The Leslie S And Philip L Bernstein Family Fund
- Assets
- $1.6m
- Revenue
- $139.9k
- Investments
- $1.4m
- Employees
- 0
- Location
- Santa Barbara, CA
- Founding
- 03/1967
- Data as of
- 08/2023
- EIN
- 23-6420229
Organization Overview
The Leslie S And Philip L Bernstein Family Fund is located in Santa Barbara, CA. The organization was established in 1967. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Leslie S And Philip L Bernstein Family Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2023, Leslie S And Philip L Bernstein Family Fund generated $139.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (12.0%) each year. All expenses for the organization totaled $210.6k during the year ending 08/2023. As we would expect to see with falling revenues, expenses have declined by (3.8%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Leslie S And Philip L Bernstein Family Fund has awarded 210 individual grants totaling $2,215,600. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Philip L Bernstein Trustee | 5 | $0 | |
Leslie S Bernstein Treasurer | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $100,060 |
| Interest on Savings | $4 |
| Dividends & Interest | $50,279 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$10,451 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $139,892 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $30 |
| Total operating and administrative expenses | $23,083 |
| Contributions, gifts, grants paid | $187,500 |
| Total expenses and disbursements | $210,583 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $111,872 |
| Savings and temporary cash investments | $153,898 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,626,500 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Leslie S And Philip L Bernstein Family Fund has awarded $187,500 in support to 25 organizations.
| Grant Recipient | Amount |
|---|---|
GERMANTOWN ACADEMY PURPOSE: PROVIDE GENERAL FUNDING | $1,000 |
CANCER FOUNDATION OF SANTA BARBARA PURPOSE: PROVIDE GENERAL FUNDING | $20,000 |
MUSIC ACADEMY OF THE WEST PURPOSE: PROVIDE GENERAL FUNDING | $25,000 |
SANSUM CLINIC PURPOSE: TO SUPPORT THE ENDOCRINOLOGY DEPARTMENT | $30,000 |
SANTA BARBARA COTTAGE HOSPITAL PURPOSE: PROVIDE GENERAL FUNDING | $50,000 |
WESLEYAN UNIVERSITY PURPOSE: PROVIDE GENERAL FUNDING | $1,000 |