Henry Bertha & Edward

Private foundation · Grantmaker Beachwood, OH EIN: 31-6030079

HENRY BERTHA & EDWARD is a private foundation based in Beachwood, Ohio. In its 2024 filing, it reported 11 grants totaling $93,600 to organizations supporting education and lectures, medical assistance, social services, and other charitable purposes.

Key facts about Henry Bertha & Edward

In short: Henry Bertha & Edward gave $94K across 11 grants in 2024 (avg $9K), mostly in New York. 27% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
31-6030079
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$93,600
Grants made (2024)
11
Average grant
$8,509
Median grant
$10,000
New grantees (estimate)
27% first-time grantees (3 of 11, 2024)
Total assets
$529,335
Primary geography
New York (63% of itemized 2024 grant dollars)
How to apply
The foundation states that it does not restrict giving to preselected organizations. Full details ↓
Deadline
None stated.

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

Is Henry Bertha & Edward open to new grantees?

27%

first-time grantees, 2024

In 2024, 3 of 11 grantees (27%) were first-time recipients. First grants averaged $8K; repeat grants $9K. How we count

Medians: $10K first-time, $9K repeat.

  • 55% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants included support for lectures and scholarships, medical assistance, counseling and social services, and financial assistance for people in need.

Grantee descriptions provide further context for some of this giving. Kav L'Noar Foundation describes its work as supporting organizations that provide therapy and counseling to families, school groups, and teens at risk. Friends of United Hatzalah says it funds organizations providing medical and trauma-related first-responder services. American Friends of Leket Israel says it provides grants and assistance to exempt organizations outside the United States to feed the hungry. American Friends of Meir Panim describes food and social-service programs for people in need. Yeshiva University describes itself as providing education, training, research, and clinical programs.

Grantmaking

In 2024, the foundation reported 11 grants totaling $93,600. Grants ranged from $3,600 to $15,000, with a median grant of $10,000. Larger awards included $15,000 to Yeshiva University for weekly evening faculty lectures; $12,500 to Columbus Community Kollel for a lecture series; and $10,000 each to Friends of United Hatzalah, ZAKA Inc., Kav L'Noar Foundation, and Gemilas Chasdim Chasdei Moshe.

Review Cycle

None stated.

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Geographic Focus

Where this funder awards grants

In 2024, 63% of grant dollars went to recipients in New York, 21% to recipients in Ohio, and 16% to recipients in New Jersey.

Grant Distribution by State

4states

Share of 2024 grant dollars across all 11 itemized grants.

Cities

BrooklynNew YorkBeachwoodRochesterTeaneckColumbusCherry HillEnglewoodInwoodSpring ValleyStamfordPassaic

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K16 grants2020 11 grants2021 9 grants2022 7 grants2023 11 grants2024

From 2020 to 2024, annual grant giving ranged from $74K (2022) to $94K (2024). In 2024 it made 11 grants totaling $94K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Yeshiva University: $15KYeshiva University$15KColumbus Community Kollel: $13KColumbus Community Kollel$13KFriends of United Hatzalah: $10KFriends of United Hatzalah$10KZaka Inc: $10KZaka Inc$10KKAV L'noar Foundation: $10KKAV L'noar Foundation$10KGemilas Chasadim Chasdei Moshe: $10KGemilas Chasadim Chasdei Moshe$10KFuchs Mizrachi School: $8KFuchs Mizrachi School$8KAmerican Friends of Leket Israel: $5KAmerican Friends of LeketIsrael$5KAmerican Friends of Meir Panim: $5KAmerican Friends of Meir Panim$5KNcsy: $5KNcsy$5K

The largest 2024 recipient was Yeshiva University ($15K). Together the top 10 received $90K.

Grant Size Distribution

54 grants across all recorded years

53<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 53 grants of 54 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Yeshiva University New York, NYWeekly Evening Lectures by Faculty Members.$15,000
Columbus Community Kollel Columbus, OHLecture Series.$12,500
Friends of United Hatzalah New York, NYMedical Assistance for Needy People.$10,000
Zaka Inc Brooklyn, NYMedical Assistance for Needy People.$10,000
KAV L'noar Foundation Passaic, NJSocial, Emotional and Psychological Services for Needy People.$10,000
Gemilas Chasadim Chasdei Moshe Brooklyn, NYSocial, Emotional and Financial Assistance for Needy People$10,000
Fuchs Mizrachi School Beachwood, OHYeshiva University Scholars Program.$7,500
American Friends of Leket Israel Teaneck, NJFinancial Assistance for Needy Persons.$5,000
American Friends of Meir Panim Brooklyn, NYFinancial Assistance for Needy Persons$5,000
Ncsy New York, NYSponsorship of Benchers for High School Students$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $529,335 $76,397 $99,869 $93,600
2023 $552,807 $162,832 $80,925 $76,100
2022 $470,900 $58,716 $81,212 $73,600
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Jordan Lefko, Bernard Rothman, and Henry Rothman as trustees.

Henry Bertha & Edward's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Bernard Rothman

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Henry Rothman

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Jordan Lefko

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Jordan Lefko
Mailing address: 2496 Beachwood Blvd, Beachwood, OH 44122
Phone: (216) 382-4246

Frequently asked questions about Henry Bertha & Edward

How much does Henry Bertha & Edward give each year?

Henry Bertha & Edward gave $94K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $76K across 7 grants.

What is Henry Bertha & Edward's typical grant size?

Henry Bertha & Edward's median grant in 2024 was $10,000, and its average grant was $8,509, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Henry Bertha & Edward that year got $8K on average.

Where does Henry Bertha & Edward give grants?

Henry Bertha & Edward gives mostly in New York: 63% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Ohio (21%) and New Jersey (16%). The most frequent recipient cities were New York, NY (3 grants) and Brooklyn, NY (3 grants).

Does Henry Bertha & Edward give general operating support?

Not in 2024: none of the 11 grants with a stated purpose on Henry Bertha & Edward's 2024 IRS Form 990-PF were described as general or operating support.

Who are Henry Bertha & Edward's largest grantees?

Henry Bertha & Edward's largest 2024 grantees include Yeshiva University ($15,000), Columbus Community Kollel ($12,500) and Friends of United Hatzalah ($10,000), according to its 2024 IRS Form 990-PF. Together they received 40% of its itemized 2024 grant dollars.

How large is Henry Bertha & Edward?

Henry Bertha & Edward reported $529K in total assets on its 2024 IRS Form 990-PF. It paid out $96K in qualifying distributions that year, against a required minimum of $101K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Henry Bertha & Edward fund?

No mission statement for the foundation is provided. Its 2024 grants included support for lectures and scholarships, medical assistance, counseling and social services, and financial assistance for people in need. See mission & focus areas ↑

How do I apply for a grant from Henry Bertha & Edward?

The foundation states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

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

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