BERSTEIN FAMILY FOUNDATION

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Cite this

Plain text BERSTEIN FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/berstein-family-foundation-387217316. Retrieved 2026-11-04.

APA furp.org. (n.d.). BERSTEIN FAMILY FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 4, 2026, from https://furp.org/org/berstein-family-foundation-387217316

MLA “BERSTEIN FAMILY FOUNDATION.” furp.org, tax years 2020–2024, https://furp.org/org/berstein-family-foundation-387217316. Accessed 4 Nov. 2026.

Retrieved 2026-11-04; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $1.7M · expenses $1.6M · assets $5.5M

EIN
38-7217316
Address
31 NORTHWOODS RD, RADNOR, PA 19087-3707
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
August 2019 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jeffrey Berstein TRUSTEE2020-2024 1 $0 reported 2
Dana Berstein TRUSTEE2020-2024 1 $0 reported 2
Joseph H Berstein TRUSTEE2020-2024 1 $0 reported 1
Joan F Berstein (former) TRUSTEE2020 1 $0 reported 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH H BERSTEIN TRUSTEE1 $0-$0 $01
JEFFREY BERSTEIN TRUSTEE1 $0-$0 $02
DANA BERSTEIN TRUSTEE1 $0-$0 $02
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH H BERSTEIN TRUSTEE1 $0-$0 $01
JEFFREY BERSTEIN TRUSTEE1 $0-$0 $02
DANA BERSTEIN TRUSTEE1 $0-$0 $02
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH H BERSTEIN TRUSTEE1 $0-$0 $01
JEFFREY BERSTEIN TRUSTEE1 $0-$0 $02
DANA BERSTEIN TRUSTEE1 $0-$0 $02
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH H BERSTEIN TRUSTEE1 $0-$0 $01
JEFFREY BERSTEIN TRUSTEE1 $0-$0 $02
DANA BERSTEIN TRUSTEE1 $0-$0 $02
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH H BERSTEIN TRUSTEE1 $0-$0 $01
JOAN F BERSTEIN TRUSTEE1 $0-$0 $01
JEFFREY BERSTEIN TRUSTEE1 $0-$0 $02
DANA BERSTEIN TRUSTEE1 $0-$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 26 grants to organizations · $1.4M
2023 · 49 grants to organizations · $1.6M
2022 · 31 grants to organizations · $2.0M
2021 · 25 grants to organizations · $1.5M
2020 · 28 grants to organizations · $1.3M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 JOSEPH BERSTEIN Organization or other NEWTOWN SQUARRE, PA $1,000,065- Form 990PF Sch. B, 2024 · filing
2022 · 2 contributors · $700K
#ContributorTypeCity, stateTotalNoncashSource
1 JEFFREY BERSTEIN Person RADNOR, PA $500,058$500,058 Form 990PF Sch. B, 2022 · filing
2 JOSEPH H BERSTEIN Person NEWTOWN SQUARE, PA $200,014$200,014 Form 990PF Sch. B, 2022 · filing
2021 · 2 contributors · $750K
#ContributorTypeCity, stateTotalNoncashSource
1 JEFFREY BERSTEIN Person RADNOR, PA $650,143$650,143 Form 990PF Sch. B, 2021 · filing
2 JOSEPH H BERSTEIN Person NEWTOWN SQUARE, PA $100,106$100,106 Form 990PF Sch. B, 2021 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,701,739$1,632,655 $5,516,739$5,516,739 $1,000,065- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$339,783$1,835,943 $5,471,721$5,471,721 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$957,057$2,153,530 $6,947,961$6,941,186 $700,072- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,445,354$1,643,387 $8,602,860$8,602,860 $750,249- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$980,017$1,355,710 $8,973,732$8,973,732 $500,439- $0--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HAWK FAMILY FOUNDATIONPAT20 $1,550,599$1,415,611 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
MARSTINE FAMILY FOUNDATIONPAT20 $1,863,532$1,903,852 CHAIRMAN, FOUNDATION MANAG$0 Same NTEE code T20, revenue within 2x, same state, similar name
COUNIHAN FAMILY FOUNDATIONPAT20 $1,880,509$4,344,901 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
MCLELLAND FAMILY FOUNDATIONPAT20 $1,696,957$1,689,328 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
DOHERTY FAMILY CHARITABLE FOUNDATIONPAT20 $1,715,218$1,435,895 CO-TRUSTEE$121,157 Same NTEE code T20, revenue within 2x, same state
DONALD AND DONNA MOSITES FAMILY FOUNDATIONPAT20 $1,636,670$1,175,168 BOARD MEMBER/TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE GITLIN FOUNDATIONPAT20 $1,690,286$1,486,005 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
GARRIGAN FOUNDATIONPAT20 $1,769,830$1,048,176 SETTLOR AND TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MACCAULEY FOUNDATIONPAT20 $1,587,682$565,876 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
HASTINGS FOUNDATION TRPAT20 $1,867,764$1,698,378 TRUSTEE$209,102 Same NTEE code T20, revenue within 2x, same state
HELPING HANDS FOUNDATION INCPAT20 $1,803,022$901,570 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FEDERATED INVESTORS FOUNDATION INCORPORATEDPAT20 $1,553,869$681,739 Director and President$0 Same NTEE code T20, revenue within 2x, same state
THE HENRY A QUINN CHARITABLE FOUNDATIONPAT20 $1,520,712$1,059,693 PRESIDENT$176,107 Same NTEE code T20, revenue within 2x, same state
JACK G BUNCHER CHARITABLE FUND FORTHE UNITED JEWISH FEDERATION OF PGHPAT20 $1,518,684$1,625,560 President$543,204 Same NTEE code T20, revenue within 2x, same state
D D HACHAR CHARITABLE TRUST FUNDPAT20 $1,540,356$838,036 TRUSTEE$115,282 Same NTEE code T20, revenue within 2x, same state
GEORGE H CAMPBELL LILLIAN S CAMPBELL & MARY S CAMPBELL FDN TRPAT20 $1,817,398$956,971 TRUSTEE$74,047 Same NTEE code T20, revenue within 2x, same state
NORTH HILLS AFFORDABLE HOUSING INCPAT20 $1,628,720$1,244,628 CEO$161,832 Same NTEE code T20, revenue within 2x, same state
BERGLUND FAMILY FOUNDATIONCAT20 $1,532,161$1,216,797 CFO/Sec/Directr$0 Same NTEE code T20, revenue within 2x, similar name
BENTON FAMILY FOUNDATIONTXT20 $1,692,282$1,327,638 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
BELTON FAMILY FOUNDATIONMNT20 $1,568,760$493,010 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
SS FAMILY FOUNDATIONWAT20 $1,871,612$5,045,409 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
BROWN FAMILY FOUNDATIONFLT20 $1,523,497$1,416,343 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
CHAMBERS FAMILY FOUNDATIONCTT20 $1,723,935$837,267 TRUSTEE$85,074 Same NTEE code T20, revenue within 2x, similar name
BERKLEY FAMILY FOUNDATION INCFLT20 $1,724,149$2,958,621 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
AWT FAMILY FOUNDATIONDET20 $1,686,798$540,743 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE PITTSBURGH FOUNDATION DAF sponsor$1,605,26315 12010–2024 NORTH HILLS AFFORDABLE HOUSING INC
THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA DAF sponsor$313,75916 12010–2024 NORTH HILLS AFFORDABLE HOUSING INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$158,3006 12016–2024 NORTH HILLS AFFORDABLE HOUSING INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$85,1505 12020–2024 NORTH HILLS AFFORDABLE HOUSING INC
GREATER MIAMI JEWISH FEDERATION DAF sponsor$53,5003 12017–2022 FALIC FAMILY FOUNDATION
ANNE R MONROE FOUNDATION Private foundation$49,95015 12011–2025 NORTH HILLS AFFORDABLE HOUSING INC
JOHN E & SUE M JACKSON CHARITABLE TRUST Private foundation$40,0002 12020–2021 NORTH HILLS AFFORDABLE HOUSING INC
JEWISH FEDERATION OF GREATER PITTSBURGH DAF sponsor$33,9793 12018–2024 NORTH HILLS AFFORDABLE HOUSING INC
ARCONIC FOUNDATION Private foundation$30,0001 12025–2025 NORTH HILLS AFFORDABLE HOUSING INC
THE COMMUNITY FOUNDATION INC DAF sponsor$25,0001 12023–2023 NORTH HILLS AFFORDABLE HOUSING INC
Mylan Charitable Foundation Private foundation$25,0001 12018–2018 NORTH HILLS AFFORDABLE HOUSING INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$24,5132 12021–2022 NORTH HILLS AFFORDABLE HOUSING INC
KATZ FAMILY FOUNDATION INC Private foundation$20,0002 12018–2022 FALIC FAMILY FOUNDATION
C F HOLDSHIP CHARITABLE TRUST Private foundation$17,0001 12020–2020 NORTH HILLS AFFORDABLE HOUSING INC
MICHAEL J AND KAREN B FREY FOUNDATION Private foundation$16,0001 12020–2020 FLAHERTY FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $1,632,655 spent · pay $0 · grants $1,441,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,441,500 88.3%
Fees: other professional $165,815 10.2%
Fees: accounting $9,921 0.6%
Taxes $8,686 0.5%
Other expenses $6,733 0.4%
Total$1,632,655100%

View the filing

2023 · Form 990PF · $1,835,943 spent · pay $0 · grants $1,616,967 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,616,967 88.1%
Fees: other professional $204,404 11.1%
Fees: accounting $11,539 0.6%
Other expenses $2,552 0.1%
Taxes $481 0.0%
Total$1,835,943100%

View the filing

2022 · Form 990PF · $2,153,530 spent · pay $0 · grants $1,972,060 · events $2,500
LineAs describedTotalShare
Contributions, gifts, grants paid $1,972,060 91.6%
Fees: other professional $134,805 6.3%
Taxes $22,787 1.1%
Fees: accounting $21,378 1.0%
Travel, conferences and meetings $2,500 0.1%
Total$2,153,530100%

View the filing

2021 · Form 990PF · $1,643,387 spent · pay $0 · grants $1,535,205 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,535,205 93.4%
Fees: other professional $90,623 5.5%
Fees: accounting $13,572 0.8%
Taxes $3,987 0.2%
Total$1,643,387100%

View the filing

2020 · Form 990PF · $1,355,710 spent · pay $0 · grants $1,293,268 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,293,268 95.4%
Fees: other professional $49,918 3.7%
Fees: accounting $9,313 0.7%
Taxes $3,211 0.2%
Total$1,355,710100%

View the filing

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