Bernard A Egan Foundation Inc

Fort Pierce, FL
Tax-exempt since Feb. 1996
EIN: 65-0501660

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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 / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$11.3M (2024)

Expenses

$7.2M (2024)

Total Assets

$122M (2024)

Total Liabilities

$1.21M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings 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.

Fiscal Year Ending May
2024

Revenue

$11,292,509

Expenses

$7,204,504

Net Income

$4,088,005

Net Assets

$120,705,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,348,124	11.9%
Dividends	$2,602,237	23.0%
Sales of Assets	$7,277,006	64.4%
Other Income	$65,142	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,539,010	90.8%
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	$121,919,978
Total Liabilities	$1,214,608
Net Assets	$120,705,370

Compensation

Key Employees and Officers	Compensation	Other
Bernadette M Emerick (President)	$0	$0
Jean Jacques Gilet (Vice President)	$0	$0
Gregory P Nelson (Secretary/Treasurer)	$0	$0
Mary R Shinn (Assistant Secretary)	$0	$0
Catherine M Rohm (Assistant Treasurer)	$0	$0

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990-PF

Filed on May 1, 2025

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

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Schedules ▼

XML

Fiscal Year Ending May
2023

Revenue

$4,537,933

Expenses

$8,124,831

Net Income

-$3,586,898

Net Assets

$110,635,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,402,408	30.9%
Dividends	$1,869,320	41.2%
Sales of Assets	$986,641	21.7%
Other Income	$279,564	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,334,941	90.3%
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	$111,559,435
Total Liabilities	$924,237
Net Assets	$110,635,198

Compensation

Key Employees and Officers	Compensation	Other
Bernadette M Emerick (President)	$0	$0
Jean Jacques Gilet (Vice President)	$0	$0
Gregory P Nelson (Secretary/Treasurer)	$0	$0
Mary R Shinn (Assistant Secretary)	$0	$0
Catherine M Rohm (Assistant Treasurer)	$0	$0

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990-PF

Filed on April 17, 2024

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

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2022

Revenue

$8,190,041

Expenses

$8,116,302

Net Income

$73,739

Net Assets

$114,916,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,693,733	20.7%
Dividends	$1,296,440	15.8%
Sales of Assets	$4,268,102	52.1%
Other Income	$931,766	11.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,144,708	88.0%
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	$114,916,843
Total Liabilities	$0
Net Assets	$114,916,843

Compensation

Key Employees and Officers	Compensation	Other
Bernadette M Emerick (President)	$0	$0
Jean Jacques Gilet (Vice President)	$0	$0
Gregory P Nelson (Secretary/Treasurer)	$0	$0
Mary R Shinn (Assistant Secretary)	$0	$0
Catherine M Rohm (Assistant Treasurer)	$0	$0

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990-PF

Filed on April 18, 2023

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

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2021

Revenue

$6,972,646

Expenses

$7,298,494

Net Income

-$325,848

Net Assets

$114,070,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,055,231	29.5%
Dividends	$1,225,483	17.6%
Sales of Assets	$3,356,573	48.1%
Other Income	$335,359	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,526,426	89.4%
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	$114,070,751
Total Liabilities	$0
Net Assets	$114,070,751

Compensation

Key Employees and Officers	Compensation	Other
Bernadette M Emerick (Trustee/President)	$0	$0
Jean Jacques Gilet (Trustee/Vice President)	$0	$0
Gregory P Nelson (Trustee/Secretary Treasurer)	$0	$0
Mary R Shinn (Trustee/Assistant Secretary)	$0	$0
Catherine M Rohm (Trustee/Assistant Treasurer)	$0	$0

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990-PF

Filed on April 18, 2022

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

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XML

Fiscal Year Ending May
2020

Revenue

$2,867,963

Expenses

$7,494,652

Net Income

-$4,626,689

Net Assets

$116,768,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,660,755	57.9%
Dividends	$2,028,960	70.7%
Sales of Assets	$0
Other Income	$701,042	24.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,514,918	86.9%
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	$116,768,365
Total Liabilities	$1
Net Assets	$116,768,364

Compensation

Key Employees and Officers	Compensation	Other
Bernadette M Emerick (Trustee/President)	$0	$0
Jean Jacques Gilet (Trustee/Vice President)	$0	$0
Gregory P Nelson (Trustee/Secretary Treasurer)	$0	$0
Mary R Shinn (Trustee/Assistant Secretary)	$0	$0
Catherine M Rohm (Trustee/Assistant Treasurer)	$0	$0

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990-PF

Filed on April 15, 2021

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

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Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2019

Revenue

$3,798,590

Expenses

$7,759,771

Net Income

-$3,961,181

Net Assets

$118,276,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,720,588	45.3%
Dividends	$1,507,796	39.7%
Sales of Assets	$0
Other Income	$635,548	16.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,622,058	85.3%
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	$118,276,660
Total Liabilities	$1
Net Assets	$118,276,659

Compensation

Key Employees and Officers	Compensation	Other
Bernadette M Emerick (President)	$0	$0
J J Gilet (Vice President)	$0	$0
Gregory P Nelson (Secretary/Treasurer)	$0	$0
Mary R Shinn (Assistant Secretary)	$0	$0
Catherine M Rohm (Assistant Treasurer)	$0	$0

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990-PF

Filed on July 2, 2020

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

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Fiscal Year Ending May
2018

Revenue

$9,881,334

Expenses

$6,414,992

Net Income

$3,466,342

Net Assets

$123,680,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,937,927	50.0%
Interest Revenue	$1,349,340	13.7%
Dividends	$1,742,521	17.6%
Sales of Assets	$1,437,836	14.6%
Other Income	$413,710	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,452,212	85.0%
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	$123,680,947
Total Liabilities	$0
Net Assets	$123,680,947

Compensation

Key Employees and Officers	Compensation	Other
Bernadette Emerick (President)	$0	$0
Mary R Shinn (Assistant Se)	$0	$0
Gregory P Nelson (Secretary/Tr)	$0	$0
Jj Gilet (Vice Preside)	$0	$0
Catherine Rohm (Assistant Tr)	$0	$0

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990-PF

Filed on April 19, 2019

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

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PDF XML

Fiscal Year Ending May
2017

Revenue

$26,553,927

Expenses

$4,845,014

Net Income

$21,708,913

Net Assets

$120,725,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,619,865	96.5%
Interest Revenue	$523,578	2.0%
Dividends	$954,644	3.6%
Sales of Assets	-$571,302
Other Income	$27,142	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,278,660	88.3%
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	$120,725,173
Total Liabilities	$0
Net Assets	$120,725,173

Compensation

Key Employees and Officers	Compensation	Other
Bernadette M Emerick (President)	$0	$0
Gregory P Nelson (Secretary/Tr)	$0	$0
Jj Gilet (Vice Preside)	$0	$0
Catherine Rohm (Assistant Tr)	$0	$0
Mary R Shinn (Assistant Se)	$0	$0

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990-PF

Filed on April 17, 2018

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

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Fiscal Year Ending May
2016

Revenue

$24,374,475

Expenses

$4,210,423

Net Income

$20,164,052

Net Assets

$99,332,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,350,386	87.6%
Interest Revenue	$218,148	0.9%
Dividends	$1,141,671	4.7%
Sales of Assets	$1,664,138	6.8%
Other Income	$132	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,572,890	84.9%
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	$99,332,514
Total Liabilities	$0
Net Assets	$99,332,514

Compensation

Key Employees and Officers	Compensation	Other
Bernadette Emerick (Trustee/Pres)	$0	$0
Gregory P Nelson (Trustee/Sec)	$0	$0
Jj Gilet (Trustee/Trea)	$0	$0
Catherine Rohm (Trustee/A.Tr)	$0	$0

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990-PF

Filed on Jan. 16, 2017

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

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Fiscal Year Ending May
2015

Revenue

$20,548,722

Expenses

$3,318,394

Net Income

$17,230,328

Net Assets

$79,168,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,791,568	86.6%
Interest Revenue	$186,945	0.9%
Dividends	$1,100,188	5.4%
Sales of Assets	$1,469,748	7.2%
Other Income	$273	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,837,900	85.5%
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	$79,168,462
Total Liabilities	$0
Net Assets	$79,168,462

Compensation

Key Employees and Officers	Compensation	Other
Bernadette Emerick (Trustee/Pres)	$0	$0
Jb Egan Iii (Trustee/Vp)	$0	$0
Gregory P Nelson (Trustee/Sec)	$0	$0
Jj Gilet (Trustee/Trea)	$0	$0
Catherine Rohm (Trustee/A.Tr)	$0	$0

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990-PF

Filed on Jan. 15, 2016

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

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Fiscal Year Ending May
2014

Revenue

$15,806,863

Expenses

$2,656,119

Net Income

$13,150,744

Net Assets

$61,938,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,810,808	87.4%
Interest Revenue	$141,909	0.9%
Dividends	$814,978	5.2%
Sales of Assets	$1,037,574	6.6%
Other Income	$1,594	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,263,525	85.2%
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	$61,938,134
Total Liabilities	$0
Net Assets	$61,938,134

Compensation

Key Employees and Officers	Compensation	Other
Bernadette Emerick (Trustee/Pres)	$0	$0
Jb Egan Iii (Trustee/Vp)	$0	$0
Gregory P Nelson (Trustee/Sec)	$0	$0
Jj Gilet (Trustee/Trea)	$0	$0
Catherine Rohm (Trustee/A.Tr)	$0	$0

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990-PF

Filed on Jan. 15, 2015

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

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Fiscal Year Ending May
2013

Revenue

$9,054,088

Expenses

$1,817,427

Net Income

$7,236,661

Net Assets

$48,787,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,603,491	84.0%
Interest Revenue	$71	0.0%
Dividends	$1,006,247	11.1%
Sales of Assets	$444,191	4.9%
Other Income	$88	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,588,600	87.4%
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	$48,787,390
Total Liabilities	$1
Net Assets	$48,787,389

990-PF

Filed on March 10, 2014

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

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Fiscal Year Ending May
2012

Revenue

$29,240,973

Expenses

$756,224

Net Income

$28,484,749

Net Assets

$41,550,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,305,048	96.8%
Interest Revenue	$3,140	0.0%
Dividends	$603,568	2.1%
Sales of Assets	$329,217	1.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$562,444	74.4%
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	$41,550,729
Total Liabilities	$1
Net Assets	$41,550,728

990-PF

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

PDF

Fiscal Year Ending May
2011

Revenue

$4,012,952

Expenses

$369,453

Net Income

$3,643,499

Net Assets

$13,065,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,982,099	99.2%
Interest Revenue	$5,839	0.1%
Dividends	$161,673	4.0%
Sales of Assets	$0
Other Income	$169	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$321,441	87.0%
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	$13,065,980
Total Liabilities	$0
Net Assets	$13,065,980

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Bernard A Egan Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $11.3M (2024)

Expenses $7.2M (2024)

Total Assets $122M (2024)

Total Liabilities $1.21M (2024)

Tax Filings by Year

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Revenue

$11.3M (2024)

Expenses

$7.2M (2024)

Total Assets

$122M (2024)

Total Liabilities

$1.21M (2024)

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002