The Bernheim Foundation Inc
The Bernheim Foundation Inc is a private foundation based in New York, NY. Its 2024 grants went to charitable organizations working in areas including food assistance, the arts, music, land conservation, humanitarian relief, environmental protection, and journalism.
The Bernheim Foundation Inc at a glance
In short: The Bernheim Foundation Inc gave $261K across 61 grants in 2024 (avg $4K), mostly in New York. 33% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $261,235
- -14.8% vs 2023
- Grants made (2024)
- 61
- +1.7% vs 2023
- Average grant
- $4,283
- -16.2% vs 2023
- Median grant
- $2,500
- Total assets
- $4,639,864
- +26.5% vs 2023
- New grantees (estimate)
- 33% first-time grantees (20 of 61, 2024)
- Primary geography
- New York (61% 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 The Bernheim Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 122 East 42Nd Street 1612, New York, NY 10168
Phone: (646) 355-2523
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Bernheim Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Community Cares ($20K). Together the top 10 received $127K.
Grant Size Distribution
257 grants across all recorded years
The most common grant size was under $50K: 248 grants of 257 (96%).
Geographic Focus
Where this funder awards grants
In 2024, 61% of grant dollars went to recipients in New York, 24% to North Carolina, 5% to the District of Columbia, 4% to New Jersey, and 2% to Minnesota.
Grant Distribution by State
Share of 2024 grant dollars across all 61 itemized grants.
States
Cities
Is The Bernheim Foundation Inc open to new grantees?
33%
first-time grantees, 2024
In 2024, 20 of 61 grantees (33%) were first-time recipients. First grants averaged $3K; repeat grants $5K. How we count
Medians: $1K first-time, $4K repeat.
- 59% of 2024 grantees were also funded in 2023. Method
- Giving fell 25% from 2021 to 2024. Method
- In 2024 it paid out 81% 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 $235K (2020) to $1.4M (2022). In 2024 it made 61 grants totaling $261K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Cares Salisbury, NC | Charitable | $20,000 |
| Salisbury Symphony Salisbury, NC | Charitable | $20,000 |
| Met Museum Development New York, NY | Charitable | $17,000 |
| Air Gallery Brooklyn, NY | Charitable | $10,000 |
| City Harvest Food Rescue Center Brooklyn, NY | Charitable | $10,000 |
| City Meals on Wheels New York, NY | Charitable | $10,000 |
| Food Bank for NYC New York, NY | Charitable | $10,000 |
| God's Love We Deliver New York, NY | Charitable | $10,000 |
| Historic Salisbury Foundation Salisbury, NC | Charitable | $10,000 |
| Princeton University Art Museum Princeton, NJ | Charitable | $10,000 |
Ready to take the next step with The Bernheim Foundation Inc?
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 | $4,639,864 | $1,831,936 | $261,235 | $261,235 | 61 | $261,235 | $1,135,543 | $322,698 |
| 2023 | $3,668,582 | $1,218,532 | $311,511 | $306,490 | 60 | $306,490 | $412,462 | $283,081 |
| 2022 | $3,308,636 | $2,104,001 | $1,396,191 | $1,389,330 | 50 | $1,389,580 | $1,521,237 | $244,988 |
| 2021 | $3,093,346 | $753,121 | $367,549 | $346,432 | 38 | $346,682 | $458,411 | $273,463 |
| 2020 | $2,996,539 | $1,455,792 | $243,661 | $234,985 | 48 | — | $1,137,557 | $225,757 |
Under IRS private-foundation payout rules, The Bernheim Foundation Inc reported a distributable amount of $323K 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
The foundation’s 2024 grantees include organizations with varied missions. Salisbury Symphony describes its work as educating, entertaining, inspiring, engaging, and enriching its community through orchestral music, performances, and music education. Young Concert Artists says it discovers and launches the careers of young classical musicians and expands the reach of classical music. Dutchess Land Conservancy describes its mission as preserving scenic, agricultural, and environmental resources in Dutchess County and the surrounding area.
Other 2024 grantees describe missions that include responding to humanitarian crises (International Rescue Committee), preserving natural systems (Environmental Defense Fund), supporting the performing arts and public education (Lincoln Center for the Performing Arts), and producing investigative journalism in the public interest (ProPublica).
Grantmaking
In filing year 2024, the foundation reported 61 grants totaling $261,235. Grant amounts ranged from $185 to $20,000, with a median grant of $2,500.
Among the largest 2024 grants were $20,000 each to Community Cares and Salisbury Symphony; $17,000 to Met Museum Development; and $10,000 each to Air Gallery, City Harvest Food Rescue Center, City Meals on Wheels, Food Bank for NYC, God’s Love We Deliver, Historic Salisbury Foundation, and Princeton University Art Museum. Other reported grants included $6,000 to Dutchess Land Conservancy and $6,000 to Young Concert Artists. American Folk Art Museum, International Rescue Committee, Environmental Defense Fund, and Lincoln Center for the Performing Arts each received $5,000; ProPublica received $2,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Rachel Bernheim as president, Joshua Rubenstein as VP-Secretary, and Stephanie H. Bernheim as VP-Partner.
The Bernheim Foundation Inc is led by Rachel Bernheim, President on every filing since 2021; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Rachel Bernheim
President
On filings since 2021
2 hrs/week
No compensation reported
Joshua Rubenstein
Vp-Secy
On filings since 2020
1 hr/week
No compensation reported
Stephanie H. Bernheim
Vp-Part
Vice President Part → Vp-Part, 2022
On filings since 2020
5 hrs/week
No compensation reported
Former officers (1)
- Former: Charles Bernheim (2020) — President
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 The Bernheim Foundation Inc
How much does The Bernheim Foundation Inc give each year?
The Bernheim Foundation Inc gave $261K across 61 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $306K across 60 grants.
What is The Bernheim Foundation Inc's typical grant size?
The Bernheim Foundation Inc's median grant in 2024 was $2,500, and its average grant was $4,283, across 61 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Bernheim Foundation Inc that year got $3K on average.
Where does The Bernheim Foundation Inc give grants?
The Bernheim Foundation Inc gives mostly in New York: 61% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (24%) and District of Columbia (5%). The most frequent recipient cities were New York, NY (26 grants), Salisbury, NC (8 grants), Washington, DC (4 grants) and Brooklyn, NY (3 grants).
Does The Bernheim Foundation Inc give general operating support?
Not in 2024: none of the 61 grants with a stated purpose on The Bernheim Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (61 grants).
Who are The Bernheim Foundation Inc's largest grantees?
The Bernheim Foundation Inc's largest 2024 grantees include Community Cares ($20,000), Salisbury Symphony ($20,000) and Met Museum Development ($17,000), according to its 2024 IRS Form 990-PF. Together they received 22% of its itemized 2024 grant dollars.
How large is The Bernheim Foundation Inc?
The Bernheim Foundation Inc reported $4.6M in total assets on its 2024 IRS Form 990-PF. It paid out $261K in qualifying distributions that year, against a required minimum of $323K (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 The Bernheim Foundation Inc fund?
The foundation’s 2024 grantees include organizations with varied missions. Salisbury Symphony describes its work as educating, entertaining, inspiring, engaging, and enriching its community through orchestral music, performances, and music education. See mission & focus areas ↑
How do I apply for a grant from The Bernheim Foundation Inc?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Bernheim Foundation Inc's EIN?
The Bernheim Foundation Inc's EIN (Employer Identification Number) is 13-6084144. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Bernheim Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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). The Bernheim Foundation Inc funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/the-bernheim-foundation-inc-morg_cc11645f002f4a89b47e5539875cffc5
BibTeX
@misc{grantable_136084144_2026,
author = {{Grantable}},
title = {{The Bernheim Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-bernheim-foundation-inc-morg_cc11645f002f4a89b47e5539875cffc5},
note = {Accessed 2026-10-17. 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 The Bernheim Foundation Inc'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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