Funder DirectoryTHE BERNATCHEZ FAMILY FOUNDATION
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Private foundation (trust)EIN 306201571Est. 2009-10

THE BERNATCHEZ FAMILY FOUNDATION

SARASOTA, FL 34236

Accepts unsolicited proposals

Total Assets

$2.1M

FY 2023

Annual Giving

$104K

FY 2023

Grants Made

15

FY 2023

Avg Grant

$7K

FY 2023

Grant Range

$1K–$13K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$114K

Total Expenses

$136K

Qualifying Distributions

$104K

Distributable Amount

$98K

Min. Investment Return

$99K

Undistributed Income

$97K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $1K through median $5K to maximum $13K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $112K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

78 grants

MULTIPLE SCLEROSIS FOUNDATION INC
$61K
5 grants
COVENANT HOUSE FLORIDA INC
$61K
5 grants
INCARNATION SCHOOL FOUNDATION
$61K
5 grants
AMERICAN CANCER SOCIETY
$61K
5 grants
CENTER FOR FAMILY JUSTICE
$45K
5 grants
BETH-EL CENTER INC
$42K
5 grants
HABITAT FOR HUMANITY FAIRFIELD COUNTY
$22K
5 grants
CENTER OF COASTAL STUDIES
$22K
5 grants

Grant Size Distribution

78 grants

<$10K
55
grants
$10–50K
23
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Florida
$183K
38% of total
Connecticut
$143K
29% of total
Massachusetts
$83K
17% of total
Georgia
$61K
13% of total
Rhode Island
$13K
3% of total
New York
$6K
1% of total

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THE BERNATCHEZ FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo