Funder DirectoryTHE MOREY BERNSTEIN
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Private foundation (trust)EIN 522182509Est. 1999-10

THE MOREY BERNSTEIN

ANNANDALE, VA 22003

Total Assets

$1.7M

FY 2024

Annual Giving

$71K

FY 2024

Grants Made

17

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$1K–$13K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$97K

Total Expenses

$76K

Qualifying Distributions

$75K

Distributable Amount

$81K

Min. Investment Return

$82K

Undistributed Income

$76K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

17 grants

Grant sizes from minimum $1K through median $4K to maximum $13K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2024. Peak $150K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

70 grants

TRUE COLORS UNITED
$90K
1 grant
PLANNED PARENTHOOD
$28K
4 grants
DRS WITHOUT BORDERS
$22K
4 grants
FAMILIES FORWARD OREGON
$16K
3 grants
ISLE PROJECT
$13K
3 grants
FAMILY FORWARD OREGON
$10K
1 grant
U S HOLOCAUST MEMEORIAL MUSEUM
$10K
1 grant
RIVERDALE SCHOOL FOUNDATION
$10K
1 grant

Grant Size Distribution

70 grants

<$10K
68
grants
$10–50K
1
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

19 states

New York
$99K
29% of total
Oregon
$74K
22% of total
District of Columbia
$72K
21% of total
Maryland
$30K
9% of total
Virginia
$13K
4% of total
California
$9K
3% of total
Utah
$7K
2% of total
Michigan
$6K
2% of total
Florida
$5K
1% of total
Tennessee
$5K
1% of total

+9 more states

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THE MOREY BERNSTEIN — Grants, Financials & Contact | Grantivo