Bonner Family Foundation Tr

NAPLES, FL EIN: 65-0572094

Bonner Family Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $8K. Net investment income was $2K.

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.

About Bonner Family Foundation Tr

Based on IRS filings

Bonner Family Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $8K. Net investment income was $2K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Naples

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6K$12K$18K$23K20202021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$11K$15K1 grants20201 grants20212 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

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+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Shelter Options ($8,000).

RecipientPurposeAmount
THE SHELTER OPTIONS NAPLES, FLGENERAL PURPOSE$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARY JO DERNBACHTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bonner Family Foundation Tr?

Bonner Family Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $163K in total assets as of 2024.

How large is Bonner Family Foundation Tr?

As of 2024, Bonner Family Foundation Tr holds $163K in total assets with $18K in annual revenue. It awarded 1 grants totaling $8K in 2024.

Where does Bonner Family Foundation Tr operate?

Bonner Family Foundation Tr has awarded grants in Florida.

What size grants does Bonner Family Foundation Tr award?

In 2024, Bonner Family Foundation Tr awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Bonner Family Foundation Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bonner Family Foundation Tr reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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

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