Nonprofit · EIN 52-2182509
MOREY BERNSTEIN MEMORIAL FOUNDATION
Tax-exempt · ANNANDALE, VA 22003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $96,693 | $75,745 | $20,948 | $1,706,764 | $0 | $1,706,764 |
| June 30, 2024 | 990-PF | $50,001 | $55,336 | -$5,335 | $1,602,382 | $0 | $1,602,382 |
| June 30, 2023 | 990-PF | $66,750 | $45,518 | $21,232 | $1,458,468 | $0 | $1,458,468 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $34,042
- Interest
- $483
- Net gain from sales of assets
- $62,168
Expenses
- Grants and similar amounts paid
- $71,000
- Disbursements for charitable purposes
- $74,745
- Excise tax on investment income
- $1,344
Balance sheet and other
- Total assets, start of year
- $1,602,382
- Total assets, end of year
- $1,706,764
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,706,764
- Fair market value of assets
- $1,706,764
- Qualifying distributions
- $74,745
- Net investment income
- $96,693
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA BERNSTEIN 4308 OLD COLUMBIA PIKE, ANNANDALE, VA 22003 | SECRETARY | 0 | $0 |
| SHARON BERNSTEIN 2324 SE GRANT ST, PORTLAND, OR 97214 | TREASURER | 0 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA BERNSTEIN 4308 OLD COLUMBIA PIKE, ANNANDALE, VA 22003 | SECRETARY | 0 | $0 |
| SHARON BERNSTEIN 2324 SE GRANT ST, PORTLAND, OR 97214 | TREASURER | 0 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A BERNSTEIN 5225 POOKS HILL RD APT 919S, BETHESDA, MD 20814 | PRESIDENT | 0 | $0 |
| BARBARA BERNSTEIN 4308 OLD COLUMBIA PIKE, ANNANDALE, VA 22003 | SECRETARY | 0 | $0 |
| SHARON BERNSTEIN 2324 SE GRANT ST, PORTLAND, OR 97214 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4308 OLD COLUMBIA PIKE, ANNANDALE, VA 22003-2114
- In care of
- % ROBERT BERNSTEIN
- Signed the 990-PF
- BARBARA BERNSTEIN, SECRETARY
- Phone
- (719) 543-0516
- Return prepared by
- MGPM PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-2182509
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,706,764
- Income (IRS master file)
- $249,047
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $96,693 | $75,745 | $1,706,764 | XML |
| 990-PF | June 2024 | $50,001 | $55,336 | $1,602,382 | XML |
| 990-PF | June 2023 | $66,750 | $45,518 | $1,458,468 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 52-2182509).
Questions about MOREY BERNSTEIN MEMORIAL FOUNDATION
- What is the EIN of MOREY BERNSTEIN MEMORIAL FOUNDATION?
- The employer identification number (EIN) of MOREY BERNSTEIN MEMORIAL FOUNDATION is 52-2182509.
- Is MOREY BERNSTEIN MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to MOREY BERNSTEIN MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MOREY BERNSTEIN MEMORIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MOREY BERNSTEIN MEMORIAL FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOREY BERNSTEIN MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MOREY BERNSTEIN MEMORIAL FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MOREY BERNSTEIN MEMORIAL FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $96,693, expenses of $75,745 and total assets of $1,706,764 at year end.
Other nonprofits in ANNANDALE
- PHILLIPS PROGRAMS EIN 54-0833311 · last filed 990 for 2025
- WESTMINSTER SCHOOL INC EIN 54-0795756 · last filed 990 for 2025
- ACCA INC ANNANDALE CHRISTIAN COMMUNITY FOR ACTION EIN 54-0836157 · last filed 990 for 2025
- OAKWOOD SERVICES INTERNATIONAL EIN 54-0898129 · last filed 990 for 2025
- MONTESSORI SCHOOL OF NORTHERN VIRGINIA INC EIN 54-0718805 · last filed 990 for 2025
- MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION INC EIN 59-3184919 · last filed 990 for 2025
- KOREAN COMMUNITY SERVICE CENTER OF EIN 52-1005984 · last filed 990 for 2025
- JUST NEIGHBORS MINISTRY INC EIN 54-1820633 · last filed 990 for 2025