Bernard a Egan Foundation Inc
The Bernard A. Egan Foundation Inc is a private independent foundation established in 1994 and based in Fort Pierce, Florida. The foundation honors the legacy of Bernard A. Egan, a prominent Florida citrus industry leader and philanthropist who was inducted into both the Florida Citrus Hall of Fame and Florida Agricultural Hall of Fame. Bernard Egan was known as a hard-nosed businessman who was also a tireless supporter of charities, particularly those related to church, education, and Native American causes. The foundation makes grants to pre-selected charitable organizations with a focus on religious, educational, medical, and community service causes.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$121.9M
+9.3% YoY
Annual Giving
$6.5M
-11.0% YoY
Grant Count
165
-1.8% YoY
Avg Grant Size
$39K
-9.3% YoY
Mission & Focus Areas
The foundation reflects Bernard A. Egan's commitment to charitable giving through consistent annual grantmaking. Primary funding areas include:
- Social & Human Services: 36% of total giving
- Religion: 23% of total giving
- Education: 16% of total giving
- Medical/Healthcare: Additional focus area
- Community Services: Additional focus area
The foundation also supports initiatives in shelter and residential care, including homeless shelters, and funds projects across numerous cities and states in the United States.
Grantmaking
The foundation operates on a pre-selected organizations basis with no public application process. Applicants must contact the foundation directly for guidance on application and proposal procedures. There are no deadlines.
Grant Range
$120,000 - $372,000
Review Cycle
.
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in St. Lucie and Indian River Counties, Florida. Approximately 78% of grants stay in Florida. Four other states receive a large number of grants: Montana, New York, Georgia, and Utah. The foundation also supports projects across major cities including New York, Chicago, and Miami.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving (as of May 2024):
- Total assets: $121,919,978
- Total annual giving: $6,473,350
- Number of employees: 0
Financial Overview (Fiscal Year Ending May 2023):
- Total revenues: $4,537,933
- Total expenses: $8,124,831
- Total assets: $111,559,435
- Investment income and dividends: $3,271,728
The foundation's revenue is primarily derived from investment income and dividends rather than contributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $121,919,978 | $111,559,435 | $114,916,843 |
| Revenue | $11,292,509 | $4,537,933 | $8,190,041 |
| Expenses | $7,204,504 | $8,124,831 | $8,116,302 |
| Qualifying Distributions | $6,539,010 | $7,334,941 | $7,144,708 |
| Net Investment Income | $10,667,394 | $4,177,188 | $7,419,142 |
| Distributable Amount | $7,075,729 | $6,815,744 | $7,268,917 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Bernadette M. Emerick - President
- Jean Jacques Gilet - Vice President
- Gregory P. Nelson - Secretary Treasurer
- Catherine M. Rohm - Assistant Treasurer
- Mary R. Shinn - Assistant Secretary
The foundation is led by a team of officers who work on a voluntary basis.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BERNADETTE M EMERICK | PRESIDENT | 10 | — |
| JEAN JACQUES GILET | VICE PRESIDENT | 1 | — |
| GREGORY P NELSON | SECRETARY/TREASURER | 4 | — |
| MARY R SHINN | ASSISTANT SECRETARY | 2 | — |
| CATHERINE M ROHM | ASSISTANT TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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