Nonprofit · EIN 52-6041822
THE BERNSTEIN FAMILY FOUNDATION
Tax-exempt · WASHINGTON, DC 20007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2022 | 990-PF | $798,743 | $851,329 | -$52,586 | $7,129,863 | $17,681 | $7,112,183 |
Financial details: 990-PF for the year ended December 31, 2022
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $73,484
- Interest
- $36,029
- Net gain from sales of assets
- $680,340
- Other income
- $8,890
Expenses
- Grants and similar amounts paid
- $505,374
- Compensation of officers, directors and key employees
- $122,909
- Disbursements for charitable purposes
- $627,529
- Excise tax on investment income
- $7,992
Balance sheet and other
- Total assets, start of year
- $7,103,111
- Total assets, end of year
- $7,129,863
- Total liabilities, end of year
- $17,681
- Net assets, end of year
- $7,112,183
- Fair market value of assets
- $8,179,561
- Qualifying distributions
- $627,529
- Net investment income
- $798,743
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, 2022, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ami Becker Aronson 6917 Anchorage Drive, Bethesda, MD 20817 | Managing Executive Director | 0 | $122,909 | $28,436 |
| Richard Bernstein 1054 31st Street NW, Suite 1000, Washington, DC 20007 | Vice President | 0 | $0 | $0 |
| Adam Bernstein 4409 Klinge Street, Washington, DC 20016 | Treasurer | 0 | $0 | $0 |
| Mauree Jane Perry 2606 Jackson Street, San Francisco, CA 94115 | Secretary | 0 | $0 | $0 |
| Stuart Bernstein Il Lugano - 300 Seminole Avenue Apt, Palm Beach, FL 33480 | President | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3299 K ST NW STE 700, WASHINGTON, DC 20007-4438
- In care of
- % THE FOUNDATION
- Signed the 990-PF
- Adam Bernstein, PRESIDENT
- Phone
- (202) 333-9000
- Return prepared by
- BDO USA
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | Not on file |
At risk of automatic revocation
None of the last three returns is in the IRS public files. The IRS revokes tax-exempt status after three consecutive years without a return. Recent filings can take a few weeks to appear.
IRS record
- EIN
- 52-6041822
- 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
- 1957
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,129,863
- Income (IRS master file)
- $3,341,660
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2022 | $798,743 | $851,329 | $7,129,863 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 52-6041822).
Questions about THE BERNSTEIN FAMILY FOUNDATION
- What is the EIN of THE BERNSTEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of THE BERNSTEIN FAMILY FOUNDATION is 52-6041822.
- Is THE BERNSTEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to THE BERNSTEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BERNSTEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BERNSTEIN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BERNSTEIN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2022.
- Who are the officers and directors of THE BERNSTEIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2022 lists 5 people; 1 received compensation from the organization, the highest $122,909 (Ami Becker Aronson, Managing Executive Director).
- How much revenue does THE BERNSTEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2022 it reported revenue of $798,743, expenses of $851,329 and total assets of $7,129,863 at year end.
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