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Form 990-PFTax year 2023EIN 20-0524539

Bridgewater Fund

A private foundation in Sarasota, FL. Its return for tax year 2023 lists 1 grant and $23,746 paid in grants.

Tax year 2023 (period ending Jan 31, 2023), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2023

    $23,746

    Grants listed
    1
    Assets, end of year
    $0
  • Tax year 2022

    $338,928

    Grants listed
    4
    Assets, end of year
    $27,050
  • Tax year 2021

    $15,000

    Grants listed
    5
    Assets, end of year
    $445,297
  • Tax year 2020

    $15,000

    Grants listed
    5
    Assets, end of year
    $379,836
  • Tax year 2019

    $15,000

    Grants listed
    5
    Assets, end of year
    $322,742
  • Tax year 2018

    $15,000

    Grants listed
    5
    Assets, end of year
    $264,866

Grants paid in 2023

1 grant, largest first

As listed on the return.

  1. Bridgewater Fund Donor Advised Fund Co Fidelity Investments Charitable GifBoston, MA

    Charitable contribution

    $23,746

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts1 grant $23,746

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Helen B HabbertPRESIDENT Hours 1Pay $0
  • John H HabbertVICE PRESIDENT Hours 1Pay $0

The return

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