Joanie C Bernard Foundation is a private foundation focused on Environment & Animals, based in CINCINNATI, OH. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $81.1M in total assets. In 2024, it awarded 18 grants totaling $2.9M. Net investment income was $5.3M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$81.1M
+1.7% YoY
Annual Giving
$2.9M
+17.0% YoY
Grant Count
18
+12.5% YoY
Avg Grant Size
$163K
+4.0% YoY
Under IRS private-foundation payout rules, Joanie C Bernard Foundation reported a distributable amount of $4.6M for 2024 — the minimum it must pay out in qualifying distributions.
About Joanie C Bernard Foundation
Based on IRS filings
Joanie C Bernard Foundation is a private foundation focused on Environment & Animals, based in CINCINNATI, OH. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $81.1M in total assets. In 2024, it awarded 18 grants totaling $2.9M. Net investment income was $5.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $81,127,635 | $79,797,612 |
| Revenue | $6,882,116 | $95,627,029 |
| Expenses | $5,265,331 | $4,682,681 |
| Qualifying Distributions | $4,507,125 | $4,276,813 |
| Net Investment Income | $5,336,716 | $1,842,061 |
| Distributable Amount | $4,643,587 | $3,237,453 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
34 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Coalition for Animals ($714,000), Ohio Alleycat Resource & Spay Neuter ($500,000), Society for the Improvement of ($300,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SOCIETY FOR THE IMPROVEMENT OF DAYTON, OH | PROJECT/PROGRAM SUPPORT | $300,000 |
| UNITED COALITION FOR ANIMALS CINCINNATI, OH | PROJECT/PROGRAM SUPPORT | $714,000 |
| HUMANE SOCIETY OF GREATER DAYTON DAYTON, OH | PROJECT/PROGRAM FUNDS | $200,000 |
| HAMILTON COUNTY SOCIETY FOR THE CINCINNATI, OH | PROJECT/PROGRAM SUPPORT | $100,000 |
| LEAGUE FOR ANIMAL WELFARE BATAVIA, OH | PROJECT/PROGRAM SUPPORT | $50,000 |
| BROWN COUNTY HUMANE SOCIETY GEORGETOWN, OH | PROJECT/PROGRAM SUPPORT | $40,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION CINCINNATI, OH | PROJECT/PROGRAM SUPPORT | $40,000 |
| SPAY-NEUTER SERVICES INC INDIANAPOLIS, IN | PROJECT/PROGRAM FUNDS | $200,000 |
| FAYETTE COUNTY HUMANE SOCIETY WASHINGTON, OH | PROJECT/PROGRAM SUPPORT | $50,000 |
| SAVE THE ANIMALS FOUNDATION CINCINNATI, OH | GENERAL OPERATING SUPPORT | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MIKE KENNEDY | COTRUSTEE | 1 | $15,000 |
| HEIDI JARK | COTRUSTEE | 1 | — |
| PAULA WHARTON | COTRUSTEE | 1 | $35,000 |
| DEBORAH CRIBBS | COTRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joanie C Bernard Foundation?
Joanie C Bernard Foundation is a private foundation focused on Environment & Animals, based in CINCINNATI, OH. It holds $81.1M in total assets as of 2024.
How large is Joanie C Bernard Foundation?
As of 2024, Joanie C Bernard Foundation holds $81.1M in total assets with $6.9M in annual revenue. It awarded 18 grants totaling $2.9M in 2024.
Where does Joanie C Bernard Foundation operate?
Joanie C Bernard Foundation has awarded grants in Florida, Indiana, Kentucky, Maryland, Ohio, Washington.
What size grants does Joanie C Bernard Foundation award?
In 2024, Joanie C Bernard Foundation awarded 18 grants totaling $2.9M — an average of about $163K per grant, based on its IRS Form 990 filings.
How much is Joanie C Bernard Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joanie C Bernard Foundation reported a distributable amount of $4.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2023–2024.
Explore Open Grants
Browse active grant opportunities in Joanie C Bernard Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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