BUNNY AND ALAN BERNSTEIN FAMILY FOUNDATION INC

EIN: 862048098 501(c)(3) Philanthropy & Grantmaking

BALTIMORE, MD

Total Revenue
$2,542,963
Total Expenses
$641
Total Assets
$2,682,297
Net Assets
$2,682,297
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
MD
Principal Officer
MARC B TERRILL
Phone
4107274828
Tax Period
2023-01-01 to 2023-12-31

BUNNY AND ALAN BERNSTEIN FAMILY FOUNDATION INC, founded in 2021, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2023. The organization ran a surplus of $2.5M, a strong 100% operating margin.

Mission

THE FOUNDATION WAS CREATED TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED). THE FOUNDATION MAKES GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE MISSION OF THE ASSOCIATED.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

PROVIDE GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE MISSION OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,528,328
Program Service Revenue $0
Investment Income $14,635
Other Revenue $0
TOTAL REVENUE $2,542,963

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $641
TOTAL EXPENSES $641

Year-over-Year Comparison

2023 2022 Change
Revenue $2,542,963 N/A N/A
Expenses $641 N/A N/A
Net Income $2,542,322 N/A N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
4
Employees
N/A
Volunteers
4

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$1,147,641
Total Directors
7
$1,334,149
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARC B TERRILL PRESIDENT & PUBLIC DIRECTOR 0.15
Officer Director
$0 $44,135 $887,930
MICHAEL I FRIEDMAN SECRETARY & PUBLIC DIRECTOR 0.15
Officer Director
$0 $11,879 $259,711
RUTH MILLER PUBLIC DIRECTOR 0.15
Director
$0 $36,933 $186,508
EDITH BUNNY BERNSTEIN VICE PRESIDENT & DONOR DIRECTOR 0.15
Officer Director
$0 $0 $0
DOUGLAS BERNSTEIN TREASURER & DONOR DIRECTOR 0.15
Officer Director
$0 $0 $0
JEFFREY BERNSTEIN DONOR DIRECTOR 0.15
Director
$0 $0 $0
LINDA A HURWITZ PUBLIC DIRECTOR 0.15
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,542,963 $641 $2,682,297 $2,542,322
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