Bernstein Charitable Trust
EIN 956934018Total 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 |