Bacardi Family Foundation Inc

Charlottesvle, VA
Tax-exempt since Jan. 1998
EIN: 54-1854752

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$29.2k (2024)

Expenses

$39.6k (2024)

Total Assets

$14.9k (2024)

Total Liabilities

$39k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending March
2024

Revenue

$29,205

Expenses

$39,648

Net Income

-$10,443

Net Assets

-$24,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$29,205	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,124	25.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,887
Total Liabilities	$38,950
Net Assets	-$24,063

Compensation

Key Employees and Officers	Compensation	Other
Beatriz Casals (Director)	$0	$0
Kevin O'brien (Executive Director)	$0	$0
Robert O'brien (Treasurer)	$0	$0

990-PF

Filed on Feb. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2023

Revenue

$72,289

Expenses

$101,008

Net Income

-$28,719

Net Assets

-$13,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$72,289	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,603	96.6%
Compensation of Officers*	$44,600	44.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,330
Total Liabilities	$33,950
Net Assets	-$13,620

Compensation

Key Employees and Officers	Compensation	Other
Michael Mitchell (Operations Manager)	$44,600	$0
Beatriz Casals (Director)	$0	$0
Kevin O'brien (Executive Director)	$0	$0
Robert O'brien (Treasurer)	$0	$0

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990-PF

Filed on Feb. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2022

Revenue

$457,412

Expenses

$577,762

Net Income

-$120,350

Net Assets

$15,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$457,412	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$253,744	43.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,668
Total Liabilities	$23,569
Net Assets	$15,099

Compensation

Key Employees and Officers	Compensation	Other
Michael O'brien (Chief Of Party)	$79,172	$0
Robert O'brien (Treasurer)	$0	$0
Kevin O'brien (President)	$0	$0
Mary Aixala (Director)	$0	$0
Federico Fernandez (Director)	$0	$0
Beatriz Casals (Director)	$0	$0
Karen Smith (Secretary)	$0	$0

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990-PF

Filed on Feb. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2021

Revenue

$993,892

Expenses

$931,731

Net Income

$62,161

Net Assets

$123,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$993,892	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,871	4.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$167,825
Total Liabilities	$44,768
Net Assets	$123,057

Compensation

Key Employees and Officers	Compensation	Other
Michael O'brien (Chief Of Party)	$108,726	$0
Virginia York (Dfo)	$74,907	$0
Doug Jones (Finance Coordinator)	$57,456	$0
John Smith (Project Coordinator)	$52,819	$0
Robert O'brien (Treasurer)	$0	$0
Kevin O'brien (President)	$0	$0
Mari Aixala (Director)	$0	$0
Federico Fernandez (Director)	$0	$0
Beatriz Casals (Director)	$0	$0
Andrea Nielsen (Director)	$0	$0
Karin Smith (Secretary)	$0	$0

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990-PF

Filed on Feb. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending March
2020

Revenue

$830,263

Expenses

$801,355

Net Income

$28,908

Net Assets

$58,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$830,122	100.0%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$141	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,783	7.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$413,804
Total Liabilities	$355,750
Net Assets	$58,054

Compensation

Key Employees and Officers	Compensation	Other
Michael O'brien (Chief Of Party)	$105,886	$0
Virginia York (Dfo)	$91,553	$0
Katleen Roberts (Project Coordinator)	$51,562	$0
Doug Jones (Finance Coordinator)	$51,305	$0
Bret Rodriguez (Vice President)	$0	$0
Robert O'brien (Treasurer)	$0	$0
Kevin O'brien (President)	$0	$0
Mari Aixala (Director)	$0	$0
Federico Fernandez (Director)	$0	$0
Beatriz Casals (Director)	$0	$0
Andrea Nielsen (Director)	$0	$0
Karin Smith (Secretary)	$0	$0

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990-PF

Filed on Feb. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending March
2019

Revenue

$346,219

Expenses

$326,169

Net Income

$20,050

Net Assets

$46,722

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$346,210	100.0%
Interest Revenue	$9	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,825	15.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$120,770
Total Liabilities	$74,048
Net Assets	$46,722

Compensation

Key Employees and Officers	Compensation	Other
Kevin O'brien (Executive Di)	$0	$0

990-PF

Filed on Feb. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2018

Revenue

$141,929

Expenses

$95,022

Net Income

$46,907

Net Assets

$26,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$141,914	100.0%
Interest Revenue	$15	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,447	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,672
Total Liabilities	$0
Net Assets	$26,672

Compensation

Key Employees and Officers	Compensation	Other
Kevin O'brien (Executive Di)	$0	$0

990-PF

Filed on Feb. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2017

Revenue

$32,464

Expenses

$42,408

Net Income

-$9,944

Net Assets

-$20,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$32,450	100.0%
Interest Revenue	$14	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,227	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,409
Total Liabilities	$24,644
Net Assets	-$20,235

Compensation

Key Employees and Officers	Compensation	Other
Kevin O'brien (Executive Di)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2016

Revenue

$17,130

Expenses

$44,894

Net Income

-$27,764

Net Assets

-$10,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,100	99.8%
Interest Revenue	$30	0.2%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,459	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,853
Total Liabilities	$26,144
Net Assets	-$10,291

Compensation

Key Employees and Officers	Compensation	Other
Kevin O'brien (Executive Di)	$0	$0
Anna Maria Chrysler (Treasurer)	$0	$0
Marlena Simon (Secretary/Di)	$0	$0
Bret Rodriquez (Director)	$0	$0

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990-PF

Filed on June 6, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2015

Revenue

$40,925

Expenses

$138,216

Net Income

-$97,291

Net Assets

$17,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,827	99.8%
Interest Revenue	$98	0.2%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,643	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,617
Total Liabilities	$26,144
Net Assets	$17,473

Compensation

Key Employees and Officers	Compensation	Other
Kevin O'brien (Executive Di)	$0	$0
Anna Maria Chrysler (Treasurer)	$0	$0
Marlena Simon (Secretary/Di)	$0	$0
Bret Rodriquez (Director)	$0	$0

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990-PF

Filed on Feb. 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2014

Revenue

$69,426

Expenses

$78,143

Net Income

-$8,717

Net Assets

$114,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$69,300	99.8%
Interest Revenue	$126	0.2%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,143	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$122,197
Total Liabilities	$7,433
Net Assets	$114,764

Compensation

Key Employees and Officers	Compensation	Other
Kevin O'brien (Executive Di)	$0	$0
Anna Maria Chrysler (Treasurer)	$0	$0
Marlena Simon (Secretary/Di)	$0	$0
Bret Rodriquez (Director)	$0	$0

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990-PF

Filed on March 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2013

Revenue

$130,566

Expenses

$36,855

Net Income

$93,711

Net Assets

$123,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$130,486	99.9%
Interest Revenue	$80	0.1%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,855	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$128,523
Total Liabilities	$5,042
Net Assets	$123,481

990-PF

Filed on Dec. 17, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2012

Revenue

$43,007

Expenses

$8,897

Net Income

$34,110

Net Assets

$29,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$43,000	100.0%
Interest Revenue	$7	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,897	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,812
Total Liabilities	$5,042
Net Assets	$29,770

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Bacardi Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $29.2k (2024)

Expenses $39.6k (2024)

Total Assets $14.9k (2024)

Total Liabilities $39k (2024)

Tax Filings and Audits by Year

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Audit

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Audit

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$29.2k (2024)

Expenses

$39.6k (2024)

Total Assets

$14.9k (2024)

Total Liabilities

$39k (2024)

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2024

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