Isaac Bernheim Trust
A supporting organization to the issac bernheim foundation whose mission is to connect people with nature through land conservation, education, ecological research and sustainable landscapes.
Isaac Bernheim Trust at a glance
In short: Isaac Bernheim Trust gave $2.4M across 1 grant in 2025 (avg $2.4M), mostly in Kentucky. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $2,437,854
- +3.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,437,854
- +3.3% vs 2024
- Median grant
- $2,437,854
- Total assets
- $21,489,736
- -0.5% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Isaac Bernheim Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Issac Bernheim Foundation ($2.4M).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $1–5M range: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Isaac Bernheim Trust gives
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2022 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $2.1M (2022) to $2.4M (2025). In 2025 it made 1 grant totaling $2.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Issac Bernheim Foundation Clermont, KY | General Support | $2,437,854 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $21,489,736 | $2,620,731 | $2,768,990 | $2,437,854 | 1 | — | $2,675,167 | — |
| 2024 | $21,602,836 | $4,348,074 | $2,667,119 | $2,359,094 | 1 | — | $4,360,722 | — |
| 2023 | $19,888,032 | $1,417,630 | $2,533,162 | $2,260,804 | 1 | — | $1,417,630 | — |
| 2022 | $21,030,575 | $1,672,690 | $2,387,144 | $2,103,403 | 1 | $2,106,937 | $1,341,046 | $2,305,333 |
| 2020 | $18,226,582 | — | — | — | — | — | — | — |
About Isaac Bernheim Trust
Based on IRS filings
Isaac Bernheim Trust is a public charity focused on Environment & Animals, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $21.5M in total assets. In 2025, it awarded 1 grant totaling $2.4M. Net investment income was $2.7M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Isaac Bernheim Trust's 2025 filing lists 4 officers; 1 of 4 officers listed in 2025 is compensated.
Officers on the 2025 filing
PNC Bank NA
Co-Trustee
Co-Trustee → Trustee, 2023
Trustee → Co-Trustee, 2025
On filings since 2022
1 hr/week
$35K (2022) → $39K (2025)
David Handmaker
Co-Trustee
On filings since 2022
1 hr/week
No compensation reported
Jon M Burnham
Co-Trustee
On filings since 2022
1 hr/week
No compensation reported
Debra G Burnham
Co-Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Debra B. Hyman (2022) — Co-Trustee
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $39K, to PNC Bank NA (Co-Trustee).
Frequently asked questions about Isaac Bernheim Trust
How much does Isaac Bernheim Trust give each year?
Isaac Bernheim Trust gave $2.4M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $2.4M across 1 grant.
How large is Isaac Bernheim Trust?
Isaac Bernheim Trust reported $21.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.6M.
What is Isaac Bernheim Trust?
Isaac Bernheim Trust is a public charity focused on Environment & Animals, based in Pittsburgh, PA. It holds $21.5M in total assets as of 2025.
Where does Isaac Bernheim Trust operate?
Isaac Bernheim Trust has awarded grants in Kentucky.
What is Isaac Bernheim Trust's EIN?
Isaac Bernheim Trust's EIN (Employer Identification Number) is 61-0514702. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS October 17, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Isaac Bernheim Trust funds
Environment & Animals Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Isaac Bernheim Trust's focus areas in our free grants database
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