Bridgewater Fund

SARASOTA, FL EIN: 20-0524539

Bridgewater Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $24K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$24K

-93.0% YoY

Grant Count

1

-75.0% YoY

Avg Grant Size

$24K

-72.0% YoY

Under IRS private-foundation payout rules, Bridgewater Fund reported a distributable amount of $57 for 2023 — the minimum it must pay out in qualifying distributions.

About Bridgewater Fund

Based on IRS filings

Bridgewater Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $24K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BaltimoreBostonCincinnatiLittle RockSarasotaWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$94K$189K$283K$377K2020202120222023
Metric202320222021
Total Assets$27,050$445,297
Revenue$321$15,284$25,245
Expenses$27,196$342,870$18,964
Qualifying Distributions$25,126$339,742$15,590
Net Investment Income$5,991$22,211
Distributable Amount$57$17,730$20,154

Giving Over Time

Total grant dollars and number of grants per year

$0$85K$169K$254K$339K5 grants20205 grants20214 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

BRIDGEWATER FUND DONOR A…$24K

Grant Size Distribution

15 grants across all recorded years

14<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Bridgewater Fund Donor Advised Fund Co Fidelity Investments Charitable Gif ($23,746).

RecipientPurposeAmount
BRIDGEWATER FUND DONOR ADVISED FUND CO FIDELITY INVESTMENTS CHARITABLE GIF BOSTON, MACHARITABLE CONTRIBUTION$23,746

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
HELEN B HABBERTPRESIDENT1
JOHN H HABBERTVICE PRESIDENT1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bridgewater Fund?

Bridgewater Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds — in total assets as of 2023.

Where does Bridgewater Fund operate?

Bridgewater Fund has awarded grants in Arkansas, District of Columbia, Florida, Massachusetts, Maryland, Ohio.

What size grants does Bridgewater Fund award?

In 2023, Bridgewater Fund awarded 1 grants totaling $24K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Bridgewater Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Bridgewater Fund reported a distributable amount of $57 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bridgewater Fund's EIN?

Bridgewater Fund's EIN (Employer Identification Number) is 20-0524539. IRS Form 990 filing data is available on this page for 2020–2023.

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

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