Bernstein Charitable Trust
EIN 956934018 Private FoundationTotal Given 2020–2024
$2.5M
20 grants · $507K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$131K
typical big bets · $112K–$140K
grant size
100%
deep partner · 7/7 multi-year
repeat
$11.2M
Assets (2024)
7
Distinct Recipients
About
THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS HAS WAIVED THE ANNUAL REPORTING REQUIREMENT BECAUSE THIS TRUST HAS A SOLE CORPORATE TRUSTEE THAT IS SUBJECT TO THE JURISDICTION OF THE COMPTROLLER OF THE CURRENCY OF THE UNITED STATES.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $449K | $10.3M | $448K | 4 |
| 2021 | $560K | $10.6M | $742K | 4 |
| 2022 | $621K | $9.3M | $579K | 4 |
| 2023 | $381K | $9.7M | $337K | 4 |
| 2024 | $523K | $11.2M | $509K | 4 |
Grant Size Distribution
Based on 20 grants on record
Minimum
$95K
25th Pctl
$112K
Median
$131K
Average
$127K
75th Pctl
$140K
Maximum
$155K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (20 total)
| Purpose | ||||
|---|---|---|---|---|
| Hadassah Medical Relief Association Inc | New York, NY | $155,295 | HADASSAH UNIVERSITY | 2022 |
| UCLA - University of Southern California | LOS Angeles, CA | $155,295 | UNRESTRICTED GENERAL | 2022 |
| Cedars-Sinai Medical Center | W Hollywood, CA | $155,295 | DR. MONTY M BERNSTEIN | 2022 |
| St John's Health Center Foundation | Santa Monica, CA | $155,295 | UNRESTRICTED GENERAL | 2022 |
| Hadassah Medical Relief | New York, NY | $140,091 | HADASSAH UNIVERSITY | 2021 |
| University of Southern | LOS Angeles, CA | $140,091 | UNRESTRICTED GENERAL | 2021 |
| Cedars-Sinai Medical Center | W Hollywood, CA | $140,091 | DR. MONTY M BERNSTEIN | 2021 |
| St Johns Health Center | Santa Monica, CA | $140,091 | UNRESTRICTED GENERAL | 2021 |
| Hadassah Medical Relief Association Inc | New York, NY | $130,851 | HADASSAH UNIVERSITY | 2024 |
| UCLA - University of Southern California | LOS Angeles, CA | $130,851 | UNRESTRICTED GENERAL | 2024 |
| Cedars-Sinai Medical Center | W Hollywood, CA | $130,851 | DR. MONTY M BERNSTEIN | 2024 |
| St John's Health Center Foundation | Santa Monica, CA | $130,851 | UNRESTRICTED GENERAL | 2024 |
| Hadassah Medical Relief | New York, NY | $112,127 | HADASSAH UNIVERSITY | 2020 |
| University of Southern | LOS Angeles, CA | $112,127 | UNRESTRICTED GENERAL | 2020 |
| Cedars-Sinai Medical Center | W Hollywood, CA | $112,127 | DR. MONTY M BERNSTEIN | 2020 |
| St Johns Health Center | Santa Monica, CA | $112,127 | UNRESTRICTED GENERAL | 2020 |
| Hadassah Medical Relief Association Inc | New York, NY | $95,158 | HADASSAH UNIVERSITY | 2023 |
| UCLA - University of Southern California | LOS Angeles, CA | $95,158 | UNRESTRICTED GENERAL | 2023 |
| Cedars-Sinai Medical Center | W Hollywood, CA | $95,158 | DR. MONTY M BERNSTEIN | 2023 |
| St John's Health Center Foundation | Santa Monica, CA | $95,158 | UNRESTRICTED GENERAL | 2023 |
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