Bridgewater Fund
EIN 200524539Total Given 2016–2023
$423K
25 grants · $53K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $2K–$5K
grant size
50%
supporter · 6/12 multi-year
repeat
$27K
Assets (2022)
12
Distinct Recipients
About
BRIDGEWATER FUND WAS DISSOLVED EFFECTIVE JANUARY 31, 2023. ALL INVESTMENTS WERE LIQUIDATED PRIOR TO THE DATE OF DISSOLUTION AND ALL REMAINING CASH WAS TRANSFERRED TO THE BRIDGEWATER DONOR ADVISED FUND.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(513) 731-5951
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $15K | $267K | $7K | 5 |
| 2017 | $15K | $292K | $7K | 5 |
| 2018 | $15K | $265K | $21K | 5 |
| 2019 | N/A | $323K | $24K | N/A |
| 2020 | $15K | $380K | $27K | 5 |
| 2022 | $339K | $27K | $15K | 4 |
| 2023 | $24K | $0 | $321 | 1 |
Grant Size Distribution
Based on 25 grants on record
Minimum
$2K
25th Pctl
$2K
Median
$2K
Average
$17K
75th Pctl
$5K
Maximum
$289K
Geographic Distribution
Officers & Directors
HH
Helen B Habbert
7+ yrs
President
Leadership
JH
John H Habbert
7+ yrs
Vice President
Leadership
HH
Helen B Habbert
7+ yrs
President
Leadership
JH
John H Habbert
7+ yrs
Vice President
Leadership
HH
Helen B Habbert
7+ yrs
President
Leadership
JH
John H Habbert
7+ yrs
Vice President
Leadership
HH
Helen B Habbert
7+ yrs
President
Leadership
JH
John H Habbert
7+ yrs
Vice President
Leadership
HH
Helen B Habbert
7+ yrs
President
Leadership
JH
John H Habbert
7+ yrs
Vice President
Leadership
HH
Helen B Habbert
7+ yrs
President
Leadership
JH
John H Habbert
7+ yrs
Vice President
Leadership
HH
Helen B Habbert
7+ yrs
President
Leadership
JH
John H Habbert
7+ yrs
Vice President
Leadership
Grants Awarded (25 total)
| Purpose | ||||
|---|---|---|---|---|
| Bridgewater Fund Donor Advised Fund Co Fidelity Investments Charitable Gif | Boston, MA | $288,928 | CHARITABLE CONTRIBUTION | 2022 |
| America Votes | Washington, DC | $25,000 | UNFUNDED COSTS | 2022 |
| Bridgewater Fund Donor Advised Fund Co Fidelity Investments Charitable Gif | Boston, MA | $23,746 | CHARITABLE CONTRIBUTION | 2023 |
| Voting Rights Lab | Baltimore, MD | $12,500 | UNFUNDED COSTS | 2022 |
| Democracy Docket | Baltimore, MD | $12,500 | UNFUNDED COSTS | 2022 |
| Heifer International | Little Rock, AR | $5,000 | UNFUNDED COSTS | 2020 |
| Heifer International | Little Rock, AR | $5,000 | Unfunded Costs | 2016 |
| Heifer International | Little Rock, AR | $5,000 | UNFUNDED COSTS | 2017 |
| Heifer International | Little Rock, AR | $5,000 | UNFUNDED COSTS | 2018 |
| Community Foundation of Sarasota County | Sarasota, FL | $2,500 | EDEXPLORERSRQ FOR CURRENT EXPLORATION | 2020 |
| Community Haven for Adults and Children With Disability Inc | Sarasota, FL | $2,500 | UNFUNDED COSTS | 2020 |
| Sarasota Ballet | Sarasota, FL | $2,500 | DANCE THE NEXT GENERATION | 2020 |
| Valley Interfaith Food & Clothing Center | Cincinnati, OH | $2,500 | NEIGHBORS IN NEED PROGRAM | 2020 |
| Bethany House | Cincinnati, OH | $2,500 | Unfunded Costs | 2016 |
| OTRWH Kitchen & Pantry | Cincinnati, OH | $2,500 | Kitchens & Pantry Programs | 2016 |
| Valley Interfaith Food & Clothing Center | Cincinnati, OH | $2,500 | Neighbors in need program | 2016 |
| La Soupe | Cincinnati, OH | $2,500 | Unfunded Costs | 2016 |
| Bethany House | Cincinnati, OH | $2,500 | UNFUNDED COSTS | 2017 |
| La Soupe | Cincinnati, OH | $2,500 | UNFUNDED COSTS | 2017 |
| Otrwh Kitchen & Pantry | Cincinnati, OH | $2,500 | KITCHENS & PANTRY PROGRAMS | 2017 |
| Valley Interfaith Food & Clothing Center | Cincinnati, OH | $2,500 | NEIGHBORS IN NEED PROGRAM | 2017 |
| Bethany House | Cincinnati, OH | $2,500 | UNFUNDED COSTS | 2018 |
| La Soupe | Cincinnati, OH | $2,500 | UNFUNDED COSTS | 2018 |
| Otrwh Kitchen & Pantry | Cincinnati, OH | $2,500 | KITCHENS & PANTRY PROGRAMS | 2018 |
| Valley Interfaith Food & Clothing Center | Cincinnati, OH | $2,500 | NEIGHBORS IN NEED PROGRAM | 2018 |