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

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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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