

990-PF

Filed on July 28, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2012

Revenue

$626,712

Expenses

$153,078

Net Income

$473,634

Net Assets

$1,064,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$614,890	98.1%
Interest Revenue	$0
Dividends	$11,518	1.8%
Sales of Assets	$247	0.0%
Other Income	$57	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,987	98.0%
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	$1,064,924
Total Liabilities	$1
Net Assets	$1,064,923

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$160,293

Expenses

$66,491

Net Income

$93,802

Net Assets

$600,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$143,825	89.7%
Interest Revenue	$0
Dividends	$13,196	8.2%
Sales of Assets	$3,272	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,072	94.9%
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	$600,663
Total Liabilities	$1
Net Assets	$600,662

990-PF

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

PDF

Fiscal Year Ending Aug.
2010

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

PDF

Fiscal Year Ending Aug.
2009

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

PDF

Fiscal Year Ending Aug.
2008

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

PDF

Fiscal Year Ending Aug.
2007

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

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2006

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

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2005

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

PDF

Fiscal Year Ending Aug.
2004

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

PDF

Fiscal Year Ending Aug.
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

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2002

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

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2001

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

PDF

About This Data

What Is This Data?

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.

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Updated January 26, 2026

The Leslie S And Philip L Bernstein Family Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $242k (2024)

Expenses $292k (2024)

Total Assets $1.58M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$242k (2024)

Expenses

$292k (2024)

Total Assets

$1.58M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001