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
Under IRS private-foundation payout rules, Bernard a Egan Foundation Inc reported a distributable amount of $7.1M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Cleveland Clinic Indian River Foundation ($350,200), Florida Remembered Society Inc ($160,000), Adorer Missionary Sisters of the Poor ($155,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 1000 Friends of Florida Tallahassee, FL | General Operations | $200 |
| A Caring Center for Women Vero Beach, FL | GENERAL SUPPORT, EVENT SUPPORT | $26,500 |
| A E Bean Backus Museum and Gallery Fort Pierce, FL | EDUCATION | $5,000 |
| Adorer Missionary Sisters of the Poor West Palm Beach, FL | ORPHANAGE OPERATIONS, EDUCATION SUPPORT | $155,000 |
| Alzheimers and Parkinson Assoc of Indian River Co Vero Beach, FL | Caregiver Funding; Parkinson's Disease | $10,000 |
| Alzheimers Community Care West Palm Beach, FL | FACILITY SUPPORT | $10,000 |
| American Cancer Society Tampa, FL | PROGRAM SUPPORT, SPONSORSHIP | $90,000 |
| American Cancer Society Vero Beach, FL | GENERAL SUPPORT | $100 |
| American Heart Association St Petersburg, FL | Infant CPR in Treasure Coast Area | $25,000 |
| American Red Cross West Palm Beach, FL | DISASTER RESPONSE; GENERAL SUPPORT | $10,000 |
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
Frequently Asked Questions
What does Bernard a Egan Foundation Inc fund?
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 numero…
How do I apply for a grant from Bernard a Egan Foundation Inc?
**Grant Activity:** • Annual giving: $6,473,350 (2024) • Number of grants: 165 awards (2024) • Grant range: $120,000 - $372,000 **Recent Grant Examples:** • $372,000 to Source • $365,000 to United Against Poverty • $280,000 to Florida Remembered Society (Museum Project - Land Donation) • $248,550 to Samaritan Center • $220,000 to Mayo Clinic (Carbon Ion Therapy) • $217,000 to John Carroll Catholic High School • $205,000 to Arc of Indian River County • $155,000 to Adorer Missionary Sisters of th…
Where does Bernard a Egan Foundation Inc make 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.
What size grants does Bernard a Egan Foundation Inc award?
In 2024, Bernard a Egan Foundation Inc awarded 165 grants totaling $6.5M — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is Bernard a Egan Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard a Egan Foundation Inc reported a distributable amount of $7.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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