Bridgewater Fund
Bridgewater Fund is a private foundation, based in Sarasota, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $24K.
Bridgewater Fund at a glance
In short: Bridgewater Fund gave $24K across 1 grant in 2023 (avg $24K), mostly in Massachusetts. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $23,746
- -93.0% vs 2022
- Grants made (2023)
- 1
- -75.0% vs 2022
- Average grant
- $23,746
- -72.0% vs 2022
- Median grant
- $23,746
- Primary geography
- Massachusetts (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Bridgewater Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Bridgewater Fund Donor Advised Fund Co Fidelity Investments Charitable Gif ($24K).
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 14 grants of 15 (93%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $15K (2020) to $339K (2022). In 2023 it made 1 grant totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bridgewater Fund Donor Advised Fund Co Fidelity Investments Charitable Gif Boston, MA | Charitable Contribution | $23,746 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $321 | $27,196 | $23,746 | 1 | $25,126 | — | $57 |
| 2022 | $27,050 | $15,284 | $342,870 | $338,928 | 4 | $339,742 | $5,991 | $17,730 |
| 2021 | $445,297 | $25,245 | $18,964 | $15,000 | 5 | $15,590 | $22,211 | $20,154 |
| 2020 | $379,836 | $26,914 | $18,044 | $15,000 | 5 | — | $24,440 | $16,269 |
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.
Leadership & Key People
Officers and directors from IRS filings
Bridgewater Fund is led by Helen B. Habbert, President on every filing since 2020; none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
Helen B. Habbert
President
On filings since 2020
1 hr/week
No compensation reported
John H. Habbert
Vice President
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "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 Bridgewater Fund
How much does Bridgewater Fund give each year?
Bridgewater Fund gave $24K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $339K across 4 grants.
Where does Bridgewater Fund operate?
Bridgewater Fund has awarded grants in Arkansas, District of Columbia, Florida, Massachusetts, Maryland, Ohio.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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