Bridgewater Fund
SARASOTA, FL EIN: 20-0524539
Financial Overview
From 2023 IRS Form 990-PF
Total Assets
—
-100.0% YoY
Annual Giving
$24K
-93.0% YoY
Grant Count
1
-75.0% YoY
Avg Grant Size
$24K
-72.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $27,050 | $445,297 |
| Revenue | $321 | $15,284 | $25,245 |
| Expenses | $27,196 | $342,870 | $18,964 |
| Qualifying Distributions | $25,126 | $339,742 | $15,590 |
| Net Investment Income | — | $5,991 | $22,211 |
| Distributable Amount | $57 | $17,730 | $20,154 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bridgewater Fund fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HELEN B HABBERT | PRESIDENT | 1 | — |
| JOHN H HABBERT | VICE PRESIDENT | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $313K (80%)
District of Columbia $25K (6%)
Maryland $25K (6%)
Florida $18K (4%)
Arkansas $10K (3%)
Ohio $3K (1%)
Cities
BaltimoreBostonCincinnatiLittle RockSarasotaWashington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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