Funders › Rhode Island

Helene & Bertram Bernhardt

Providence, RI · EIN 34-2053837. Reported 39 grants totalling $1,343,939 to 21 recipients across tax years 2022-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$5,000median grant
$1,343,939granted, 2022-2024
21recipients, as named on its returns
78%of grantees funded again the next year
$11.3Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Helene & Bertram Bernhardt did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $5,000. Half of everything it gave fell between $500 and $35,017; the smallest was $500 and the largest $254,675. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
10 grants
$1,000 - $5,000
7 grants
$5,000 - $10,000
4 grants
$10,000 - $25,000
6 grants
$25,000 - $50,000
3 grants
$50,000 - $100,000
6 grants
$100,000 and Up
3 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Temple Beth ElProvidence, RI$669,675332024
Jewish Alliance of Greater RiProvidence, RI$245,000332024
Jewish Collaborative ServicesProvidence, RI$189,859332024
Miriam HospitalProvidence, RI$81,565332024
Jewish Community Day SchoolProvidnece, RI$46,000332024
Camp JoriProvidence, RI$25,000112024
Hillel at University of Rhode IslandKingston, RI$23,840112022
Brown Risd HillelProvidence, RI$15,000112024
Insight RiWarwick, RI$12,500332024
Ri Jewish Historical AssociationProvidence, RI$12,000332024
Ri Jewish Committee on ScoutingProvidence, RI$8,000222023
Community Beit Midrash of RiProvidence, RI$5,000112023
Jewish Committee on ScoutingProvidence, RI$4,500112024
American Jewish Joint Distribution CommNew York, NY$1,000112023
Inspiring MindsProvidence, RI$1,000222024
Providence Community LibrariesProvidence, RI$1,000222024
Providence Public LibraryProvidence, RI$1,000222024
Amos HouseProvidence, RI$500112023
City Year ProvidenceProvidence, RI$500112024
Justice AssistanceCranston, RI$500112024
Ri Community Food BankProvidence, RI$500112023

11 of 21 (52%) received money in more than one year over the 3 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 78%, across 2 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 19 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Human Services
7 grants
Education
4 grants
Health Care
3 grants
Religion
3 grants
Crime & Legal
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
20229$422,757$23,840
202315$412,548$5,000
202415$508,634$4,500

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

100% of its giving went to organizations in Rhode Island. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Rhode Island
$1.3M
New York
$1K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

The Rhode Island Community Foundation9 shared recipientsDonor Advised Charitable Giving Inc7 shared recipientsUnited Way of Rhode Island Inc7 shared recipientsThe Champlin Foundation7 shared recipientsJewish Federation Foundation of Greater6 shared recipientsFidelity Investments Charitable Gift Fund6 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $5,000. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Rhode Island.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Helene & Bertram Bernhardt's own Form 990-PF filings, which the IRS publishes in bulk. We used 3 returns (tax years 2022-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: Samuel Zurier 123 Dyer St Ste 135, Providence, RI, 02903. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 34-2053837 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.