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The W & R Bernheimer Family Foundation is a private trust based in WABAN, MA. The foundation received its IRS ruling in 2000. It holds total assets of $1.1M. Annual income is reported at $442K. Total assets have grown from $551K in 2011 to $906K in 2023. The foundation is governed by 1 officer or trustee. None. All of the foundation's activities were indirect (not direct) charitable activities according to regulation section 53.4942 (b)-(1)(b)(1). According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, The W & R Bernheimer Family Foundation has made 3 grants totaling $152K, with a median grant of $48K. The foundation has distributed between $48K and $56K annually from 2021 to 2023. Individual grants have ranged from $48K to $56K, with an average award of $51K. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
None. All of the foundation's activities were indirect (not direct) charitable activities according to regulation section 53.4942 (b)-(1)(b)(1).
None. All of the foundation's activities were indirect (not direct) charitable activities according to regulation section 53.4942 (b)-(1)(b)(1). Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in MA.
The W & R Bernheimer Family Foundation has distributed a total of $152K across 3 grants. The median grant size is $48K, with an average of $51K. Individual grants have ranged from $48K to $56K.
The W & R Bernheimer Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
The W & R Bernheimer Family Foundation is headquartered in WABAN, MA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Walter S Bernheimer Ii | TRUSTEE | $0 | $0 | N/A |
Total Giving
$61K
Total Assets
$906K
Fair Market Value
$1.3M
Net Worth
$900K
Grants Paid
$56K
Contributions
N/A
Net Investment Income
$79K
Distribution Amount
$53K
Total: $716K
Total Grants
3
Total Giving
$152K
Average Grant
$51K
Median Grant
$48K
Unique Recipients
1
Most Common Grant
$48K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached Schedule 1 Of Cash GiftsFULLFILL CHARITABLE PURPOSE OF ORGANIZATION | Waban, MA | $56K | 2023 |