Bardes Fund

Private foundation · Grantmaker Cincinnati, OH EIN: 31-6036206

Bardes Fund is a private foundation based in Cincinnati, Ohio. In 2024, it made 29 grants totaling $210,200 to charitable organizations.

Bardes Fund at a glance

In short: Bardes Fund gave $210K across 29 grants in 2024 (avg $7K), top state Florida. 17% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$210,200
+13.9% vs 2023
Grants made (2024)
29
-12.1% vs 2023
Average grant
$7,248
+29.6% vs 2023
Median grant
$5,000
Total assets
$1,385,963
-5.9% vs 2023
New grantees (estimate)
17% first-time grantees (5 of 29, 2024)
Primary geography
Florida (36% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Bardes Fund

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 3874 Paxton Ave Ste 9208, Cincinnati, OH 45209
Phone: (513) 703-5402

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Bardes Fund funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Bath & Tennis Historic Bldg Preser Fdtn: $30KBath & Tennis Historic BldgPreser Fdtn$30KSRBA Historic Building & Environ Pres Fdtn: $30KSRBA Historic Building &Environ Pres Fdtn$30KCincinnati Ballet: $18KCincinnati Ballet$18KBoston College: $13KBoston College$13KThe Seven Hills School: $12KThe Seven Hills School$12KArtswave: $10KArtswave$10KPalm Beach Day Academy: $10KPalm Beach Day Academy$10KRed Sneakers for Oakley: $10KRed Sneakers for Oakley$10KThe Royal Poinciana Chapel: $10KThe Royal Poinciana Chapel$10KUnited Way of Greater Cincinnati: $10KUnited Way of GreaterCincinnati$10K

The largest 2024 recipient was Bath & Tennis Historic Bldg Preser Fdtn ($30K). Together the top 10 received $153K.

Grant Size Distribution

123 grants across all recorded years

122<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 122 grants of 123 (99%).

Geographic Focus

Where this funder awards grants

The 2024 grants show support for organizations in several states. Florida and Ohio received the largest listed shares of grant dollars, at 36% and 24%, respectively; Rhode Island also received 24%. Massachusetts received 6% and the District of Columbia 3%.

Grant Distribution by State

11states

Share of 2024 grant dollars across all 29 itemized grants.

Cities

CincinnatiPalm BeachWest Palm BeachNewportWashingtonChestnut HillAnn ArborCharlottesvilleLawrencevilleMiddletownMemphisTaosUniversity Park

Is Bardes Fund open to new grantees?

17%

first-time grantees, 2024

In 2024, 5 of 29 grantees (17%) were first-time recipients. First grants averaged $3K; repeat grants $8K. How we count

Medians: $1K first-time, $6K repeat.

  • 76% of 2024 grantees were also funded in 2023. Method
  • Giving grew 45% from 2021 to 2024. Method
  • In 2024 it paid out 222% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K20 grants2020 24 grants2021 17 grants2022 33 grants2023 29 grants2024

From 2020 to 2024, annual grant giving ranged from $127K (2022) to $210K (2024). In 2024 it made 29 grants totaling $210K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Bath & Tennis Historic Bldg Preser Fdtn Palm Beach, FLConservation / Preservation$30,000
SRBA Historic Building & Environ Pres Fdtn Newport, RIEducation / Awareness$30,000
Cincinnati Ballet Cincinnati, OHMuseums / Theatre$17,550
Boston College Chestnut Hill, MAEducation / Awareness$13,000
The Seven Hills School Cincinnati, OHEducation / Awareness$11,950
Artswave Cincinnati, OHMuseums / Theatre$10,000
Palm Beach Day Academy Palm Beach, FLEducation / Awareness$10,000
Red Sneakers for Oakley West Palm Beach, FLEducation / Awareness$10,000
The Royal Poinciana Chapel Palm Beach, FLReligious$10,000
United Way of Greater Cincinnati Cincinnati, OHCommunity Fund$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$1,385,963$146,261$231,070$210,20029$210,200$126,091$94,600
2023$1,472,532$105,926$199,894$184,55033$184,550$94,982$90,020
2022$1,564,670$147,157$142,301$127,10117$127,101$132,401$93,185
2021$1,559,814$110,192$160,296$145,20024$145,200$96,296$107,713
2020$1,609,918$163,333$200,432$186,25020—$74,351$94,429

Under IRS private-foundation payout rules, Bardes Fund reported a distributable amount of $95K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

No mission statement for the funder is provided. Its grants show support for organizations with varied purposes. For example, the Seven Hills School says it prepares students for meaningful roles in a changing world, while St. George’s School says it aims to help students develop their particular gifts. Red Sneakers for Oakley describes its mission as promoting awareness and education about food allergies. The Henry Morrison Flagler Museum says it preserves and interprets Whitehall, Henry Flagler’s legacy, and America’s Gilded Age.

Grantmaking

In 2024, the fund made 29 grants totaling $210,200. Grants ranged from $500 to $30,000, with a median of $5,000. Its largest grants were $30,000 each to Bath & Tennis Historic Building Preservation Foundation for conservation and preservation, and SRBA Historic Building & Environment Preservation Foundation for education and awareness. Other notable grants included $17,550 to Cincinnati Ballet, $13,000 to Boston College, and $11,950 to the Seven Hills School.

Additional 2024 grants included $10,000 each to ArtsWave, Palm Beach Day Academy, Red Sneakers for Oakley, the Royal Poinciana Chapel, United Way of Greater Cincinnati, and St. George’s School. The fund also gave $6,000 to the Henry Morrison Flagler Museum.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Merrilyn Bardes as president, Rebecca Barron as treasurer, and Thomas Quinn as secretary.

Bardes Fund is led by Merrilyn Bardes, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Merrilyn Bardes

    President

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Rebecca Barron

    Treasurer

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Thomas Quinn

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Bardes Fund

How much does Bardes Fund give each year?

Bardes Fund gave $210K across 29 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $185K across 33 grants.

What is Bardes Fund's typical grant size?

Bardes Fund's median grant in 2024 was $5,000, and its average grant was $7,248, across 29 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Bardes Fund that year got $3K on average.

Where does Bardes Fund give grants?

Bardes Fund's top state is Florida, with 36% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Ohio (24%) and Rhode Island (24%). The most frequent recipient cities were Palm Beach, FL (5 grants), Cincinnati, OH (5 grants), Newport, RI (5 grants) and West Palm Beach, FL (5 grants).

Does Bardes Fund give general operating support?

Not in 2024: none of the 29 grants with a stated purpose on Bardes Fund's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education / Awareness" (12 grants), "Community Fund" (6 grants) and "Museums / Theatre" (4 grants).

Who are Bardes Fund's largest grantees?

Bardes Fund's largest 2024 grantees include Bath & Tennis Historic Bldg Preser Fdtn ($30,000), SRBA Historic Building & Environ Pres Fdtn ($30,000) and Cincinnati Ballet ($17,550), according to its 2024 IRS Form 990-PF. Together they received 37% of its itemized 2024 grant dollars.

How large is Bardes Fund?

Bardes Fund reported $1.4M in total assets on its 2024 IRS Form 990-PF. It paid out $210K in qualifying distributions that year, against a required minimum of $95K (roughly 5% of its investment assets).

What does Bardes Fund fund?

No mission statement for the funder is provided. Its grants show support for organizations with varied purposes. For example, the Seven Hills School says it prepares students for meaningful roles in a changing world, while St. See mission & focus areas ↑

How do I apply for a grant from Bardes Fund?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Bardes Fund's EIN?

Bardes Fund's EIN (Employer Identification Number) is 31-6036206. IRS Form 990 filing data is available on this page for 2020–2024.

Does Bardes Fund accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Bardes Fund funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/bardes-fund-morg_d036d955f1ee494baaf97cff01273f0a

BibTeX
@misc{grantable_316036206_2026,
  author       = {{Grantable}},
  title        = {{Bardes Fund funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/bardes-fund-morg_d036d955f1ee494baaf97cff01273f0a},
  note         = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Bardes Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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