Joanie Jeanne and Howard Bernard Foundation

CINCINNATI, OH EIN: 37-1547019

Joanie Jeanne and Howard Bernard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $93.4M. Net investment income was $248K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$93.4M

+3019.2% YoY

Grant Count

-93.3% YoY

Avg Grant Size

$93.4M

+46687.5% YoY

Under IRS private-foundation payout rules, Joanie Jeanne and Howard Bernard Foundation reported a distributable amount of $1.8M for 2023 — the minimum it must pay out in qualifying distributions.

About Joanie Jeanne and Howard Bernard Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $98.9M (98%)

Kentucky $2.1M (2%)

Washington $38K (0%)

Maine $5K (0%)

States

Kentucky Maine Ohio Washington

Cities

BataviaBrunswickBurlingtonCincinnatiCovingtonDaytonFlorenceLexingtonVancouverWest UnionXenia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$81,765,346	$85,440,760
Revenue	$352,826	$3,901,374	$8,663,424
Expenses	$93,573,670	$7,614,677	$4,794,089
Qualifying Distributions	$2,010	$6,825,882	$3,942,748
Net Investment Income	$248,183	$3,099,016	$7,898,075
Distributable Amount	$1,765,772	$4,588,908	$5,039,355

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

40 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include The Joanie Bernard Foundation ($93,406,507).

Recipient	Purpose	Amount
THE JOANIE BERNARD FOUNDATION CINCINNATI, OH	GENERAL OPERATING	$93,406,507

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
DEBORAH CRIBBS	PRESIDENT	1	—
MICHAEL KENNEDY	SEC & TREASURER	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Joanie Jeanne and Howard Bernard Foundation?

Joanie Jeanne and Howard Bernard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds — in total assets as of 2023.

Where does Joanie Jeanne and Howard Bernard Foundation operate?

Joanie Jeanne and Howard Bernard Foundation has awarded grants in Kentucky, Maine, Ohio, Washington.

What size grants does Joanie Jeanne and Howard Bernard Foundation award?

In 2023, Joanie Jeanne and Howard Bernard Foundation awarded 1 grants totaling $93.4M — an average of about $93.4M per grant, based on its IRS Form 990 filings.

How much is Joanie Jeanne and Howard Bernard Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Joanie Jeanne and Howard Bernard Foundation reported a distributable amount of $1.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joanie Jeanne and Howard Bernard Foundation's EIN?

Joanie Jeanne and Howard Bernard Foundation's EIN (Employer Identification Number) is 37-1547019. IRS Form 990 filing data is available on this page for 2020–2023.