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Bernatchez Family Foundation Trust Ua 12132006 is a private corporation based in SARASOTA, FL. The foundation received its IRS ruling in 2009. The principal officer is Michael Bernatchez. It holds total assets of $1.8M. Annual income is reported at $548K. Total assets have grown from $1.5M in 2011 to $1.8M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Massachusetts, Connecticut and Florida. According to available records, Bernatchez Family Foundation Trust Ua 12132006 has made 32 grants totaling $208K, with a median grant of $4K. The foundation has distributed between $96K and $112K annually from 2021 to 2022. Individual grants have ranged from $1K to $14K, with an average award of $7K. The foundation has supported 17 unique organizations. The foundation primarily supports organizations in Florida, Connecticut, Massachusetts, which account for 84% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$4K
Average Grant
$5K
Largest Grant
$12K
Based on 17 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bernatchez Family Foundation Trust Ua 12132006 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 32 grants. Its grantmaking reaches organizations primarily in FL, CT, MA.
Bernatchez Family Foundation Trust Ua 12132006 has distributed a total of $208K across 32 grants. The median grant size is $4K, with an average of $7K. Individual grants have ranged from $1K to $14K.
No restrictions.
Bernatchez Family Foundation Trust Ua 12132006 is headquartered in SARASOTA, FL. While based in FL, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Marc G Bernatchez | CO-TRUSTEE | $0 | $0 | N/A |
| Michael E Bernatchez | CO-TRUSTEE | $0 | $0 | N/A |
| James J Bernatchez | CO-TRUSTEE | $0 | $0 | N/A |
| Daniel P Bernatchez | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$136K
Total Assets
$1.8M
Fair Market Value
$2.1M
Net Worth
$1.8M
Grants Paid
$104K
Contributions
N/A
Net Investment Income
$82K
Distribution Amount
$98K
Total Grants
32
Total Giving
$208K
Average Grant
$7K
Median Grant
$4K
Unique Recipients
17
Most Common Grant
$4K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Cancer SocietyGENERAL | Atlanta, GA | $14K | 2022 |
| Covenant House Florida IncGENERAL | Ft Lauderdale, FL | $14K | 2022 |
| Incarnation School FoundationGENERAL | Sarasota, FL | $14K | 2022 |
| Multiple Sclerosis Foundation IncGENERAL | Ft Lauderdale, FL | $14K | 2022 |
| Beth-El Center IncGENERAL | Milford, CT | $10K | 2022 |
| Center For Family JusticeGENERAL | Bridgeport, CT | $9K | 2022 |
| Center Of Coastal StudiesGENERAL | Provincetown, MA | $5K | 2022 |
| Habitat For Humanity Fairfield CountyGENERAL | Bridgeport, CT | $5K | 2022 |
| Johnnycake Center Of WesterlyGENERAL | Westerly, RI | $4K | 2022 |
| Housing Families IncGENERAL | Malden, MA | $4K | 2022 |
| North Star Family ServicesGENERAL | Leominister, MA | $4K | 2022 |
| Bridgeport Rescue MissionGENERAL | Bridgeport, CT | $4K | 2022 |
| Literacy Volunteers Of Greater WorcesterGENERAL | Worcester, MA | $4K | 2022 |
| My Sister'S PlaceGENERAL | White Plains, NY | $3K | 2022 |
| St Lawrence ChurchGENERAL | Shelton, CT | $3K | 2022 |
| Life Is Good Kids FoundationGENERAL | Boston, MA | $1K | 2022 |
| Bernardian Charitable FoundationGENERAL | Fitchburg, MA | $1K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL