ISAAC BERNHEIM TRUST
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 · $1.6M–$2.1M
grant size
100%
deep partner · 1/1 multi-year
repeat
$30.3M
Assets · 2016
1
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
4127620861
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
$1.6M
Median
$1.9M
Average
$1.9M
75th Pctl
$2.1M
Maximum
$2.1M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| PNC BANK | CO-TRUSTEE | $35K |
| PNC BANK NA | CO-TRUSTEE | $29K |
| DEBRA B HYMAN | CO-TRUSTEE | — |
| JON M BURNHAM | CO-TRUSTEE | — |
| DAVID HANDMAKER | CO-TRUSTEE | — |
| MARSHALL P ELDRED JR | 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 |