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Form 990-PFTax year 2025EIN 95-6934018

Bernstein Charitable Trust

A private foundation in Dallas, TX. Its return for tax year 2025 lists 4 grants and $510,552 paid in grants.

Tax year 2025 (period ending Dec 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

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $510,552

    Grants listed
    4
    Assets, end of year
    $3,052,190
  • Tax year 2024

    $523,404

    Grants listed
    4
    Assets, end of year
    $3,155,287
  • Tax year 2023

    $380,632

    Grants listed
    4
    Assets, end of year
    $3,283,154
  • Tax year 2022

    $621,180

    Grants listed
    4
    Assets, end of year
    $3,444,040
  • Tax year 2021

    $560,364

    Grants listed
    4
    Assets, end of year
    $3,623,901
  • Tax year 2020

    $448,508

    Grants listed
    4
    Assets, end of year
    $3,582,219

Grants paid in 2025

4 grants, largest first

As listed on the return.

  1. Hadassah Medical Relief AssociationNew York, NY

    Unrestricted general

    $127,638
  2. UCLA - Los AngelesLos Angeles, CA

    Unrestricted general

    $127,638
  3. Cedars-Sinai Medical CenterW Hollywood, CA

    Unrestricted general

    $127,638
  4. St John's Health Center FoundationSanta Monica, CA

    Unrestricted general

    $127,638

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $127,63850% of the total
  2. International aid1 grant $127,63850% of the total

By State

Grants to organizations with a US address, latest year.

  1. California3 grants $382,914
  2. New York1 grant $127,638

Officers, directors and trustees

1 person as filed

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

  • Bank of AmericaTRUSTEE Hours 1Pay $107,208

The return

More foundations

Similar foundations

Same main cause (health), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Lee Ann and Steven Van Amburgh FoundationDallas, TX 49 grants Accepts applications $512,434 giving
  2. Daniel W Field TrustDallas, TX 25 grants Preselected only $516,435 giving
  3. Henry L Peck TR FBO Waterbury HospitalDallas, TX 1 grant Preselected only $518,961 giving
  4. Swayze Clara M FBO C H HospDallas, TX 1 grant Preselected only $533,992 giving
  5. Tua Welsh Family CrutDallas, TX 6 grants Preselected only $466,215 giving