Bershtel Family Foundation
LONG BEACH, CA EIN: 27-1464685
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.4M
-6.5% YoY
Annual Giving
$195K
-23.9% YoY
Grant Count
8
-20.0% YoY
Avg Grant Size
$24K
-4.9% 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 | $1,441,721 | $1,541,848 | $271,481 |
| Revenue | $115,927 | $1,575,528 | $144,642 |
| Expenses | $205,588 | $261,136 | $40,835 |
| Qualifying Distributions | $195,000 | $256,400 | $31,000 |
| Net Investment Income | $106,939 | $71,952 | $43,247 |
| Distributable Amount | $71,984 | $43,653 | $11,710 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bershtel Family Foundation 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 |
|---|---|---|---|
| JACK BERSHTEL | TREASURER | 1 | — |
| SHARON BERSHTEL | PRESIDENT | 1 | — |
| KEN BOB | SECRETARY | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New York $336K (65%)
District of Columbia $100K (19%)
Louisiana $25K (5%)
California $23K (4%)
Arizona $15K (3%)
Maryland $11K (2%)
Illinois $6K (1%)
Cities
ChicagoCovingtonDeerfieldHuntingtonLong BeachLos AngelesMamaroneckNew YorkPhoenixSilver SpringWashington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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