Nonprofit · EIN 23-6420229
THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND
Tax-exempt · SANTA BARBARA, CA 93150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $190,003 | $223,127 | -$33,124 | $1,543,041 | $0 | $1,543,041 |
| August 31, 2024 | 990-PF | $241,764 | $292,099 | -$50,335 | $1,576,165 | $0 | $1,576,165 |
| August 31, 2023 | 990-PF | $139,892 | $210,583 | -$70,691 | $1,626,500 | $0 | $1,626,500 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $120,000
- Dividends
- $63,919
- Net gain from sales of assets
- $6,084
Expenses
- Grants and similar amounts paid
- $208,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $208,840
- Excise tax on investment income
- $690
Balance sheet and other
- Total assets, start of year
- $1,576,165
- Total assets, end of year
- $1,543,041
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,543,041
- Fair market value of assets
- $1,914,070
- Qualifying distributions
- $208,840
- Net investment income
- $63,919
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP L BERNSTEIN PO Box 50740, SANTA BARBARA, CA 931500740 | TRUSTEE | 5 | $0 |
| LESLIE S BERNSTEIN PO Box 50740, SANTA BARBARA, CA 931500740 | TREASURER | 5 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP L BERNSTEIN PO Box 50740, SANTA BARBARA, CA 931500740 | TRUSTEE | 5 | $0 |
| LESLIE S BERNSTEIN PO Box 50740, SANTA BARBARA, CA 931500740 | TREASURER | 5 | $0 |
990-PF for the year ended August 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP L BERNSTEIN PO Box 50740, SANTA BARBARA, CA 931500740 | TRUSTEE | 5 | $0 |
| LESLIE S BERNSTEIN PO Box 50740, SANTA BARBARA, CA 931500740 | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 50740, SANTA BARBARA, CA 93150-0740
- In care of
- % PHILIP L BERNSTEIN
- Signed the 990-PF
- PHILIP L BERNSTEIN, PRESIDENT
- Phone
- (805) 565-1411
- Return prepared by
- HOLTHOUSE CARLIN & VAN TRIGT LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-6420229 or by the name THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 23-6420229
- 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
- 1967
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,543,041
- Income (IRS master file)
- $438,919
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $190,003 | $223,127 | $1,543,041 | XML |
| 990-PF | August 2024 | $241,764 | $292,099 | $1,576,165 | XML |
| 990-PF | August 2023 | $139,892 | $210,583 | $1,626,500 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | 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 23-6420229).
Questions about THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND
- What is the EIN of THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND?
- The employer identification number (EIN) of THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND is 23-6420229.
- Is THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE LESLIE S AND PHILIP L BERNSTEIN FAMILY FUND have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $190,003, expenses of $223,127 and total assets of $1,543,041 at year end.
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