Helene & Bertram Bernhardt is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PROVIDENCE, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.0M in total assets. In 2024, it awarded 15 grants totaling $413K. Net investment income was $203K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.0M
-4.3% YoY
Annual Giving
$413K
-2.4% YoY
Grant Count
15
+66.7% YoY
Avg Grant Size
$28K
-41.4% YoY
Under IRS private-foundation payout rules, Helene & Bertram Bernhardt reported a distributable amount of $533K for 2024 — the minimum it must pay out in qualifying distributions.
About Helene & Bertram Bernhardt
Based on IRS filings
Helene & Bertram Bernhardt is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PROVIDENCE, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.0M in total assets. In 2024, it awarded 15 grants totaling $413K. Net investment income was $203K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2021 |
|---|---|---|---|
| Total Assets | $11,021,241 | $11,517,061 | $12,531,361 |
| Revenue | $120,101 | $37,470 | $3,703,571 |
| Expenses | $617,617 | $626,687 | $627,473 |
| Qualifying Distributions | $519,635 | $527,734 | — |
| Net Investment Income | $202,976 | $209,098 | $400,821 |
| Distributable Amount | $532,720 | $522,701 | $608,518 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Temple Beth El ($205,000), Jewish Alliance of Greater Ri ($80,000), Jewish Collaborative Services ($55,000).
| Recipient | Purpose | Amount |
|---|---|---|
| INSIGHT RI WARWICK, RI | SUMMER MOBILITY CAMP, SOCIAL WORKER PROGRAM | $6,500 |
| JEWISH ALLIANCE OF GREATER RI PROVIDENCE, RI | 2023-2024 CAMPAIGN, JEWISH CULTURAL FESTIVAL, LEADERSHIP DEVELOPMENT PROGRAM | $80,000 |
| JEWISH COLLABORATIVE SERVICES PROVIDENCE, RI | TAMARISK REBRANDING, STRATEGIC PLANNING, OUTREACH TO HOMEBOUND CLIENTS | $55,000 |
| JEWISH COMMUNITY DAY SCHOOL PROVIDNECE, RI | OUTREACH AND MARKETING, EMERGENCY FLOOD REPAIRS | $22,000 |
| MIRIAM HOSPITAL PROVIDENCE, RI | BODY TEMPERATURE MANAGEMENT SYSTEM | $26,548 |
| RI JEWISH COMMITTEE ON SCOUTING PROVIDENCE, RI | CHAPLAIN | $4,000 |
| RI JEWISH HISTORICAL ASSOCIATION PROVIDENCE, RI | SOCIAL MEDIA MARKETING | $5,000 |
| TEMPLE BETH EL PROVIDENCE, RI | PROGRAM AND ANNUAL SUPPORT | $205,000 |
| COMMUNITY BEIT MIDRASH OF RI PROVIDENCE, RI | PART TIME ADMINISTRATOR | $5,000 |
| AMOS HOUSE PROVIDENCE, RI | CHARITABLE PROGRAMMING | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SAMUEL D ZURIER SAMUEL D ZURIER ESQ | TRUSTEE/LEGAL COUNSE | 10 | $40,060 |
| LESLIE GUTTERMAN LESLIE GUTTERMAN L | TRUSTEE | 5 | $53,414 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helene & Bertram Bernhardt?
Helene & Bertram Bernhardt is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PROVIDENCE, RI. It holds $11.0M in total assets as of 2024.
How large is Helene & Bertram Bernhardt?
As of 2024, Helene & Bertram Bernhardt holds $11.0M in total assets with $120K in annual revenue. It awarded 15 grants totaling $413K in 2024.
Where does Helene & Bertram Bernhardt operate?
Helene & Bertram Bernhardt has awarded grants in New York, Rhode Island.
What size grants does Helene & Bertram Bernhardt award?
In 2024, Helene & Bertram Bernhardt awarded 15 grants totaling $413K — an average of about $28K per grant, based on its IRS Form 990 filings.
How much is Helene & Bertram Bernhardt required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helene & Bertram Bernhardt reported a distributable amount of $533K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helene & Bertram Bernhardt's EIN?
Helene & Bertram Bernhardt's EIN (Employer Identification Number) is 34-2053837. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helene & Bertram Bernhardt's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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