Funder DirectoryHELENE & BERTRAM BERNHARDT
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Private foundation (trust)EIN 342053837Est. 2006-05

HELENE & BERTRAM BERNHARDT

PROVIDENCE, RI 02903

Accepts unsolicited proposals

Total Assets

$11.3M

FY 2023

Annual Giving

$413K

FY 2023

Grants Made

15

FY 2023

Avg Grant

$28K

FY 2023

Grant Range

$500–$205K

Typical

Deadlines

December 1st.

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$120K

Total Expenses

$618K

Qualifying Distributions

$520K

Distributable Amount

$533K

Min. Investment Return

$536K

Undistributed Income

$42K

Payout rate 98%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.98%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $500 through median $5K to maximum $205K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $442K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

83 grants

TEMPLE BETH EL
$1.1M
5 grants
JEWISH COLLABORATIVE SERVICES
$280K
6 grants
JEWISH ALLIANCE OF GREATER RI
$280K
6 grants
CAMP JORI
$135K
4 grants
MIRIAM HOSPITAL
$62K
2 grants
JEWISH COMMUNITY DAY SCHOOL
$54K
5 grants
JEWISH ALLIANCE OF GREATER RHODE IS
$45K
1 grant
MIRIAM HOSPITAL FOUNDATION
$45K
3 grants

Grant Size Distribution

83 grants

<$10K
54
grants
$10–50K
19
grants
$50–250K
10
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Rhode Island
$2.1M
100% of total
New York
$1K
0% of total
Massachusetts
$250
0% of total

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HELENE & BERTRAM BERNHARDT — Grants, Financials & Contact | Grantivo