The Bernatchez Family Foundation
The Bernatchez Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 16 grants totaling $100K. Net investment income was $135K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+1.9% YoY
Annual Giving
$100K
-3.8% YoY
Grant Count
16
+6.7% YoY
Avg Grant Size
$6K
-9.9% YoY
Under IRS private-foundation payout rules, The Bernatchez Family Foundation reported a distributable amount of $110K for 2024 — the minimum it must pay out in qualifying distributions.
About The Bernatchez Family Foundation
Based on IRS filings
The Bernatchez Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 16 grants totaling $100K. Net investment income was $135K.
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 | 2022 |
|---|---|---|---|
| Total Assets | $1,845,388 | $1,810,935 | $1,832,884 |
| Revenue | $174,925 | $113,967 | $86,840 |
| Expenses | $140,472 | $135,916 | $151,924 |
| Qualifying Distributions | $100,000 | $104,000 | $112,000 |
| Net Investment Income | $134,538 | $82,051 | $50,673 |
| Distributable Amount | $109,875 | $97,819 | $103,311 |
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
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Cancer Society ($12,500), Covenant House Florida Inc ($12,500), Incarnation School Foundation ($12,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY ATLANTA, GA | GENERAL | $12,500 |
| BERNARDIAN CHARITABLE FOUNDATION FITCHBURG, MA | GENERAL | $1,500 |
| BETH-EL CENTER INC MILFORD, CT | GENERAL | $10,000 |
| CENTER FOR FAMILY JUSTICE BRIDGEPORT, CT | GENERAL | $7,000 |
| CENTER OF COASTAL STUDIES PROVINCETOWN, MA | GENERAL | $5,000 |
| COVENANT HOUSE FLORIDA INC FT LAUDERDALE, FL | GENERAL | $12,500 |
| HABITAT FOR HUMANITY FAIRFIELD COUNTY BRIDGEPORT, CT | GENERAL | $5,000 |
| HOUSING FAMILIES INC MALDEN, MA | GENERAL | $4,000 |
| INCARNATION SCHOOL FOUNDATION SARASOTA, FL | GENERAL | $12,500 |
| JOHNNYCAKE CENTER OF WESTERLY WESTERLY, RI | GENERAL | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL E BERNATCHEZ | CO-TRUSTEE | 5 | — |
| JAMES J BERNATCHEZ | CO-TRUSTEE | 5 | — |
| DANIEL P BERNATCHEZ | CO-TRUSTEE | 5 | — |
| MARC G BERNATCHEZ | CO-TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Bernatchez Family Foundation?
The Bernatchez Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $1.8M in total assets as of 2024.
How large is The Bernatchez Family Foundation?
As of 2024, The Bernatchez Family Foundation holds $1.8M in total assets with $175K in annual revenue. It awarded 16 grants totaling $100K in 2024.
Where does The Bernatchez Family Foundation operate?
The Bernatchez Family Foundation has awarded grants in Connecticut, Florida, Georgia, Massachusetts, New York, Pennsylvania, Rhode Island.
What size grants does The Bernatchez Family Foundation award?
In 2024, The Bernatchez Family Foundation awarded 16 grants totaling $100K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The Bernatchez Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bernatchez Family Foundation reported a distributable amount of $110K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Bernatchez Family 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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