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Also known as: FOUNDATION
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Helene & Bertram Bernhardt Foundation is a private trust based in PROVIDENCE, RI. The foundation received its IRS ruling in 2006. The principal officer is Samuel D Zurier Esq. It holds total assets of $11M. Annual income is reported at $3.1M. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2024. Grantmaking is concentrated in Rhode Island. According to available records, Helene & Bertram Bernhardt Foundation has made 24 grants totaling $835K, with a median grant of $6K. The foundation has distributed between $413K and $423K annually from 2023 to 2024. Individual grants have ranged from $500 to $210K, with an average award of $35K. The foundation has supported 16 unique organizations. Grants have been distributed to organizations in Rhode Island and New York. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$7K
Average Grant
$26K
Largest Grant
$217K
Based on 17 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Helene & Bertram Bernhardt Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in RI, NY.
Helene & Bertram Bernhardt Foundation has distributed a total of $835K across 24 grants. The median grant size is $6K, with an average of $35K. Individual grants have ranged from $500 to $210K.
The application deadline is DECEMBER 1ST..
Helene & Bertram Bernhardt Foundation is headquartered in PROVIDENCE, RI. While based in RI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Leslie Gutterman Leslie Gutterman L | TRUSTEE | $53K | $0 | $53K |
| Samuel D Zurier Samuel D Zurier Esq | TRUSTEE/LEGAL COUNSE | $40K | $0 | $40K |
Total Giving
$618K
Total Assets
$11M
Fair Market Value
$11.3M
Net Worth
$11M
Grants Paid
$413K
Contributions
N/A
Net Investment Income
$203K
Distribution Amount
$533K
Total: $9.8M
Total Grants
24
Total Giving
$835K
Average Grant
$35K
Median Grant
$6K
Unique Recipients
16
Most Common Grant
$1K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Temple Beth ElPROGRAM AND ANNUAL SUPPORT | Providence, RI | $205K | 2024 |
| Jewish Alliance Of Greater Ri2023-2024 CAMPAIGN, JEWISH CULTURAL FESTIVAL, LEADERSHIP DEVELOPMENT PROGRAM | Providence, RI | $80K | 2024 |
| Jewish Collaborative ServicesTAMARISK REBRANDING, STRATEGIC PLANNING, OUTREACH TO HOMEBOUND CLIENTS | Providence, RI | $55K | 2024 |
| Miriam HospitalBODY TEMPERATURE MANAGEMENT SYSTEM | Providence, RI | $27K | 2024 |
| Jewish Community Day SchoolOUTREACH AND MARKETING, EMERGENCY FLOOD REPAIRS | Providnece, RI | $22K | 2024 |
| Insight RiSUMMER MOBILITY CAMP, SOCIAL WORKER PROGRAM | Warwick, RI | $7K | 2024 |
| Ri Jewish Historical AssociationSOCIAL MEDIA MARKETING | Providence, RI | $5K | 2024 |
| Community Beit Midrash Of RiPART TIME ADMINISTRATOR | Providence, RI | $5K | 2024 |
| Ri Jewish Committee On ScoutingCHAPLAIN | Providence, RI | $4K | 2024 |
| American Jewish Joint Distribution CommISRAEL EMERGENCY CAMPAIGN | New York, NY | $1K | 2024 |
| Inspiring MindsCHARITABLE PROGRAMMING | Providence, RI | $500 | 2024 |
| Providence Community LibrariesCHARITABLE PROGRAMMING | Providence, RI | $500 | 2024 |
| Ri Community Food BankCHARITABLE PROGRAMMING | Providence, RI | $500 | 2024 |
| Amos HouseCHARITABLE PROGRAMMING | Providence, RI | $500 | 2024 |
| Providence Public LibraryCHARITABLE PROGRAMMING | Providence, RI | $500 | 2024 |
| Hillel At University Of Rhode IslandPROGRAMMING AND OPERATIONS | Kingston, RI | $24K | 2023 |
NORTH KINGSTOWN, RI
PROVIDENCE, RI
PROVIDENCE, RI