Samuel & Gussie Bernstein Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Samuel & Gussie Bernstein Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 42-1335958

Foundation Overview

Based in Sioux City, IA, Samuel & Gussie Bernstein Foundation has awarded 13 grants totaling $1,424,464 to organizations in Iowa. Individual grants range from $19,500 to $143,500, with a median award of $120,000.

Latest Tax Year
2024
Total Giving (all years)
$1,424,464
Total Assets
$2,944,926
Median Grant (all grants)
$120,000

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$110,732
% Median Grant Decline
-23% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Iowa

100% of all grants are concentrated in Iowa, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Iowa, funding concentrates in Sioux City (100%).

Funding Trajectory
-8%

Stable funding levels with 8% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Samuel & Gussie Bernstein Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
See Attached $110,732 Sioux City, IA, US See Attached 2024
See Attached $110,732 Sioux City, IA, US See Attached 2024
See Attached $143,500 Sioux City, IA, US See Attached 2023
See Attached $143,500 Sioux City, IA, US See Attached 2023
See Attached $89,000 Sioux City, IA, US See Attached 2022
See Attached $89,000 Sioux City, IA, US See Attached 2022
See Attached $89,000 Sioux City, IA, US See Attached 2022
See Attached $19,500 Sioux City, IA, US See Attached 2021
See Attached $125,000 Sioux City, IA, US See Attached 2020
See Attached $138,500 Sioux City, IA, US See Attached 2019
See Attached $121,000 Sioux City, IA, US See Attached 2018
See Attached $125,000 Sioux City, IA, US See Attached 2017
See Attached $120,000 Sioux City, IA, US See Attached 2016

Foundations Similar to Samuel & Gussie Bernstein Foundation

Discover 5 foundations with comparable assets ($2,871,196-$3,029,283), similar grant patterns, and geographic focus in IA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 20-5825746 | 10 grants awarded
$2,950,903
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$60,000
median grant
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Same state
100%
Excellent match

EIN: 85-6725647 | 4 grants awarded
$2,907,801
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$114,786
median grant
Burlington, IA
Same state
99%
Excellent match

EIN: 26-6717210 | 2 grants awarded
$2,907,535
(≈ Similar)
$136,322
median grant
Mason City, IA
Same state
99%
Excellent match

EIN: 82-3321891 | 17 grants awarded
$2,871,196
(≈ Similar)
$200,000
median grant
Winterset, IA
Same state
99%
Excellent match

EIN: 47-4229650 | 9 grants awarded
$3,029,283
(≈ Similar)
$125,010
median grant
North Liberty, IA
Same state
99%
Excellent match

Contact Information

Official contact details for Samuel & Gussie Bernstein Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 42-1335958
Website N/A
Address PO BOX 147 Sioux City, IA 51102-0147

Key People (3)

Board members, trustees, and key staff who oversee Samuel & Gussie Bernstein Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President/dir James Bernstein
Vp/director Norman Bernstein
Sec/director David Bernstein

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Samuel & Gussie Bernstein Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.