Bacardi Foundation
Bacardi Foundation is a private foundation, 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
About Bacardi Foundation
Based on IRS filings
Bacardi Foundation is a private foundation, 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.
Ready to take the next step with Bacardi Foundation?
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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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