St Bernadette Caritas Society Endowment Fund

Public charity · Grantmaker Westlake, OH EIN: 20-2520875

St. Bernadette provides funds to st. Bernadette church & st. Bernadette school to subsidize financial aid, teacher rewards & retention, and other educational & religious programs

Key facts about St Bernadette Caritas Society Endowment Fund

In short: St Bernadette Caritas Society Endowment Fund gave $27K across 1 grant in 2024 (avg $27K), mostly in Ohio. Source: 2024 IRS Form 990.

EIN
20-2520875
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$27,440
Grants made (2024)
1
Average grant
$27,440
Median grant
$27,440
Total assets
$2,849,173
Primary geography
Ohio (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$2.8M

+11.8% YoY

Annual Giving

$27K

-68.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$27K

-68.3% YoY

How St Bernadette Caritas Society Endowment Fund gives

  • Giving fell 37% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About St Bernadette Caritas Society Endowment Fund

Based on IRS filings

St Bernadette Caritas Society Endowment Fund is a public charity focused on Human Services, based in Westlake, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 1 grant totaling $27K. Net investment income was $235K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Westlake

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $27K (2024) to $158K (2022). In 2024 it made 1 grant totaling $27K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

St Bernadette School: $27KSt Bernadette School$27K

The largest 2024 recipient was St Bernadette School ($27K).

Grant Size Distribution

5 grants across all recorded years

2<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 5 (40%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Bernadette School Westlake, OHGrants given to help provide financial aid for those in need, additional funds to help fund school projects that are deemed necessary by the principal/pastor$27,440

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$2,849,173$2,548,034$2,345,498
Revenue$295,787$116,345$131,364
Expenses$41,471$103,015$177,017
Net Investment Income$234,504$115,695$130,184

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

St Bernadette Caritas Society Endowment Fund is led by Lauren Defazio, President since 2022 (on filings since 2020); none of the 8 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Lauren Defazio

    President

    Director → President-Incoming, 2021

    President-Incoming → President, 2022

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Dena Adler

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • John Lipaj

    Director

    President-Outgoing → Member, 2022

    Member → Director, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Brad Norton

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Catherine Myers

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Tim Buckley

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Kent Castelluccio

    Treasurer

    Director → Treasurer, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Patrick Kelly

    Treasurer

    New on the 2024 filing

    5 hrs/week

    No compensation reported

Former officers (5)
  • Former: Pastor Philip Racco (2020–2023) — Director
  • Former: Timothy Sullivan (2020–2023) — Treasurer
  • Former: Anita O'Donnell (2020–2021) — Treasurer
  • Former: Dan O'Leary (2020–2021) — Director
  • Former: Sherry Clancy (2020–2021) — Director

Data from IRS Form 990 filings, 2020–2024. "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 St Bernadette Caritas Society Endowment Fund

How much does St Bernadette Caritas Society Endowment Fund give each year?

St Bernadette Caritas Society Endowment Fund gave $27K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $86K across 1 grant.

How large is St Bernadette Caritas Society Endowment Fund?

St Bernadette Caritas Society Endowment Fund reported $2.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $296K.

What is St Bernadette Caritas Society Endowment Fund?

St Bernadette Caritas Society Endowment Fund is a public charity focused on Human Services, based in Westlake, OH. It holds $2.8M in total assets as of 2024.

Where does St Bernadette Caritas Society Endowment Fund operate?

St Bernadette Caritas Society Endowment Fund has awarded grants in Ohio.

What is St Bernadette Caritas Society Endowment Fund's EIN?

St Bernadette Caritas Society Endowment Fund's EIN (Employer Identification Number) is 20-2520875. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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