Isaac Bernheim Trust
EIN 610514702 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2022
(4 years ago). Verify before investing time in an application.
Total Given 2016–2022
$3.7M
2 grants · $529K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$1.9M
typical big bets · $1.7M–$2.0M
grant size
100%
deep partner · 1/1 multi-year
repeat
$42.4M
Assets (2022)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(412) 762-0861
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $1.6M | $30.3M | $1.6M | 1 |
| 2022 | $2.1M | $42.4M | $1.7M | 1 |
Grant Size Distribution
Based on 2 grants on record
Minimum
$1.6M
25th Pctl
$1.7M
Median
$1.9M
Average
$1.9M
75th Pctl
$2.0M
Maximum
$2.1M
Geographic Distribution
Officers & Directors
PB
PNC Bank
Co-Trustee
DH
Debra B. Hyman
2+ yrs
Co-Trustee
JB
JON M. Burnham
2+ yrs
Co-Trustee
DH
David Handmaker
Co-Trustee
DH
Debra B. Hyman
2+ yrs
Co-Trustee
JB
JON M. Burnham
2+ yrs
Co-Trustee
ME
Marshall P. Eldred Jr
Co-Trustee
PN
PNC Bank NA
Co-Trustee
Grants Awarded (2 total)
| Purpose | ||||
|---|---|---|---|---|
| Isaac W. Bernheim Foundation | Clermont, KY | $2,103,403 | GENERAL SUPPORT | 2022 |
| Isaac W. Bernheim Foundation | Clermont, KY | $1,599,194 | GENERAL SUPPORT | 2016 |
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