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 04/2021, Helene & Bertram Bernhardt Foundation generated $3.7m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 41.5% each year . All expenses for the organization totaled $627.5k during the year ending 04/2021. While expenses have increased by 2.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Helene & Bertram Bernhardt Foundation has awarded 139 individual grants totaling $2,744,172. 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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Robert G Huckins Trustee | 10 | $78,307 | |
Leslie Gutterman Trustee | 5 | $39,154 | |
Samuel D Zurier ESQ Trustee/lega | 10 | $35,625 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $0 |
Dividends & Interest | $430,490 |
Profit on Inventory Sales | $0 |
Other Income | $6,711 |
Total Revenue | $3,703,571 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $153,086 |
Pension plans, employee benefits | $0 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Total operating and administrative expenses | $185,125 |
Contributions, gifts, grants paid | $442,348 |
Total expenses and disbursements | $627,473 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | -$2 |
Investments—mortgage loans | $0 |
Investments—other | $894,870 |
Other assets | $0 |
Mortgages and other notes payable | $0 |
Other liabilities | $0 |
Over the last fiscal year, Helene & Bertram Bernhardt Foundation has awarded $442,348 in support to 17 organizations.
Grant Recipient | Amount |
---|---|
TEMPLE BETH EL PURPOSE: PROGRAM AND ANNUAL SUPPORT | $217,361 |
Providence, RI PURPOSE: OPERATIONS | $86,787 |
Providence, RI PURPOSE: 2020-2021 CAMPAIGN | $45,000 |
CAMP JORI PURPOSE: COVID COSTS, SCHOLARSHIPS | $25,000 |
Providence, RI PURPOSE: MINI-GRANT PRORAM | $20,000 |
MIRIAM HOSPITAL FOUNDATION PURPOSE: GENERAL | $15,000 |
Organization Name | Assets | Revenue |
---|---|---|
Steven & Alexandra Cohen Foundation Inc Stamford, CT | $524,605,658 | $98,007,018 |
Liberty Mutual Foundation Inc Boston, MA | $40,383,671 | $39,283,240 |
Mercer Family Foundation Waltham, MA | $54,165,721 | $38,341,516 |
Brooks Family Foundation Boston, MA | $0 | $26,552,695 |
Yawkey Foundation Ii Dedham, MA | $0 | $18,548,394 |
High Meadows Foundation Boston, MA | $7,499,132 | $11,021,494 |
Synchrony Foundation Stamford, CT | $74,474,766 | $12,637,293 |
Gavin Foundation Inc South Boston, MA | $19,688,054 | $21,343,242 |
Jp Fletcher Foundation Inc Cambridge, MA | $29,829,221 | -$3,521,275 |
Dalio Foundation Inc Westport, CT | $1,484,061,978 | $687,569,757 |
Seedlings Foundation Branford, CT | $139,526,871 | $5,281,922 |
Allen H & Selma W Berkman Charitable Trust Boston, MA | $738,750 | $104,320 |