Nonprofit · EIN 38-7217316
BERSTEIN FAMILY FOUNDATION
Tax-exempt · RADNOR, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,701,739 | $1,632,655 | $69,084 | $5,516,739 | $0 | $5,516,739 |
| December 31, 2023 | 990-PF | $339,783 | $1,835,943 | -$1,496,160 | $5,471,721 | $0 | $5,471,721 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,000,065
- Dividends
- $264,818
- Net gain from sales of assets
- $436,615
- Other income
- $241
Expenses
- Grants and similar amounts paid
- $1,441,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,601,357
- Excise tax on investment income
- $21,573
Balance sheet and other
- Total assets, start of year
- $5,471,721
- Total assets, end of year
- $5,516,739
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,516,739
- Fair market value of assets
- $7,219,915
- Qualifying distributions
- $1,601,357
- Net investment income
- $1,577,590
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH H BERSTEIN 3500 WEST CHESTER PIKE APT 528, NEWTOWN SQUARE, PA 19073 | TRUSTEE | 1 | $0 |
| JEFFREY BERSTEIN 31 NORTHWOODS ROAD, RADNOR, PA 19087 | TRUSTEE | 1 | $0 |
| DANA BERSTEIN 31 NORTHWOODS ROAD, RADNOR, PA 19087 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH H BERSTEIN 3500 WEST CHESTER PIKE APT 528, NEWTOWN SQUARE, PA 19073 | TRUSTEE | 1 | $0 |
| JEFFREY BERSTEIN 31 NORTHWOODS ROAD, RADNOR, PA 19087 | TRUSTEE | 1 | $0 |
| DANA BERSTEIN 31 NORTHWOODS ROAD, RADNOR, PA 19087 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 31 NORTHWOODS RD, RADNOR, PA 19087-3707
- Signed the 990-PF
- JEFFREY BERSTEIN, TRUSTEE
- Phone
- (610) 212-5329
- Return prepared by
- EISNER ADVISORY GROUP LLC
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 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-7217316
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,516,739
- Income (IRS master file)
- $7,372,450
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,701,739 | $1,632,655 | $5,516,739 | XML |
| 990-PF | December 2023 | $339,783 | $1,835,943 | $5,471,721 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 38-7217316).
Questions about BERSTEIN FAMILY FOUNDATION
- What is the EIN of BERSTEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of BERSTEIN FAMILY FOUNDATION is 38-7217316.
- Is BERSTEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to BERSTEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERSTEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERSTEIN 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 BERSTEIN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERSTEIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does BERSTEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,701,739, expenses of $1,632,655 and total assets of $5,516,739 at year end.
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All nonprofits in RADNOR · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations