Civic Intelligence

Jill and Jay Bernstein Family Foundation

EIN 45-4081837 • Palm Beach, FL

300 Seminole Ave Apt 5APalm Beach, FL 33480-3779
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

85th percentile

45%

Higher net margin than 85% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

51st percentile

4.7%

Faster asset growth than 51% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-11%

Faster revenue growth than 17% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,850,638

Up $1,341,695 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$29,850,638

Up $1,341,695 (+4.7%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin85th percentile

Revenue

Down

$2,958,544

Down $365,753 (-11%) from 2023

Expenses

Down

$1,616,849

Down $945,767 (-37%) from 2023

Net Income

Up

$1,341,695

Up $580,014 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $7,000,000Liabilities 2011: $02011Assets 2012: $12,087,128Liabilities 2012: $02012Assets 2013: $13,687,485Liabilities 2013: $02013Assets 2014: $14,623,907Liabilities 2014: $02014Assets 2015: $18,414,436Liabilities 2015: $02015Assets 2019: $22,748,563Liabilities 2019: $02019Assets 2020: $24,332,873Liabilities 2020: $0Net Assets 2020: $24,332,8732020Assets 2021: $24,540,216Liabilities 2021: $0Net Assets 2021: $24,540,2162021Assets 2022: $27,747,262Liabilities 2022: $0Net Assets 2022: $27,747,2622022Assets 2023: $28,508,943Liabilities 2023: $0Net Assets 2023: $28,508,9432023Assets 2024: $29,850,638Liabilities 2024: $0Net Assets 2024: $29,850,6382024

Highlighted filing

2024

Assets$29,850,638
Liabilities$0
Net Assets$29,850,638
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $7,000,000Expenses 2011: $0Net Income 2011: $7,000,0002011Revenue 2012: $5,599,318Expenses 2012: $549,495Net Income 2012: $5,049,8232012Revenue 2013: $2,694,411Expenses 2013: $1,094,054Net Income 2013: $1,600,3572013Revenue 2014: $2,484,735Expenses 2014: $1,548,313Net Income 2014: $936,4222014Revenue 2015: $5,779,029Expenses 2015: $1,742,233Net Income 2015: $4,036,7962015Revenue 2019: $1,767,555Expenses 2019: $1,895,849Net Income 2019: -$128,2942019Revenue 2020: $3,582,805Expenses 2020: $1,998,495Net Income 2020: $1,584,3102020Revenue 2021: $2,457,697Expenses 2021: $1,960,890Net Income 2021: $496,8072021Revenue 2022: $5,065,386Expenses 2022: $1,858,340Net Income 2022: $3,207,0462022Revenue 2023: $3,324,297Expenses 2023: $2,562,616Net Income 2023: $761,6812023Revenue 2024: $2,958,544Expenses 2024: $1,616,849Net Income 2024: $1,341,6952024

Highlighted filing

2024

Revenue$2,958,544
Expenses$1,616,849
Net Income$1,341,695
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,850,638
Liabilities
$0
Net assets
$29,850,638
Revenue
$2,958,544
Expenses
$1,616,849
Net income
$1,341,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$2.96$1.62$1.34
2023Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$3.32$2.56$0.76
2022Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$5.07$1.86$3.21
2021Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$2.46$1.96$0.50
2020Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$3.58$2.00$1.58
2019Summary only. Only limited summary data is available for this year.$22.7$0.00$1.77$1.90$0.13
2015Summary only. Only limited summary data is available for this year.$18.4$0.00$5.78$1.74$4.04
2014Summary only. Only limited summary data is available for this year.$14.6$0.00$2.48$1.55$0.94
2013Summary only. Only limited summary data is available for this year.$13.7$0.00$2.69$1.09$1.60
2012Summary only. Only limited summary data is available for this year.$12.1$0.00$5.60$0.55$5.05
2011Summary only. Only limited summary data is available for this year.$7.00$0.00$7.00$0.00$7.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY BERNSTEINTrustee-$0--
JILL BERNSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jill and Jay Bernstein Family Foundation
EIN
45-4081837
In Care Of
% JILL BERNSTEIN
Phone
5163360100
Address
300 Seminole Ave Apt 5A, Palm Beach, FL 33480-3779

Signing Officer

Name
Jill Bernstein
Title
Officer
Phone
5163361000
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Michael Sales
Phone
7325164200
Raw XML Appendix363 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
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BK OF NY MELLON CORP 08/01/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BK OF NY MELLON CORP 05/19/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2NORTHN TR CORP DTD 08/08/2016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JPM 100% US TREAS FD - AGENCY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4JPMORGAN CHASE & CO DTD3/12/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5WELLS FARGO & COMPANY 07/23/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6GOLDMAN SACHS DTD 9/26/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01334490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11979711
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21937967
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt33432902
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt49603562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt51011000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt62025000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01464510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11981017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21957892
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt33432903
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt49868052
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt51032150
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt61974229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0273952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1767053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0288960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1342840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALERIAN MLP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1KAYNE ANDERSON ENERGY INFRASTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01670409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21118538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32220865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WINDSAIL CREDIT FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1THE MASTER PORTFOLIO (C) LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MSD REAL ESTATE CREDIT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ORION ENERGY CREDIT OPPORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ANCORA CATALYST SPV I SPC LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01078904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21058322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32285211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4327697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01252094
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0753512
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0301529
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-121383
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt012792
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02185752
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt012792
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02198544
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0753512
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01583955
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01583955
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0760000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01252094
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01252094
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01341695
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017987206
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0301529
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0301529
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0753512
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02179931
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-121383
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-108591
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05821
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05821
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01584019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01616849
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02185752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02958544
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05821
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt032894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01000638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt313233056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1000638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt197180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-123228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41779279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1000638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt197180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-123228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41779279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt197180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt313109828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44779279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WINDSAIL CREDIT FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ORION ENERGY CREDIT OPP FD III GPFA LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MSD REAL ESTATE CREDIT OPP FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4THE MASTER PORTFOLIO (C) LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0753512
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01341695
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029850638
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028508943
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029850638
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01312659
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01312659
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01312659
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0861
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01343821
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030301
IRS990PF/DistributableAmountGrp/TotalTaxAmt031162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt041516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt041516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt030301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt072071
IRS990PF/FMVAssetsEOYAmt028567876
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt028508943
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt029850638
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0525614
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07837
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07837
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt016432159
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt021324632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt021710753
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01041005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01041005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0631800
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010416362
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06009812
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04750134
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt093803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01467352
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01467352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028508943
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt029850638
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028567876
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028508943
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt029850638
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028508943
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt029850638
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027285707
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0507935
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020666462
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0409286
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06111310
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01343821
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026876421
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027285707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAY BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JILL BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 Seminole Ave Apt 5A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 Seminole Ave Apt 5A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Palm Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Palm Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0334803779
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1334803779
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01584019
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01584019
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 SEMINOLE AVE APT 5A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Palm Beach
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0334803779
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JILL BERNSTEIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum05163360100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAY BERNSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01583955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROMOTE THE WORK OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ATCH 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE DETAIL ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01583955
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/AppliedToCurrentYearAmt01312659
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01312659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01184605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0613189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0657115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0902380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0693563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0693563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03628649
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0271360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01184605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0613189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0657115
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0902380
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01584019
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0271360
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04322212
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04050852
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAY BERNSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0300 SEMINOLE AVE APT 5A
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0334803779
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0760000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOUNDATION AD PLACEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-121383
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-108591
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05821
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05821
TaxesSchedule/TaxesDetail/Amt027000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAYMENT
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05163361000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jill and Jay Bernstein Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JILL
ReturnHeader/Filer/EIN0454081837
ReturnHeader/Filer/InCareOfNm0% JILL BERNSTEIN
ReturnHeader/Filer/PhoneNum05163360100
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Seminole Ave Apt 5A
ReturnHeader/Filer/USAddress/CityNm0Palm Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334803779
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07325164200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL SALES
ReturnHeader/ReturnTs02025-11-17T12:01:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.