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Nonprofit · EIN 13-6095410

ARNOLD & JEANNE BERNSTEIN FUND

Tax-exempt · N BETHESDA, MD 20852

Financials

$45K$5K2023$93K$366K2024$51K$42K2025
Revenue Expenses · by fiscal year end
Financials of ARNOLD & JEANNE BERNSTEIN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$51,235$42,111$9,124$348,421$0$348,421
December 31, 2024990-PF$93,320$366,046-$272,726$338,766$0$338,766
December 31, 2023990-PF$44,939$4,817$40,122$609,326$0$609,326
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$9,996
Interest
$25
Net gain from sales of assets
$41,214

Expenses

Grants and similar amounts paid
$35,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$35,000
Excise tax on investment income
$633

Balance sheet and other

Total assets, start of year
$338,766
Total assets, end of year
$348,421
Total liabilities, end of year
$0
Net assets, end of year
$348,421
Fair market value of assets
$385,851
Qualifying distributions
$35,000
Net investment income
$51,235

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LINDA MILLER
8300 BURDETTE ROAD APT 464, BETHESDA, MD 20817
DIRECTOR0$0
EMILY MILLER
2 SEAVIEW ROAD, ORLEANS, MA 02653
DIRECTOR0$0
JAMIE MILLER
4904 FALSTONE AVE, CHEVY CHASE, MD 20815
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LINDA MILLER
8300 BURDETTE ROAD APT 464, BETHESDA, MD 20817
DIRECTOR0$0
EMILY MILLER
2 SEAVIEW ROAD, ORLEANS, MA 02653
DIRECTOR0$0
JAMIE MILLER
4904 FALSTONE AVE, CHEVY CHASE, MD 20815
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LINDA MILLER
8300 BURDETTE ROAD APT 464, BETHESDA, MD 20817
DIRECTOR0$0
EMILY MILLER
2 SEAVIEW ROAD, ORLEANS, MA 02653
DIRECTOR0$0
JAMIE MILLER
4904 FALSTONE AVE, CHEVY CHASE, MD 20815
DIRECTOR0$0

Address and contacts

Address (IRS master file)
11921 ROCKVILLE PIKE STE 501, N BETHESDA, MD 20852-2794
In care of
% SARFINO AND RHOADES LLP
Signed the 990-PF
LINDA MILLER, DIRECTOR
Phone
(301) 770-5500
Return prepared by
SARFINO AND RHOADES LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6095410
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1958
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$348,421
Income (IRS master file)
$393,840

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$51,235$42,111$348,421XML
990-PFDecember 2024$93,320$366,046$338,766IRS
990-PFDecember 2023$44,939$4,817$609,326XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6095410).

Questions about ARNOLD & JEANNE BERNSTEIN FUND

What is the EIN of ARNOLD & JEANNE BERNSTEIN FUND?
The employer identification number (EIN) of ARNOLD & JEANNE BERNSTEIN FUND is 13-6095410.
Is ARNOLD & JEANNE BERNSTEIN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
Are donations to ARNOLD & JEANNE BERNSTEIN FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ARNOLD & JEANNE BERNSTEIN FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ARNOLD & JEANNE BERNSTEIN FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ARNOLD & JEANNE BERNSTEIN FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ARNOLD & JEANNE BERNSTEIN FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ARNOLD & JEANNE BERNSTEIN FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $51,235, expenses of $42,111 and total assets of $348,421 at year end.

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