Henry Bertha & Edward
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.
Henry Bertha & Edward at a glance
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.
- Annual giving (2024)
- $93,600
- +23.0% vs 2023
- Grants made (2024)
- 11
- +57.1% vs 2023
- Average grant
- $8,509
- -21.7% vs 2023
- Median grant
- $10,000
- Total assets
- $529,335
- -4.2% vs 2023
- New grantees (estimate)
- 27% first-time grantees (3 of 11, 2024; small sample)
- Primary geography
- New York (63% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Henry Bertha & Edward
- How to Apply
-
The foundation states that it does not restrict giving to preselected organizations. Its filing lists Jordan Lefko as the contact, no application form or materials, and no restrictions on awards.
- Review Cycle
- None stated.
- Deadline
- None stated.
- Contact
Application contact: Jordan Lefko
Mailing address: 2496 Beachwood Blvd, Beachwood, OH 44122
Phone: (216) 382-4246
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Henry Bertha & Edward funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Yeshiva University ($15K). Together the top 10 received $90K.
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 53 grants of 54 (98%).
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
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Is Henry Bertha & Edward open to new grantees?
27%
first-time grantees, 2024
In 2024, 3 of 11 grantees (27%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $74K (2022) to $94K (2024). In 2024 it made 11 grants totaling $94K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Yeshiva University New York, NY | Weekly Evening Lectures by Faculty Members. | $15,000 |
| Columbus Community Kollel Columbus, OH | Lecture Series. | $12,500 |
| Friends of United Hatzalah New York, NY | Medical Assistance for Needy People. | $10,000 |
| Zaka Inc Brooklyn, NY | Medical Assistance for Needy People. | $10,000 |
| KAV L'noar Foundation Passaic, NJ | Social, Emotional and Psychological Services for Needy People. | $10,000 |
| Gemilas Chasadim Chasdei Moshe Brooklyn, NY | Social, Emotional and Financial Assistance for Needy People | $10,000 |
| Fuchs Mizrachi School Beachwood, OH | Yeshiva University Scholars Program. | $7,500 |
| 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 |
| NCSY New York, NY | Sponsorship of Benchers for High School Students | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $529,335 | $76,397 | $99,869 | $93,600 | 11 | $96,235 | $74,192 | $100,906 |
| 2023 | $552,807 | $162,832 | $80,925 | $76,100 | 7 | $78,739 | $160,646 | $89,149 |
| 2022 | $470,900 | $58,716 | $81,212 | $73,600 | 9 | $76,543 | $56,105 | $99,126 |
| 2021 | $495,162 | $117,269 | $98,751 | $93,200 | 11 | $95,234 | $115,544 | $106,281 |
| 2020 | $474,878 | $87,215 | $85,842 | $81,200 | 16 | — | $85,540 | $77,886 |
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.
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.
The foundation also reported 2024 grants of $7,500 to Fuchs Mizrachi School, $5,000 each to American Friends of Leket Israel, American Friends of Meir Panim, and NCSY, and $3,600 to Talmudical Institute of Upstate NY.
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.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Henry Bertha & Edward funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/henry-bertha-and-edward-morg_4cd8225d4f4b44a188b54f39a98204ce
BibTeX
@misc{grantable_316030079_2026,
author = {{Grantable}},
title = {{Henry Bertha \& Edward funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/henry-bertha-and-edward-morg_4cd8225d4f4b44a188b54f39a98204ce},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Henry Bertha & Edward's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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