Morey Bernstein Memorial Foundation

Annandale, VA
Tax-exempt since Oct. 1999
EIN: 52-2182509

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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

$96.7k (2025)

Expenses

$75.7k (2025)

Total Assets

$1.71M (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

$96,693

Expenses

$75,745

Net Income

$20,948

Net Assets

$1,706,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$483	0.5%
Dividends	$34,042	35.2%
Sales of Assets	$62,168	64.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,745	98.7%
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	$1,706,764
Total Liabilities	$0
Net Assets	$1,706,764

Compensation

Key Employees and Officers	Compensation	Other
Barbara Bernstein (Secretary)	$0	$0
Sharon Bernstein (Treasurer)	$0	$0

990-PF

Filed on Oct. 30, 2025

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

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Fiscal Year Ending June
2024

Revenue

$50,001

Expenses

$55,336

Net Income

-$5,335

Net Assets

$1,602,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$404	0.8%
Dividends	$32,367	64.7%
Sales of Assets	$17,230	34.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,960	88.5%
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	$1,602,382
Total Liabilities	$0
Net Assets	$1,602,382

Compensation

Key Employees and Officers	Compensation	Other
Barbara Bernstein (Secretary)	$0	$0
Sharon Bernstein (Treasurer)	$0	$0

990-PF

Filed on Oct. 14, 2024

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

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Fiscal Year Ending June
2023

Revenue

$66,750

Expenses

$45,518

Net Income

$21,232

Net Assets

$1,458,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$388	0.6%
Dividends	$40,367	60.5%
Sales of Assets	-$1,512
Other Income	$27,507	41.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,465	86.7%
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	$1,458,468
Total Liabilities	$0
Net Assets	$1,458,468

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (President)	$0	$0
Barbara Bernstein (Secretary)	$0	$0
Sharon Bernstein (Treasurer)	$0	$0

990-PF

Filed on Jan. 9, 2024

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

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Fiscal Year Ending June
2022

Revenue

$119,639

Expenses

$44,925

Net Income

$74,714

Net Assets

$1,394,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$44,448	37.2%
Sales of Assets	$75,173	62.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,452	87.8%
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	$1,394,647
Total Liabilities	$0
Net Assets	$1,394,647

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (President)	$0	$0
Barbara Bernstein (Secretary)	$0	$0
Sharon Bernstein (Treasurer)	$0	$0

990-PF

Filed on Nov. 10, 2022

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

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Fiscal Year Ending June
2021

Revenue

$193,936

Expenses

$158,055

Net Income

$35,881

Net Assets

$1,638,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,000	61.9%
Interest Revenue	$6	0.0%
Dividends	$22,608	11.7%
Sales of Assets	$51,322	26.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,807	96.7%
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	$1,638,498
Total Liabilities	$1
Net Assets	$1,638,497

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (President)	$0	$0
Barbara Bernstein (Secretary)	$0	$0
Sharon Bernstein (Treasurer)	$0	$0

990-PF

Filed on Nov. 11, 2021

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

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Fiscal Year Ending June
2020

Revenue

$28,662

Expenses

$120,095

Net Income

-$91,433

Net Assets

$1,308,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39	0.1%
Dividends	$27,051	94.4%
Sales of Assets	$1,572	5.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,794	77.3%
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	$1,308,257
Total Liabilities	$1
Net Assets	$1,308,256

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (President)	$0	$0
Barbara Bernstein (Secretary)	$0	$0
Sharon Bernstein (Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2020

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Fiscal Year Ending June
2019

Revenue

$661,325

Expenses

$42,019

Net Income

$619,306

Net Assets

$1,439,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.0%
Interest Revenue	$91	0.0%
Dividends	$32,272	4.9%
Sales of Assets	$628,862	95.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,476	93.9%
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	$1,439,716
Total Liabilities	$0
Net Assets	$1,439,716

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (Trustee & President)	$0	$0
Barbara Bernstein (Trustee & Secretary)	$0	$0
Sharon Bernstein (Trustee & Treasurer)	$0	$0

990-PF

Filed on Nov. 8, 2019

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Fiscal Year Ending June
2018

Revenue

$106,390

Expenses

$67,091

Net Income

$39,299

Net Assets

$727,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	47.0%
Interest Revenue	$0
Dividends	$25,116	23.6%
Sales of Assets	$31,274	29.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,788	80.2%
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	$727,477
Total Liabilities	$0
Net Assets	$727,477

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (Trustee & President)	$0	$0
Barbara Bernstein (Trustee & Secretary)	$0	$0
Sharon Bernstein (Trustee & Treasurer)	$0	$0

990-PF

Filed on Sept. 30, 2018

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Fiscal Year Ending June
2017

Revenue

$74,869

Expenses

$68,023

Net Income

$6,846

Net Assets

$688,178

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,700	2.3%
Interest Revenue	$0
Dividends	$24,095	32.2%
Sales of Assets	$49,074	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,160	82.6%
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	$688,178
Total Liabilities	$0
Net Assets	$688,178

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (Trustee & President)	$0	$0
Barbara Bernstein (Trustee & Secretary)	$0	$0
Sharon Bernstein (Trustee & Treasurer)	$0	$0

990-PF

Filed on Oct. 3, 2017

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Fiscal Year Ending June
2016

Revenue

$21,647

Expenses

$72,205

Net Income

-$50,558

Net Assets

$679,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$24,435	> 100%
Sales of Assets	-$2,789
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,505	81.0%
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	$679,832
Total Liabilities	$0
Net Assets	$679,832

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (Trustee & President)	$0	$0
Barbara Bernstein (Trustee & Secretary)	$0	$0
Sharon Bernstein (Trustee & Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2016

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Fiscal Year Ending June
2015

Revenue

$77,621

Expenses

$68,806

Net Income

$8,815

Net Assets

$730,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$23,439	30.2%
Sales of Assets	$54,177	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,000	82.8%
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	$731,940
Total Liabilities	$1,550
Net Assets	$730,390

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (Trustee & President)	$0	$0
Barbara Bernstein (Trustee & Secretary)	$0	$0
Sharon Bernstein (Trustee & Treasurer)	$0	$0

990-PF

Filed on Nov. 11, 2015

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Fiscal Year Ending June
2014

Revenue

$32,230

Expenses

$48,231

Net Income

-$16,001

Net Assets

$721,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$21,456	66.6%
Sales of Assets	$10,772	33.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,395	75.5%
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	$721,575
Total Liabilities	$0
Net Assets	$721,575

Compensation

Key Employees and Officers	Compensation	Other
Robert A Bernstein (Trustee & President)	$0	$0
Barbara Bernstein (Trustee & Secretary)	$0	$0
Sharon Bernstein (Trustee & Treasurer)	$0	$0

990-PF

Filed on Nov. 11, 2014

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Fiscal Year Ending June
2013

Revenue

$56,599

Expenses

$50,092

Net Income

$6,507

Net Assets

$737,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$15,141	26.8%
Sales of Assets	$41,455	73.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,960	85.8%
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	$737,576
Total Liabilities	$1
Net Assets	$737,575

990-PF

Filed on Dec. 23, 2013

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Fiscal Year Ending June
2012

Revenue

$28,551

Expenses

$39,308

Net Income

-$10,757

Net Assets

$535,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$10,569	37.0%
Sales of Assets	$17,980	63.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,101	84.2%
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	$535,738
Total Liabilities	$1
Net Assets	$535,737

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

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Morey Bernstein Memorial Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $96.7k (2025)

Expenses $75.7k (2025)

Total Assets $1.71M (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

$96.7k (2025)

Expenses

$75.7k (2025)

Total Assets

$1.71M (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

Fiscal Year Ending June
2006

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2005

Fiscal Year Ending June
2004