Nonprofit · EIN 46-3979917
FOERSTER BERNSTEIN FOUNDATION
Tax-exempt · NORWALK, CT 06851
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,162,650 | $132,241 | $5,030,409 | $56,040,331 | $0 | $56,040,331 |
| December 31, 2023 | 990-PF | $4,048,770 | $1,550,270 | $2,498,500 | $51,009,922 | $0 | $51,009,922 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,000,000
- Dividends
- $827,522
- Interest
- $1,335,128
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $127,541
- Excise tax on investment income
- $30,061
Balance sheet and other
- Total assets, start of year
- $51,009,922
- Total assets, end of year
- $56,040,331
- Total liabilities, end of year
- $0
- Net assets, end of year
- $56,040,331
- Fair market value of assets
- $51,353,855
- Qualifying distributions
- $127,541
- Net investment income
- $2,162,650
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 |
|---|---|---|---|
| DANIEL BERNSTEIN 128 EAST AVE, NORWALK, CT 06851 | DIR, SEC, TREAS & CO-PRESIDENT | 1 | $0 |
| CLAIRE FOERSTER 128 EAST AVE, NORWALK, CT 06851 | DIRECTOR AND CO-PRESIDENT | 1 | $0 |
| AURA STUTZMAN 128 EAST AVE, NORWALK, CT 06851 | EXECUTIVE DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Bernstein Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Sec, Treas, Co- Pres | 1 | $0 |
| Claire Foerster Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Co- Pres, Dir | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 128 EAST AVE, NORWALK, CT 06851-5738
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- DANIEL BERNSTEIN, CO-PRESIDENT
- Phone
- (203) 349-2180
- Return prepared by
- TSS ADVISORS 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
- 46-3979917
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $56,040,331
- Income (IRS master file)
- $5,162,650
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,162,650 | $132,241 | $56,040,331 | IRS |
| 990-PF | December 2023 | $4,048,770 | $1,550,270 | $51,009,922 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 46-3979917).
Questions about FOERSTER BERNSTEIN FOUNDATION
- What is the EIN of FOERSTER BERNSTEIN FOUNDATION?
- The employer identification number (EIN) of FOERSTER BERNSTEIN FOUNDATION is 46-3979917.
- Is FOERSTER BERNSTEIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to FOERSTER BERNSTEIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FOERSTER BERNSTEIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FOERSTER BERNSTEIN 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 FOERSTER BERNSTEIN 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 FOERSTER BERNSTEIN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does FOERSTER BERNSTEIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,162,650, expenses of $132,241 and total assets of $56,040,331 at year end.
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