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Rhode Island · Private foundation

Carol and Alan J Bernon Family Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$903k
Granted FY2024(still arriving)
12
Grants FY2024
7
Organizations funded FY2023
14%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$50,000
Largest grant, FY2024
$400,000
Organizations funded a year
7 to 13
FY2019 to FY2023
States reached, FY2024
3
Total assets, FY2024
$6.8M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 14% of the organizations Carol and Alan J Bernon Family Charitable Foundation funded were first-time grantees, receiving 2% of its grant dollars.

New vs renewed · share of each year

In FY2023, 98% of grant dollars renewed an existing relationship; $15k went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23
Youth DevelopmentPublic Safety & DisasterCommunity ImprovementOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving11$853k36%
FY20237$933k14%
FY20227$734k29%
FY202111$973k36%
FY202013$913k46%
FY201911$619kn/a
94% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Education$3.3MYouth Development$696kPublic Benefit$425kPhilanthropy$360kArts & Culture$300kHuman Services$115kPublic Safety & Disaster$75kRecreation & Sports$23kOther$0

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 15 grantees
All grantees of Carol and Alan J Bernon Family Charitable Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Hofstra University$1,972,94560%
New York University$957,79050%
Worcester Academy$300,00050%
Big Brothers Big Sisters Lone Star$255,00051%
USA Film Festival$150,000518%
Dallas Holocaust and Human Rights Museum$150,00031%
The George W Bush Foundation$100,00020%
Big Brothers Big Sisters Of America$100,00010%
Dfacares Foundation$75,00017%
Hockomock Young Men's Christian Association Inc$65,00020%
The Family Place$50,00020%
Grace Academy of Dallas$30,00011%
Dallas Tennis Association$22,50012%
Salesmanship Club of Dallas$10,00010%
Dallas Zoological Society$2,50010%

Plus 13 recipients with no EIN on record ($784k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Carol and Alan J Bernon Family Charitable Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHofstra University: $1,972,945 over 6y, 0.1% of budgetNew York University: $957,790 over 5y, 0.0% of budgetWorcester Academy: $300,000 over 5y, 0.3% of budgetBig Brothers Big Sisters Lone Star: $255,000 over 5y, 0.8% of budgetUSA Film Festival: $150,000 over 5y, 18% of budgetDallas Holocaust and Human Rights Museum: $150,000 over 3y, 0.9% of budgetThe George W Bush Foundation: $100,000 over 2y, 0.1% of budgetBig Brothers Big Sisters Of America: $100,000 over 1y, 0.4% of budgetDfacares Foundation: $75,000 over 1y, 6.7% of budgetHockomock Young Men's Christian Association Inc: $65,000 over 2y, 0.2% of budgetThe Family Place: $50,000 over 2y, 0.2% of budgetGrace Academy of Dallas: $30,000 over 1y, 1.0% of budgetDallas Tennis Association: $22,500 over 1y, 2.2% of budgetSalesmanship Club of Dallas: $10,000 over 1y, 0.1% of budgetDallas Zoological Society: $2,500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 15.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Raymond James Charitable Endowment FundFL12.2× affinity5 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Raymond James Charitable Endowment Fund · The Bank of America Charitable Foundation Inc · National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Carol and Alan J Bernon Family Charitable Foundation with peer funders

About Carol and Alan J Bernon Family Charitable Foundation

How much does Carol and Alan J Bernon Family Charitable Foundation give?
Carol and Alan J Bernon Family Charitable Foundation reported 12 grants totaling $903,000 in its FY2024 IRS filing. It funded between 7 and 13 organizations a year over FY2019 to FY2023.
What does Carol and Alan J Bernon Family Charitable Foundation fund?
By grant dollars over FY2019 to FY2024, its largest causes are Education (62%), Youth Development (13%), Public Benefit (8%).
Who are Carol and Alan J Bernon Family Charitable Foundation's largest grantees?
By total granted over FY2019 to FY2024: Hofstra University ($2.0M), New York University ($958k), Worcester Academy ($300k).
Does Carol and Alan J Bernon Family Charitable Foundation fund new organizations?
In FY2023, 14% of the organizations it funded were first-time grantees.
Does Carol and Alan J Bernon Family Charitable Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Carol and Alan J Bernon Family Charitable Foundation?
Its strongest co-funders, measured against what their size predicts, include Raymond James Charitable Endowment Fund, The Bank of America Charitable Foundation Inc, National Philanthropic Trust.
Where is Carol and Alan J Bernon Family Charitable Foundation based?
Carol and Alan J Bernon Family Charitable Foundation is based in RI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 29 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Carol and Alan J Bernon Family’s filings →

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