Bergelectric Charitable Foundation
The Bergelectric Charitable Foundation is a private foundation based in Carlsbad, California. Established in 2012, it supports and promotes charitable organizations central to communities where Bergelectric operates, with an emphasis on improving those communities.
Bergelectric Charitable Foundation at a glance
In short: Bergelectric Charitable Foundation gave $613K across 57 grants in 2025 (avg $11K), top state California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $613,075
- +39.3% vs 2024
- Grants made (2025)
- 57
- +0.0% vs 2024
- Average grant
- $10,756
- +39.3% vs 2024
- Median grant
- $5,000
- Total assets
- $678,642
- -6.1% vs 2024
- Primary geography
- California (42% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Bergelectric Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 3182 Lionshead Avenue, Carlsbad, CA 92010
Phone: (760) 638-2374
Website: https://bergelectriccharitablefoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bergelectric Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Alzheimer's Foundation of America ($75K across 2 grants). Together the top 10 received $370K.
Grant Size Distribution
163 grants across all recorded years
The most common grant size was under $50K: 154 grants of 163 (94%).
Geographic Focus
Where this funder awards grants
The foundation describes its giving as supporting communities where Bergelectric operates. In 2025, the largest shares of grant dollars went to organizations in California (42%), Colorado (14%), New York (12%), Maryland (7%), and Oregon (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 57 itemized grants.
States
Cities
How Bergelectric Charitable Foundation gives
- 25% of 2025 grantees were also funded in 2024. Method
- Giving grew 80% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $155K (2021) to $613K (2025). In 2025 it made 57 grants totaling $613K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Ms Society Denver, CO | Charitable | $50,000 |
| Alzheimer's Foundation of America New York, NY | Charitable | $50,000 |
| Choc Foundation Orange, CA | Charitable | $45,000 |
| One Tail at a Time Portland, OR | Charitable | $30,500 |
| Uc Davis Foundation Davis, CA | Charitable | $26,000 |
| Sojourn Center Phoenix, AZ | Charitable | $25,750 |
| Choc Foundation Orange, CA | Charitable | $25,000 |
| Southern California Grant Makers Los Angeles, CA | Charitable | $25,000 |
| South Denver Heart Center Foundation Littleton, CO | Charitable | $25,000 |
| Alzheimer's Foundation of America New York, NY | Charitable | $25,000 |
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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 | $678,642 | $581,507 | $625,698 | $613,075 | 57 | $613,075 | $25,367 | $34,829 |
| 2024 | $722,833 | $520,488 | $451,800 | $440,190 | 57 | $440,190 | $3,173 | $34,119 |
| 2023 | $654,145 | $595,645 | $420,844 | $413,600 | 21 | $413,600 | $1,298 | $28,229 |
| 2022 | $479,344 | $572,969 | $355,062 | $339,850 | 22 | $339,850 | $426 | $17,245 |
| 2021 | $261,437 | $231,345 | $312,993 | $155,000 | 6 | — | $2 | — |
| 2020 | $343,085 | $337,640 | $252,894 | $224,100 | 10 | — | — | — |
| 2019 | $258,339 | $391,999 | $233,691 | $216,395 | 10 | — | — | — |
Under IRS private-foundation payout rules, Bergelectric Charitable Foundation reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated aim is to support charitable organizations central to the communities in which Bergelectric operates. Its 2025 grantees included organizations whose own missions address a range of needs. For example, the Alzheimer’s Foundation of America says it provides support, services, and education to people affected by Alzheimer’s disease and related dementias, and funds research. CHOC Foundation says it supports pediatric clinical and nonclinical services, medical education, and research. Roc Solid Foundation says it builds hope for children and families fighting cancer.
Grantmaking
In 2025, the foundation reported 57 grants totaling $613,075. Grant amounts ranged from $500 to $50,000, with a median grant of $5,000. Among its largest reported grants were $50,000 each to the National MS Society and Alzheimer’s Foundation of America; $45,000 to CHOC Foundation; $30,500 to One Tail at a Time; and $26,000 to UC Davis Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David Trivoli as CFO, Tomasa Trejo as Secretary, and Justin Knippel as Chairman of the Board. It also lists Tami Lawson, Cheryl Russell, Linh Paull, and Hans Erickson as directors.
Bergelectric Charitable Foundation is led by Justin Knippel, Chairman of the Board since 2024 (on filings since 2022); none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Justin Knippel
Chairman of the Board
Director → Chairman of the Board, 2024
On filings since 2022
1 hr/week
No compensation reported
Tami Lawson
Director
On filings since 2022
1 hr/week
No compensation reported
Cheryl Russell
Director
On filings since 2024
1 hr/week
No compensation reported
Hans Erickson
Director
On filings since 2024
1 hr/week
No compensation reported
Linh Paull
Director
On filings since 2024
1 hr/week
No compensation reported
David Trivoli
CFO
On filings since 2022
1 hr/week
No compensation reported
Tomasa Trejo
Secretary
On filings since 2024
1 hr/week
No compensation reported
Former officers (4)
- Former: Pete Casazza (2022–2023) — Chairman of the Board
- Former: Tomasa Collazo (2022–2023) — Secretary
- Former: Alan J. Mashburn (2019–2021) — Treasurer & Secretary
- Former: William M. Wingerning (2019–2021) — President
Data from IRS Form 990 filings, 2019–2025. "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 Bergelectric Charitable Foundation
How much does Bergelectric Charitable Foundation give each year?
Bergelectric Charitable Foundation gave $613K across 57 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $440K across 57 grants.
What is Bergelectric Charitable Foundation's typical grant size?
Bergelectric Charitable Foundation's median grant in 2025 was $5,000, and its average grant was $10,756, across 57 grants on its 2025 IRS Form 990-PF.
Where does Bergelectric Charitable Foundation give grants?
Bergelectric Charitable Foundation's top state is California, with 42% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Colorado (14%) and New York (12%). The most frequent recipient cities were San Diego, CA (5 grants), Las Vegas, NV (5 grants), Portland, OR (3 grants) and New York, NY (2 grants).
Does Bergelectric Charitable Foundation give general operating support?
Not in 2025: none of the 57 grants with a stated purpose on Bergelectric Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (57 grants).
Who are Bergelectric Charitable Foundation's largest grantees?
Bergelectric Charitable Foundation's largest 2025 grantees include Alzheimer's Foundation of America ($75,000 across 2 grants), Choc Foundation ($70,000 across 2 grants) and National Ms Society ($50,000), according to its 2025 IRS Form 990-PF. Together they received 32% of its itemized 2025 grant dollars.
How large is Bergelectric Charitable Foundation?
Bergelectric Charitable Foundation reported $679K in total assets on its 2025 IRS Form 990-PF. It paid out $613K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets).
What does Bergelectric Charitable Foundation fund?
The foundation’s stated aim is to support charitable organizations central to the communities in which Bergelectric operates. Its 2025 grantees included organizations whose own missions address a range of needs. See mission & focus areas ↑
How do I apply for a grant from Bergelectric Charitable Foundation?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bergelectric Charitable Foundation's EIN?
Bergelectric Charitable Foundation's EIN (Employer Identification Number) is 45-5082239. IRS Form 990 filing data is available on this page for 2019–2025.
Does Bergelectric Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS April 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 4, 2026)
- Updated Form 990 for fiscal year 2019 (received by the IRS March 3, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS March 2, 2021)
- IRS filings on file for fiscal years 2019–2025
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Browse active grant opportunities in Bergelectric Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bergelectric Charitable Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/bergelectric-charitable-foundation-morg_ea0b33ded1964b6285ad066b3a75f61b
BibTeX
@misc{grantable_455082239_2026,
author = {{Grantable}},
title = {{Bergelectric Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bergelectric-charitable-foundation-morg_ea0b33ded1964b6285ad066b3a75f61b},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bergelectric Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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