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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 $10.7M. Annual income is reported at $4.1M. 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.
Helene & Bertram Bernhardt Foundation reported 24 individual grants totaling $835,305 between 2023 and 2024 across its IRS Form 990-PF filings, with a median grant of $5,750. Half of those grants fell between $2,125 and $38,863. Its largest single grant in the record was $210,000. Its most recent available filing, for fiscal year 2023, reports $617,617 in total giving.
Grantmaking is concentrated in RI, which received 23 of the 24 grants on record (96 percent). Of its 16 distinct grantees, 50 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Temple Beth El ($415,000), Jewish Alliance Of Greater Ri ($160,000) and Jewish Collaborative Services ($105,400).
Computed from 24 individual grant records (2023–2024) in this foundation's IRS Form 990-PF Part XV filings, reaching 2 states. Source: IRS 990-PF.
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.
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| 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