Joanie C Bernard Foundation logo

Joanie C Bernard Foundation

Private foundation · Grantmaker Cincinnati, OH EIN: 88-2451668 Website

The Joanie C Bernard Foundation is based in Cincinnati, Ohio, and supports groups, organizations, and programs committed to creating a better world for cats. Its filing type is Form 990-PF (a private foundation).

Joanie C Bernard Foundation at a glance

In short: Joanie C Bernard Foundation gave $3.6M across 25 grants in 2025 (avg $144K), mostly in Ohio. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$3,607,500
+23.0% vs 2024
Grants made (2025)
25
+38.9% vs 2024
Average grant
$144,300
-11.5% vs 2024
Median grant
$100,000
Total assets
$85,106,716
+4.9% vs 2024
New grantees (estimate)
32% first-time grantees (8 of 25, 2025)
Primary geography
Ohio (81% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Joanie C Bernard Foundation

Accepts unsolicited proposals
No
How to Apply

The website describes an online letter-of-inquiry process for funding consideration, while the foundation’s filing states that it funds only preselected charitable organizations and does not accept unsolicited requests.

Contact

Mailing address: PO Box 630858, Cincinnati, OH 45263-0858
Phone: (513) 534-5310
Website: https://www.thejoaniebernardfoundation.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Joanie C Bernard Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

United Coalition for Animals: $735KUnited Coalition for Animals$735KOhio Alleycat Resource & Spay Neuter Clinic Inc: $500KOhio Alleycat Resource & SpayNeuter Clinic Inc$500KCincinnati Animal Care: $500KCincinnati Animal Care$500KCincinnati Zoo and Botanical: $225KCincinnati Zoo and Botanical$225KHumane Society of Greater Dayton: $200KHumane Society of GreaterDayton$200KSpay-Neuter Services Inc: $200KSpay-Neuter Services Inc$200KBluegrass Area Development District: $160KBluegrass Area DevelopmentDistrict$160KSociety for the Improvement of Conditions for Stray Animals (Sicsa): $150KSociety for the Improvement ofConditions for Stray Animals…$150KNorthern Kentucky Area Developement: $150KNorthern Kentucky AreaDevelopement$150KHamilton County Society for the Prevention of Cruelty to Animals: $100KHamilton County Society forthe Prevention of Cruelty to…$100K

The largest 2025 recipient was United Coalition for Animals ($735K). Together the top 10 received $2.9M.

Grant Size Distribution

59 grants across all recorded years

18<$50K10$50–100K21$100–250K4$250–500K6$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 21 grants of 59 (36%).

Geographic Focus

Where this funder awards grants

The foundation’s website requires eligible organizations to be located within 100 miles of Cincinnati, Ohio. In 2025, 81% of grant dollars went to recipients in Ohio, 13% to Kentucky, and 6% to Indiana. The filing also lists 0% for Maryland and Alabama.

Grant Distribution by State

7states

Share of 2025 grant dollars across all 25 itemized grants.

Cities

CincinnatiDaytonBataviaFlorenceGeorgetownIndianapolisLexingtonWashingtonFrederickMoreheadColumbusCoral SpringsDublinFoleyLebanonLouisvilleMorgantownPort Thadlock

Is Joanie C Bernard Foundation open to new grantees?

32%

first-time grantees, 2025

In 2025, 8 of 25 grantees (32%) were first-time recipients. First grants averaged $54K; repeat grants $187K. How we count

Medians: $45K first-time, $100K repeat.

  • 64% of 2025 grantees were also funded in 2024. Method
  • In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2023–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M16 grants2023 18 grants2024 25 grants2025

From 2023 to 2025, annual grant giving ranged from $2.5M (2023) to $3.6M (2025). In 2025 it made 25 grants totaling $3.6M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
United Coalition for Animals Cincinnati, OHProject/Program Support$735,000
Ohio Alleycat Resource & Spay Neuter Clinic Inc Cincinnati, OHGeneral Operating Support$500,000
Cincinnati Animal Care Cincinnati, OHGeneral Operating Support$500,000
Cincinnati Zoo and Botanical Cincinnati, OHProject/Program Funds$225,000
Humane Society of Greater Dayton Dayton, OHProject/Program Funds$200,000
Spay-Neuter Services Inc Indianapolis, INProject/Program Funds$200,000
Bluegrass Area Development District Lexington, KYProject/Program Support$160,000
Society for the Improvement of Conditions for Stray Animals (Sicsa) Dayton, OHProject/Program Support$150,000
Northern Kentucky Area Developement Florence, KYProject/Program Funds$150,000
Hamilton County Society for the Prevention of Cruelty to Animals Cincinnati, OHProject/Program Support$100,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$85,106,716$10,142,012$6,080,661$3,607,50025$5,254,071$9,461,113$4,926,969
2024$81,127,635$6,882,116$5,265,331$2,934,00018$4,507,125$5,336,716$4,643,587
2023$79,797,612$95,627,029$4,682,681$2,507,50016$4,276,813$1,842,061$3,237,453

Under IRS private-foundation payout rules, Joanie C Bernard Foundation reported a distributable amount of $4.9M for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

The foundation’s mission is to create a better world for cats by advancing feline research, funding humane shelters and cat organizations, and developing life-saving initiatives, including education on spay/neuter, fostering, adopting, and caring for community and pet cats. Its website also describes Give Them Ten as a foundation-funded movement promoting spay/neuter, fostering, adoption, and ways to help community cats.

Among its 2025 grantees, United Coalition for Animals describes its mission as ending euthanasia of cats and dogs in local shelters and keeping pets in their homes through affordable spay/neuter and wellness services. Ohio Alleycat Resource & SpayNeuter Clinic says it provides low-cost spay/neuter services, trap-neuter-return and other outreach, and a no-kill adoption center. Cincinnati Animal Care Humane Society says it provides individualized care, life-saving solutions, and temporary shelter for animals. These are the grantees’ own descriptions of their work.

Grantmaking

In 2025, the foundation reported 25 grants totaling $3,607,500. Grant amounts ranged from $2,500 to $735,000, with a median of $100,000.

The largest 2025 grants included $735,000 to United Coalition for Animals for project/program support; $500,000 each to Ohio Alleycat Resource & SpayNeuter Clinic Inc. and Cincinnati Animal Care for general operating support; $225,000 to Cincinnati Zoo and Botanical for project/program funds; and $200,000 each to Humane Society of Greater Dayton and Spay-Neuter Services Inc. for project/program funds.

The foundation’s website invites eligible organizations, groups, and projects to submit an online letter of inquiry. It asks for a project or program summary of 150 words or less, the people or communities to be served, measurable expected outcomes, other support being sought and nonprofit partnerships, and any additional information relevant to the request. The foundation states that eligible organizations must have a sincere interest in feline welfare, be a 501(c)(3), submit a current IRS Form 990, have annual revenue above $200,000 or total assets of at least $500,000, be located within 100 miles of Cincinnati, and have a physical location and agree to an on-site visit. Its filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Fifth Third Bank NA as trustee and Mike Kennedy, Heidi Jark, Paula Wharton, and Deborah Cribbs as cotrustees.

Joanie C Bernard Foundation's 2025 filing lists 5 officers; 3 of 5 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Fifth Third Bank NA

    Trustee

    On filings since 2023

    1 hr/week

    $384K (2023) → $679K (2025)

  • Mike Kennedy

    Cotrustee

    On filings since 2024

    1 hr/week

    $15K (2024) → $20K (2025)

  • Paula Wharton

    Cotrustee

    On filings since 2024

    1 hr/week

    $35K (2024) → $20K (2025)

  • Deborah Cribbs

    Cotrustee

    On filings since 2024

    1 hr/week

    No compensation reported

  • Heidi Jark

    Cotrustee

    On filings since 2024

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Fifth Third Bank NA — Trustee: $679KFifth Third Bank NATrustee$679KMike Kennedy — Cotrustee: $20KMike KennedyCotrustee$20KPaula Wharton — Cotrustee: $20KPaula WhartonCotrustee$20K

The highest reported compensation on the 2025 filing was $679K, to Fifth Third Bank NA (Trustee). 3 officers or directors reported compensation on that filing.

Frequently asked questions about Joanie C Bernard Foundation

How much does Joanie C Bernard Foundation give each year?

Joanie C Bernard Foundation gave $3.6M across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.9M across 18 grants.

What is Joanie C Bernard Foundation's typical grant size?

Joanie C Bernard Foundation's median grant in 2025 was $100,000, and its average grant was $144,300, across 25 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Joanie C Bernard Foundation that year got $54K on average.

Where does Joanie C Bernard Foundation give grants?

Joanie C Bernard Foundation gives mostly in Ohio: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Kentucky (13%) and Indiana (6%). The most frequent recipient cities were Cincinnati, OH (9 grants) and Dayton, OH (2 grants).

Does Joanie C Bernard Foundation give general operating support?

Yes: 12% of Joanie C Bernard Foundation's 2025 grants with a stated purpose (3 of 25) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Project/Program Funds" (11 grants) and "Project/Program Support" (10 grants).

Who are Joanie C Bernard Foundation's largest grantees?

Joanie C Bernard Foundation's largest 2025 grantees include United Coalition for Animals ($735,000), Ohio Alleycat Resource & Spay Neuter Clinic Inc ($500,000) and Cincinnati Animal Care ($500,000), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.

How large is Joanie C Bernard Foundation?

Joanie C Bernard Foundation reported $85.1M in total assets on its 2025 IRS Form 990-PF. It paid out $5.3M in qualifying distributions that year, against a required minimum of $4.9M (roughly 5% of its investment assets).

What does Joanie C Bernard Foundation fund?

The foundation’s mission is to create a better world for cats by advancing feline research, funding humane shelters and cat organizations, and developing life-saving initiatives, including education on spay/neuter, fostering, adopting, and caring for community and pet cats. See mission & focus areas ↑

How do I apply for a grant from Joanie C Bernard Foundation?

The website describes an online letter-of-inquiry process for funding consideration, while the foundation’s filing states that it funds only preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Joanie C Bernard Foundation's EIN?

Joanie C Bernard Foundation's EIN (Employer Identification Number) is 88-2451668. IRS Form 990 filing data is available on this page for 2023–2025.

Does Joanie C Bernard Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 2, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 5, 2025)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS August 14, 2026)
  4. IRS filings on file for fiscal years 2023–2024

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Cite this profile

Grantable. (2026). Joanie C Bernard Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/joanie-c-bernard-foundation-morg_dbdd957300904a7aa73fc92e70afa451

BibTeX
@misc{grantable_882451668_2026,
  author       = {{Grantable}},
  title        = {{Joanie C Bernard Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/joanie-c-bernard-foundation-morg_dbdd957300904a7aa73fc92e70afa451},
  note         = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Joanie C Bernard Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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