Bernstein Charitable Tr 10-20-001-2-30890-0
- Assets
- $3.3m
- Revenue
- $336.9k
- Investments
- $2.5m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 05/1994
- Data as of
- 12/2023
- EIN
- 95-6934018
Organization Overview
Bernstein Charitable Tr 10-20-001-2-30890-0 is located in Dallas, TX. The organization was established in 1994. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bernstein Charitable Tr 10-20-001-2-30890-0 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Bernstein Charitable Tr 10-20-001-2-30890-0 generated $336.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (6.9%) each year. All expenses for the organization totaled $498.5k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (3.3%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Bernstein Charitable Tr 10-20-001-2-30890-0 has awarded 16 individual grants totaling $2,010,684. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $69,103 |
| Net Rental Income | $277,066 |
| Net Gain on Sale of Assets | -$14,431 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $336,928 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $102,998 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,104 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,190 |
| Total operating and administrative expenses | $117,856 |
| Contributions, gifts, grants paid | $380,632 |
| Total expenses and disbursements | $498,488 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $78,816 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $657,571 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,283,154 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bernstein Charitable Tr 10-20-001-2-30890-0 has awarded $380,632 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
CEDARS-SINAI MEDICAL CENTER PURPOSE: DR. MONTY M BERNSTEIN | $95,158 |
HADASSAH MEDICAL RELIEF ASSOCIATION INC PURPOSE: HADASSAH UNIVERSITY | $95,158 |
UCLA - UNIVERSITY OF SOUTHERN CALIFORNIA PURPOSE: UNRESTRICTED GENERAL | $95,158 |
ST JOHN'S HEALTH CENTER FOUNDATION PURPOSE: UNRESTRICTED GENERAL | $95,158 |