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· Private foundation

Helene & Bertram Bernhardt Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$509k
Granted FY2025still arriving
15
Grants FY2025still arriving
1
States reached
$255k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 65% of HELENE & BERTRAM BERNHARDT FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2025 · 15 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k8 grants · $13k
  • $10k–50k4 grants · $72k
  • $50k–250k2 grants · $169k
  • $250k+1 grant · $255k
$4,500
Median grant
1
States reached
$11M
Total assets
Largest grants
RecipientAmount
TEMPLE BETH EL$254,675
JEWISH ALLIANCE OF GREATER RI$85,000
JEWISH COLLABORATIVE SERVICES$84,459
CAMP JORI$25,000
MIRIAM HOSPITAL$20,000
Individual grant recipient$15,000
JEWISH COMMUNITY DAY SCHOOL$12,000
JEWISH COMMITTEE ON SCOUTING$4,500
INSIGHT RI$3,500
RI JEWISH HISTORICAL ASSOCIATION$2,000
PROVIDENCE PUBLIC LIBRARY$500
JUSTICE ASSISTANCE$500
CITY YEAR PROVIDENCE$500
INSPIRING MINDS$500
PROVIDENCE COMMUNITY LIBRARIES$500
02The need
03

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 (FY17–25, $1.1M) land where the poverty rate runs at 13%, against an area that typically sits at 14%. 83% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 14%INSIGHT RI: $7k → 7%INSIGHT RI: $4k → 7%GOTTA HAVE SOLE FOUNDATION: $250 → 14%INSIGHT RI: $3k → 7%GOTTA HAVE SOLE FOUNDATION: $200 → 14%CAMP JORI: $50k → 7%INSIGHT RI: $3k → 7%GOTTA HAVE SOLE FOUNDATION: $200 → 14%CAMP JORI: $34k → 7%INSIGHT RI: $3k → 7%CAMP JORI: $26k → 7%INSIGHT RI: $2k → 7%CAMP JORI: $26k → 7%INSIGHT RI: $2k → 7%CAMP JORI: $25k → 7%INSIGHT RI: $2k → 7%JEWISH COLLABORATIVE SERVICES: $87k → 14%JEWISH COLLABORATIVE SERVICES: $84k → 14%JEWISH COLLABORATIVE SERVICES: $55k → 14%JEWISH COLLABORATIVE SERVICES: $50k → 14%JEWISH COLLABORATIVE SERVICES: $50k → 14%JEWISH COLLABORATIVE SERVICES: $35k → 14%JEWISH COLLABORATIVE SERVICES: $3k → 14%JEWISH ALLIANCE OF GREATER RI: $85k → 14%JEWISH ALLIANCE OF GREATER RI: $80k → 14%JEWISH ALLIANCE OF GREATER RI: $80k → 14%JEWISH ALLIANCE OF GREATER RHODE IS: $45k → 14%JEWISH ALLIANCE OF GREATER RI: $45k → 14%JEWISH ALLIANCE OF GREATER RI: $45k → 14%CAMP JORI: $40k → 14%JEWISH ALLIANCE OF GREATER RHODE ISLAND: $40k → 14%CAMP JORI: $25k → 14%JEWISH ALLIANCE OF GREATER RI: $20k → 14%JEWISH ALLIANCE OF GREATER RI: $10k → 14%AMERICAN RED CROSS: $250 → 14%AMERICAN RED CROSS: $150 → 14%AMERICAN RED CROSS: $100 → 14%0%20%40%50%more need →
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 linein 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 — 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.

98%of every dollar goes to organizations you’ve funded before.
$3.5M · 30 repeat orgs$58k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +21% since the first grant, against +8% for the ones you funded once.

30 repeat relationships — 11 still active in FY2025, 19 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

30
9

Total granted

$3.5M
$38k

Median revenue growth · since first grant

+21%
+8%

Still filing today

53%
33%

New vs renewed · share of each year

In FY2025, 96% of grant dollars renewed an existing relationship; $21k went to new ones.

50%100%’17’18’19’20’21’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’23’24’25
Human ServicesEducationHealthArts & CultureFood & NutritionRecreation & 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

  • JA
    JEWISH ALLIANCE OF GREATER RHODE ISLAND
    6× · 2019–2025 · $450k · revenue +1%
  • JC
    Jewish Childrens Home of RI Inc
    6× · 2017–2025 · $226k · revenue +253%
  • The Miriam Hospital
    3× · 2023–2025 · $82k · revenue +17%

Funded once

  • HA
    HILLEL AT UNIVERSITY OF RHODE ISLAND
    one grant, 2023 · $24k
  • CB
    COMMUNITY BEIT MIDRASH OF RI
    one grant, 2024 · $5k
  • T
    THRIVEgraduated
    one grant, 2017 · $4k · revenue +623%

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.

1
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
2
The Rhode Island Public Health Foundation

The organization's mission is to eliminate health disparities in rhode island and beyond. the organization develops innovative public health programs, conducts translational and policy research, provides clinical services, and trains…

Health
3
Metropolitan Jewish Health System Inc

Mjhs health system is a charitable not-for-profit established to support the activities of affiliated organizations. mjhs is built on the core values of compassion, dignity and respect, first established by the four brooklyn ladies in…

Health
4
Hillel Foundation At the University of Rhode Island

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.

5
Chelsea Jewish Lifecare Inc

The organization's mission is to manage a continuum of senior care business lines that consistently provide high-quality compassionate care while focusing on the development of innovative programs and services that enable individuals to…

Health
6
Rhode Island Quality Institute

To represent every constituency of healthcare leadership, as well as health insurance, consumer and public interest. to work collaboratively, come up with innovative solutions, champion changes throughout our organizations, and dedicate…

Health
7
Jewish Vocational Service Inc

To empower individuals from diverse communities to find employment and build careers, while partnering with employers to hire, develop, and retain productive workforces.

Employment
8
Hospital Association of Rhode Island

To be a proactive advocate for the hospitals in rhode island that is capable of working for and with the hospitals to positively influence public opinion, legislative outcomes and regulatory policy. the purpose of such advocacy is to…

9
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
10
Lifespan Corporation

Delivering health with care.

Health
11
The Jewish Agency for Israel

The jewish agency binds jews across ideologies and civilizations together in a worldwide jewish family with israel at its center. it provides the global framework for aliyah, ensures global jewish safety, strengthens jewish identity and…

12
The Rippowam Cisqua School Inc

Rippowam Cisqua School creates independent thinkers, confident communicators, and engaged leaders who respect and contribute meaningfully to a diverse and increasingly complex global society.

Education

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

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyAffordable Housing Developm…Academic Medical Institutio…Supportive Housing & Health…Industry Associations and A…Healthcare Access & AdvocacyEarly Childhood Education P…Education Advocacy and Acce…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 38 years old; the field is 20. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number19%0%<5yr12%10%5–10yr18%14%10–20yr18%19%20–35yr14%24%35–55yr18%33%55yr+
THE FIELDby orgYOUR MONEYby value19%0%<5yr12%75%5–10yr18%16%10–20yr18%4%20–35yr14%1%35–55yr18%4%55yr+

The field is 19% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 4% lost their exemption, against 10% of the field you don’t fund.

orgs you fund
4%
1/25
the rest of the field
10%
455/4,510

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 24 of the 44 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
22/24
Grantees still filing
15/24
Grew since you first funded

Where your money sits — by cause, then by grantee

CONGREGATION OF THE SONS OF ISRAEL AND DAVID DBA TEMPLE BETH-EL — $1,752,865 · OtherCONGREGATION OF THE SONS OF ISRAEL AND DAVID DBA TEMPLE BETH-ELJEWISH ALLIANCE — $190,000 · OtherJEWISH ALLIANCEJEWISH COMMUNITY DAY SCHOOL — $78,000 · Other+25 more — $287,342 · Other+25 moreJEWISH ALLIANCE OF GREATER RHODE ISLAND — $450,000 · Human ServicesJEWISH ALLIANCE OF GREATER RHODE …JEWISH COLLABORATIVE SERVICES — $364,606 · Human ServicesJEWISH COLLABORATIVE SERVICESJewish Childrens Home of RI Inc — $226,000 · Human ServicesJewish Childrens Home of RI Inc+3 more — $24,650 · Human ServicesThe Miriam Hospital — $81,565 · HealthThe Miriam Hospital Foundation — $66,520 · HealthROGER WILLIAMS UNIVERSITY — $5,000 · EducationPROVIDENCE PUBLIC LIBRARY — $3,000 · EducationCommunity Libraries of Providence — $1,250 · EducationINSPIRING MINDS — $1,000 · EducationRHODE ISLAND SCHOOL OF DESIGN — $500 · EducationTHE RHODE ISLAND COMMUNITY FOUNDATION — $10,000 · PhilanthropyTHE SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER — $8,250 · Arts & CultureTHRIVE — $3,800 · Food & Nutrition
Other$2,308,207Human Services$1,065,256Health$148,085Education$10,750Philanthropy$10,000Arts & Culture$8,250Food & Nutrition$3,800

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetJEWISH ALLIANCE OF GREATER RHODE ISLAND — $450,000 over 6y, 1.1% of budgetJEWISH COLLABORATIVE SERVICES — $364,606 over 6y, 2.6% of budgetJewish Childrens Home of RI Inc — $226,000 over 6y, 11% of budgetThe Miriam Hospital — $81,565 over 3y, 0.0% of budgetThe Miriam Hospital Foundation — $66,520 over 5y, 0.5% of budgetTHE JEWISH SENIORS AGENCY OF RHODE ISLAND — $60,000 over 2y, 3.5% of budgetJEWISH FAMILY SERVICE INC — $49,302 over 2y, 0.9% of budgetBROWN HILLEL FOUNDATION — $33,000 over 3y, 1.0% of budgetIN-SIGHT — $23,500 over 8y, 0.8% of budgetTHE RHODE ISLAND COMMUNITY FOUNDATION — $10,000 over 1y, 0.0% of budgetTHE SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER — $8,250 over 2y, 2.2% of budgetROGER WILLIAMS UNIVERSITY — $5,000 over 5y, 0.0% of budgetPROVIDENCE PUBLIC LIBRARY — $3,000 over 6y, 0.0% of budgetAMOS HOUSE — $1,700 over 6y, 0.0% of budgetCommunity Libraries of Providence — $1,250 over 4y, 0.0% of budgetINSPIRING MINDS — $1,000 over 2y, 0.1% of budgetThe American Jewish Joint Distribution Committee Inc — $1,000 over 1y, 0.0% of budgetGREENLOCK THERAPEUTIC RIDING CENTER INC — $750 over 3y, 0.1% of budgetGOTTA HAVE SOLE FOUNDATION INC — $650 over 3y, 0.3% of budgetCITY YEAR INC — $500 over 1y, 0.0% of budgetJUSTICE ASSISTANCE CORP — $500 over 1y, 0.0% of budgetRHODE ISLAND SCHOOL OF DESIGN — $500 over 1y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches — $500 over 3y, 0.0% of budget
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.

  • Who funds JEWISH ALLIANCE OF GREATER RHODE ISLAND
  • Who funds JEWISH COLLABORATIVE SERVICES
  • Who funds Jewish Childrens Home of RI Inc
  • Who funds The Miriam Hospital
  • Who funds The Miriam Hospital Foundation
  • Who funds THE JEWISH SENIORS AGENCY OF RHODE ISLAND
  • Who funds JEWISH FAMILY SERVICE INC
  • Who funds BROWN HILLEL FOUNDATION
  • Who funds IN-SIGHT
  • Who funds THE RHODE ISLAND COMMUNITY FOUNDATION
  • Who funds THE SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER
  • Who funds ROGER WILLIAMS UNIVERSITY
  • Who funds THRIVE
  • Who funds PROVIDENCE PUBLIC LIBRARY
  • Who funds AMOS HOUSE
  • Who funds Community Libraries of Providence
  • Who funds INSPIRING MINDS
  • Who funds The American Jewish Joint Distribution Committee Inc
  • Who funds GREENLOCK THERAPEUTIC RIDING CENTER INC
  • Who funds GOTTA HAVE SOLE FOUNDATION INC
  • Who funds CITY YEAR INC
  • Who funds JUSTICE ASSISTANCE CORP

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.

The Rhode Island Community FoundationRI23.1× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Rhode Island Community Foundation · Gertrude N & Seebert J Goldowsky Foundation · The Champlin Foundation · Citizens Charitable Foundation · Amica Companies Foundation · Winstead Charitable Foundation Tr · The Pearle W & Martin M Silverstein Foundation · Ress Family Foundation · Ira S& Anna Galkin Charitable Tr · The Sand Foundation · Forman Family Charitable Trust · The Norman and Rosalie Fain Family Foundation

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 organization Helene & Bertram Bernhardt Foundation 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
202122232425
no gov · 10%1%4%8%15%your share of their income ↑0%6%13%19%25%share of the org’s income from governmentmedian 11%
  • City Year Inc11% of income from government
no gov moneyreceives it· size = income
1get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
typical government reliance, FY2025

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: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. 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

Warm introductions · Powered by PlinthPlus

How do I get to Helene & Bertram Bernhardt Foundation?

Find your warmest path to Helene & Bertram Bernhardt Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 44 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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