Open Foundations · Rhode Island

Helene & Bertram Bernhardt Foundation

Providence, Rhode Island · EIN 342053837. Its Form 990-PF says giving is not restricted to organizations picked in advance, which is how a private foundation files that it accepts unsolicited requests. It paid $509K across 15 grants in 2024, a median of $4K each.

All Rhode Island foundations · All states

$509K
paid in 2024
15
grants paid
$4K
median grant
4%
to first-time recipients
$10.7M
assets on file

How to apply, as filed

Straight off Part XV of the return. Where the foundation left a line blank, this says so rather than guessing.

Send requests to
BERNHARDT FOUNDATION
Address
C/O SAMUEL D ZURIER ESQ 123 DYER ST, PROVIDENCE, RI, 02903
Phone
4018610200
Email
Not stated in the filing
Form the request should take
APPLICANTS MUST COMPLETE A GRANT APPLICATION. GRANT APPLICATIONS MUST BE ACCOMPANIED BY A PROPOSAL INCLUDING THE FOLLOWING: A COVER LETTER DESCRIBING THE APPLICANT'S MISSION, GEOGRAPHIC FOCUS, GOALS OF THE PROPOSED WORK AND IMPLEMENTATION PLAN TO ACHIEVE GOALS, IMPACT ON THE COMMUNIITES INVOLVED, PARTNERS IN THE COMMUNITY THAT ARE ALSO WORKING ON THE SAME ISSUES AND HOW THE APPLICANT IS COORDINATING WITH THEM, PLAN TO SECURE FUNDING BEYOND THE GRANT PERIOD, PRINCIPAL STAFF WORKING ON THE PROJECT/PROGRAM AND THEIR QUALIFICATIONS, AND PRIOR GIVING RECORD OF SUPPORT BY MR. & MRS. BERTRAM BERNHARDT DURING THEIR LIFETIME. THE APPLICANT'S OPERATING BUDGET AND A BUDGET FOR THE PROJECT; MOST RECENT FINANCIAL STATEMENTS AND AUDIT REPORT; IRS DETERMINATION LETTER FOR 501(C)(3) STATUS, AND BOARD OF DIRECTORS LIST.
Submission deadline
DECEMBER 1ST.
Restrictions on awards
NONE

As filed on the Form 990-PF for tax year 2024, IRS filing object id 202610759349100226. Printed word for word, including the entries that only say to see a website or an attachment.

What it funds, in its own words

The filing states only a general purpose, with nothing specific enough to pull out as recurring language.

Biggest grants in 2024

All 15 grants paid in 2024, with the purpose the foundation wrote for each.

#RecipientStateAmountPurpose as filed
1Temple Beth ElRI$254,675PROGRAM AND ANNUAL SUPPORT
2Jewish Alliance of Greater RiRI$85,000ANNUAL CAMPAIGN, LEADERSHIP DEVELOPMENT AND CAMPAIGN AGAINST ANTI-SEMITISM
3Jewish Collaborative ServicesRI$84,459TAMARISK REFRIGERATOR REPAIR, COMPUTERS, COMMUNITY CHAPLAIN, EMERGENCY FOOD/SHELTER GRANTS
4Camp JoriRI$25,000FACILITY IMPROVEMENTS
5Miriam HospitalRI$20,000CAPITAL CAMPAIGN
6Brown Risd HillelRI$15,000SECURITY SERVICES
7Jewish Community Day SchoolRI$12,000MARKETING
8Jewish Committee on ScoutingRI$4,500CHAPLAIN
9Insight RiRI$3,500SUMMER MOBILITY CAMP, SOCIAL WORKER PROGRAM
10Ri Jewish Historical AssociationRI$2,000QUARTERLY NEWSLETTER EDITOR
11City Year ProvidenceRI$500CHARITABLE PROGRAMS
12Inspiring MindsRI$500CHARITABLE PROGRAMMING
13Justice AssistanceRI$500CHARITABLE PROGRAMS
14Providence Community LibrariesRI$500CHARITABLE PROGRAMS
15Providence Public LibraryRI$500CHARITABLE PROGRAMS

Giving by year, and who received it

Grants paid by year

Every year of this foundation's grants that Civly holds
Tax yearGrantsPaid
202017$442K
20229$423K
202315$413K
202415$509K

Where the money went

Share of 2024 grant dollars by recipient state
Rhode Island100%

Who decides

Officers, directors and trustees as filed, with the year of the return they appeared on.

Leslie Gutterman Leslie Gutterman LTRUSTEE · 2024
Samuel D Zurier Samuel D Zurier EsqTRUSTEE/LEGAL COUNSE · 2024

Every figure on this page is that foundation's own latest filed year, which is 2022 or later. This foundation is listed because its Form 990-PF says it does not restrict giving to preselected organizations and it paid at least 5 grants totaling $100K or more that year. Latest-year grants and terms per foundation from IRS 990-PF e-file returns; the newest tax year is partial until the IRS finishes releasing it. Grants are de-duplicated on funder, year, recipient and amount, so identical repeat grants collapse into one and totals can run low. Full method.

Source: IRS Form 990-PF e-file releases (public domain). Analysis: Civly.

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