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Private Foundation · FL · Private Independent Foundations

Bernatchez Family Foundation Tr Ua 12132006

Sarasota, FL  ·  EIN 306201571  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$1.8M

Total Giving

$112K

Grants on File

17

Average Grant

$7K

Giving Radius

Where Bernatchez Family Foundation Tr Ua 12132006 Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — $30K across 5 grants DC — no grants on file DE — no grants on file FL — $42K across 3 grants GA — $14K across 1 grant HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — $19K across 6 grants MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — $2K across 1 grant OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — $4K across 1 grant SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 17 recipients across 6 states. Top concentrations: FT LAUDERDALE ($28K, 2 grants), BRIDGEPORT ($18K, 3 grants), ATLANTA ($14K, 1 grant), SARASOTA ($14K, 1 grant), MILFORD ($10K, 1 grant).

Section I

How to Apply

Designated application to include organization's general information and purpose of funds requested.

On Unsolicited Proposals yes

Restrictions

No restrictions

Section IV

Recent Grants

Recipient Amount Year
Multiple Sclerosis Foundation INC $14K 2022
Literacy Volunteers of Greater Worcester $4K 2022
St Lawrence Church $2K 2022
Incarnation School Foundation $14K 2022
Life Is Good Kids Foundation $1K 2022
Johnnycake Center of Westerly $4K 2022
Habitat for Humanity Fairfield County $5K 2022
Housing Families INC $4K 2022
Covenant House Florida INC $14K 2022
Beth-El Center INC $10K 2022
Bridgeport Rescue Mission $4K 2022
Center for Family Justice $9K 2022
Center of Coastal Studies $5K 2022
Bernardian Charitable Foundation $1K 2022
American Cancer Society $14K 2022
North Star Family Services $4K 2022
My Sister's Place $2K 2022

17 grants total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $1.8M $98K $114K $136K
2022 $1.8M $103K $87K $152K
2021 $1.9M $114K $234K $123K
2020 $1.8M $95K $93K $114K
2019 $1.8M $94K $66K $122K
2015 $1.5M $94K $82K $119K
2014 $1.6M $95K $113K $111K
2013 $1.6M $87K $87K $100K
2012 $1.6M $78K $195K $106K
2011 $1.5M $79K $106K $67K

Section VII

Foundations Like This One

Similar in focus area, location, and asset size. Worth researching as part of the same campaign.