Nonprofit · EIN 34-2053837
HELENE & BERTRAM BERNHARDT FOUNDATION
Tax-exempt · PROVIDENCE, RI 02903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $383,515 | $727,885 | -$344,370 | $10,657,418 | $2,454 | $10,654,964 |
| April 30, 2024 | 990-PF | $120,101 | $617,617 | -$497,516 | $11,021,241 | $21,907 | $10,999,334 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $199,704
- Interest
- $130,642
- Net gain from sales of assets
- $53,169
Expenses
- Grants and similar amounts paid
- $508,634
- Compensation of officers, directors and key employees
- $101,040
- Disbursements for charitable purposes
- $628,020
- Excise tax on investment income
- $3,943
Balance sheet and other
- Total assets, start of year
- $11,021,241
- Total assets, end of year
- $10,657,418
- Total liabilities, end of year
- $2,454
- Net assets, end of year
- $10,654,964
- Fair market value of assets
- $11,273,457
- Qualifying distributions
- $628,020
- Net investment income
- $383,515
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE GUTTERMAN LESLIE GUTTERMAN L 70 ORCHARD STREET, PROVIDENCE, RI 02906 | TRUSTEE | 5 | $57,737 |
| SAMUEL D ZURIER SAMUEL D ZURIER ESQ 123 DYER ST SUITE 135, PROVIDENCE, RI 02903 | TRUSTEE/LEGAL COUNSE | 10 | $43,303 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE GUTTERMAN LESLIE GUTTERMAN L 70 ORCHARD STREET, PROVIDENCE, RI 02906 | TRUSTEE | 5 | $53,414 |
| SAMUEL D ZURIER SAMUEL D ZURIER ESQ 123 DYER ST SUITE 135, PROVIDENCE, RI 02903 | TRUSTEE/LEGAL COUNSE | 10 | $40,060 |
Address and contacts
- Address (IRS master file)
- SAMUEL ZURIER 123 DYER ST STE 135, PROVIDENCE, RI 02903-0000
- In care of
- % SAMUEL D ZURIER ESQ
- Signed the 990-PF
- SAMUEL ZURIER, TRUSTEE
- Phone
- (401) 861-0200
- Return prepared by
- LIBMAN & ASSOCIATES LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 34-2053837
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $10,657,418
- Income (IRS master file)
- $4,064,832
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $383,515 | $727,885 | $10,657,418 | XML |
| 990-PF | April 2024 | $120,101 | $617,617 | $11,021,241 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-2053837).
Questions about HELENE & BERTRAM BERNHARDT FOUNDATION
- What is the EIN of HELENE & BERTRAM BERNHARDT FOUNDATION?
- The employer identification number (EIN) of HELENE & BERTRAM BERNHARDT FOUNDATION is 34-2053837.
- Is HELENE & BERTRAM BERNHARDT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to HELENE & BERTRAM BERNHARDT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELENE & BERTRAM BERNHARDT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELENE & BERTRAM BERNHARDT FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELENE & BERTRAM BERNHARDT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of HELENE & BERTRAM BERNHARDT FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $57,737 (LESLIE GUTTERMAN LESLIE GUTTERMAN L, TRUSTEE).
- How much revenue does HELENE & BERTRAM BERNHARDT FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $383,515, expenses of $727,885 and total assets of $10,657,418 at year end.
Other nonprofits in PROVIDENCE
- THE RHODE ISLAND COMMUNITY FOUNDATION EIN 22-2604963 · last filed 990 for 2024
- UNITED WAY OF RHODE ISLAND INC EIN 05-0276059 · last filed 990 for 2025
- COLLIS FOUNDATION EIN 06-1472006 · last filed 990-PF for 2024
- RALPH R PAPITTO AND BARBARA A PAPITTO PRIVATE FAMILY FOUNDATION EIN 85-4150612 · last filed 990-PF for 2024
- JONATHAN M NELSON FAMILY FOUNDATION EIN 05-0504814 · last filed 990-PF for 2024
- JEWISH FEDERATION FOUNDATION EIN 05-0259003 · last filed 990 for 2025
- DOROT FOUNDATION EIN 13-6116927 · last filed 990-PF for 2025
- GILBANE FAMILY FOUNDATION INC EIN 88-2694682 · last filed 990-PF for 2024
All nonprofits in PROVIDENCE · Rhode Island · Philanthropy, voluntarism and grantmaking foundations