Bernard a Egan Foundation Inc
Bernard a Egan Foundation Inc is a private foundation based in Fort Pierce, Florida. Its 2025 grants supported charitable organizations in areas including affordable housing for seniors, economic self-sufficiency, disability services, education, healthcare, and community support.
Bernard a Egan Foundation Inc at a glance
In short: Bernard a Egan Foundation Inc gave $7.0M across 155 grants in 2025 (avg $45K), mostly in Florida. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,005,190
- +8.2% vs 2024
- Grants made (2025)
- 155
- -6.1% vs 2024
- Average grant
- $45,195
- +15.2% vs 2024
- Median grant
- $15,000
- Total assets
- $126,369,016
- +3.6% vs 2024
- New grantees (estimate)
- 7% first-time grantees (10 of 151, 2025)
- Primary geography
- Florida (76% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bernard a Egan Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 1900 Old Dixie Highway, Fort Pierce, FL 34946
Phone: (772) 465-7555
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bernard a Egan Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Source ($809K). Together the top 10 received $3.4M.
Organizations only. It also paid 5 individual scholarships ($450,000), which are not listed by name.
Grant Size Distribution
817 grants across all recorded years
The most common grant size was under $50K: 640 grants of 817 (78%).
Geographic Focus
Where this funder awards grants
In 2025, Florida recipients received 76% of grant dollars. Other leading recipient states or jurisdictions were Connecticut (6%), the District of Columbia (3%), Virginia (2%), and Massachusetts (2%). The listed grants include substantial support for organizations in Vero Beach and Fort Pierce, Florida, as well as grants to recipients elsewhere.
Grant Distribution by State
Share of 2025 grant dollars across all 155 itemized grants.
States
Cities
Is Bernard a Egan Foundation Inc open to new grantees?
7%
first-time grantees, 2025
In 2025, 10 of 151 grantees (7%) were first-time recipients. First grants averaged $43K; repeat grants $47K. How we count
Medians: $28K first-time, $15K repeat.
- 92% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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
From 2019 to 2025, annual grant giving ranged from $6.5M (2024) to $7.3M (2023). In 2025 it made 155 grants totaling $7.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Source Vero Beach, FL | Donated Land; General Support | $809,000 |
| St Francis Manor of Vero Beach Vero Beach, FL | Providing Apartments to Low Income Seniors | $505,000 |
| Knights of Columbus Charities Inc New Haven, CT | General support; SCHOLARSHIPS, DISASTER & REFUGEE | $437,500 |
| United Against Poverty Vero Beach, FL | General SLC, General IRC; EVENT SUPPORT | $366,500 |
| Cleveland Clinic Indian River Foundation Vero Beach, FL | General Support | $300,000 |
| 3 individual scholarships Recipients not named | — | $430,000 |
| Samaritan Center Vero Beach, FL | Sponsorship; General support | $248,550 |
| The Arc of Indian River County Vero Beach, FL | General support | $225,000 |
| Special Equestrians of the Treasure Coast (Setc) Vero Beach, FL | Facility Improvement, GENERAL OPERATIONS | $204,000 |
| Adorer Missionary Sisters of the Poor West Palm Beach, FL | Orphanage Operations, Education Support | $155,000 |
Ready to take the next step with Bernard a Egan Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $126,369,016 | $9,968,888 | $7,778,637 | $7,005,190 | 155 | $7,059,966 | $9,446,328 | $6,471,934 |
| 2024 | $121,919,978 | $11,292,509 | $7,204,504 | $6,473,350 | 165 | $6,539,010 | $10,667,394 | $7,075,729 |
| 2023 | $111,559,435 | $4,537,933 | $8,124,831 | $7,270,675 | 168 | $7,334,941 | $4,177,188 | $6,815,744 |
| 2022 | $114,916,843 | $8,190,041 | $8,116,302 | $7,079,575 | 163 | $7,144,708 | $7,419,142 | $7,268,917 |
| 2021 | $114,070,751 | $6,972,646 | $7,298,494 | $6,483,175 | 166 | — | $6,372,571 | $6,865,196 |
| 2020 | $116,768,365 | $2,867,963 | $7,494,652 | $6,496,700 | 155 | — | $3,456,843 | $6,549,690 |
| 2019 | $118,276,660 | $3,798,590 | $7,759,771 | $6,603,175 | 135 | — | $2,760,596 | $6,510,500 |
Under IRS private-foundation payout rules, Bernard a Egan Foundation Inc reported a distributable amount of $6.5M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state a mission for the foundation. Its grants include support for organizations with varied charitable purposes. For example, St. Francis Manor of Vero Beach says its mission is to provide affordable, independent apartments to seniors on limited incomes in a safe and socially supportive environment. United Against Poverty says it works to empower families and individuals toward sustainable economic self-sufficiency. The Arc of Indian River County says it supports and empowers people with special needs to achieve their life goals and lead self-determined lives.
Other 2025 recipients included Knights of Columbus Charities, whose stated purposes include religious, charitable, educational, and scientific activities, and the Leadership Institute, which says it educates people for participation in government, politics, and media.
Grantmaking
In 2025, the foundation made 155 grants totaling $7,005,190. Grant amounts ranged from $250 to $809,000, with a median of $15,000. Major awards included $809,000 to THE SOURCE for donated land and general support; $505,000 to St. Francis Manor of Vero Beach for apartments for low-income seniors; $437,500 to Knights of Columbus Charities for general support, scholarships, disaster relief, and refugee support; and $366,500 to United Against Poverty for general support and event support.
Other notable 2025 grants included $300,000 to Cleveland Clinic Indian River Foundation, $250,000 to an individual recipient Catholic High School, $248,550 to Samaritan Center, and $225,000 to The Arc of Indian River County.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bernadette M. Emerick as president; Jean Jacques Gilet as vice president; Gregory P. Nelson as secretary/treasurer; Mary R. Shinn as assistant secretary; and Catherine M. Rohm as assistant treasurer.
Bernard a Egan Foundation Inc is led by Bernadette M. Emerick, President since 2022 (on filings since 2019); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bernadette M. Emerick
President
President → Trustee & President, 2020
Trustee & President → President, 2022
On filings since 2019
10 hrs/week
No compensation reported
Catherine M. Rohm
Assistant Treasurer
Assistant Treasurer → Trustee & Assistant Treasurer, 2020
Trustee & Assistant Treasurer → Assistant Treasurer, 2022
On filings since 2019
1 hr/week
No compensation reported
Gregory P. Nelson
Secretary & Treasurer
Secretary & Treasurer → Trustee & Secretary-Treasurer, 2020
Trustee & Secretary-Treasurer → Secretary & Treasurer, 2022
On filings since 2019
4 hrs/week
No compensation reported
Mary R. Shinn
Assistant Secretary
Assistant Secretary → Trustee & Assistant Secretary, 2020
Trustee & Assistant Secretary → Assistant Secretary, 2022
On filings since 2019
2 hrs/week
No compensation reported
Jean Jacques Gilet
Vice President
Trustee & Vice President → Vice President, 2022
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: J. J. Gilet (2019) — Vice President
Data from IRS Form 990 filings, 2019–2025. "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 Bernard a Egan Foundation Inc
How much does Bernard a Egan Foundation Inc give each year?
Bernard a Egan Foundation Inc gave $7.0M across 155 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6.5M across 165 grants.
What is Bernard a Egan Foundation Inc's typical grant size?
Bernard a Egan Foundation Inc's median grant in 2025 was $15,000, and its average grant was $45,195, across 155 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bernard a Egan Foundation Inc that year got $43K on average.
Where does Bernard a Egan Foundation Inc give grants?
Bernard a Egan Foundation Inc gives mostly in Florida: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (6%). The most frequent recipient cities were Vero Beach, FL (58 grants), Fort Pierce, FL (21 grants), Washington, DC (5 grants) and West Palm Beach, FL (3 grants).
Does Bernard a Egan Foundation Inc give general operating support?
Yes: 53% of Bernard a Egan Foundation Inc's 2025 grants with a stated purpose (82 of 155) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Sponsorship" (4 grants) and "Scholarship" (3 grants).
Who are Bernard a Egan Foundation Inc's largest grantees?
Bernard a Egan Foundation Inc's largest 2025 grantees include The Source ($809,000), St Francis Manor of Vero Beach ($505,000) and Knights of Columbus Charities Inc ($437,500), according to its 2025 IRS Form 990-PF. It also paid 5 individual scholarships ($450,000), which are not listed by name. Together they received 25% of its itemized 2025 grant dollars.
How large is Bernard a Egan Foundation Inc?
Bernard a Egan Foundation Inc reported $126.4M in total assets on its 2025 IRS Form 990-PF. It paid out $7.1M in qualifying distributions that year, against a required minimum of $6.5M (roughly 5% of its investment assets).
What does Bernard a Egan Foundation Inc fund?
The available information does not state a mission for the foundation. Its grants include support for organizations with varied charitable purposes. For example, St. See mission & focus areas ↑
How do I apply for a grant from Bernard a Egan Foundation Inc?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bernard a Egan Foundation Inc's EIN?
Bernard a Egan Foundation Inc's EIN (Employer Identification Number) is 65-0501660. IRS Form 990 filing data is available on this page for 2019–2025.
Does Bernard a Egan Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 8, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Bernard a Egan Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bernard a Egan Foundation Inc funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/bernard-a-egan-foundation-inc-morg_28b86bf52744411ea517af8601479b2d
BibTeX
@misc{grantable_650501660_2026,
author = {{Grantable}},
title = {{Bernard a Egan Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bernard-a-egan-foundation-inc-morg_28b86bf52744411ea517af8601479b2d},
note = {Accessed 2026-10-12. 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 Bernard a Egan Foundation Inc'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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