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Form 990-PFTax year 2024EIN 42-1335958

Samuel & Gussie Bernstein Foundation

A private foundation in Sioux City, IA. Its return for tax year 2024 reports $110,732 paid in grants, listed in an attachment that is not in the e-file.

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Tax year 2024 (period ending Mar 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $110,732

    Grants listed
    In an attachment
    Assets, end of year
    $2,572,052

  • Tax year 2023

    $143,500

    Grants listed
    In an attachment
    Assets, end of year
    $2,494,433

  • Tax year 2022

    $89,000

    Grants listed
    In an attachment
    Assets, end of year
    $2,510,717

  • Tax year 2021

    $19,500

    Grants listed
    In an attachment
    Assets, end of year
    $2,492,186

  • Tax year 2020

    $125,000

    Grants listed
    In an attachment
    Assets, end of year
    $2,338,499

  • Tax year 2019

    $138,500

    Grants listed
    In an attachment
    Assets, end of year
    $2,304,655

  • Tax year 2018

    $121,000

    Grants listed
    In an attachment
    Assets, end of year
    $2,244,358

Grants paid in 2024

Grants listed in an attachment (not in the e-file)

As listed on the return.

  1. This return lists its grants in an attachment that is not in the IRS e-file: $110,732 in all.

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • James BernsteinPRESIDENT/DIR Hours 0Pay $0
  • Norman BernsteinVP/DIRECTOR Hours 0Pay $0
  • David BernsteinSEC/DIRECTOR Hours 0Pay $0

The return

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