Private Foundation

BERNSTEIN CHARITABLE TRUST

BERNSTEIN CHARITABLE TRUST is a Private Foundation headquartered in DALLAS, TX. Financial data from the 2025 filing: $537K revenue, $640K expenses, $3.1M total assets. IRS filings disclose 24 grants awarded by this foundation, totaling roughly $3.0M.

EIN: 956934018 DALLAS, TX Latest filing: 2025

Total Revenue$537K

Total Expenses$640K

Total Assets$3.1M

Grants Given24

Grant Total$3.0M

Filing Years2021–2025

Sample Grants Given

CEDARS-SINAI MEDICAL CENTER

W HOLLYWOOD, CA · 2025

UNRESTRICTED GENERAL

$127,638

ST JOHN'S HEALTH CENTER FOUNDATION

SANTA MONICA, CA · 2025

UNRESTRICTED GENERAL

$127,638

HADASSAH MEDICAL RELIEF ASSOCIATION

NEW YORK, NY · 2025

UNRESTRICTED GENERAL

$127,638

UCLA - LOS ANGELES

LOS ANGELES, CA · 2025

UNRESTRICTED GENERAL

$127,638

CEDARS-SINAI MEDICAL CENTER

W HOLLYWOOD, CA · 2024

DR. MONTY M BERNSTEIN

$130,851

Showing up to 5 of 24 total records — full history available with membership.

Officers & Directors

TRUSTEE Bank Of America

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL

$1,777,596 14 grants

DR. MONTY M BERNSTEIN

$633,522 5 grants

HADASSAH UNIVERSITY

$633,522 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$537K	$640K	$3.1M
2024	$509K	$637K	$3.2M
2023	$337K	$498K	$3.3M
2022	$579K	$757K	$3.4M
2021	$742K	$700K	$3.6M

Between 2021 and 2025, reported annual revenue declined from $742K to $537K (-28%), with total assets most recently reported at $3.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, NY.

CANY

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for BERNSTEIN CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports