Bergelectric Charitable Foundation logo

Bergelectric Charitable Foundation

CARLSBAD, CA EIN: 45-5082239 Website

The Bergelectric Charitable Foundation is a private 501(c)(3) charitable foundation established in 2012 and based in Carlsbad, California. The foundation operates as a corporate foundation connected to Bergelectric Corporation and serves as the philanthropic arm of the company's community engagement efforts.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$440K

+6.4% YoY

Grant Count

57

+171.4% YoY

Avg Grant Size

$8K

-60.8% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to support and promote local initiatives and charitable organizations central to the communities in which Bergelectric operates, with an emphasis on improving healthcare and education.

The foundation supports organizations across multiple sectors, including:

  • Healthcare
  • Education
  • Veteran support
  • Homeless youth services
  • Domestic abuse services
  • Philanthropy and voluntarism

Grantmaking

The foundation has supported approximately 50 not-for-profit organizations with cash donations across communities served by Bergelectric Corporation.

Grant Range

$500–$50,000

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in communities where Bergelectric operates, with documented giving in:

  • Los Angeles, California
  • San Diego, California
  • Denver, Colorado
  • Tennessee
  • Washington

Grant Distribution by State

14states
+6 more states

Cities

ARVADAAUBURNAURORACAMASCAMP PENDLETONCARLSBADCHULA VISTACOLUMBIA FALLSCOSTA MESADALLASDAVISDENVERESCONDIDOEVANSTONFRESNOIRVINEKENTKERRVILLEKIRKLANDLAS VEGAS

Financial History

Multi-year comparison from IRS filings

2023 Financial Summary:

  • Total assets: $654,145
  • Total revenues: $595,645
  • Total expenses: $420,844
  • Number of employees: 0
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$108K$216K$323K$431K201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$110K$220K$330K$440K0 grants20190 grants20206 grants202122 grants202221 grants202357 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NATIONAL MS SOCIETY$50KCHOC FOUNDATION$38KARMED SERVICES YMCA CAMP…$32KRONALD MCDONALD HOUSE$27KCHOC FOUNDATION$25KTHE CAMPANILE FOUNDATION$20KSOUTH DENVER HEART CENTE…$17KPROJECT MARILYN$12KTHE REMISSIONARIES$12KRAISING SPECIAL KIDS INC$11K

Grant Size Distribution

99 grants across all recorded years

92<$50K7$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include National Ms Society ($50,000), Choc Foundation ($37,600), Armed Services Ymca Camp Pendleton ($31,600).

RecipientPurposeAmount
AMERICAN HEART ASSOC IRVINE, CACHARITABLE$5,000
ARMED SERVICES YMCA CAMP PENDLETON, CACHARITABLE$7,500
ARMED SERVICES YMCA CAMP PENDLETON CAMP PENDLETON, CACHARITABLE$31,600
AUTISM SOCIETY OF SAN DIEGO SAN DIEGO, CACHARITABLE$2,500
BOYS & GIRLS CLUB EAST COUNTY SANTEE, CACHARITABLE$2,000
BOYS & GIRLS CLUB OF GREATER SAN DIEGO SAN DIEGO, CACHARITABLE$6,000
BOYS & GIRLS CLUB OF SALEM SALEM, ORCHARITABLE$1,000
BOYS & GIRLS CLUB OF VISTA VISTA, CACHARITABLE$1,500
BRENTS PLACE AURORA, COCHARITABLE$6,000
CHOC CHILDREN'S FOUNDATION ORANGE, CACHARITABLE$7,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID TRIVOLICFO1
TOMASA TREJOSECRETARY1
JUSTIN KNIPPELCHAIRMAN OF THE BOARD1
TAMI LAWSONDIRECTOR1
CHERYL RUSSELLDIRECTOR1
LINH PAULLDIRECTOR1
HANS ERICKSONDIRECTOR1

Recent News & Activity

Recent developments and announcements

The foundation has made notable recent donations in memory of company leadership and to support specific community initiatives:

Donated $25,000 to South Denver Heart Center Foundation in loving memory of Denver Regional Vice President Sean M. to advance cardiac care

Donated $25,000 to Alzheimer's Foundation of America to support families and advance care

Organized employee book drives supporting community initiatives such as The Wildflower Initiative

Conducted annual toy drives benefiting organizations like Olive Crest

The foundation maintains an active blog documenting charitable partnerships and community engagement activities.

Contact Information

Address: 3182 Lionshead Ave, Carlsbad, CA 92010-4701

Phone: 760-638-2374

Website: bergelectriccharitablefoundation.org

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Bergelectric Charitable Foundation fund?

The foundation's mission is to support and promote local initiatives and charitable organizations central to the communities in which Bergelectric operates, with an emphasis on improving healthcare and education. The foundation supports organizations across multiple sectors, including: • Healthcare • Education • Veteran support • Homeless youth services • Domestic abuse services • Philanthropy and voluntarism

How do I apply for a grant from Bergelectric Charitable Foundation?

**Grant Activity:** • Total giving (2023): $413,600 • Total assets (2023): $654,145 • Typical grant range: $500–$50,000 **Recent Grant Examples (2023):** • St Jude Children's Research Hospital: $50,000 • CHOC Foundation: $39,500 • UC Davis Foundation: $35,500 • Alzheimer's Foundation of America: $25,000 • South Denver Heart Center Foundation: $25,000 **Grantee Portfolio:** The foundation has supported approximately 50 not-for-profit organizations with cash donations across communities served by…

Where does Bergelectric Charitable Foundation make grants?

The foundation primarily funds organizations in communities where Bergelectric operates, with documented giving in: • Los Angeles, California • San Diego, California • Denver, Colorado • Tennessee • Washington

What size grants does Bergelectric Charitable Foundation award?

In 2024, Bergelectric Charitable Foundation awarded 57 grants totaling $440K — an average of about $8K per grant, based on its IRS Form 990 filings.

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 2019–2024.

Explore Open Grants

Browse active grant opportunities in Bergelectric Charitable Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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