Bridgewater Fund FY2021 filing

Sarasota, FLPrivate foundation / grantmaker EIN 20-0524539Revenue $25K in FY2021Latest return filed Jun 24, 2024

On file with the IRSSarasota, FL

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FY2021 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990-PF
The latest return is for FY2023, 3 tax years back.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $85K a year · 501% of revenue · last 4 filings
A surplus in 2 of the last 4 filings.
990-PF Pt I · 4 filings
1.4 mo
of spending, in cash
1.4 months of spending in cash.
990-PF Pt II · Ln 1–2 · Pt I · Ln 26
Liabilities
$6K
1% of total assets
Liabilities are 1% of assets.
990-PF Pt II · Ln 23
Revenue
$25K
-6% vs prior year
Spent
$19K
Net assets
$439K
By yearFY2020–FY2023
Revenue
$25K
FY2021▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2020$27K
FY2021$25K
FY2022$15K
FY2023$321
Expenses
$19K
FY2021▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$18K
FY2021$19K
FY2022$343K
FY2023$27K
Net assets
$439K
FY2021▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2020$380K
FY2021$439K
FY2022$27K
FY2023$0

From the FY2021 Form 990 · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 79% · $15K Operating & administrative 21% · $4K

Form 990-PF Part I, lines 24–26. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990-PF.

990-PF Part VIII · reportable compensation
$0990-PF Pt VIII
Vice President
$0990-PF Pt VIII
See Bridgewater Fund executive salaries →

Programs and updates

A private foundation based in Sarasota, FL.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 1 grant · $24K · 2023–2023
Bridgewater Fund Donor Advised Fund Co Fidelity Investments Charitable GifFY2023$23,746

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$24K
Median grantPart XV$24K
Largest grantPart XV$24K

By the numbers

The FY2021 990-PF, line by line.

1The main four
Money in
$25K
Investment income$25K
Money out
$19K
Grants paid$15K
Running costs$4K
Owns and owes
$439K
net assets
Cash and savings$2K
Total assets$445K
Liabilities$6K
People
2
listed
Paid0
2In more detail
Revenue in detail
Investment income$25K
Total revenue$25K
Assets in detailEnd of year
Cash and savings together$2K
Total assets$445K
Liabilities$6K
Net assets$439K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 LatestFiled with the IRS Jun 24, 2024 $321$27K−$27K$0 990 PDF
FY2022Filed with the IRS Apr 26, 2023 $15K$343K−$328K$27K 990 PDF
FY2021 ViewingFiled with the IRS Nov 11, 2022 $25K$19K$6K$439K 990 PDF
FY2020Filed with the IRS Apr 27, 2021 $27K$18K$9K$380K 990 PDF

Schedules filed Part IV

G · Fundraising L · Interested persons R · Related orgs

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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