Funder Directory›THE W & R BERNHEIMER FAMILY
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Private foundation (trust)EIN 046904609Est. 2000-03

THE W & R BERNHEIMER FAMILY

WABAN, MA 02468

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Total Assets

$1.2M

FY 2024

Annual Giving

$51K

FY 2024

Grants Made

47

FY 2024

Avg Grant

$1K

FY 2024

Grant Range

$100–$5K

Typical

Deadlines

—

Applications

Programs & Activities

Program 1

None. All of the foundation's activites were indirect (not direct) charitable activities according to regulation section 53.4942 (b)-(1)(b)(1).

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$209K

Total Expenses

$56K

Qualifying Distributions

$51K

Distributable Amount

$59K

Min. Investment Return

$61K

Undistributed Income

$57K

Payout rate 87%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.87%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

47 grants

Grant sizes from minimum $100 through median $1K to maximum $5K, 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 2020 to 2024. Peak $56K in 2023. Hover bars for details.

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

Top Recipients

51 grants

Recipient names are missing from the available filing data for some grants.

INSTITUTE FOR PUBLIC ARCHITECTURE
$5K
1 grant
MARK MORRIS DANCE GROUP
$4K
1 grant
AURELIE SHEEHAN SCHOLARSHIP
$4K
1 grant
WILLIAMS COLLEGE MUSEUM BUILDING
$3K
1 grant
ARCHITECTURAL LEAGUE OF NY
$3K
1 grant
BUTTONWOOD PARK ZOO
$2K
1 grant
BREAKING GROUND
$2K
1 grant
ST LOUIS CLASSICAL GUITAR SOCIETY
$2K
1 grant

Grant Size Distribution

51 grants

<$10K
47
grants
$10–50K
3
grants
$50–250K
1
grants
$250K–1M—
$1–5M—
$5M+—

Geographic Focus

10 states

Massachusetts
$216K
88% of total
New York
$13K
5% of total
Arizona
$6K
3% of total
California
$6K
2% of total
Missouri
$2K
1% of total
Pennsylvania
$1K
0% of total
Kansas
$400
0% of total
Maine
$250
0% of total
Virginia
$250
0% of total
Vermont
$100
0% of total

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