The Bacardi Family Foundation
The Bacardi Family Foundation is a private foundation, based in Charlottesville, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15K in total assets. In 2024, it awarded 2 grants totaling $7K.
The Bacardi Family Foundation at a glance
In short: The Bacardi Family Foundation gave $7K across 2 grants in 2024 (avg $4K), top state Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $7,051
- -83.7% vs 2023
- Grants made (2024)
- 2
- -60.0% vs 2023
- Average grant
- $3,526
- -59.2% vs 2023
- Median grant
- $3,526
- Total assets
- $14,887
- -26.8% vs 2023
- Primary geography
- Florida (35% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Bacardi Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Associacion De Cuentapropistas Oriental ($5K). Together the top 2 received $7K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 16 grants of 17 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How The Bacardi Family Foundation gives
- Giving fell 74% from 2021 to 2024. Method
- In 2024 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 2024, annual grant giving ranged from $7K (2024) to $94K (2022). In 2024 it made 2 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Associacion De Cuentapropistas Oriental | Humanitarian Aid | $4,551 |
| Freedom Synergy Coral Gables, FL | Humanitarian Aid | $2,500 |
Ready to take the next step with The Bacardi Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $14,887 | $29,205 | $39,648 | $7,051 | 2 | $10,124 | $981 |
| 2023 | $20,330 | $72,289 | $101,008 | $43,204 | 5 | $97,603 | $1,453 |
| 2022 | $38,668 | $457,412 | $577,762 | $93,725 | 5 | $253,744 | $5,160 |
| 2021 | $167,825 | $993,892 | $931,731 | $26,620 | 2 | — | $760 |
| 2020 | $413,804 | $830,263 | $801,355 | $32,267 | 3 | — | $1,770 |
Under IRS private-foundation payout rules, The Bacardi Family Foundation reported a distributable amount of $981 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Bacardi Family Foundation is led by Kevin O'Brien, Executive Director since 2023 (on filings since 2020); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kevin O'Brien
Executive Director
President → Executive Director, 2023
On filings since 2020
3 hrs/week
No compensation reported
Beatriz Casals
Director
On filings since 2020
1 hr/week
No compensation reported
Robert O'Brien
Treasurer
On filings since 2020
3 hrs/week
No compensation reported
Former officers (5)
- Former: Federico Fernandez (2020–2022) — Director
- Former: Karen Smith (2020–2022) — Secretary
- Former: Mary Aixala (2020–2022) — Director
- Former: Andrea Nielsen (2020–2021) — Director
- Former: Bret Rodriguez (2020) — Vice President
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 The Bacardi Family Foundation
How much does The Bacardi Family Foundation give each year?
The Bacardi Family Foundation gave $7K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $43K across 5 grants.
How large is The Bacardi Family Foundation?
The Bacardi Family Foundation reported $15K in total assets on its 2024 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $981 (roughly 5% of its investment assets).
Where does The Bacardi Family Foundation operate?
The Bacardi Family Foundation has awarded grants in Florida, Virginia.
What is The Bacardi Family Foundation's EIN?
The Bacardi Family Foundation's EIN (Employer Identification Number) is 54-1854752. IRS Form 990 filing data is available on this page for 2020–2024.
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 2020–2024
Explore Open Grants
Browse active grant opportunities in The Bacardi Family Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Virginia
Century Homebuilders Foundation Incorporated
Coral Gables, FL
Assets
$2K
Grants
8
Total Given
$87K
National Endowment for Democracy
Washington, DC
The National Endowment for Democracy funds nongovernmental organizations advancing democracy, human rights, independent media, civic participation, and democratic institutions, with grants for work outside the United States and other established democracies. Its 2025 grants had a median award of $156,667, and it is accepting applications through its online portal.
Assets
$165.3M
Grants
65
Total Given
$118.5M
De La Pena Foundation Inc
New York, NY
The foundation supports a varied mix of causes, including human rights and democracy in Cuba, youth programs, education, and humanitarian aid. In 2025, grants ranged from $2,000 to $90,000, with a median of $10,000; most funding went to organizations in Florida, followed by Michigan and Virginia. It gives only to preselected charitable organizations and does not accept unsolicited funding requests.
Assets
$3.3M
Grants
17
Total Given
$288K
Jack Kent Cooke Foundation
Lansdowne, VA
The Jack Kent Cooke Foundation funds education programs that help exceptionally promising students with financial need, including college access, academic enrichment, and support for talented students. Its 2025 grants ranged from $6 to $515,000, with a median of $7,702; it funds across the United States, with most grant dollars going to Virginia. It does not restrict giving to preselected organizations and directs applicants to its website for current application instructions and eligibility.
Assets
$940.1M
Grants
1,419
Total Given
$25.1M
Donors Trust Inc
Alexandria, VA
Donors Trust supports charities and programs in social welfare, health, the environment, economics, governance, foreign relations, and arts and culture, with a strong emphasis on conservative and libertarian policy and education groups. Its 2024 grants had a median of $50,000, though awards ranged from $5,038 to $35 million, and recipients were concentrated in Washington, D.C., Virginia, New York, Texas, and California. It does not accept unsolicited requests; donor-advisors recommend grants through their accounts.
Assets
$1.4B
Grants
919
Total Given
$282.1M
The Community Foundation Inc
Richmond, VA
The Community Foundation funds health and wellness, education, economic prosperity, and community vibrancy, along with other causes through donor-advised and field-of-interest funds. In 2024, grants ranged from $5,100 to $1,795,000, with a median of $25,000; 78% of grant dollars went to Virginia recipients. The profile does not state whether it accepts unsolicited requests.
Assets
$852.4M
Grants
917
Total Given
$61.8M
More similar funders
More Funders in Virginia
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Bacardi Family 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.
The Bacardi Family Foundation down — hundreds of funders to go?