Bridgewater Fund
- Assets
- $0.0
- Revenue
- $321.0
- Investments
- $0.0
- Employees
- 0
- Location
- Sarasota, FL
- Founding
- 03/2005
- Data as of
- 01/2023
- EIN
- 20-0524539
Organization Overview
Bridgewater Fund is located in Sarasota, FL. The organization was established in 2005. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bridgewater Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 01/2023, Bridgewater Fund generated $321.0 in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (21.2%) each year. All expenses for the organization totaled $27.2k during the year ending 01/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bridgewater Fund has awarded 39 individual grants totaling $443,928. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Helen B Habbert President | 1 | $0 | |
John H Habbert Vice President | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $48 |
| Dividends & Interest | $109 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $164 |
| Capital Gain Net Income | $164 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $321 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,450 |
| Contributions, gifts, grants paid | $23,746 |
| Total expenses and disbursements | $27,196 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bridgewater Fund has awarded $338,928 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
BRIDGEWATER FUND DONOR ADVISED FUND CO FIDELITY INVESTMENTS CHARITABLE GIF PURPOSE: CHARITABLE CONTRIBUTION | $288,928 |
VOTING RIGHTS LAB PURPOSE: UNFUNDED COSTS | $12,500 |
AMERICA VOTES PURPOSE: UNFUNDED COSTS | $25,000 |
DEMOCRACY DOCKET PURPOSE: UNFUNDED COSTS | $12,500 |