The Bernatchez Family Foundation
The Bernatchez Family Foundation is a private foundation based in Sarasota, Florida. It reported 16 grants totaling $108,000 in its 2025 filing, supporting organizations in several states.
The Bernatchez Family Foundation at a glance
In short: The Bernatchez Family Foundation gave $108K across 16 grants in 2025 (avg $7K), top state Florida. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $108,000
- +8.0% vs 2024
- Grants made (2025)
- 16
- +0.0% vs 2024
- Average grant
- $6,750
- +8.0% vs 2024
- Median grant
- $4,500
- Total assets
- $1,843,540
- -0.1% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 16, 2025; small sample)
- Primary geography
- Florida (38% 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 The Bernatchez Family Foundation
- How to Apply
-
The filing names Michael E. Bernatchez as the contact and says to submit a designated application including the organization’s general information and the purpose of the requested funds. The filing states that there are no restrictions on awards and that giving is not limited to preselected organizations.
- Review Cycle
- None stated.
- Deadline
- None stated.
- Contact
Application contact: Michael E Bernatchez
Mailing address: 5 Rosewood Place, Westborough, MA 01581
Phone: (508) 898-3418
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Bernatchez Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was American Cancer Society ($14K). Together the top 10 received $91K.
Grant Size Distribution
79 grants across all recorded years
The most common grant size was under $50K: 79 grants of 79 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars were reported by recipient state as Florida 38%, Connecticut 26%, Massachusetts 17%, Georgia 12%, and Rhode Island 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Is The Bernatchez Family Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 16 grantees (0%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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
From 2019 to 2025, annual grant giving ranged from $92K (2020) to $112K (2022). In 2025 it made 16 grants totaling $108K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Atlanta, GA | General | $13,500 |
| Covenant House Florida Inc Ft Lauderdale, FL | General | $13,500 |
| Incarnation School Foundation Sarasota, FL | General | $13,500 |
| Multiple Sclerosis Foundation Inc Ft Lauderdale, FL | General | $13,500 |
| Beth-El Center Inc Milford, CT | General | $11,000 |
| Center for Family Justice Bridgeport, CT | General | $7,500 |
| Center of Coastal Studies Provincetown, MA | General | $5,000 |
| Habitat for Humanity Fairfield County Bridgeport, CT | General | $5,000 |
| Housing Families Inc Malden, MA | General | $4,000 |
| Literacy Volunteers of Greater Worcester Worcester, MA | General | $4,000 |
Ready to take the next step with The Bernatchez Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,843,540 | $151,806 | $153,654 | $108,000 | 16 | $108,000 | $108,742 | $119,798 |
| 2024 | $1,845,388 | $174,925 | $140,472 | $100,000 | 16 | $100,000 | $134,538 | $109,875 |
| 2023 | $1,810,935 | $113,967 | $135,916 | $104,000 | 15 | $104,000 | $82,051 | $97,819 |
| 2022 | $1,832,884 | $86,840 | $151,924 | $112,000 | 17 | $112,000 | $50,673 | $103,311 |
| 2021 | $1,897,968 | $233,967 | $122,627 | $96,000 | 15 | $96,000 | $207,340 | $114,333 |
| 2020 | $1,786,628 | $93,218 | $114,107 | $92,000 | 17 | — | $71,111 | $95,198 |
| 2019 | $1,807,517 | $66,413 | $122,468 | $96,000 | 15 | — | $40,666 | $94,119 |
Under IRS private-foundation payout rules, The Bernatchez Family Foundation reported a distributable amount of $120K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission is stated in the available information. Its 2025 grants included support for organizations with varied missions. For example, the American Cancer Society describes its work as improving the lives of people with cancer and their families through advocacy, research, and patient support. Beth-El Center describes its work as providing temporary shelter and meals to people who are homeless or hungry. Housing Families describes its mission as ensuring housing stability to strengthen families, individuals, and communities.
Other 2025 recipients include North Star Family Services, which says it provides stable housing, comprehensive services, and advocacy for families in need of support; My Sisters’ Place, which says it works to end domestic violence and human trafficking through services, advocacy, and community education; and Bernardian Charitable Foundation, which says it supports the educational and extracurricular programs and facilities of St. Bernard’s High School.
Grantmaking
In 2025, the foundation reported 16 grants totaling $108,000. Grant amounts ranged from $1,500 to $13,500, with a median of $4,500. Among the larger awards were $13,500 each to American Cancer Society, Covenant House Florida, Incarnation School Foundation, and Multiple Sclerosis Foundation; $11,000 to Beth-El Center; and $7,500 to Center for Family Justice. Other reported grants included $5,000 each to Center of Coastal Studies and Habitat for Humanity Fairfield County, and $4,000 each to Housing Families and North Star Family Services.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Michael E. Bernatchez, James J. Bernatchez, Daniel P. Bernatchez, and Marc G. Bernatchez as co-trustees.
The Bernatchez Family Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniel P. Bernatchez
Co-Trustee
On filings since 2019
5 hrs/week
No compensation reported
James J. Bernatchez
Co-Trustee
On filings since 2019
5 hrs/week
No compensation reported
Marc G. Bernatchez
Co-Trustee
On filings since 2019
5 hrs/week
No compensation reported
Michael E. Bernatchez
Co-Trustee
On filings since 2019
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Bernatchez Family Foundation
How much does The Bernatchez Family Foundation give each year?
The Bernatchez Family Foundation gave $108K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 16 grants.
What is The Bernatchez Family Foundation's typical grant size?
The Bernatchez Family Foundation's median grant in 2025 was $4,500, and its average grant was $6,750, across 16 grants on its 2025 IRS Form 990-PF.
Where does The Bernatchez Family Foundation give grants?
The Bernatchez Family Foundation's top state is Florida, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Connecticut (26%) and Massachusetts (17%). The most frequent recipient cities were Ft Lauderdale, FL (2 grants) and Bridgeport, CT (2 grants).
Does The Bernatchez Family Foundation give general operating support?
Yes: 100% of The Bernatchez Family Foundation's 2025 grants with a stated purpose (16 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Bernatchez Family Foundation's largest grantees?
The Bernatchez Family Foundation's largest 2025 grantees include American Cancer Society ($13,500), Covenant House Florida Inc ($13,500) and Incarnation School Foundation ($13,500), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is The Bernatchez Family Foundation?
The Bernatchez Family Foundation reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $108K in qualifying distributions that year, against a required minimum of $120K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Bernatchez Family Foundation fund?
No foundation mission is stated in the available information. Its 2025 grants included support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from The Bernatchez Family Foundation?
The filing names Michael E. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Bernatchez Family Foundation's EIN?
The Bernatchez Family Foundation's EIN (Employer Identification Number) is 30-6201571. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
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Cite this profile
Grantable. (2026). The Bernatchez Family Foundation funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-bernatchez-family-foundation-morg_1f339fbcb4974576b8ae0800c519a328
BibTeX
@misc{grantable_306201571_2026,
author = {{Grantable}},
title = {{The Bernatchez Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-bernatchez-family-foundation-morg_1f339fbcb4974576b8ae0800c519a328},
note = {Accessed 2026-10-04. 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 The Bernatchez 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.
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