Bernstein Charitable Trust
DALLAS, TX EIN: 95-6934018
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$3.2M
-3.9% YoY
Annual Giving
$523K
+37.5% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$131K
+37.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,155,287 | $3,283,154 | $3,444,040 |
| Revenue | $509,492 | $336,928 | $578,611 |
| Expenses | $637,250 | $498,488 | $757,299 |
| Qualifying Distributions | $566,371 | $424,645 | $668,513 |
| Net Investment Income | $439,315 | $282,327 | $502,966 |
| Distributable Amount | $545,776 | $508,097 | $474,237 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bernstein Charitable Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $106,168 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $1.9M (75%)
New York $634K (25%)
States
Cities
Los AngelesNew YorkSanta MonicaW Hollywood
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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