Bridgewater Fund

Foundation · Grantmaker 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 grant totaling $24K.

Key facts about Bridgewater Fund

EIN: 20-0524539
Latest 990 filing: Form 990-PF, 2023
Annual giving (2023): $23,746
Grants made (2023): 1
Average grant: $23,746
Median grant: $23,746
Primary geography: Massachusetts (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated April 2026.

How Bridgewater Fund gives

Giving grew 58% from 2020 to 2023. Method
In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

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

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Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$24K

-93.0% YoY

Grant Count

-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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $24K (100%)

Share of all 1 itemized 2023 grant dollars.

States

Arkansas District of Columbia Florida Massachusetts Maryland Ohio

Cities

SarasotaBaltimoreBostonLittle RockCincinnatiWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
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

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2023

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
BRIDGEWATER FUND DONOR ADVISED FUND CO FIDELITY INVESTMENTS CHARITABLE GIF BOSTON, MA	CHARITABLE CONTRIBUTION	$23,746

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2023 IRS filing

Name	Title	Hours	Compensation
Helen B Habbert	President	1	—
John H Habbert	Vice President	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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 grant 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.