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EIN 95-6934018

Bernstein Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Dallas
State
Texas
Year formed
1994
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Bernstein Charitable Trust is a private foundation that funds unrestricted general, Hadassah University, and Dr. Monty M Bernstein grants. Last year, they made four grants to Hadassah Medical Relief and other nonprofit organizations. The trust is located in Dallas, TX.
Also known as...
Bernstein Charitable TR 10-20-001-2-30890-0
Total revenues
$336,928
2023
Total expenses
$498,488
2023
Total assets
$3,283,154
2023
Num. employees
1
2023

Grants made by Bernstein Charitable Trust

GranteeGrant descriptionAmount
Women's Guild Cedars-Sinai Medical CenterDr. Monty M Bernstein$95,158
Hadassah Medical Relief AssociationHadassah University$95,158

Personnel at Bernstein Charitable Trust

NameTitleCompensation
Bank of America N AManaging Director$109,812

Financials for Bernstein Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$69,103
Net rental income$277,066
Net gain from sale of non-inventory assets$-14,431
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$336,928

Form 990s for Bernstein Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-24990PFView PDF
2022-122023-04-26990PFView PDF
2021-122022-04-19990PFView PDF
2020-122021-05-05990PFView PDF
2019-122020-09-01990PRView PDF
...and 9 more Form 990s

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The Wasie FoundationWayzata, MN$1,306,732
Eva L. and Joseph M. Bruening FoundationBrooklyn, OH$1,029,554
The Luling FoundationLuling, TX$1,217,719
New Hope FoundationMuscatine, IA$811,721
West Virginia Prevention SolutionsClarksburg, WV$1,573,874
Healthcare Initiative Foundation (HIF)Germantown, MD$1,519,003
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 8, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 25, 2023
Updated personnel
Identified 1 new personnel
April 13, 2022
Updated personnel
Identified 1 new personnel
April 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
PO Box 653067
Dallas, TX 75265
County
Dallas County, TX
Phone
(888) 866-3275
IRS details
EIN
95-6934018
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1994
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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