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Nonprofit · EIN 81-0926185

BERNSTEIN FAMILY FOUNDATION

Tax-exempt · S ABINGTN TWP, PA 18411

Financials

$167K$103K2023$128K$82K2024
Revenue Expenses · by fiscal year end
Financials of BERNSTEIN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$127,586$82,240$45,346$1,359,517$0$1,359,517
June 30, 2024990-PF$167,045$103,497$63,548$1,314,171$0$1,314,171
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$44,992
Net gain from sales of assets
$82,594

Expenses

Grants and similar amounts paid
$77,483
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$77,483
Excise tax on investment income
$1,773

Balance sheet and other

Total assets, start of year
$1,314,171
Total assets, end of year
$1,359,517
Total liabilities, end of year
$0
Net assets, end of year
$1,359,517
Fair market value of assets
$2,719,733
Qualifying distributions
$77,483
Net investment income
$127,586

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DONALD BERNSTEIN
13 LAKESIDE DRIVE, CLARKS SUMMIT, PA 18411
PRESIDENT AND BOARD MEMBER1$0
MICHAEL BERNSTEIN
9 LAKESIDE COMMONS, CLARKS SUMMIT, PA 18411
BOARD MEMBER1$0
MARC BERNSTEIN
105 COBBLESTONE LANE, SOUTH ABINGTON TOWNSHI, PA 18411
BOARD MEMBER1$0
JEFFREY BERNSTEIN
56 LAMARRE DRIVE, MARLBOROUGH, MA 01752
BOARD MEMBER1$0
DORIE SHIOVITZ
2076 OAK AVENUE, BOULDER, CO 80304
BOARD MEMBER1$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
DONALD BERNSTEIN
13 LAKESIDE DRIVE, CLARKS SUMMIT, PA 18411
PRESIDENT AND BOARD MEMBER1$0
MICHAEL BERNSTEIN
9 LAKESIDE COMMONS, CLARKS SUMMIT, PA 18411
BOARD MEMBER1$0
MARC BERNSTEIN
105 COBBLESTONE LANE, SOUTH ABINGTON TOWNSHI, PA 18411
BOARD MEMBER1$0
JEFFREY BERNSTEIN
56 LAMARRE DRIVE, MARLBOROUGH, MA 01752
BOARD MEMBER1$0
DORIE SHIOVITZ
2076 OAK AVENUE, BOULDER, CO 80304
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
13 LAKESIDE DR, S ABINGTN TWP, PA 18411-9419
In care of
% DONALD BERNSTEIN
Signed the 990-PF
DONALD BERNSTEIN, PRESIDENT
Phone
(570) 342-6100
Return prepared by
MMQ & ASSOCIATES PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
81-0926185
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
2016
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,359,517
Income (IRS master file)
$312,538

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$127,586$82,240$1,359,517XML
990-PFJune 2024$167,045$103,497$1,314,171XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 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 81-0926185).

Questions about BERNSTEIN FAMILY FOUNDATION

What is the EIN of BERNSTEIN FAMILY FOUNDATION?
The employer identification number (EIN) of BERNSTEIN FAMILY FOUNDATION is 81-0926185.
Is BERNSTEIN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to BERNSTEIN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNSTEIN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNSTEIN FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERNSTEIN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of BERNSTEIN FAMILY FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BERNSTEIN FAMILY FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $127,586, expenses of $82,240 and total assets of $1,359,517 at year end.

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