Nonprofits›Isaac W Bernheim Foundation Inc

Environment

Isaac W Bernheim Foundation Inc

CLERMONT, KY

Website

Total revenue

$6.0M

Total expenses

$6.0M

Net assets

$74.2M

Grants received

$10.4M

82 grants

EIN

610444651

Tax year

2023

Mission

See schedule o for mission statement

Financials

FY 2023

Revenue

Contributions & grants$4.0M
Program service revenue$1.2M
Investment income$237K
Other revenue$515K
Total revenue$6.0M

Expenses

Grants paid—
Salaries & benefits$4.0M
Fundraising$588K
Other expenses$2.0M
Total expenses$6.0M
Total assets$74.7M
Net assets$74.2M

People

28 listed

NameRoleCompensation

MARK WOURMS

EXECUTIVE DIRECTOR

Board

$206K

40 hrs/wk

REBECCA BRADY

CHIEF OPERATING OFFICER

Board

$138K

40 hrs/wk

HUGH NELSON ARCHER

TRUSTEE

Board

—

5 hrs/wk

SUE BALLARD

TRUSTEE

Board

—

5 hrs/wk

DAVID HANDMAKER

TRUSTEE

Board

—

5 hrs/wk

JOSH JEVNE

TRUSTEE

Board

—

5 hrs/wk

RICHARD KESSLER

TRUSTEE

Board

—

5 hrs/wk

BENTON KEITH

TRUSTEE

Board

—

5 hrs/wk

SUMEDHA RAO

TRUSTEE

Board

—

5 hrs/wk

CHRIS RASHEED

TRUSTEE

Board

—

5 hrs/wk

JOHNETTA ROBERTS

TRUSTEE

Board

—

5 hrs/wk

JESSICA PENDERGRASS

TRUSTEE

Board

—

5 hrs/wk

ERIC SETO

TRUSTEE

Board

—

5 hrs/wk

CLIFF ASHBURNER

TRUSTEE

Board

—

5 hrs/wk

ZEB WEESE

TRUSTEE

Board

—

5 hrs/wk

DEBRA BURNHAM

FAMILY TRUSTEE

Board

—

5 hrs/wk

EMILY BRYSON YORK

TRUSTEE

Board

—

5 hrs/wk

KIMBERLY SCHNEIDER

FAMILY TRUSTEE

Board

—

5 hrs/wk

JON BURNHAM

FAMILY TRUSTEE

Board

—

5 hrs/wk

KURT MASON

IMMEDIATE PAST PRESIDENT

Board

—

10 hrs/wk

KATHY KNOTTS

PRESIDENT

Board

—

15 hrs/wk

MARTHA SLAUGHTER

SECRETARY

Board

—

10 hrs/wk

PETER RESNIK

TREASURER

Board

—

10 hrs/wk

DEREK KEITH

VICE PRESIDENT

Board

—

10 hrs/wk

BARBARA SANFORD

TRUSTEE

Board

—

5 hrs/wk

REGINA BECKMAN

TRUSTEE

Board

—

5 hrs/wk

BRIAN DOHENY

TRUSTEE

Board

—

5 hrs/wk

MELISSA RALEY

DIRECTOR OF ADVANCEMENT

Staff

$107K

40 hrs/wk

Grants received

Showing 82 of 82

FromAmountPurposeYear
ISAAC BERNHEIM TRUST
$2.4M
GENERAL SUPPORT
2024
MIGHTYCAUSE CHARITABLE FOUNDATION
$49K
UNRESTRICTED
2024
Brown-Forman Foundation
$25K
General program support
2024
Louisville Water Foundation
$15K
WATER EDUCATION
2024
Louisville Water Foundation
$15K
WATER EDUCATION
2024
SIERRA CLUB
$10K
ENVIRONMENTAL PROTECTION
2024
AMERICAN ONLINE GIVING FOUNDATION INC
$8K
GENERAL SUPPORT
2024
SHELL USA COMPANY FOUNDATION
$382
381.85
2024
ISAAC BERNHEIM TRUST
$2.3M
GENERAL SUPPORT
2023
THE COMMUNITY FOUNDATION OF
$117K
C36 FOREST CONSERVATION
2023
Central Indiana Community Foundation Inc
$80K
The ACRE installation by artist Anne Peabody
2023
W L LYONS BROWN FOUNDATION
$43K
OPERATIONAL SUPPORT
2023
THE COMMUNITY FOUNDATION OF LOUISVILLE
$33K
C36 FOREST CONSERVATION
2023
DONOR ADVISED CHARITABLE GIVING INC
$26K
ENVIRONMENTAL AND ANIMALS
2023
Brown-Forman Foundation
$25K
General program support
2023
FLAGET HEALTH CARE INC
$19K
PROGRAM SUPPORT
2023
THE WHAS CRUSADE FOR CHILDREN INC
$15K
$16,000.00 FOR BATHROOM RENOVATION FOR INCREASED ACCESSIBILITY AT BERNHEIM GARDEN PAVILION ENGAGEMENT HUB
2023
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$8K
For grant recipient's exempt purposes
2023
THE COMMUNITY FOUNDATION OF LOUISVILLE
$8K
C36 FOREST CONSERVATION
2023
AMERICAN ONLINE GIVING FOUNDATION INC
$6K
GENERAL SUPPORT
2023
FUND FOR THE ARTS INC
$6K
Arts in Neighborhoods Cultural Pass
2023
FRANK AND EVELYN SCHMIDT FAMILY
$4K
DONATION-GROWING COLLECTION OF OAK & MAGNOLIA
2023
The Bank of America Charitable Foundation Inc
$1K
PROGRAM/OPERATING SUPPORT
2023
The Bank of America Charitable Foundation Inc
$529
PROGRAM/OPERATING SUPPORT
2023
The Bank of America Charitable Foundation Inc
$500
PROGRAM/OPERATING SUPPORT
2023
KLIG CHARITABLE TRUST
$250
PC
2023
ISAAC BERNHEIM TRUST
$2.1M
GENERAL SUPPORT
2022
JAMES GRAHAM BROWN FOUNDATION INC
$741K
PLAYCOSYSTEM: CREATING NATURES PLAYGROUND
2022
THE COMMUNITY FOUNDATION OF
$205K
C36 FOREST CONSERVATION
2022
THE COMMUNITY FOUNDATION OF LOUISVILLE
$81K
C36 FOREST CONSERVATION
2022
W L LYONS BROWN FOUNDATION
$43K
OPERATIONAL SUPPORT
2022
Louisville Water Foundation
$25K
Water education
2022
AMERICAN PUBLIC GARDENS ASSOCIATION
$19K
SUPPORT URBAN AGRICULTURE, COMMUNITY GARDENING & OTHER FOOD GROWING PROGRAMS
2022
THE WHAS CRUSADE FOR CHILDREN INC
$16K
$16,000.00 FOR BATHROOM RENOVATION FOR INCREASED ACCESSIBILITY AT BERNHEIM GARDEN PAVILION ENGAGEMENT HUB
2022
THE COMMUNITY FOUNDATION OF LOUISVILLE
$13K
C36 FOREST CONSERVATION
2022
DONOR ADVISED CHARITABLE GIVING INC
$11K
ENVIRONMENTAL AND ANIMALS
2022
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$8K
For grant recipient's exempt purposes
2022
Charles H Dishman III Family Foundation Inc
$500
General & Unrestricted
2022
CHUBB CHARITABLE FOUNDATION
$310
Matching Gifts
2022
GE FOUNDATION
$50
MATCHING GIFTS
2022
THE COMMUNITY FOUNDATION OF LOUISVILLE
$151K
C36 FOREST CONSERVATION
2021
SOCIABLE WEAVER FOUNDATION INC
$150K
PROGRAM SUPPORT
2021
THE COMMUNITY FOUNDATION OF
$114K
C36 FOREST CONSERVATION
2021
Brown-Forman Foundation
$63K
Youth Development in Nature
2021
W L LYONS BROWN FOUNDATION
$43K
OPERATIONAL SUPPORT
2021
THE WHAS CRUSADE FOR CHILDREN INC
$20K
$20,000 FOR ACCESSIBLE MUD/CONSTRUCTIVE PLAY AREA, ADA SIDEWALK, ACCESSIBILITY PLAY STRUCTURES STREAM PLAY, GRIT ALL TERRAIN WHEELCHAIRS + MODIFICATIONS, POTABLE WATER LINE TO MUD PLAY AREA, ACCESSIBLE CHILD FRIENDLY WATER PUMP (NOT TO EXCEED AMOUNTS REQUESTED FOR EACH LINE ITEM.)
2021
DONOR ADVISED CHARITABLE GIVING INC
$18K
ENVIRONMENTAL AND ANIMALS
2021
THE COMMUNITY FOUNDATION OF LOUISVILLE
$15K
C36 FOREST CONSERVATION
2021
NATIONAL PHILANTHROPIC TRUST
$14K
ENVIRONMENT, ANIMALS
2021
Honorable Order of Kentucky Colonels Inc
$13K
GENERAL SUPPORT
2021
KINDRED FOUNDATION INC
$5K
GENERAL OPERATING SUPPORT
2021
GREAT MEADOWS FOUNDATION INC
$3K
GRANT AWARD TO LOCAL ARTIST
2021
Charles H Dishman III Family Foundation Inc
$500
General & Unrestricted
2021
The Bank of America Charitable Foundation Inc
$200
OPERATIONAL SUPPORT
2021
JEWISH HERITAGE FUND FOR EXCELLENCE INC
$200K
RITES OF PASSAGE
2020
THE COMMUNITY FOUNDATION OF
$156K
C36 FOREST CONSERVATION
2020
THE COMMUNITY FOUNDATION OF LOUISVILLE
$53K
C36 FOREST CONSERVATION
2020
SOCIABLE WEAVER FOUNDATION INC
$50K
BERNHEIM LAND PROTECTION
2020
Brown-Forman Foundation
$46K
General program support
2020
W L LYONS BROWN FOUNDATION
$43K
OPERATIONAL SUPPORT
2020
NATIONAL PHILANTHROPIC TRUST
$15K
ENVIRONMENT, ANIMALS
2020
THE WHAS CRUSADE FOR CHILDREN INC
$12K
$12,000 FOR ANY ITEM ON GRANT LIST FOR BERNHEIM SENSORY GARDEN. NO FUNDING ALLOWED FOR SIGNAGE, INSTALLATION, FREIGHT OR TAXES. (NOT TO EXCEED AMOUNTS REQUESTED FOR EACH LINE ITEM.)
2020
DONOR ADVISED CHARITABLE GIVING INC
$7K
ENVIRONMENTAL AND ANIMALS
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$7K
For grant recipient's exempt purposes
2020
FUND FOR THE ARTS INC
$6K
Cultural Pass
2020
Charles H Dishman III Family Foundation Inc
$500
General & Unrestricted
2020
The Bank of America Charitable Foundation Inc
$330
GENERAL SUPPORT
2020
GE FOUNDATION
$250
MATCHING GIFTS
2020
CHUBB CHARITABLE FOUNDATION
$157
Matching Gifts
2020
The Bank of America Charitable Foundation Inc
$120
GENERAL SUPPORT
2020
Lumen Clarke M Williams Foundation
$30
General & Unrestricted
2020
THE COMMUNITY FOUNDATION OF
$248K
C36 FOREST CONSERVATION
2019
THE COMMUNITY FOUNDATION OF LOUISVILLE
$35K
C36 FOREST CONSERVATION
2019
PATAGONIAORG
$25K
TO SUPPORT ENVIRONMENTAL PROJECTS.
2019
FUND FOR THE ARTS INC
$12K
Cultural Pass
2019
NATIONAL PHILANTHROPIC TRUST
$10K
ENVIRONMENT, ANIMALS
2019
THE COMMUNITY FOUNDATION OF
$353K
ENVIRONMENT
2018
THE COMMUNITY FOUNDATION OF
$44K
ENVIRONMENT
2017
THE COMMUNITY FOUNDATION OF LOUISVILLE
$20K
ENVIRONMENT
2017
FUND FOR THE ARTS INC
$11K
Imagine 2020 Grant, Cultural Pass
2017
NATIONAL PHILANTHROPIC TRUST
$10K
CULTURE & ARTS
2017
THE COMMUNITY FOUNDATION OF LOUISVILLE
$6K
ENVIRONMENT
2017

Funded by

$10.4M from 33 funders · 82 grants · 2017–2024

Isaac Bernheim Trust

$6.7M · 3 grants · 2022–2024

The Community Foundation Of

$1.2M · 7 grants · 2017–2023

James Graham Brown Foundation Inc

$741K · 1 grant · 2022

The Community Foundation Of Louisville

$359K · 6 grants · 2017–2023

Sociable Weaver Foundation Inc

$200K · 2 grants · 2020–2021

W L Lyons Brown Foundation

$170K · 4 grants · 2020–2023

Brown-Forman Foundation

$159K · 4 grants · 2020–2024

Details

EIN610444651
NTEE codeC360
Subsection03
Ruling date1930-05
Formed1929
Employees87
Volunteers125
ISAAC W BERNHEIM FOUNDATION INC — Mission, Financials & Grants Received | Grantivo