Joanie C Bernard Foundation
EIN 882451668Total Given 2023–2024
$6.6M
38 grants · $3.3M avg/year
based on 2 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$125K
typical big bets · $41K–$208K
grant size
64%
deep partner · 14/22 multi-year
repeat
$103.8M
Assets (2024)
22
Distinct Recipients
About
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(513) 534-5310
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2023 | $3.0M | $88.6M | $95.6M | 19 |
| 2024 | $3.6M | $103.8M | $6.9M | 19 |
Grant Size Distribution
Based on 38 grants on record
Minimum
$5K
25th Pctl
$41K
Median
$125K
Average
$174K
75th Pctl
$208K
Maximum
$714K
Geographic Distribution
Officers & Directors
FN
Fifth Third Bank Na
2+ yrs
Trustee
MK
Mike Kennedy
Cotrustee
HJ
Heidi Jark
Cotrustee
PW
Paula Wharton
Cotrustee
DC
Deborah Cribbs
Cotrustee
FN
Fifth Third Bank Na
2+ yrs
Trustee
Grants Awarded (38 total)
| Purpose | ||||
|---|---|---|---|---|
| United Coalition for Animals | Cincinnati, OH | $714,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| United Coalition for Animals | Cincinnati, OH | $705,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| United Coalition for Animals | Cincinnati, OH | $600,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Ohio Alleycat Resource & Spay Neuter | Cincinnati, OH | $500,000 | GENERAL OPERATING SUPPORT | 2024 |
| Humane Society of Greater Dayton | Dayton, OH | $350,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Society for the Improvement of | Dayton, OH | $300,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| Ohio Alleycat Resource & Spay Neuter | Cincinnati, OH | $255,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Bluegrass Area Development District | Lexington, KY | $250,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Cincinnati Animal Care | Cincinnati, OH | $214,000 | GENERAL OPERATING SUPPORT | 2023 |
| Society for the Improvement of | Dayton, OH | $211,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Spay-Neuter Services Inc | Indianapolis, IN | $200,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Bluegrass Area Development District | Lexington, KY | $200,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Humane Society of Greater Dayton | Dayton, OH | $200,000 | PROJECT/PROGRAM FUNDS | 2024 |
| Spay-Neuter Services Inc | Indianapolis, IN | $200,000 | PROJECT/PROGRAM FUNDS | 2024 |
| Bluegrass Area Development District | Lexington, KY | $200,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| Cincinnati Animal Care | Cincinnati, OH | $200,000 | GENERAL OPERATING SUPPORT | 2024 |
| Hamilton County Society for the | Cincinnati, OH | $150,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Northern Kentucky Area Developement Dist | Florence, KY | $150,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Northern Kentucky Area Developement | Florence, KY | $150,000 | PROJECT/PROGRAM FUNDS | 2024 |
| Gateway Area Development District Inc | Morehead, KY | $100,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Hamilton County Society for the | Cincinnati, OH | $100,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| Gateway Area Development District Inc | Morehead, KY | $100,000 | PROJECT/PROGRAM FUNDS | 2024 |
| League for Animal Welfare | Batavia, OH | $50,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Team Shelter Usa Llc | Coral Springs, FL | $50,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| League for Animal Welfare | Batavia, OH | $50,000 | PROJECT/PROGRAM SUPPORT | 2024 |