Nonprofit · EIN 52-6047356
DIANE & NORMAN BERNSTEIN FOUNDATION
Tax-exempt · WASHINGTON, DC 20015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,161,476 | $10,739,908 | -$2,578,432 | $111,425,091 | $125,160 | $111,299,931 |
| December 31, 2023 | 990-PF | $18,590,901 | $9,833,903 | $8,756,998 | $113,973,980 | $62,126 | $113,911,854 |
| December 31, 2022 | 990-PF | $71,249,301 | $6,389,188 | $64,860,113 | $105,356,289 | $0 | $105,356,289 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $610,866
- Dividends
- $1,037,819
- Interest
- $590,025
- Net gain from sales of assets
- $394,374
- Other income
- $5,528,392
Expenses
- Grants and similar amounts paid
- $8,869,207
- Compensation of officers, directors and key employees
- $388,987
- Disbursements for charitable purposes
- $9,236,103
- Excise tax on investment income
- $83,974
Balance sheet and other
- Total assets, start of year
- $113,973,980
- Total assets, end of year
- $111,425,091
- Total liabilities, end of year
- $125,160
- Net assets, end of year
- $111,299,931
- Fair market value of assets
- $129,659,816
- Qualifying distributions
- $9,236,103
- Net investment income
- $7,524,269
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 |
|---|---|---|---|
| Susan Amy Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Director | 0 | $0 |
| Elizabeth B Norton 5301 Wisconsin Avenue NW, Washington, DC 20015 | Vice President | 0 | $0 |
| Joshua Benjamin Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Chairman | 0 | $0 |
| Kelly Lynch 5301 Wisconsin Avenue NW, Washington, DC 20015 | Executive Director & Treasurer | 0 | $0 |
| Celia Ellen Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Director | 0 | $0 |
| Marianne Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Director | 0 | $0 |
| Nancy Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Amy Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Director | 0 | $0 |
| Elizabeth B Norton 5301 Wisconsin Avenue NW, Washington, DC 20015 | Vice President | 0 | $0 |
| Joshua Benjamin Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Chairman | 0 | $0 |
| Kelly Lynch 5301 Wisconsin Avenue NW, Washington, DC 20015 | Executive Director & Treasurer | 0 | $0 |
| Celia Ellen Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Director | 0 | $0 |
| Marianne Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Director | 0 | $0 |
| Nancy Bernstein 5301 Wisconsin Avenue NW, Washington, DC 20015 | Director | 0 | $0 |
990-PF for the year ended December 31, 2022: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Lynch 3617 Fessenden Street NW, Washington, DC 20008 | Executive Director & Treasurer | 0 | $256,700 |
| Susan Amy Bernstein 21 Alpine Street, Cambridge, MA 02138 | Director | 0 | $0 |
| Elizabeth B Norton 3725 Harrison Street, Washington, DC 20015 | Vice President | 0 | $0 |
| Joshua Benjamin Bernstein 5301 Wisconsin Avenue NW Suite 6, Washington, DC 20015 | Chairman | 0 | $0 |
| Celia Ellen Bernstein 513 Almar Avenue, Pacific Palisades, CA 90272 | Director | 0 | $0 |
| Marianne Bernstein 62 Livingston Street, New Haven, CT 06511 | Director | 0 | $0 |
| Nancy Bernstein 1425 Wightman Street, Pittsburgh, PA 15217 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5301 WISCONSIN AVE NW STE 500, WASHINGTON, DC 20015-2015
- In care of
- % JOSHUA BERNSTEIN
- Signed the 990-PF
- Kelly Lynch, Exec Director/Treasu
- Phone
- (202) 363-6301
- Website
- https://www.dnbfdc.org/
- Return prepared by
- BDO USA
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
- 52-6047356
- 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
- 1962
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $111,425,091
- Income (IRS master file)
- $7,767,102
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,161,476 | $10,739,908 | $111,425,091 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $18,590,901 | $9,833,903 | $113,973,980 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $71,249,301 | $6,389,188 | $105,356,289 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 52-6047356).
Questions about DIANE & NORMAN BERNSTEIN FOUNDATION
- What is the EIN of DIANE & NORMAN BERNSTEIN FOUNDATION?
- The employer identification number (EIN) of DIANE & NORMAN BERNSTEIN FOUNDATION is 52-6047356.
- Is DIANE & NORMAN BERNSTEIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to DIANE & NORMAN BERNSTEIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DIANE & NORMAN BERNSTEIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DIANE & NORMAN 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 DIANE & NORMAN 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 DIANE & NORMAN BERNSTEIN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does DIANE & NORMAN BERNSTEIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,161,476, expenses of $10,739,908 and total assets of $111,425,091 at year end.
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