Helene & Bertram Bernhardt

Foundation · Grantmaker PROVIDENCE, RI EIN: 34-2053837

Helene & Bertram Bernhardt is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in PROVIDENCE, RI. IRS filing data is available from 2020 through 2025. In 2025, it awarded 15 grants totaling $509K.

Key facts about Helene & Bertram Bernhardt

EIN
34-2053837
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$508,634
Grants made (2025)
15
Average grant
$33,909
Median grant
$4,500
Primary geography
Rhode Island (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Helene & Bertram Bernhardt funds

By grant dollars, the top recipient states for Helene & Bertram Bernhardt's 15 itemized 2025 grants were Rhode Island (100%). The most frequent recipient cities were Providence, RI (12 grants). None of its 15 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable Programs" (4 grants).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$509K

+23.3% YoY

Grant Count

15

+0.0% YoY

Avg Grant Size

$34K

+23.3% YoY

About Helene & Bertram Bernhardt

Based on IRS filings

Helene & Bertram Bernhardt is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in PROVIDENCE, RI. IRS filing data is available from 2020 through 2025. In 2025, it awarded 15 grants totaling $509K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 15 itemized 2025 grant dollars.

Cities

ProvidenceProvidneceWarwickWakefieldBristolEast ProvidenceCranstonKingstonNew York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Giving Over Time

Total grant dollars and number of grants per year

$0$127K$254K$381K$509K19 grants202017 grants20219 grants202315 grants202415 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Temple Beth El$255KJewish Alliance of Great…$85KJewish Collaborative Ser…$84KCamp Jori$25KMiriam Hospital$20KBrown Risd Hillel$15KJewish Community Day Sch…$12KJewish Committee on Scou…$5KInsight Ri$4KRi Jewish Historical Ass…$2K

Grant Size Distribution

75 grants across all recorded years

62<$50K8$50–100K4$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Temple Beth El ($254,675), Jewish Alliance of Greater Ri ($85,000), Jewish Collaborative Services ($84,459).

RecipientPurposeAmount
TEMPLE BETH EL PROVIDENCE, RIPROGRAM AND ANNUAL SUPPORT$254,675
JEWISH ALLIANCE OF GREATER RI PROVIDENCE, RIANNUAL CAMPAIGN, LEADERSHIP DEVELOPMENT AND CAMPAIGN AGAINST ANTI-SEMITISM$85,000
JEWISH COLLABORATIVE SERVICES PROVIDENCE, RITAMARISK REFRIGERATOR REPAIR, COMPUTERS, COMMUNITY CHAPLAIN, EMERGENCY FOOD/SHELTER GRANTS$84,459
CAMP JORI PROVIDENCE, RIFACILITY IMPROVEMENTS$25,000
MIRIAM HOSPITAL PROVIDENCE, RICAPITAL CAMPAIGN$20,000
BROWN RISD HILLEL PROVIDENCE, RISECURITY SERVICES$15,000
JEWISH COMMUNITY DAY SCHOOL PROVIDNECE, RIMARKETING$12,000
JEWISH COMMITTEE ON SCOUTING PROVIDENCE, RICHAPLAIN$4,500
INSIGHT RI WARWICK, RISUMMER MOBILITY CAMP, SOCIAL WORKER PROGRAM$3,500
RI JEWISH HISTORICAL ASSOCIATION PROVIDENCE, RIQUARTERLY NEWSLETTER EDITOR$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

LESLIE GUTTERMAN LES…TRUSTEE$58KSAMUEL D ZURIER SAMU…TRUSTEE/LEGAL COUNSE$43K

From 2025 filing

NameTitleHoursCompensation
SAMUEL D ZURIER SAMUEL D ZURIER ESQTRUSTEE/LEGAL COUNSE10$43,303
LESLIE GUTTERMAN LESLIE GUTTERMAN LTRUSTEE5$57,737

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Helene & Bertram Bernhardt?

Helene & Bertram Bernhardt is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in PROVIDENCE, RI. It holds — in total assets as of 2025.

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 2025, Helene & Bertram Bernhardt awarded 15 grants totaling $509K — an average of about $34K per grant, based on its IRS Form 990 filings.

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 2020–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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