Bonner Family Foundation Tr

Private foundation · Grantmaker Naples, FL EIN: 65-0572094

Bonner Family Foundation Tr is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $163K in total assets. In 2024, it awarded 1 grant totaling $8K. Net investment income was $2K.

Key facts about Bonner Family Foundation Tr

In short: Bonner Family Foundation Tr gave $8K across 1 grant in 2024 (avg $8K), mostly in Florida. Source: 2024 IRS Form 990-PF.

EIN
65-0572094
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$8,000
Grants made (2024)
1
Average grant
$8,000
Median grant
$8,000
Total assets
$162,837
Primary geography
Florida (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$163K

+4.9% YoY

Annual Giving

$8K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$8K

+0.0% YoY

Under IRS private-foundation payout rules, Bonner Family Foundation Tr reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

How Bonner Family Foundation Tr gives

  • Giving fell 47% from 2021 to 2024. Method
  • In 2024 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Naples

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grant2020 1 grant2021 2 grants2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $8K (2023) to $15K (2021). In 2024 it made 1 grant totaling $8K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

The Shelter Options: $8KThe Shelter Options$8K

The largest 2024 recipient was The Shelter Options ($8K).

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Shelter Options Naples, FLGeneral Purpose$8,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$162,837$155,244$146,217
Revenue$17,810$19,606$-25,265
Expenses$10,217$10,579$14,024
Qualifying Distributions$8,000$8,000$11,000
Net Investment Income$1,882——
Distributable Amount$7,658$7,684$8,514

Data update history

When this profile's IRS filing data changed on Grantable

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

Leadership & Key People

Officers and directors from IRS filings

Bonner Family Foundation Tr is led by Mary Jo Dernbach, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Mary Jo Dernbach

    Trustee

    On filings since 2020

    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 Bonner Family Foundation Tr

How much does Bonner Family Foundation Tr give each year?

Bonner Family Foundation Tr gave $8K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $8K across 1 grant.

How large is Bonner Family Foundation Tr?

Bonner Family Foundation Tr reported $163K in total assets on its 2024 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).

Where does Bonner Family Foundation Tr operate?

Bonner Family Foundation Tr has awarded grants in Florida.

What is Bonner Family Foundation Tr's EIN?

Bonner Family Foundation Tr's EIN (Employer Identification Number) is 65-0572094. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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