Funder DirectoryTHE PAULA AND WILLIAM BERNSTEIN FAMILY
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Private foundation (trust)EIN 742351575Est. 1985-05

THE PAULA AND WILLIAM BERNSTEIN FAMILY

DENVER, CO 802093310

Total Assets

$11.8M

FY 2023

Annual Giving

$1.2M

FY 2023

Grants Made

86

FY 2023

Avg Grant

$14K

FY 2023

Grant Range

$100–$500K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$603K

Total Expenses

$1.3M

Qualifying Distributions

$1.2M

Distributable Amount

$559K

Min. Investment Return

$566K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

86 grants

Grant sizes from minimum $100 through median $750 to maximum $500K, 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 2019 to 2023. Peak $1.2M in 2023. Hover bars for details.

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

Top Recipients

357 grants

WELLESLEY COLLEGE
$627K
4 grants
UNIVERSITY OF MINNESOTA
$600K
3 grants
COLORADO SYMPHONY ORCHESTRA
$409K
5 grants
DENVER INSTITUTE FOR PSYCHOANALYSIS - PEACS
$283K
5 grants
TEMPLE EMANUEL
$148K
5 grants
JEWISH COLORADO
$139K
6 grants
BOULDER JEWISH COMMUNITY CENTER
$125K
5 grants
STANFORD UNIVERSITY DR ALAN YEUNG
$100K
1 grant

Grant Size Distribution

357 grants

<$10K
310
grants
$10–50K
35
grants
$50–250K
11
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

17 states

Colorado
$1.7M
54% of total
Massachusetts
$640K
20% of total
Minnesota
$635K
20% of total
California
$109K
3% of total
District of Columbia
$66K
2% of total
New Hampshire
$17K
1% of total
Illinois
$14K
0% of total
North Carolina
$5K
0% of total
Maryland
$5K
0% of total
New York
$3K
0% of total

+7 more states

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