Bacardi Foundation is a private foundation focused on Environment, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 1 grants totaling $300K. Net investment income was $78K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.3M
-7.2% YoY
Annual Giving
$300K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$300K
+0.0% YoY
Under IRS private-foundation payout rules, Bacardi Foundation reported a distributable amount of $177K for 2024 — the minimum it must pay out in qualifying distributions.
About Bacardi Foundation
Based on IRS filings
Bacardi Foundation is a private foundation focused on Environment, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 1 grants totaling $300K. Net investment income was $78K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,299,300 | $3,556,648 | $3,828,054 |
| Revenue | $161,287 | $158,646 | $296,595 |
| Expenses | $418,635 | $430,052 | $487,190 |
| Qualifying Distributions | $325,001 | $325,001 | $375,001 |
| Net Investment Income | $78,026 | $69,514 | $205,814 |
| Distributable Amount | $176,932 | $172,217 | $171,807 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Lubee Foundation ($300,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE LUBEE FOUNDATION FT LAUDERDALE, FL | ANIMAL RESEARCH | $300,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROGER HAAGENSON | TRUSTEE | 20 | $100,005 |
| BRYAN J HAAGENSON | TRUSTEE | 1 | — |
| FACUNDO BACARDI | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bacardi Foundation?
Bacardi Foundation is a private foundation focused on Environment, based in FORT LAUDERDALE, FL. It holds $3.3M in total assets as of 2024.
How large is Bacardi Foundation?
As of 2024, Bacardi Foundation holds $3.3M in total assets with $161K in annual revenue. It awarded 1 grants totaling $300K in 2024.
Where does Bacardi Foundation operate?
Bacardi Foundation has awarded grants in Florida.
What size grants does Bacardi Foundation award?
In 2024, Bacardi Foundation awarded 1 grants totaling $300K — an average of about $300K per grant, based on its IRS Form 990 filings.
How much is Bacardi Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bacardi Foundation reported a distributable amount of $177K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bacardi Foundation's EIN?
Bacardi Foundation's EIN (Employer Identification Number) is 65-0342998. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bacardi Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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