Nonprofit · EIN 65-0501660
BERNARD A EGAN FOUNDATION INC
Tax-exempt · FORT PIERCE, FL 34946
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF (amended) | $9,968,888 | $7,778,637 | $2,190,251 | $126,369,016 | $1,214,608 | $125,154,408 |
| May 31, 2024 | 990-PF | $11,292,509 | $7,204,504 | $4,088,005 | $121,919,978 | $1,214,608 | $120,705,370 |
| May 31, 2023 | 990-PF | $4,537,933 | $8,124,831 | -$3,586,898 | $111,559,435 | $924,237 | $110,635,198 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $2,893,913
- Interest
- $1,247,302
- Net gain from sales of assets
- $5,815,885
- Other income
- $11,788
Expenses
- Grants and similar amounts paid
- $7,005,190
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $7,059,966
- Excise tax on investment income
- $131,304
Balance sheet and other
- Total assets, start of year
- $121,919,978
- Total assets, end of year
- $126,369,016
- Total liabilities, end of year
- $1,214,608
- Net assets, end of year
- $125,154,408
- Fair market value of assets
- $138,028,908
- Qualifying distributions
- $7,059,966
- Net investment income
- $9,966,666
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNADETTE M EMERICK 465 12TH SE PLACE, VERO BEACH, FL 32962 | PRESIDENT | 10 | $0 |
| JEAN JACQUES GILET 4872 S HARBOR DRIVE, VERO BEACH, FL 32967 | VICE PRESIDENT | 1 | $0 |
| GREGORY P NELSON 1806 OCEAN DRIVE, VERO BEACH, FL 32963 | SECRETARY/TREASURER | 4 | $0 |
| MARY R SHINN 2570 SUNNY SLOPES DRIVE, PARK CITY, UT 84060 | ASSISTANT SECRETARY | 2 | $0 |
| CATHERINE M ROHM 2627 N INDIAN RIVER DRIVE, FORT PIERCE, FL 34946 | ASSISTANT TREASURER | 1 | $0 |
990-PF for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNADETTE M EMERICK 465 12TH SE PLACE, VERO BEACH, FL 32962 | PRESIDENT | 10 | $0 |
| JEAN JACQUES GILET 4872 S HARBOR DRIVE, VERO BEACH, FL 32967 | VICE PRESIDENT | 1 | $0 |
| GREGORY P NELSON 1806 OCEAN DRIVE, VERO BEACH, FL 32963 | SECRETARY/TREASURER | 4 | $0 |
| MARY R SHINN 2570 SUNNY SLOPES DRIVE, PARK CITY, UT 84060 | ASSISTANT SECRETARY | 2 | $0 |
| CATHERINE M ROHM 2627 N INDIAN RIVER DRIVE, FORT PIERCE, FL 34946 | ASSISTANT TREASURER | 1 | $0 |
990-PF for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNADETTE M EMERICK 465 12TH SE PLACE, VERO BEACH, FL 32962 | PRESIDENT | 10 | $0 |
| JEAN JACQUES GILET 4872 S HARBOR DRIVE, VERO BEACH, FL 32967 | VICE PRESIDENT | 1 | $0 |
| GREGORY P NELSON 1806 OCEAN DRIVE, VERO BEACH, FL 32963 | SECRETARY/TREASURER | 4 | $0 |
| MARY R SHINN 2570 SUNNY SLOPES DRIVE, PARK CITY, UT 84060 | ASSISTANT SECRETARY | 2 | $0 |
| CATHERINE M ROHM 2627 N INDIAN RIVER DRIVE, FORT PIERCE, FL 34946 | ASSISTANT TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1900 N OLD DIXIE HWY, FORT PIERCE, FL 34946-1423
- In care of
- % GREG NELSON
- Signed the 990-PF
- GREG NELSON, SECRETARY/TREASURER
- Phone
- (772) 465-7555
- Return prepared by
- WITHUMSMITHBROWNPC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-0501660
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $116,401,135
- Income (IRS master file)
- $122,032,144
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $10,035,266 | $7,778,637 | $116,401,135 | XML |
| 990-T | May 2025 | – | – | – | IRS |
| 990-PF | May 2024 | $11,292,509 | $7,204,504 | $121,919,978 | IRS |
| 990-T | May 2024 | – | – | – | IRS |
| 990-PF | May 2023 | $4,537,933 | $8,124,831 | $111,559,435 | XML |
| 990-T | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-T | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-T | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-0501660).
Questions about BERNARD A EGAN FOUNDATION INC
- What is the EIN of BERNARD A EGAN FOUNDATION INC?
- The employer identification number (EIN) of BERNARD A EGAN FOUNDATION INC is 65-0501660.
- Is BERNARD A EGAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to BERNARD A EGAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD A EGAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD A EGAN FOUNDATION INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNARD A EGAN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of BERNARD A EGAN FOUNDATION INC?
- The 990-PF for the year ended May 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BERNARD A EGAN FOUNDATION INC have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $9,968,888, expenses of $7,778,637 and total assets of $126,369,016 at year end.
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