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.
Key facts about Isaac Bernheim Trust
In short: Isaac Bernheim Trust gave $2.4M across 1 grant in 2025 (avg $2.4M), mostly in Kentucky. Source: 2025 IRS Form 990.
- EIN
- 61-0514702
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $2,437,854
- Grants made (2025)
- 1
- Average grant
- $2,437,854
- Median grant
- $2,437,854
- Total assets
- $21,489,736
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$21.5M
-0.5% YoY
Annual Giving
$2.4M
+3.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2.4M
+3.3% YoY
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.
About Isaac Bernheim Trust
Based on IRS filings
Isaac Bernheim Trust is a nonprofit organization 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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ISSAC BERNHEIM FOUNDATION Clermont, KY | GENERAL SUPPORT | $2,437,854 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $21,489,736 | $21,602,836 | $19,888,032 |
| Revenue | $2,620,731 | $4,348,074 | $1,417,630 |
| Expenses | $2,768,990 | $2,667,119 | $2,533,162 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,675,167 | $4,360,722 | $1,417,630 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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
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 nonprofit organization 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.
Here's the math on researching Isaac Bernheim Trust by hand.
Explore Open Grants
Browse active grant opportunities in Isaac Bernheim Trust's focus areas in our free grants database
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