BERNARD A EGAN FOUNDATION INC

Cite this

Plain text BERNARD A EGAN FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/bernard-a-egan-foundation-inc-650501660. Retrieved 2026-11-02.

APA furp.org. (n.d.). BERNARD A EGAN FOUNDATION INC [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 2, 2026, from https://furp.org/org/bernard-a-egan-foundation-inc-650501660

MLA “BERNARD A EGAN FOUNDATION INC.” furp.org, tax years 2011–2024, https://furp.org/org/bernard-a-egan-foundation-inc-650501660. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $10.0M · expenses $7.8M · assets $116.4M

EIN
65-0501660
Address
1900 N OLD DIXIE HWY, FORT PIERCE, FL 34946-1423
NTEE code
T22Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
February 1996 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 8 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

8 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
Gregory P Nelson SECRETARY/TREASURER2011-2024 4 $0 reported 2
Bernadette M Emerick PRESIDENT2011-2024 10 $0 reported 1
Jean Jacques Gilet VICE PRESIDENT2019-2024 1 $0 reported 1
Mary R Shinn ASSISTANT SECRETARY2016-2024 2 $0 reported 1
Catherine M Rohm ASSISTANT TREASURER2011-2024 1 $0 reported 1
J J Gilet (former) VICE PRESIDENT2018 1 $0 reported 1
Jj Gilet (former) VICE PRESIDE2011-2017 2 $0 reported 1
Jb Egan Iii (former) TRUSTEE/VP2011-2014 0 $0 reported 1

People by year

2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE M EMERICK PRESIDENT10 $0-$0 $01
JEAN JACQUES GILET VICE PRESIDENT1 $0-$0 $01
GREGORY P NELSON SECRETARY/TREASURER4 $0-$0 $02
MARY R SHINN ASSISTANT SECRETARY2 $0-$0 $01
CATHERINE M ROHM ASSISTANT TREASURER1 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE M EMERICK PRESIDENT10 $0-$0 $01
JEAN JACQUES GILET VICE PRESIDENT1 $0-$0 $01
GREGORY P NELSON SECRETARY/TREASURER4 $0-$0 $02
MARY R SHINN ASSISTANT SECRETARY2 $0-$0 $01
CATHERINE M ROHM ASSISTANT TREASURER1 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE M EMERICK PRESIDENT10 $0-$0 $01
JEAN JACQUES GILET VICE PRESIDENT1 $0-$0 $01
GREGORY P NELSON SECRETARY/TREASURER4 $0-$0 $02
MARY R SHINN ASSISTANT SECRETARY2 $0-$0 $01
CATHERINE M ROHM ASSISTANT TREASURER1 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE M EMERICK PRESIDENT10 $0-$0 $01
JEAN JACQUES GILET VICE PRESIDENT1 $0-$0 $01
GREGORY P NELSON SECRETARY/TREASURER4 $0-$0 $02
MARY R SHINN ASSISTANT SECRETARY2 $0-$0 $01
CATHERINE M ROHM ASSISTANT TREASURER1 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE M EMERICK TRUSTEE/PRESIDENT10 $0-$0 $01
JEAN JACQUES GILET TRUSTEE/VICE PRESIDENT1 $0-$0 $01
GREGORY P NELSON TRUSTEE/SECRETARY-TREASURER4 $0-$0 $02
MARY R SHINN TRUSTEE/ASSISTANT SECRETARY2 $0-$0 $01
CATHERINE M ROHM TRUSTEE/ASSISTANT TREASURER1 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE M EMERICK TRUSTEE/PRESIDENT10 $0-$0 $01
JEAN JACQUES GILET TRUSTEE/VICE PRESIDENT1 $0-$0 $01
GREGORY P NELSON TRUSTEE/SECRETARY-TREASURER4 $0-$0 $02
MARY R SHINN TRUSTEE/ASSISTANT SECRETARY2 $0-$0 $01
CATHERINE M ROHM TRUSTEE/ASSISTANT TREASURER1 $0-$0 $01
2018 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE M EMERICK PRESIDENT10 $0-$0 $01
J J GILET VICE PRESIDENT1 $0-$0 $01
GREGORY P NELSON SECRETARY/TREASURER4 $0-$0 $02
MARY R SHINN ASSISTANT SECRETARY2 $0-$0 $01
CATHERINE M ROHM ASSISTANT TREASURER1 $0-$0 $01
2017 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE EMERICK PRESIDENT10 $0-$0 $01
MARY R SHINN ASSISTANT SE2 $0-$0 $01
GREGORY P NELSON SECRETARY/TR2 $0-$0 $02
JJ GILET VICE PRESIDE2 $0-$0 $01
CATHERINE ROHM ASSISTANT TR2 $0-$0 $01
2016 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE M EMERICK PRESIDENT0 $0-$0 $01
GREGORY P NELSON SECRETARY/TR0 $0-$0 $02
JJ GILET VICE PRESIDE0 $0-$0 $01
CATHERINE ROHM ASSISTANT TR0 $0-$0 $01
MARY R SHINN ASSISTANT SE0 $0-$0 $01
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE EMERICK TRUSTEE/PRES0 $0-$0 $01
GREGORY P NELSON TRUSTEE/SEC0 $0-$0 $02
JJ GILET TRUSTEE/TREA0 $0-$0 $01
CATHERINE ROHM TRUSTEE/A.TR0 $0-$0 $01
2014 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE EMERICK TRUSTEE/PRES0 $0-$0 $01
JB EGAN III TRUSTEE/VP0 $0-$0 $01
GREGORY P NELSON TRUSTEE/SEC0 $0-$0 $02
JJ GILET TRUSTEE/TREA0 $0-$0 $01
CATHERINE ROHM TRUSTEE/A.TR0 $0-$0 $01
2013 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE EMERICK TRUSTEE/PRES0 $0-$0 $01
JB EGAN III TRUSTEE/VP0 $0-$0 $01
GREGORY P NELSON TRUSTEE/SEC0 $0-$0 $02
JJ GILET TRUSTEE/TREA0 $0-$0 $01
CATHERINE ROHM TRUSTEE/A.TR0 $0-$0 $01
2012 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE EMERICK TRUSTEE/PRES0 $0-$0 $01
JB EGAN III TRUSTEE/VP0 $0-$0 $01
GREGORY P NELSON TRUSTEE/SEC0 $0-$0 $02
JJ GILET TRUSTEE/TREA0 $0-$0 $01
CATHERINE ROHM TRUSTEE/A.TR0 $0-$0 $01
2011 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNADETTE EMERICK TRUSTEE/PRES0 $0-$0 $01
JB EGAN III TRUSTEE/VP0 $0-$0 $01
GREGORY P NELSON TRUSTEE/SEC0 $0-$0 $02
JJ GILET TRUSTEE/TREA0 $0-$0 $01
CATHERINE ROHM TRUSTEE/A.TR0 $0-$0 $01

Highest-paid independent contractors

2024 · 3 contractors · $492K
NameLocationServicePaid
BERNARD EGAN & COMPANYFORT PIERCE, FLADMIN SERVICES$326,401
TRUISTCHARLOTTE, NCINVESTMENT MGMT.$90,729
JPMORGAN CHASE BANK NAPALM BEACH, FLINVESTMENT MGMT.$74,559
2023 · 2 contractors · $313K
NameLocationServicePaid
BERNARD EGAN & COMPANYFORT PIERCE, FLADMIN SERVICES$312,916
TRUISTCHARLOTTE, NCINVESTMENT MGMT.$0
2022 · 2 contractors · $684K
NameLocationServicePaid
BERNARD EGAN & COMPANYFORT PIERCE, FLADMIN SERVICES$388,294
TRUISTCHARLOTTE, NCINVESTMENT MGMT.$295,747
2021 · 2 contractors · $761K
NameLocationServicePaid
BERNARD EGAN & COMPANYFORT PIERCE, FLADMIN SERVICES$399,897
TRUISTCHARLOTTE, NCINVESTMENT MGMT.$361,472
2020 · 2 contractors · $650K
NameLocationServicePaid
TRUIST FKA SUNTRUST BANKORLANDO, FLINVESTMENT MGMT.$408,458
BERNARD EGAN & COMPANYFORT PIERCE, FLADMIN SERVICES$241,439
2019 · 2 contractors · $747K
NameLocationServicePaid
SUNTRUSTORLANDO, FLINVESTMENT MGMT.$411,470
BERNARD EGAN & COMPANYFORT PIERCE, FLADMIN SERVICES$335,838
2018 · 2 contractors · $755K
NameLocationServicePaid
SUNTRUSTORLANDO, FLINVESTMENT FEES$436,683
BERNARD EGAN & COMPANYFORT PIERCE, FLADMIN SERVICES$318,780

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.

2024 · 155 grants to organizations · $7.0M
2023 · 165 grants to organizations · $6.5M
2022 · 168 grants to organizations · $7.3M
2021 · 163 grants to organizations · $7.1M
2020 · 166 grants to organizations · $6.5M
2019 · 155 grants to organizations · $6.5M
2018 · 135 grants to organizations · $6.6M
2017 · 158 grants to organizations · $5.5M
2016 · 159 grants to organizations · $4.3M
2015 · 164 grants to organizations · $3.6M
2014 · 161 grants to organizations · $2.8M
2013 · 151 grants to organizations · $2.3M
2012 · 128 grants to organizations · $1.6M
2011 · 87 grants to organizations · $562K

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.

2017 · 1 contributor · $4.9M
#ContributorTypeCity, stateTotalNoncashSource
1 EGAN FAMILY CHARITABLE LD ANN TR Person FORT PIERCE, FL $4,937,927$4,828,183 Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $25.6M
#ContributorTypeCity, stateTotalNoncashSource
1 EGAN FAMILY CHARITABLE LD ANN TR Person FORT PIERCE, FL $25,619,865$5,800,345 Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $21.3M
#ContributorTypeCity, stateTotalNoncashSource
1 EGAN FAMILY CHARITABLE LD ANN TR Person FORT PIERCE, FL $21,349,886$8,166,554 Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $17.8M
#ContributorTypeCity, stateTotalNoncashSource
1 EGAN FAMILY CHARITABLE LD ANN TR Person FORT PIERCE, FL $17,791,568- Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $13.8M
#ContributorTypeCity, stateTotalNoncashSource
1 EGAN FAMILY CHARITABLE LD ANN TR Person $13,810,808- Form 990PF Sch. B, 2013 · filing
2012 · 1 contributor · $7.6M
#ContributorTypeCity, stateTotalNoncashSource
1 EGAN FAMILY CHARITABLE LD ANN TR Person FORT PIERCE, FL $7,603,491- Form 990PF Sch. B, 2012 · filing
2011 · 1 contributor · $28.3M
#ContributorTypeCity, stateTotalNoncashSource
1 EGAN FAMILY CHARITABLE LD ANN TR Person FORT PIERCE, FL $28,305,048- Form 990PF Sch. B, 2011 · 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
2024 · Form 990PF period ending 2025-05-31 · view filing · original 990 ↗
$10,035,266$7,778,637 $116,401,135$115,186,527 $0- $0--
2024 · Form 990PF period ending 2025-05-31 · amended · superseded · view filing · original 990 ↗
$9,968,888$7,778,637 $126,369,016$125,154,408 $0- $0--
2023 · Form 990PF period ending 2024-05-31 · view filing · original 990 ↗
$11,292,509$7,204,504 $121,919,978$120,705,370 $0- $0--
2022 · Form 990PF period ending 2023-05-31 · view filing · original 990 ↗
$4,537,933$8,124,831 $111,559,435$110,635,198 $0- $0--
2021 · Form 990PF period ending 2022-05-31 · view filing · original 990 ↗
$8,190,041$8,116,302 $114,916,843$114,916,843 $0- $0--
2020 · Form 990PF period ending 2021-05-31 · view filing · original 990 ↗
$6,972,646$7,298,494 $114,070,751$114,070,751 $0- $0--
2019 · Form 990PF period ending 2020-05-31 · view filing · original 990 ↗
$2,867,963$7,494,652 $116,768,365$116,768,365 $0- $0--
2018 · Form 990PF period ending 2019-05-31 · view filing · original 990 ↗
$3,798,590$7,759,771 $118,276,660$118,276,660 $0- $0--
2017 · Form 990PF period ending 2018-05-31 · view filing · original 990 ↗
$9,881,334$6,414,992 $123,680,947$123,680,947 $4,937,927- ---
2016 · Form 990PF period ending 2017-05-31 · view filing · original 990 ↗
$26,553,927$4,845,014 $120,725,173$120,725,173 $25,619,865- ---
2015 · Form 990PF period ending 2016-05-31 · view filing · original 990 ↗
$24,374,475$4,210,423 $99,332,514$99,332,514 $21,350,386- ---
2014 · Form 990PF period ending 2015-05-31 · view filing · original 990 ↗
$20,548,722$3,318,394 $79,168,462$79,168,462 $17,791,568- ---
2013 · Form 990PF period ending 2014-05-31 · view filing · original 990 ↗
$15,806,863$2,656,119 $61,938,134$61,938,134 $13,810,808- ---
2012 · Form 990PF period ending 2013-05-31 · view filing · original 990 ↗
$9,054,088$1,817,427 $48,787,390$48,787,390 -- ---
2011 · Form 990PF period ending 2012-05-31 · view filing · original 990 ↗
$29,240,973$756,224 $41,550,729$41,550,729 -- ---

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

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

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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
BEATITUDE FOUNDATION INCFLT22 $9,090,954$6,677,881 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state, similar name
CSX FOUNDATION INCFLT22 $13,321,554$13,665,210 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state, similar name
HOGAN FAMILY FOUNDATION INCFLT22 $9,483,046$379,925 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state, similar name
THE SEAMAN FOUNDATION INCFLT22 $11,379,066$8,247,721 PRESIDENT, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state, similar name
EOS FOUNDATIONFLT22 $10,254,231$17,509 TRUSTEE$16,428 Same NTEE code T22, revenue within 2x, same state
DAVIE FAMILY FOUNDATION INCFLT22 $5,946,799$615,313 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
WELSH FAMILY FOUNDATION INCFLT22 $17,860,322$4,779,677 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
STUART A MILLER FAMILY FOUNDATION INCFLT22 $6,214,603$1,874,943 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
COTE FAMILY TGS FOUNDATION INCFLT22 $14,446,761$676,342 PRESIDENT,SECRETARY & TREASURER$0 Same NTEE code T22, revenue within 2x, same state
GEORGE JENKINS FOUNDATION INCFLT22 $6,896,298$6,798,150 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
GARY W PARR FAMILY FOUNDATION INCFLT22 $10,125,905$1,181,368 CHAIRMAN$0 Same NTEE code T22, revenue within 2x, same state
EDITH & MARTIN STEIN FAMILY FOUNDATION INCFLT22 $6,689,629$253,194 PRESIDENT$9,006 Same NTEE code T22, revenue within 2x, same state
WILLIAM I BANDAS CHARITABLE FOUNDATION INCFLT22 $6,659,890$5,401 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CEDAR BRANCH FOUNDATIONFLT22 $12,891,592$853,957 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INCFLT22 $15,481,780$1,231,637 DIRECTOR, VP, TREASURER$0 Same NTEE code T22, revenue within 2x, same state
CHARLES MILLER MEMORIAL FOUNDATION INCFLT22 $10,527,796$671,497 DIRECTOR$10,838 Same NTEE code T22, revenue within 2x, same state
CORBETT FAMILY CHARITABLE FOUNDATION INCFLT22 $8,665,642$4,440,522 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
BRUCE AND DEBORAH DUNCAN FOUNDATIONFLT22 $13,407,257$1,869,354 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
RICHARD R BAKER CHARITABLE FOUNDATIONFLT22 $6,859,120$225,201 TRUSTEE$24,629 Same NTEE code T22, revenue within 2x, same state
C AND A JOHNSON FAMILY FOUNDATIONFLT22 $6,163,978$1,666,731 TREASURER & CHAIRMAN / DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
J & J FAMILY FOUNDATION TRFLT22 $13,646,184$3,830,685 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
HAYES FAMILY FOUNDATIONFLT22 $10,292,227$929,539 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
PAULSON FAMILY FOUNDATIONFLT22 $11,984,460$7,252,854 DIRECTOR PRESIDENT & SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
LILLIE FAMILY FOUNDATIONFLT22 $6,205,625$367,255 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
TWELVE STARS FOUNDATIONFLT22 $17,890,068$2,618,358 CHAIRMAN/TREASURER$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
JAMES & LISA LILLIE CHARITABLE Private foundation$2,898,4532 12017–2017 LILLIE FAMILY FOUNDATION
KRESGE FOUNDATION Private foundation$2,800,0006 12016–2021 DE BEAUMONT FOUNDATION INC
W K KELLOGG FOUNDATION Private foundation$2,650,00010 12016–2021 DE BEAUMONT FOUNDATION INC
GOOD VENTURES FOUNDATION Private foundation$2,500,0002 12022–2024 CRI FOUNDATION INC
THE COLORADO HEALTH FOUNDATION Private foundation$2,000,0003 12014–2017 DE BEAUMONT FOUNDATION INC
BUILDERS INITIATIVE Private foundation$1,200,0002 12018–2019 FRANCISCAN HEALTH FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$1,111,6725 22021–2024 CFDA FOUNDATION INC; FRANCISCAN HEALTH FOUNDATION INC
CALIFORNIA PHYSICIANS SERVICE FOUNDATION Private foundation$1,100,0003 12019–2021 DE BEAUMONT FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$916,40012 22016–2024 CFDA FOUNDATION INC; FRANCISCAN HEALTH FOUNDATION INC
COMMUNITIES FOUNDATION OF TEXAS DAF sponsor$698,50014 22015–2023 CFDA FOUNDATION INC; DE BEAUMONT FOUNDATION INC
CENTRAL INDIANA COMMUNITY FOUNDATION INC DAF sponsor$620,0006 12019–2024 FRANCISCAN HEALTH FOUNDATION INC
COACH FOUNDATION INC Private foundation$450,0002 12021–2021 CFDA FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$437,6883 22020–2024 FRANCISCAN HEALTH FOUNDATION INC; CFDA FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$422,76210 12016–2024 FRANCISCAN HEALTH FOUNDATION INC
BLUECROSS BLUESHIELD OF SOUTH CAROLINA FOUNDATION Private foundation$400,0002 12020–2021 DE BEAUMONT FOUNDATION INC

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.

2024 · Form 990PF · $7,778,637 spent · pay $0 · grants $7,005,190 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $7,005,190 90.1%
Fees: other professional $326,401 4.2%
Other expenses $222,734 2.9%
Taxes $198,232 2.5%
Fees: accounting $26,000 0.3%
Printing and publications $80 0.0%
Total$7,778,637100%

View the filing

2023 · Form 990PF · $7,204,504 spent · pay $0 · grants $6,473,350 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,473,350 89.9%
Fees: other professional $312,916 4.3%
Other expenses $294,532 4.1%
Taxes $70,084 1.0%
Fees: accounting $53,560 0.7%
Printing and publications $62 0.0%
Total$7,204,504100%

View the filing

2022 · Form 990PF · $8,124,831 spent · pay $0 · grants $7,270,675 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $7,270,675 89.5%
Fees: other professional $393,044 4.8%
Other expenses $321,451 4.0%
Taxes $119,061 1.5%
Fees: accounting $20,552 0.3%
Printing and publications $48 0.0%
Total$8,124,831100%

View the filing

2021 · Form 990PF · $8,116,302 spent · pay $0 · grants $7,079,575 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $7,079,575 87.2%
Other expenses $438,592 5.4%
Fees: other professional $399,897 4.9%
Taxes $164,192 2.0%
Fees: accounting $34,046 0.4%
Total$8,116,302100%

View the filing

2020 · Form 990PF · $7,298,494 spent · pay $0 · grants $6,483,175 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,483,175 88.8%
Other expenses $498,800 6.8%
Fees: other professional $245,939 3.4%
Taxes $52,439 0.7%
Fees: accounting $18,141 0.2%
Total$7,298,494100%

View the filing

2019 · Form 990PF · $7,494,652 spent · pay $0 · grants $6,496,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,496,700 86.7%
Other expenses $556,872 7.4%
Fees: other professional $340,338 4.5%
Taxes $94,532 1.3%
Fees: accounting $6,210 0.1%
Total$7,494,652100%

View the filing

2018 · Form 990PF · $7,759,771 spent · pay $0 · grants $6,603,175 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,603,175 85.1%
Other expenses $776,625 10.0%
Fees: other professional $321,780 4.1%
Taxes $52,201 0.7%
Fees: accounting $5,940 0.1%
Fees: legal $50 0.0%
Total$7,759,771100%

View the filing

2017 · Form 990PF · $6,414,992 spent · pay $0 · grants $5,452,212 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,452,212 85.0%
Fees: other professional $500,596 7.8%
Other expenses $399,230 6.2%
Taxes $55,954 0.9%
Fees: accounting $7,000 0.1%
Total$6,414,992100%

View the filing

2016 · Form 990PF · $4,845,014 spent · pay $0 · grants $4,278,660 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,278,660 88.3%
Fees: other professional $451,295 9.3%
Other expenses $107,284 2.2%
Taxes $5,915 0.1%
Fees: accounting $1,860 0.0%
Total$4,845,014100%

View the filing

2015 · Form 990PF · $4,210,423 spent · pay $0 · grants $3,572,890 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,572,890 84.9%
Fees: other professional $354,982 8.4%
Other expenses $262,051 6.2%
Taxes $18,650 0.4%
Fees: accounting $1,850 0.0%
Total$4,210,423100%

View the filing

2014 · Form 990PF · $3,318,394 spent · pay $0 · grants $2,837,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,837,900 85.5%
Fees: other professional $249,696 7.5%
Other expenses $220,768 6.7%
Taxes $8,843 0.3%
Fees: accounting $1,187 0.0%
Total$3,318,394100%

View the filing

2013 · Form 990PF · $2,656,119 spent · pay $0 · grants $2,263,525 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,263,525 85.2%
Other expenses $172,994 6.5%
Fees: other professional $158,822 6.0%
Taxes $41,638 1.6%
Interest $18,010 0.7%
Fees: accounting $1,130 0.0%
Total$2,656,119100%

View the filing

2012 · Form 990PF · $1,817,427 spent · pay $0 · grants $1,588,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,588,600 87.4%
Fees: other professional $110,126 6.1%
Other expenses $80,496 4.4%
Taxes $28,243 1.6%
Interest $8,862 0.5%
Fees: accounting $1,100 0.1%
Total$1,817,427100%

View the filing

2011 · Form 990PF · $756,224 spent · pay $0 · grants $562,444 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $562,444 74.4%
Fees: other professional $101,970 13.5%
Other expenses $59,814 7.9%
Taxes $20,166 2.7%
Interest $10,780 1.4%
Fees: accounting $1,050 0.1%
Total$756,224100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

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