Nonprofit · EIN 74-2351575
PAULA AND WILLIAM BERNSTEIN FOUNDATION
Tax-exempt · DENVER, CO 80209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,027,515 | $1,216,783 | -$189,268 | $9,059,852 | $0 | $9,059,852 |
| September 30, 2024 | 990-PF | $603,084 | $1,303,775 | -$700,691 | $9,249,120 | $0 | $9,249,120 |
| September 30, 2023 | 990-PF | $270,072 | $647,502 | -$377,430 | $9,949,811 | $0 | $9,949,811 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $307,300
- Net gain from sales of assets
- $720,215
Expenses
- Grants and similar amounts paid
- $1,114,260
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,118,710
- Excise tax on investment income
- $13,072
Balance sheet and other
- Total assets, start of year
- $9,249,120
- Total assets, end of year
- $9,059,852
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,059,852
- Fair market value of assets
- $11,834,609
- Qualifying distributions
- $1,118,710
- Net investment income
- $1,027,515
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA BERNSTEIN 16 POLO CLUB DR, DENVER, CO 80209 | PRESIDENT & DIRECTOR | 5 | $0 |
| ERIK BERNSTEIN 16 POLO CLUB DR, DENVER, CO 80209 | SECRETARY & DIRECTOR | 2 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA BERNSTEIN 16 POLO CLUB DR, DENVER, CO 80209 | PRESIDENT & DIRECTOR | 5 | $0 |
| ERIK BERNSTEIN 16 POLO CLUB DR, DENVER, CO 80209 | SECRETARY & DIRECTOR | 2 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA BERNSTEIN 16 POLO CLUB DR, DENVER, CO 80209 | PRESIDENT | 5 | $0 |
| WILLIAM BERNSTEIN 16 POLO CLUB DR, DENVER, CO 80209 | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 16 POLO CLUB DR, DENVER, CO 80209-3310
- Signed the 990-PF
- PAULA J BERNSTEIN, PRESIDENT
- Phone
- (303) 722-4765
- Return prepared by
- RBK & ASSOCIATES 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 74-2351575
- 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
- 1985
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,059,852
- Income (IRS master file)
- $4,101,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,027,515 | $1,216,783 | $9,059,852 | XML |
| 990-PF | September 2024 | $603,084 | $1,303,775 | $9,249,120 | XML |
| 990-PF | September 2023 | $270,072 | $647,502 | $9,949,811 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 74-2351575).
Questions about PAULA AND WILLIAM BERNSTEIN FOUNDATION
- What is the EIN of PAULA AND WILLIAM BERNSTEIN FOUNDATION?
- The employer identification number (EIN) of PAULA AND WILLIAM BERNSTEIN FOUNDATION is 74-2351575.
- Is PAULA AND WILLIAM BERNSTEIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to PAULA AND WILLIAM BERNSTEIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAULA AND WILLIAM BERNSTEIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAULA AND WILLIAM BERNSTEIN FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAULA AND WILLIAM BERNSTEIN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of PAULA AND WILLIAM BERNSTEIN FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PAULA AND WILLIAM BERNSTEIN FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,027,515, expenses of $1,216,783 and total assets of $9,059,852 at year end.
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