Civic Intelligence

The Bernstein Family Foundation C/O Michael Bernstein

990PF • Fiscal year 2017 • EIN 13-3414152

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 01, 2017

Organization Profile
12033 12th Avenue NWSeattle, WA 98177

(770) 644-6400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

94th percentile

79%

Faster asset growth than 94% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

2404%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$553,288

Up $244,444 (+79%) from 2016

Net Assets

Up

$553,288

Up $244,444 (+79%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin97th percentile

Revenue

Up

$397,992

Up $382,097 (+2404%) from 2016

Expenses

Down

$58,468

Down $97,762 (-63%) from 2016

Net Income

Up

$339,524

Up $479,859 (+342%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $469,162Liabilities 2011: $02011Assets 2012: $458,726Liabilities 2012: $02012Assets 2013: $532,420Liabilities 2013: $02013Assets 2014: $506,201Liabilities 2014: $02014Assets 2015: $447,325Liabilities 2015: $0Net Assets 2015: $447,3252015Assets 2016: $308,844Liabilities 2016: $0Net Assets 2016: $308,8442016Assets 2017: $553,288Liabilities 2017: $0Net Assets 2017: $553,2882017Assets 2018: $491,038Liabilities 2018: $10,771Net Assets 2018: $480,2672018Assets 2019: $325,622Liabilities 2019: $2,571Net Assets 2019: $323,0522019Assets 2020: $358,587Liabilities 2020: $8762020Assets 2021: $205,733Liabilities 2021: $776Net Assets 2021: $204,9572021Assets 2022: $161,690Liabilities 2022: $19,470Net Assets 2022: $142,2202022Assets 2023: $135,955Liabilities 2023: $1,2442023Assets 2024: $76,486Liabilities 2024: $1,244Net Assets 2024: $75,2422024

Highlighted filing

2017

Assets$553,288
Liabilities$0
Net Assets$553,288
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $23,911Expenses 2011: $36,019Net Income 2011: -$12,1082011Revenue 2012: $34,392Expenses 2012: $44,828Net Income 2012: -$10,4362012Revenue 2013: $102,653Expenses 2013: $28,959Net Income 2013: $73,6942013Revenue 2014: $12,290Expenses 2014: $38,509Net Income 2014: -$26,2192014Revenue 2015: $28,059Expenses 2015: $86,935Net Income 2015: -$58,8762015Revenue 2016: $15,895Expenses 2016: $156,230Net Income 2016: -$140,3352016Revenue 2017: $397,992Expenses 2017: $58,468Net Income 2017: $339,5242017Revenue 2018: $165,084Expenses 2018: $191,542Net Income 2018: -$26,4582018Revenue 2019: $113,936Expenses 2019: $254,282Net Income 2019: -$140,3462019Revenue 2020: $277,602Expenses 2020: $217,867Net Income 2020: $59,7352020Revenue 2021: $62,716Expenses 2021: $215,470Net Income 2021: -$152,7542021Revenue 2022: $98,013Expenses 2022: $160,749Net Income 2022: -$62,7362022Revenue 2023: $243,510Expenses 2023: $251,019Net Income 2023: -$7,5092023Revenue 2024: $119,314Expenses 2024: $178,783Net Income 2024: -$59,4692024

Highlighted filing

2017

Revenue$397,992
Expenses$58,468
Net Income$339,524
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 1, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael H BernsteinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bernstein Family Foundation
EIN
13-3414152
In Care Of
% PATRICIA KNOLL
Phone
7706446400
Address
12033 12th Avenue NW, Seattle, WA 98177

Signing Officer

Name
Michael Bernstein
Title
Trustee
Phone
2066137139
Signed
2017-01-01
Discuss with paid preparer
Yes

Preparer

Firm
Bader Martin Ps
Address
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 98104-1022
Preparer
Karri L Lapin
Phone
2066211900
Raw XML Appendix328 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0372233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0676500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APPLE INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09387
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0103271
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt062
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0112720
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0112720
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0103271
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt054300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt054300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0285272
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09387
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09387
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0339524
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0201088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt062
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt062
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0103271
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0110470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01268
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt054550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt058468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0112720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0397992
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt380000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt391878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt391878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3171878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 SH OF APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1374 SH OF CROWN CRAFTS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2247 SH OF CROWN CRAFTS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GS TAX-ADVANTAGE GLOBAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0103271
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0339524
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt095080
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0648368
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0308844
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0553288
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029105
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029105
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029105
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031314
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02209
IRS990PF/DistributableAmountGrp/TotalTaxAmt02209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02750
IRS990PF/FMVAssetsEOYAmt0868311
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0279920
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0372233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0676500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0308844
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0553288
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028924
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0181055
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0191811
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0308844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0553288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0868311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0308844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0553288
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0308844
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0553288
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0635820
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0116172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0519648
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09537
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031314
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0626283
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0635820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael H Bernstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012033 12th Avenue NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Seattle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098177
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt083947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt085052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0155170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt084309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt030294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt040771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.13404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.330352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.137507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.060351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.08509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0626283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0469711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0613123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0501960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0460736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0479154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt054550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.670198
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt054550
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt054550
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt054550
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012033 12TH AVENUE NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Seattle
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098177
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PATRICIA KNOLL
IRS990PF/StatementsRegardingActyGrp/PhoneNum07706446400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL H BERNSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt054300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT FOR GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012033 12th avenue nw
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Seattle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098177
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029105
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0131984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt054155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0223408
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0131984
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06382
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025445
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0240863
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0215418
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL BERNSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012033 12th Ave NW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Seattle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098177
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0285272
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0171996
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt150047
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt258262
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt34968
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc011,780.53 SHS TIGGX
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1325 SHS AAPL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2500 SHS APPL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3621 SHS CRWS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-08-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-05-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22016-12-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32016-11-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt095080
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE SALE OF SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MEMBERSHIP FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOARD MEETING HOTEL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1818
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02066137139
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Bernstein Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Michael Bernstein
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0133414152
ReturnHeader/Filer/InCareOfNm0% PATRICIA KNOLL
ReturnHeader/Filer/PhoneNum07706446400
ReturnHeader/Filer/USAddress/AddressLine1Txt012033 12th Avenue NW
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098177
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09DB0A4644EC71A66165579F5459DB0F55E2C6C14
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07868EC05B7A39A68E24977CE848C5CAAE0F0D838
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId091948320180585000009
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.104.125.210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BADER MARTIN PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 2ND AVE 34TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041022
ReturnHeader/PreparerPersonGrp/PhoneNum02066211900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARRI L LAPIN
ReturnHeader/ReturnTs02018-02-27T15:52:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,288
Liabilities
$0
Net assets
$553,288
Revenue
$397,992
Expenses
$58,468
Net income
$339,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.75$1.19$1.79$0.59
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.01$2.44$2.51$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.19$1.42$0.98$1.61$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.01$2.05$0.63$2.15$1.53
2020Summary only. Only limited summary data is available for this year.$3.59$0.01$2.78$2.18$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.03$3.23$1.14$2.54$1.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.11$4.80$1.65$1.92$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$3.98$0.58$3.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.16$1.56$1.40
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.28$0.87$0.59
2014Summary only. Only limited summary data is available for this year.$5.06$0.00$0.12$0.39$0.26
2013Summary only. Only limited summary data is available for this year.$5.32$0.00$1.03$0.29$0.74
2012Summary only. Only limited summary data is available for this year.$4.59$0.00$0.34$0.45$0.10
2011Summary only. Only limited summary data is available for this year.$4.69$0.00$0.24$0.36$0.12