FURP.ORG / PUBLIC DATA EXPLORER

BERNATCHEZ FAMILY FOUNDATION TR UA 12132006

Cite this

Plain text BERNATCHEZ FAMILY FOUNDATION TR UA 12132006. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/306201571. Retrieved 2026-10-21.

APA furp.org. (n.d.). BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 21, 2026, from https://furp.org/org/306201571

MLA “BERNATCHEZ FAMILY FOUNDATION TR UA 12132006.” furp.org, tax years 2010–2025, https://furp.org/org/306201571. Accessed 21 Oct. 2026.

Retrieved 2026-10-21; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $152K · expenses $154K · assets $1.8M

EIN
30-6201571
Address
800 S OSPREY AVE, SARASOTA, FL 34236-7801
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2009
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Michael E Bernatchez CO-TRUSTEE2010-2025 5 $0 reported 1
James J Bernatchez CO-TRUSTEE2010-2025 5 $0 reported 1
Daniel P Bernatchez CO-TRUSTEE2010-2025 5 $0 reported 1
Marc G Bernatchez CO-TRUSTEE2010-2025 5 $0 reported 1

People by year

2025 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2019 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2018 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2017 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2016 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2014 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
2010 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL E BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
JAMES J BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
DANIEL P BERNATCHEZ CO-TRUSTEE5 $0-$0 $01
MARC G BERNATCHEZ CO-TRUSTEE5 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 16 grants to organizations · $108K
2024 · 16 grants to organizations · $100K
2023 · 15 grants to organizations · $104K
2022 · 17 grants to organizations · $112K
2021 · 15 grants to organizations · $96K
2020 · 17 grants to organizations · $92K
2019 · 15 grants to organizations · $96K
2018 · 14 grants to organizations · $84K
2017 · 12 grants to organizations · $88K
2016 · 11 grants to organizations · $96K
2015 · 12 grants to organizations · $96K
2014 · 10 grants to organizations · $88K
2013 · 10 grants to organizations · $76K
2010 · 5 grants to organizations · $45K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2010 · 2 contributors · $1.5M
#ContributorTypeCity, stateTotalNoncashSource
2 BERNATCHEZ CRUT UAD 62202 Person WESTBOROUGH, MA $1,459,631- Form 990PF Sch. B, 2010 · filing
1 BERNATCHEZ CRUT UAD 62202 Person WESTBOROUGH, MA $63,393- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$151,806$153,654 $1,843,540$1,843,540 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$174,925$140,472 $1,845,388$1,845,388 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$113,967$135,916 $1,810,935$1,810,935 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$86,840$151,924 $1,832,884$1,832,884 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$233,967$122,627 $1,897,968$1,897,968 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$93,218$114,107 $1,786,628$1,786,628 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$66,413$122,468 $1,807,517$1,807,517 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$192,594$118,037 $1,863,572$1,863,572 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$328,391$112,956 $1,789,015$1,789,015 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$172,312$121,379 $1,573,580$1,573,580 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$82,020$119,266 $1,523,176$1,523,176 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$112,791$111,346 $1,560,422$1,560,422 $572- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$87,036$100,106 $1,558,977$1,558,977 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$1,556,256$55,094 $1,442,768$1,442,768 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
WITHAM FAMILY FOUNDATIONFLT22 $145,004$108,296 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
BANSAL FAMILY FOUNDATION INCFLT22 $144,952$387,653 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
HOMEWOOD FAMILY FOUNDATIONFLT22 $152,258$70,721 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
DEANE FAMILY FOUNDATION INCFLT22 $151,310$175,862 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
ROBERT MUIR FAMILY FOUNDATION INCFLT22 $153,401$40,781 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
GILLMAN FAMILY FOUNDATION INCFLT22 $161,794$289,751 PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CHAFFIOT FAMILY FOUNDATION INCFLT22 $148,362$148,136 Director$0 Same NTEE code T22, revenue within 2x, same state
JONATHAN RINEHART FAMILY FOUNDATIONFLT22 $159,671$112,496 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INCFLT22 $161,408$95,052 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
GURSAHANEY FAMILY FOUNDATION INCFLT22 $156,180$499,146 DIRECTOR, VP, SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
BROWN FAM FOUNDATIONFLT22 $157,014$379,742 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
S AND A GOLDSTEIN FAMILY FOUNDATIONFLT22 $148,000$148,066 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
BIRK FOUNDATIONFLT22 $151,270$361,969 TRUSTEE, ADVISOR COMMITTEE$0 Same NTEE code T22, revenue within 2x, same state
FINN FAM FOUNDATION INCFLT22 $162,009$307,399 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
CARRIE AND DAVID SCHULMAN FAMILY FOUNDATIONFLT22 $143,716$148,894 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
THE@BOB HONG FOUNDATIONFLT22 $160,199$181,313 TRUSTEE$33,759 Same NTEE code T22, revenue within 2x, same state
ROBERT A & BERYL P SCHNEIDER FAM FOUNDATIONFLT22 $142,815$84,499 President & CEO$0 Same NTEE code T22, revenue within 2x, same state
NANCY L GOLDSMITH AND JOHN E GOLDSMITH FAMILY FOUNDATIONFLT22 $159,192$145,301 TRUSTEE$25,000 Same NTEE code T22, revenue within 2x, same state
RICHARD E AND LILLIAN M BECKERFAMILY FOUNDATION INCFLT22 $162,052$293,568 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CAROL ANNE HALPERIN MINKIN FAMILY FOUNDATION INCFLT22 $148,890$125,497 DIRECTOR, PRESIDENT, TR SEC$0 Same NTEE code T22, revenue within 2x, same state
MICHAEL AND ROBBYE HENESCH FAMILY FOUNDATION INCFLT22 $145,785$27,050 President$0 Same NTEE code T22, revenue within 2x, same state
ALEXANDER FAMILY PHILANTHROPIC EDUCATION FOUNDATION INCFLT22 $150,000$109,815 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
AL-DAR FOUNDATIONFLT22 $153,713$19,151 PRESIDENT & TREASURER$0 Same NTEE code T22, revenue within 2x, same state
FOUNDATION 66 INCFLT22 $148,640$78,220 President$0 Same NTEE code T22, revenue within 2x, same state
CITRINE FOUNDATIONFLT22 $156,086$16,333 President$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING DAF sponsor$407,1841 12018–2018 BUSTANY FAMILY FOUNDATION INC
VOLO FOUNDATION Private foundation$52,0001 12021–2021 TRAS LA PERLA USA INC
ONEOC DAF sponsor$7,2001 12020–2020 WAHOOS FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $153,654 spent · pay $0 · grants $108,000 · events $1,869
LineAs describedTotalShare
Contributions, gifts, grants paid $108,000 70.3%
Fees: other professional $23,985 15.6%
Other expenses $14,094 9.2%
Taxes $3,763 2.4%
Fees: accounting $1,943 1.3%
Travel, conferences and meetings $1,869 1.2%
Total$153,654100%

View the filing

2024 · Form 990PF · $140,472 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,000 71.2%
Fees: other professional $22,098 15.7%
Other expenses $15,601 11.1%
Fees: accounting $1,828 1.3%
Taxes $945 0.7%
Total$140,472100%

View the filing

2023 · Form 990PF · $135,916 spent · pay $0 · grants $104,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $104,000 76.5%
Fees: other professional $19,556 14.4%
Other expenses $9,327 6.9%
Fees: accounting $1,958 1.4%
Taxes $1,075 0.8%
Total$135,916100%

View the filing

2022 · Form 990PF · $151,924 spent · pay $0 · grants $112,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $112,000 73.7%
Fees: other professional $20,762 13.7%
Other expenses $12,475 8.2%
Taxes $4,882 3.2%
Fees: accounting $1,805 1.2%
Total$151,924100%

View the filing

2021 · Form 990PF · $122,627 spent · pay $0 · grants $96,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $96,000 78.3%
Fees: other professional $22,998 18.8%
Fees: accounting $1,795 1.5%
Other expenses $1,323 1.1%
Taxes $511 0.4%
Total$122,627100%

View the filing

2020 · Form 990PF · $114,107 spent · pay $0 · grants $92,000 · events $458
LineAs describedTotalShare
Contributions, gifts, grants paid $92,000 80.6%
Fees: other professional $18,528 16.2%
Fees: accounting $1,895 1.7%
Taxes $845 0.7%
Travel, conferences and meetings $458 0.4%
Other expenses $381 0.3%
Total$114,107100%

View the filing

2019 · Form 990PF · $122,468 spent · pay $0 · grants $96,000 · events $3,599
LineAs describedTotalShare
Contributions, gifts, grants paid $96,000 78.4%
Fees: other professional $18,557 15.2%
Travel, conferences and meetings $3,599 2.9%
Taxes $2,071 1.7%
Fees: accounting $1,930 1.6%
Other expenses $311 0.3%
Total$122,468100%

View the filing

2018 · Form 990PF · $118,037 spent · pay $0 · grants $84,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $84,000 71.2%
Fees: other professional $18,961 16.1%
Taxes $12,806 10.8%
Fees: accounting $1,877 1.6%
Other expenses $393 0.3%
Total$118,037100%

View the filing

2017 · Form 990PF · $112,956 spent · pay $0 · grants $88,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $88,000 77.9%
Fees: other professional $17,680 15.7%
Taxes $3,438 3.0%
Fees: accounting $2,012 1.8%
Other expenses $1,826 1.6%
Total$112,956100%

View the filing

2016 · Form 990PF · $121,379 spent · pay $0 · grants $96,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $96,000 79.1%
Fees: other professional $20,174 16.6%
Other expenses $2,004 1.7%
Fees: accounting $2,000 1.6%
Taxes $1,201 1.0%
Total$121,379100%

View the filing

2015 · Form 990PF · $119,266 spent · pay $0 · grants $96,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $96,000 80.5%
Fees: other professional $20,219 17.0%
Fees: accounting $1,914 1.6%
Taxes $1,130 0.9%
Other expenses $3 0.0%
Total$119,266100%

View the filing

2014 · Form 990PF · $111,346 spent · pay $0 · grants $88,000 · events $1,005
LineAs describedTotalShare
Contributions, gifts, grants paid $88,000 79.0%
Fees: other professional $18,558 16.7%
Fees: accounting $2,551 2.3%
Taxes $1,232 1.1%
Travel, conferences and meetings $1,005 0.9%
Total$111,346100%

View the filing

2013 · Form 990PF · $100,106 spent · pay $0 · grants $76,500 · events $709
LineAs describedTotalShare
Contributions, gifts, grants paid $76,500 76.4%
Fees: other professional $17,467 17.4%
Taxes $3,321 3.3%
Fees: accounting $2,109 2.1%
Travel, conferences and meetings $709 0.7%
Total$100,106100%

View the filing

2010 · Form 990PF · $55,094 spent · pay $0 · grants $45,000 · events $476
LineAs describedTotalShare
Contributions, gifts, grants paid $45,000 81.7%
Fees: other professional $8,843 16.1%
Travel, conferences and meetings $476 0.9%
Fees: accounting $382 0.7%
Taxes $232 0.4%
Other expenses $161 0.3%
Total$55,094100%

View the filing