How much did HELENE & BERTRAM BERNHARDT grant in FY2024?

A cause breakdown isn’t shown here: 81% of HELENE & BERTRAM BERNHARDT’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2019

pledge balancepartialinstallment pledgeprovidence library

2020

partialpledgecampprovidencelibrary

2021

covidprovidencelibrary

2023

marketing

2024

programmingemergencysocialmarketingoutreachprovidence

2025

chaplainprovidence

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 15 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k10 grants · $24k
$10k–50k2 grants · $49k
$50k–250k3 grants · $340k

$5,000

Median grant

States reached

$11M

Total assets

Largest grants

TEMPLE BETH EL$205,000
JEWISH ALLIANCE OF GREATER RI$80,000
JEWISH COLLABORATIVE SERVICES$55,000
MIRIAM HOSPITAL$26,548
JEWISH COMMUNITY DAY SCHOOL$22,000
INSIGHT RI$6,500
RI JEWISH HISTORICAL ASSOCIATION$5,000
COMMUNITY BEIT MIDRASH OF RI$5,000
RI JEWISH COMMITTEE ON SCOUTING$4,000
AMERICAN JEWISH JOINT DISTRIBUTION COMM$1,000
PROVIDENCE COMMUNITY LIBRARIES$500
RI COMMUNITY FOOD BANK$500
PROVIDENCE PUBLIC LIBRARY$500
AMOS HOUSE$500
INSPIRING MINDS$500

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY18–24, $321k) land where the poverty rate runs at 14% — the area typically sits at 10%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

88%of every dollar goes to organizations you’ve funded before.

$2.3M · 22 repeat orgs$307k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +50% since the first grant, against 0% for the ones you funded once.

22 repeat relationships — 11 still active in FY2024, 11 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$2.3M

$300k

Median revenue growth · since first grant

+50%

Still filing today

50%

New vs renewed · share of each year

In FY2024, 98% of grant dollars renewed an existing relationship; $7k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

EducationHuman ServicesHealthRecreation & SportsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

MIRIAM HOSPITAL
2× · 2023–2024 · $62k · revenue +51%
JC
JEWISH COMMUNITY DAY SCHOOL
6× · 2018–2024 · $60k · revenue +31%
MH
MIRIAM HOSPITAL FOUNDATION
4× · 2018–2021 · $48k · revenue +181%

Funded once

JA
JEWISH ALLIANCE
one grant, 2018 · $95k
JA
JEWISH ALLIANCE OF GREATER RHODE IS
one grant, 2019 · $45k
JA
JEWISH ALLIANCE OF GREATER RHODE ISLAND
one grant, 2019 · $40k · revenue -7%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Roger Williams University School of Law

The only law school in Rhode Island, Roger Williams University School of Law offers future attorneys a rigorous, hands-on legal education in a supportive, personalized environment. Preparing students for success in the public and private…

Education

Rhode Island School of Design

To educate its students and the public in the creation and appreciation of art and design.

Education

Newport Hospital Foundation

Newport Hospital Foundation (NHF) coordinates fundraising in support of comprehensive integrated health care services for the advancement and well-being of the southern Rhode Island community, in furtherance of the purposes of Newport…

Health

Care Transformation Collaborative of Ri

To lead the transformation of primary care in rhode island in the context of an integrated health care system.

Health

Hillel Foundation At the University

The mission of uri hillel is to enrich the lives of jewish students at the university of rhode island so that they may enrich the jewish people and the world.

—

Rhode Island Quality Institute

Improve health and health care by providing trusted data and information to enable the best health care in rhode island through connecting data.

Health

Hospital Association of Rhode Island

To assist member hospitals in effectively serving the health care needs of rhode island, through advocacy, representation, education and services.

—

Rhode Island Bankers Association

Education

Rhode Island Hospital

As a founding hospital in the Brown University Health system, Rhode Island Hospital (RIH) is committed to its mission: Delivering health with care.

Health

Lifespan Foundation

Through the development and administration of philanthropic activities, Brown University Health Foundation (BUHF) is able to make grants that help support the mission and purposes of Brown University Health, its affiliates, and the Rhode…

Health

The Rhode Island Public Health Foundation

Rhode island public health institutes mission is to eliminate health disparities in rhode island and beyond.

Health

MaineGeneral Health

To enhance, every day, the health of our patients, our families and our communities.

Health

For reference, the grantee most central to the portfolio’s shape is Brown Hillel Foundation and the most unlike its peers is Jewish Alliance of Greater Rhode Island. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

15 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

13/15

Grantees still filing

10/15

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$2,097,226Human Services$320,547Health$109,315Education$67,250Recreation & Sports$500

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

United Way of Rhode Island IncRI26.4× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: United Way of Rhode Island Inc · The Rhode Island Community Foundation · Ress Family Foundation · Jewish Federation Foundation of Greater · The Sand Foundation · Citizens Charitable Foundation · Amica Companies Foundation · The Pearle W & Martin M Silverstein · Ira S& Anna Galkin Charitable Tr · Ida Ballou Littlefield Memorial Trust · Forman Family Charitable Trust · Gertrude N & Seebert J Goldowsky

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation HELENE & BERTRAM BERNHARDT funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

1get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–25%

typical government reliance, FY20–24

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: JEWISH COMMUNITY DAY SCHOOL.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

low risk

6 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 050487595 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on JEWISH COMMUNITY DAY SCHOOL, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
On trackSustained operations— Filing through 2023; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 16% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Helene & Bertram Bernhardt?

Find your warmest path to Helene & Bertram Bernhardt through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

HELENE & BERTRAM BERNHARDT

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

15 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Helene & Bertram Bernhardt?

More from the funding graph

HELENE & BERTRAM BERNHARDT

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

15 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Helene & Bertram Bernhardt?

More from the funding graph