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Foundation Lookup

Form 990-PFTax year 2024EIN 34-2053837

Helene & Bertram Bernhardt Foundation

A private foundation in Providence, RI. Its return for tax year 2024 lists 15 grants and $508,634 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Apr 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Bernhardt Foundation
C/o Samuel D Zurier Esq 123 Dyer St, Suite 135
Providence, RI 02903
(401) 861-0200
Form and materials
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.
Deadlines
December 1st.
Restrictions
None

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $508,634

    Grants listed
    15
    Assets, end of year
    $10,657,418

  • Tax year 2023

    $412,548

    Grants listed
    15
    Assets, end of year
    $11,021,241

  • Tax year 2022

    $422,757

    Grants listed
    9
    Assets, end of year
    $11,517,061

  • Tax year 2020

    $442,348

    Grants listed
    17
    Assets, end of year
    $12,531,361

  • Tax year 2019

    $418,960

    Grants listed
    19
    Assets, end of year
    $9,476,773

  • Tax year 2018

    $418,450

    Grants listed
    23
    Assets, end of year
    $9,621,084

Grants paid in 2024

15 grants, largest first

As listed on the return.

  1. Temple Beth ElProvidence, RI

    Program and annual support

    $254,675
  2. Jewish Alliance of Greater RiProvidence, RI

    Annual campaign, leadership development and campaign against anti-semitism

    $85,000
  3. Jewish Collaborative ServicesProvidence, RI

    Tamarisk refrigerator repair, computers, community chaplain, emergency food/shelter grants

    $84,459
  4. Camp JoriProvidence, RI

    Facility improvements

    $25,000
  5. Miriam HospitalProvidence, RI

    Capital campaign

    $20,000
  6. Brown Risd HillelProvidence, RI

    Security services

    $15,000
  7. Jewish Community Day SchoolProvidence, RI

    Marketing

    $12,000
  8. Jewish Committee on ScoutingProvidence, RI

    Chaplain

    $4,500
  9. Insight RiWarwick, RI

    Summer mobility camp, social worker program

    $3,500
  10. Ri Jewish Historical AssociationProvidence, RI

    Quarterly newsletter editor

    $2,000
  11. Inspiring MindsProvidence, RI

    Charitable programming

    $500
  12. Providence Community LibrariesProvidence, RI

    Charitable programs

    $500
  13. Providence Public LibraryProvidence, RI

    Charitable programs

    $500
  14. City Year ProvidenceProvidence, RI

    Charitable programs

    $500
  15. Justice AssistanceCranston, RI

    Charitable programs

    $500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services1 grant $84,45972% of the total
  2. Health1 grant $20,00017% of the total
  3. Education3 grants $13,00011% of the total
  4. Crime and legal aid1 grant $500<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Rhode Island15 grants $508,634

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Samuel D Zurier Samuel D Zurier EsqTRUSTEE/LEGAL COUNSE Hours 10Pay $43,303
  • Leslie Gutterman Leslie Gutterman LTRUSTEE Hours 5Pay $57,737

The return

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