Helene & Bertram Bernhardt Foundation
- Assets
- $11.0m
- Revenue
- $120.1k
- Investments
- $10.8m
- Employees
- 0
- Location
- Providence, RI
- Founding
- 05/2006
- Data as of
- 04/2024
- EIN
- 34-2053837
Organization Overview
Helene & Bertram Bernhardt Foundation is located in Providence, RI. The organization was established in 2006. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helene & Bertram Bernhardt Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 04/2024, Helene & Bertram Bernhardt Foundation generated $120.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (10.5%) each year. All expenses for the organization totaled $617.6k during the year ending 04/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Helene & Bertram Bernhardt Foundation has awarded 163 individual grants totaling $3,579,477. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Samuel D Zurier Samuel D Zurier ESQ Trustee/legal Counse | 10 | $40,060 | |
Leslie Gutterman Leslie Gutterman L Trustee | 5 | $53,414 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $115,029 |
| Dividends & Interest | $185,929 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$180,857 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $120,101 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $93,474 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $13,152 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $81,308 |
| Total operating and administrative expenses | $205,069 |
| Contributions, gifts, grants paid | $412,548 |
| Total expenses and disbursements | $617,617 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $176,897 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,015,430 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $11,021,241 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $21,907 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $21,907 |
Grants Awarded
Over the last fiscal year, Helene & Bertram Bernhardt Foundation has awarded $412,548 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
JEWISH ALLIANCE OF GREATER RI PURPOSE: 2023-2024 CAMPAIGN, JEWISH CULTURAL FESTIVAL, LEADERSHIP DEVELOPMENT PROGRAM | $80,000 |
JEWISH COLLABORATIVE SERVICES PURPOSE: TAMARISK REBRANDING, STRATEGIC PLANNING, OUTREACH TO HOMEBOUND CLIENTS | $55,000 |
JEWISH COMMUNITY DAY SCHOOL PURPOSE: OUTREACH AND MARKETING, EMERGENCY FLOOD REPAIRS | $22,000 |
INSIGHT RI PURPOSE: SUMMER MOBILITY CAMP, SOCIAL WORKER PROGRAM | $6,500 |
MIRIAM HOSPITAL PURPOSE: BODY TEMPERATURE MANAGEMENT SYSTEM | $26,548 |
RI JEWISH COMMITTEE ON SCOUTING PURPOSE: CHAPLAIN | $4,000 |