The Bernheim Foundation Inc

NEW YORK, NY EIN: 13-6084144

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.6M

+26.5% YoY

Annual Giving

$261K

-14.8% YoY

Grant Count

61

+1.7% YoY

Avg Grant Size

$4K

-16.2% YoY

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

Mission & Focus Areas

The Bernheim Foundation funds grantmaking related to the following areas:

  • Arts
  • Education
  • Health
  • Human Services
  • Humanitarian causes
  • Jewish causes

The foundation also supports historic buildings preservation and historic preservation initiatives.

Grantmaking

Typical awards range from $100 to $600,000.

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking focuses primarily in New York, North Carolina, and the District of Columbia.

Grant Distribution by State

13states
+5 more states

Cities

AcramdaleAlbert LeaAncramAncramdaleBostonBronxBrooklynChathamChicagoFarmingdaleGhentGoddardHudsonJacksonvilleKinderhookLakevilleMamaronneckMillbrookMillertonMontgomery

Financial History

Multi-year comparison from IRS filings

As of Most Recent Filing (2024):

  • Total Assets: $4,639,864
  • Total Giving: $261,235

As of 2023:

  • Total Revenue: $1,218,532
  • Total Assets: $3,670,000
  • Total Liabilities: $0
  • Total Expenses: $312,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$579K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$4,639,864$3,668,582$3,308,636
Revenue$1,831,936$1,218,532$2,104,001
Expenses$261,235$311,511$1,396,191
Qualifying Distributions$261,235$306,490$1,389,580
Net Investment Income$1,135,543$412,462$1,521,237
Distributable Amount$322,698$283,081$244,988

Giving Over Time

Total grant dollars and number of grants per year

$0$347K$695K$1M$1M48 grants202038 grants202150 grants202260 grants202361 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

COMMUNITY CARES$20KSALISBURY SYMPHONY$20KMET MUSEUM DEVELOPMENT$17KAIR GALLERY$10KCITY HARVEST FOOD RESCUE…$10KCITY MEALS ON WHEELS$10KFOOD BANK FOR NYC$10KGOD'S LOVE WE DELIVER$10KHISTORIC SALISBURY FOUND…$10KPRINCETON UNIVERSITY ART…$10K

Grant Size Distribution

236 grants across all recorded years

227<$50K3$50–100K4$100–250K1$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RACHEL BERNHEIMPRESIDENT2
JOSHUA RUBENSTEINVP-SECY1
STEPHANIE H BERNHEIMVP-PART5

Related Funders

Similar funders by location and focus area

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

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