Henry Bertha & Edward
Henry Bertha & Edward is a private foundation, based in BEACHWOOD, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $529K in total assets. In 2024, it awarded 11 grants totaling $94K. Net investment income was $74K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$529K
-4.2% YoY
Annual Giving
$94K
+23.0% YoY
Grant Count
11
+57.1% YoY
Avg Grant Size
$9K
-21.7% YoY
Under IRS private-foundation payout rules, Henry Bertha & Edward reported a distributable amount of $101K for 2024 — the minimum it must pay out in qualifying distributions.
About Henry Bertha & Edward
Based on IRS filings
Henry Bertha & Edward is a private foundation, based in BEACHWOOD, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $529K in total assets. In 2024, it awarded 11 grants totaling $94K. Net investment income was $74K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $529,335 | $552,807 | $470,900 |
| Revenue | $76,397 | $162,832 | $58,716 |
| Expenses | $99,869 | $80,925 | $81,212 |
| Qualifying Distributions | $96,235 | $78,739 | $76,543 |
| Net Investment Income | $74,192 | $160,646 | $56,105 |
| Distributable Amount | $100,906 | $89,149 | $99,126 |
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
54 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Yeshiva University ($15,000), Columbus Community Kollel ($12,500), Friends of United Hatzalah ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF LEKET ISRAEL TEANECK, NJ | FINANCIAL ASSISTANCE FOR NEEDY PERSONS. | $5,000 |
| AMERICAN FRIENDS OF MEIR PANIM BROOKLYN, NY | FINANCIAL ASSISTANCE FOR NEEDY PERSONS | $5,000 |
| COLUMBUS COMMUNITY KOLLEL COLUMBUS, OH | LECTURE SERIES. | $12,500 |
| FRIENDS OF UNITED HATZALAH NEW YORK, NY | MEDICAL ASSISTANCE FOR NEEDY PEOPLE. | $10,000 |
| FUCHS MIZRACHI SCHOOL BEACHWOOD, OH | YESHIVA UNIVERSITY SCHOLARS PROGRAM. | $7,500 |
| TALMUDICAL INSTITUTE OF UPSTATE NY ROCHESTER, NY | SCHOLARSHIPS | $3,600 |
| YESHIVA UNIVERSITY NEW YORK, NY | WEEKLY EVENING LECTURES BY FACULTY MEMBERS. | $15,000 |
| ZAKA INC BROOKLYN, NY | MEDICAL ASSISTANCE FOR NEEDY PEOPLE. | $10,000 |
| NCSY NEW YORK, NY | SPONSORSHIP OF BENCHERS FOR HIGH SCHOOL STUDENTS | $5,000 |
| KAV L'NOAR FOUNDATION PASSAIC, NJ | SOCIAL, EMOTIONAL AND PSYCHOLOGICAL SERVICES FOR NEEDY PEOPLE. | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JORDAN LEFKO | TRUSTEE | 0.25 | — |
| BERNARD ROTHMAN | TRUSTEE | 0.25 | — |
| HENRY ROTHMAN | TRUSTEE | 0.25 | — |
Frequently Asked Questions
How large is Henry Bertha & Edward?
As of 2024, Henry Bertha & Edward holds $529K in total assets with $76K in annual revenue. It awarded 11 grants totaling $94K in 2024.
Where does Henry Bertha & Edward operate?
Henry Bertha & Edward has awarded grants in Connecticut, New Jersey, New York, Ohio.
What size grants does Henry Bertha & Edward award?
In 2024, Henry Bertha & Edward awarded 11 grants totaling $94K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Henry Bertha & Edward required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Henry Bertha & Edward reported a distributable amount of $101K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Henry Bertha & Edward's EIN?
Henry Bertha & Edward's EIN (Employer Identification Number) is 31-6030079. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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