Bernard A Egan Foundation
At a glance
This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.
Key takeaways
- The foundation works by invitation only and does not accept unsolicited requests, so a cold application is unlikely to be considered; a warm introduction is the realistic route, if you can secure one.
- Repeat giving is strong, with 95% of grant dollars going to organisations it had also funded in one of the earlier filings, so it mostly backs organisations it already knows.
- Half of its 488 grants to organisations were $15,000 or less, so a request near that level fits its usual giving, though about 8 in 10 grants fall between $500 and $110,000 and the largest was about $810,000, so this band is typical rather than a ceiling.
- Its recorded grants cover housing for low-income older people, homelessness, education, religious missions, health and medical research, and cultural and environmental work, and no geographic focus is stated, although most recorded grant dollars go to Florida organisations and the filings also show grants in Connecticut and other states.
- The filings give no deadlines, so timing will depend on when an introduction is possible.
Overview
Bernard A Egan Foundation is a US private foundation based in Fort Pierce, FL.
What they fund
Profile based on the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) only: no website or other web source for the foundation was found. Every statement is checked against the filings. Sources read on 7 October 2026.
Priority Areas
Across its grant record, the foundation supports a broad mix of charitable organisations rather than a single named field. Recipients include providers of housing for low-income older people, homelessness services and community assistance; schools and other education providers; churches and religious missions; and health-care and medical-research organisations. Awards also reach cultural and environmental organisations, while recorded purposes include scholarships and disaster and refugee relief. Many entries are described as general support, alongside grants for programmes, facilities, land and capital improvements. Most recorded grant dollars go to organisations in Florida, while the filings also show grants in other states.
Geographic Focus
No geographic focus is stated; the filings show grants mainly in Florida and Connecticut.
How to apply
The foundation makes contributions only to preselected charitable organisations and does not accept unsolicited requests.
Application success factors
- Repeat giving: In its TY2024 filing, 95% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
- Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 488 grants to organisations were $15,000 or less.
Where grants go
From grants to organisations in the foundation’s filings for tax years 2022–2024.
Grant dollars by state
6 other states: 7%
Outside the US or with no state on the filing: 2%
- The largest single recipient received 8% of grant dollars to organisations.
- In tax year 2024, 95% of grant dollars went to organisations Bernard A Egan Foundation had funded in earlier filings.
- No grants were paid directly to organisations outside the US.
- 2% of grant dollars went to intermediaries that regrant to other organisations.
Grants
How much do they typically give?
Share of 155 grants in tax year 2024 by size
Median $15,000 (tax year 2024)
The largest grants to organisations in the foundation’s latest filing:
- The Source · Donated land; general support$809,0002024 tax year
- St Francis Manor of Vero Beach · Providing Apartments to Low Income Seniors$505,0002024 tax year
- Knights of Columbus Charities · General support; SCHOLARSHIPS, DISASTER & REFUGEE$437,5002024 tax year
- United Against Poverty · General SLC, General IRC; EVENT SUPPORT$366,5002024 tax year
- Cleveland Clinic Indian River Foundation · General support$300,0002024 tax year
- John Carroll Catholic High School · EDUCATION SUPPORT, Athletics program; Tuition$250,0002024 tax year
- Samaritan Center · Sponsorship; General support$248,5502024 tax year
- The Arc of Indian River County · General support$225,0002024 tax year
Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.
Officers and directors
- Catherine M Rohm — Assistant Treasurer
- Mary R Shinn — Assistant Secretary
- Gregory P Nelson — Secretary / Treasurer
- Jean Jacques Gilet — Vice President
- Bernadette M Emerick — President
From the latest Form 990-PF filing
3 years of tax filings
| Year | Total expenses | Grants paid | Assets | Filing document |
|---|---|---|---|---|
| 2022 tax year | $8,124,831 | $7,270,675 | $130,085,528 | Filing for 2022 tax year |
| 2023 tax year | $7,204,504 | $6,473,350 | $132,773,516 | Filing for 2023 tax year |
| 2024 tax year | $7,778,637 | $7,005,190 | $122,510,526 | Filing for 2024 tax year |
Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.
Sources
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At a glance
Applying to Bernard A Egan Foundation?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- Fort Pierce, FL
Applying to Bernard A Egan Foundation?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- Fort Pierce, FL