Benjamin & Marion Bregi Foundation Inc
Benjamin & Marion Bregi Foundation Inc is a private foundation, based in Traverse City, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $858K in total assets. In 2025, it awarded 1 grant totaling $48K. Net investment income was $79K.
Benjamin & Marion Bregi Foundation Inc at a glance
In short: Benjamin & Marion Bregi Foundation Inc gave $48K across 1 grant in 2025 (avg $48K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $48,000
- -14.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $48,000
- -14.3% vs 2024
- Median grant
- $48,000
- Total assets
- $857,658
- +1.9% vs 2024
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Benjamin & Marion Bregi Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 26 grants of 27 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Benjamin & Marion Bregi Foundation Inc gives
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $48K (2025) to $65K (2022). In 2025 it made 1 grant totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See attached Detroit, MI | General support | $48,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $857,658 | $105,429 | $88,985 | $48,000 | 1 | $62,530 | $78,974 | $57,377 |
| 2024 | $841,846 | $89,956 | $109,155 | $56,000 | 1 | $73,247 | $54,048 | $57,169 |
| 2023 | $861,398 | $11,154 | $108,886 | $56,000 | 8 | $74,630 | — | $52,724 |
| 2022 | $959,103 | $34,389 | $112,457 | $65,000 | 9 | $80,516 | $2,448 | $56,904 |
| 2021 | $1,038,573 | $117,953 | $109,023 | $65,000 | 8 | $78,193 | $87,123 | $64,769 |
| 2020 | $1,031,496 | $21,288 | $76,227 | $60,000 | 8 | — | $8,088 | $57,518 |
Under IRS private-foundation payout rules, Benjamin & Marion Bregi Foundation Inc reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Benjamin & Marion Bregi Foundation Inc is led by Nancy Bregi Zimmer, President & Director since 2025 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Nancy Bregi Zimmer
President & Director
President → President & Director, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
Curtis DeRoo
Secretary & Director
Secretary → Secretary & Director, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
James F Bregi Sr.
Vice President & Director
V.p. → Vice President, 2021
Vice President → Vice President & Director, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Benjamin & Marion Bregi Foundation Inc
How much does Benjamin & Marion Bregi Foundation Inc give each year?
Benjamin & Marion Bregi Foundation Inc gave $48K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $56K across 1 grant.
How large is Benjamin & Marion Bregi Foundation Inc?
Benjamin & Marion Bregi Foundation Inc reported $858K in total assets on its 2025 IRS Form 990-PF. It paid out $63K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets).
Where does Benjamin & Marion Bregi Foundation Inc operate?
Benjamin & Marion Bregi Foundation Inc has awarded grants in Illinois, Michigan, Minnesota, Virginia.
What is Benjamin & Marion Bregi Foundation Inc's EIN?
Benjamin & Marion Bregi Foundation Inc's EIN (Employer Identification Number) is 38-3507162. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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