Nonprofit · EIN 92-3916115
JEFFREY AND DANA 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 | $1,368,625 | $520,195 | $848,430 | $6,256,978 | $0 | $6,256,978 |
| December 31, 2023 | 990-PF | $5,943,652 | $310,324 | $5,633,328 | $5,626,541 | $0 | $5,626,541 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,020,145
- Dividends
- $232,977
- Net gain from sales of assets
- $115,503
Expenses
- Grants and similar amounts paid
- $505,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $505,000
- Excise tax on investment income
- $13,030
Balance sheet and other
- Total assets, start of year
- $5,626,541
- Total assets, end of year
- $6,256,978
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,256,978
- Fair market value of assets
- $7,132,702
- Qualifying distributions
- $505,000
- Net investment income
- $952,626
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 |
|---|---|---|---|
| JEFFREY BERSTEIN 31 NORTHWOODS ROAD, RADNOR, PA 19087 | TRUSTEE | 1 | $0 |
| DANA BERSTEIN 31 NORTHWOODS ROAD, RADNOR, PA 19087 | TRUSTEE | 1 | $0 |
| JORDAN BERSTEIN 280 PARK AVENUE SOUTH APT 4D, NEW YORK, NY 10010 | TRUSTEE | 1 | $0 |
| LUCAS BERSTEIN 1800 PURDY AVENUE APT 1703, MIAMI BEACH, FL 33139 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY BERSTEIN 31 NORTHWOODS ROAD, RADNOR, PA 19087 | TRUSTEE | 1 | $0 |
| DANA BERSTEIN 31 NORTHWOODS ROAD, RADNOR, PA 19087 | TRUSTEE | 1 | $0 |
| JORDAN BERSTEIN 280 PARK AVENUE SOUTH APT 4D, NEW YORK, NY 10010 | TRUSTEE | 1 | $0 |
| LUCAS BERSTEIN 1800 PURDY AVENUE APT 1703, MIAMI BEACH, FL 33139 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 31 NORTHWOODS RD, RADNOR, PA 19087-3707
- In care of
- % JEFFREY A BERSTEIN
- Signed the 990-PF
- JEFFREY BERSTEIN, TRUSTEE
- Phone
- (215) 569-5606
- 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
- 92-3916115
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,256,978
- Income (IRS master file)
- $3,916,250
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,368,625 | $520,195 | $6,256,978 | XML |
| 990-PF | December 2023 | $5,943,652 | $310,324 | $5,626,541 | XML |
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 92-3916115).
Questions about JEFFREY AND DANA BERSTEIN FAMILY FOUNDATION
- What is the EIN of JEFFREY AND DANA BERSTEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of JEFFREY AND DANA BERSTEIN FAMILY FOUNDATION is 92-3916115.
- Is JEFFREY AND DANA BERSTEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to JEFFREY AND DANA BERSTEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEFFREY AND DANA BERSTEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFFREY AND DANA 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 JEFFREY AND DANA 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 JEFFREY AND DANA BERSTEIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does JEFFREY AND DANA BERSTEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,368,625, expenses of $520,195 and total assets of $6,256,978 at year end.
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All nonprofits in RADNOR · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations