The W & R Bernheimer Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WABAN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 47 grants totaling $51K. Net investment income was $204K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+17.0% YoY
Annual Giving
$51K
-8.8% YoY
Grant Count
47
+4600.0% YoY
Avg Grant Size
$1K
-98.1% YoY
Under IRS private-foundation payout rules, The W & R Bernheimer Family reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.
About The W & R Bernheimer Family
Based on IRS filings
The W & R Bernheimer Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WABAN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 47 grants totaling $51K. Net investment income was $204K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,060,536 | $906,093 | $875,096 |
| Revenue | $209,075 | $85,535 | $48,770 |
| Expenses | $56,132 | $60,538 | $54,047 |
| Qualifying Distributions | $51,000 | $55,925 | $47,700 |
| Net Investment Income | $203,943 | $79,169 | $47,859 |
| Distributable Amount | $58,529 | $52,876 | $53,134 |
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
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Institute for Public Architecture ($4,600), Mark Morris Dance Group ($4,000), Aurelie Sheehan Scholarship ($3,750).
| Recipient | Purpose | Amount |
|---|---|---|
| ALEX'S LEMONADE STAND WYNNWOOD, PA | CHILDHOOD CANCER | $1,000 |
| ARCHITECTURAL LEAGUE OF NY NEW YORK, NY | FULLFILL CHARITABLE PURPOSE OF ORG | $2,500 |
| AURELIE SHEEHAN SCHOLARSHIP TUCSON, AZ | SCHOLARSHIPS | $3,750 |
| BAMSI BROCKTON, MA | FULLFILL CHARITABLE PURPOSE OF ORG | $250 |
| BECCA SCHMILL FOUNDATION NEEDHAM, MA | FULLFILL CHARITABLE PURPOSE OF ORG | $500 |
| BOMBYX NORTHAMPTON, MA | FULLFILL CHARITABLE PURPOSE OF ORG | $1,000 |
| BREAKING GROUND NEW YORK, NY | FULLFILL CHARITABLE PURPOSE OF ORG | $2,000 |
| BUTTONWOOD PARK ZOO NEW BEDFORD, MA | FULLFILL CHARITABLE PURPOSE OF ORG | $2,000 |
| BUZZARDS BAY COALITION NEW BEDFORD, MA | ENVIRONMENTAL PROTECTION | $1,000 |
| CENTER FOR BIODIVERSITY TUCSON, AZ | ENVIRONMENTAL PROTECTION | $700 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WALTER S BERNHEIMER II | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The W & R Bernheimer Family?
The W & R Bernheimer Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WABAN, MA. It holds $1.1M in total assets as of 2024.
How large is The W & R Bernheimer Family?
As of 2024, The W & R Bernheimer Family holds $1.1M in total assets with $209K in annual revenue. It awarded 47 grants totaling $51K in 2024.
Where does The W & R Bernheimer Family operate?
The W & R Bernheimer Family has awarded grants in Arizona, California, Kansas, Massachusetts, Maine, Missouri, New York, Pennsylvania, Virginia, Vermont.
What size grants does The W & R Bernheimer Family award?
In 2024, The W & R Bernheimer Family awarded 47 grants totaling $51K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is The W & R Bernheimer Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The W & R Bernheimer Family reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The W & R Bernheimer Family's EIN?
The W & R Bernheimer Family's EIN (Employer Identification Number) is 04-6904609. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The W & R Bernheimer Family's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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