Bardes Fund FY2021 filing

Tax-deductible

Cincinnati, OH501(c)(3)EIN 31-6036206

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2021 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $52K a year · 39% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$110K
-33% vs prior year
Spent
$160K
Net assets
$1.6M
By yearFY2020–FY2024
Revenue
$110K
FY2021▼ -33%
Revenue by fiscal year
FY2020$163K
FY2021$110K
FY2022$147K
FY2023$106K
FY2024$146K
Expenses
$160K
FY2021▼ -20%
Expenses by fiscal year
FY2020$200K
FY2021$160K
FY2022$142K
FY2023$200K
FY2024$231K
Net assets
$1.6M
FY2021▼ -3%
Net assets by fiscal year
FY2020$1.6M
FY2021$1.6M
FY2022$1.6M
FY2023$1.5M
FY2024$1.4M

From the FY2021 Form 990 · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1958.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 91% · $145K Operating & administrative 9% · $15K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990-PF.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
See Bardes Fund executive salaries →

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Programs and updates

A private foundation based in Cincinnati, OH.

Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 29 grants · $210K · 2024–2024
Srba Historic Building & Environ Pres FdtnFY2024$30,000
Bath & Tennis Historic Bldg Preser FdtnFY2024$30,000
Individual RecipientFY2024$17,550
Boston CollegeFY2024$13,000
The Seven Hills SchoolFY2024$11,950
St George's SchoolRI · FY2024$10,000
Red Sneakers for Oakley INCFL · FY2024$10,000
Palm Beach Day Academy INCFL · FY2024$10,000
ArtswaveFY2024$10,000
Newport Historical SocietyFY2024$5,000
Georgetown Mission & MinistryFY2024$5,000
See all 29 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV12
Average grantPart XV$7K
Median grantPart XV$5K
Largest grantPart XV$30K
Top cause focusNTEEColleges & Universities (14%)

By the numbers

The FY2021 990-PF, line by line.

1The main four
Money in
$110K
Investment income$110K
Money out
$160K
Grants paid$145K
Running costs$15K
Owns and owes
$1.6M
net assets
Cash and savings$38K
Total assets$1.6M
Liabilities$0
People
3
listed
Paid0
2In more detail
Revenue in detail
Investment income$110K
Total revenue$110K
Assets in detailEnd of year
Cash and savings together$38K
Total assets$1.6M
Liabilities$0
Net assets$1.6M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $146K$231K−$85K$1.4M 990 PDF
FY2023 $106K$200K−$94K$1.5M 990 PDF
FY2022 $147K$142K$5K$1.6M 990 PDF
FY2021 Viewing $110K$160K−$50K$1.6M 990 PDF
FY2020 $163K$200K−$37K$1.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

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

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