Bernard a Egan Foundation Inc
EIN 650501660
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$40.6M
1,133 grants · $5.1M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$11K
typical small grants · $4K–$35K
grant size
46%
supporter · 229/503 multi-year
repeat
$130.1M
Assets (2023)
503
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(772) 465-7555
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $3.6M | $95.6M | $24.4M | 164 |
| 2017 | $4.3M | $126.7M | $26.6M | 159 |
| 2018 | $5.5M | $136.7M | $9.9M | 158 |
| 2020 | $6.5M | $129.1M | $2.9M | 155 |
| 2021 | $6.5M | $142.7M | $7.0M | 166 |
| 2022 | $7.1M | $136.1M | $8.2M | 163 |
| 2023 | $7.3M | $130.1M | $4.5M | 168 |
Grant Size Distribution
Based on 1133 grants on record
Minimum
$100
25th Pctl
$4K
Median
$11K
Average
$36K
75th Pctl
$35K
Maximum
$1.3M
Geographic Distribution
Texas Counties Served
0.2% of US grants
· Rank #21 of 28 states
$275 across
2 grants
2 of 254 counties
Top 2 counties
- 1 Dallas
- 2 Hidalgo
Officers & Directors
BE
Bernadette M Emerick
5 yrs
Trustee/President
Leadership
JG
Jean Jacques Gilet
4 yrs
Trustee/Vice President
Leadership
CR
Catherine M Rohm
4 yrs
Trustee/Assistant Treasurer
Leadership
GN
Gregory P Nelson
7+ yrs
Trustee/Secretary-Treasurer
Leadership
MS
Mary R Shinn
6 yrs
Trustee/Assistant Secretary
Leadership
BE
Bernadette M Emerick
5 yrs
Trustee/President
Leadership
JG
Jean Jacques Gilet
4 yrs
Trustee/Vice President
Leadership
GN
Gregory P Nelson
7+ yrs
Trustee/Secretary-Treasurer
Leadership
CR
Catherine M Rohm
4 yrs
Trustee/Assistant Treasurer
Leadership
MS
Mary R Shinn
6 yrs
Trustee/Assistant Secretary
Leadership
Grants Awarded (1,133 total)
| Purpose | ||||
|---|---|---|---|---|
| Irc Habitat for Humanity | Vero Beach, FL | $1,295,000 | LAND DONATION FOR HOUSING CHARITY | 2018 |
| I AM MINISTRIES INC DBA The Source | Vero Beach, FL | $600,000 | Dignity Village (Land) | 2021 |
| The Source | Vero Beach, FL | $520,000 | Dignity Village - Land | 2020 |
| The Arc of Indian River County | Fort Pierce, FL | $517,000 | Covid Relief; Disabled persons; Group Home | 2020 |
| The Source | Vero Beach, FL | $450,000 | Dignity Village | 2022 |
| Knights of Columbus Charities Inc | New Haven, FL | $447,500 | Scholarships, Vocation to Priesthood, Culture of Life, United in Charity, Disaster & Refugee Relief | 2022 |
| United Against Poverty | Vero Beach, FL | $425,000 | SLC & IRC General (Land) | 2022 |
| Knights of Columbus Charities Inc | New Haven, CT | $422,500 | General support; Scholarships; Disaster & Refugee Relief | 2023 |
| United Against Poverty | Vero Beach, FL | $401,500 | 5K Trot Against Poverty; IRC COVID Relief; SLC COVID Relief | 2020 |
| United Against Poverty | Vero Beach, FL | $401,500 | SLC & IRC COVID Relief. Sponsorship | 2021 |
| The Source | Vero Beach, FL | $372,000 | Land Donation | 2023 |
| Mother Theresa Catholic Education Foundation Inc | Vero Beach, FL | $370,000 | Land | 2022 |
| United Against Poverty | Vero Beach, FL | $365,000 | LAND Donation | 2023 |
| Samaritan Center | Vero Beach, FL | $362,775 | Sponsorship; General support | 2023 |
| Cleveland Clinic Indian River Foundation | Vero Beach, FL | $350,000 | Pay it Forward - Cancer Support | 2020 |
| Cleveland Clinic Indian River Foundation | Vero Beach, FL | $350,000 | Pay it Forward Program | 2021 |
| Cleveland Clinic Indian River Foundation | Vero Beach, FL | $350,000 | General support | 2023 |
| Cleveland Clinic Indian River Foundation | Vero Beach, FL | $350,000 | Pay it Forward Program | 2022 |
| Knights of Columbus Charities Inc | New Haven, CT | $347,500 | Catholic Scholarships Vocation to Priesthood Program Support Disaster Relief | 2020 |
| Knights of Columbus Charities Inc | New Haven, CT | $347,500 | Scholarships, Vocation to Priesthood, Culture of L Life, United in Charity, Disaster & Refugee Relief | 2021 |
| Indian River Medical Center Fndn | Vero Beach, FL | $345,000 | PAY IT FORWARD - MEDICAL CHARITY | 2018 |
| St Helen Catholic Church | Vero Beach, FL | $328,000 | Church; Diocesan Service Appeal; Serra Vocation Ministry Building Fund Education Catholic Tuition Assistance | 2020 |
| St Francis Manor of Vero Beach | Vero Beach, FL | $325,000 | LOW INCOME SENIOR APARTMENTS | 2017 |
| Florida Remembered Society Inc | Ft Pierce, FL | $320,000 | Museum Project | 2022 |
| Boys and Girls Club of SLC | Ft Pierce, FL | $300,000 | New Club House Facility - Land | 2020 |