The Bernheim Foundation Inc

Foundation · Grantmaker New York, NY EIN: 13-6084144

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Key facts about The Bernheim Foundation Inc

EIN: 13-6084144
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $261,235
Grants made (2024): 61
Average grant: $4,283
Median grant: $2,500
New grantees (estimate): 38% first-time grantees (23 of 61, 2024)
Total assets: $4,639,864
Primary geography: New York (61% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who The Bernheim Foundation Inc funds

By grant dollars, the top recipient states for The Bernheim Foundation Inc's 61 itemized 2024 grants were New York (61%), 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). None of its 61 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (61 grants).

Is The Bernheim Foundation Inc open to new grantees?

38%

first-time grantees, 2024

In 2024, 23 of 61 grantees (38%) were first-time recipients. First grants averaged $3K; repeat grants $5K. How we count

Medians: $2K first-time, $4K repeat.

56% 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 IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with The Bernheim Foundation Inc

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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

+1.7% YoY

Avg Grant Size

$4K

-16.2% YoY

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 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

New York $161K (61%)

North Carolina $63K (24%)

District of Columbia $14K (5%)

New Jersey $11K (4%)

Minnesota $5K (2%)

All other $8K (3%)

Share of all 61 itemized 2024 grant dollars.

States

Alabama California Connecticut District of Columbia Florida Illinois Kansas Massachusetts Minnesota North Carolina New Jersey New York Washington

Cities

New YorkSalisburyBrooklynWashingtonHudsonPrincetonBostonMillbrookPine PlainsChicagoGhentMontgomeryPoughkeepsieAcramdaleBronxChathamMillertonSpencerWinstonsalemAlbert Lea

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

Metric	2024	2023	2022
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

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

257 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Community Cares ($20,000), Salisbury Symphony ($20,000), Met Museum Development ($17,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Rachel Bernheim	President	2	—
Joshua Rubenstein	VP-Secy	1	—
Stephanie H Bernheim	VP-Part	5	—

Frequently Asked Questions

What does The Bernheim Foundation Inc fund?

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.

How do I apply for a grant from The Bernheim Foundation Inc?

**Grant Amounts:** Typical awards range from $100 to $600,000. **Recent Activity:** Based on the most recent IRS Form 990 filing (2024), the foundation distributed $261,235 in total giving.

Where does The Bernheim Foundation Inc make grants?

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

What size grants does The Bernheim Foundation Inc award?

In 2024, The Bernheim Foundation Inc awarded 61 grants totaling $261K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Bernheim Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bernheim Foundation Inc reported a distributable amount of $323K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.