Bergen Family Foundation
Bergen Family Foundation is a private foundation based in Wilmington, Delaware. It supports preselected charitable organizations; its 2025 grants included organizations working in journalism, food access, youth legal advocacy, music-industry services, conservation, and children’s services.
Key facts about Bergen Family Foundation
In short: Bergen Family Foundation gave $301K across 30 grants in 2025 (avg $10K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 85-3247651
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $300,800
- Grants made (2025)
- 30
- Average grant
- $10,027
- Median grant
- $4,500
- Total assets
- $6,753,692
- Primary geography
- New York (82% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.8M
+11.5% YoY
Annual Giving
$301K
+13.1% YoY
Grant Count
30
+0.0% YoY
Avg Grant Size
$10K
+13.1% YoY
Under IRS private-foundation payout rules, Bergen Family Foundation reported a distributable amount of $328K for 2025 — the minimum it must pay out in qualifying distributions.
How Bergen Family Foundation gives
- 72% of 2025 grantees were also funded in 2024. Method
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grant recipients show a range of supported work. The Fund for the City of New York, which received two grants for Press Pass NYC, says it works to improve quality of life by improving the performance of government and nonprofit organizations. NY Community Fridge, which received a general and unrestricted grant, describes its work as expanding dignified access to food in disadvantaged communities through volunteers and partnerships.
Other recipients describe their work as providing legal services and advocacy for youth of color (Youth Represent); using investigative journalism to examine urban problems and explore solutions (City Limits News); providing health and welfare services to the music community (MusiCares); and supporting the preservation of Torrey Pine trees and their scenic refuge (Torrey Pines Association). The Children’s Aid Society says it provides comprehensive supports to children and families in high-needs New York City neighborhoods.
Grantmaking
In 2025, the foundation made 30 grants totaling $300,800. Grant amounts ranged from $1,500 to $80,000, with a median of $4,500.
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Geographic Focus
Where this funder awards grants
In 2025, 82% of grant dollars went to recipients in New York and 12% to recipients in California. The remaining reported shares were 2% to Washington, D.C., and 1% each to Louisiana and North Carolina.
Grant Distribution by State
Share of all 30 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
116 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| FUND FOR THE CITY OF NEW YORK INC New York, NY | Press Pass NYC | $80,000 |
| FUND FOR THE CITY OF NEW YORK INC New York, NY | Press Pass NYC | $40,000 |
| NY COMMUNITY FRIDGE CORP New York, NY | General & Unrestricted | $40,000 |
| MUSICARES FOUNDATION INC Santa Monica, CA | General & Unrestricted | $15,000 |
| SURFRIDER FOUNDATION San Clemente, CA | Eastern Long Island Chapter | $15,000 |
| CITY LIMITS NEWS INC New York, NY | For CLARIFY program | $10,000 |
| YOUTH REPRESENT INC New York, NY | General & Unrestricted | $10,000 |
| BROOKLYN BRIDGE PARK CONSERVANCY INC Brooklyn, NY | General & Unrestricted | $7,500 |
| BROOKLYN COMMUNITY FOUNDATION Brooklyn, NY | General & Unrestricted | $7,500 |
| TORREY PINES ASSOCIATION Del Mar, CA | General & Unrestricted | $7,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Grant count |
|---|---|---|
| 2025 | $300,800 | 30 |
| 2024 | $266,000 | 30 |
| 2023 | $270,500 | 23 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,753,692 | $6,059,127 | $6,183,635 |
| Revenue | $973,151 | $172,689 | $179,813 |
| Expenses | $356,800 | $315,445 | $326,668 |
| Qualifying Distributions | $326,119 | $290,377 | $293,600 |
| Net Investment Income | $944,870 | $150,134 | $151,998 |
| Distributable Amount | $327,801 | $328,469 | $293,622 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 26, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 26, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Lara Rice Bergen as director, secretary, and vice president, and Stuart Bergen as director, president, and treasurer.
Bergen Family Foundation is led by Stuart Bergen, Director, President & Treasurer on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Stuart Bergen
Director, President & Treasurer
On filings since 2020
4 hrs/week
No compensation reported
Lara Rice Bergen
Director, Secretary & Vice President
On filings since 2020
1 hr/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.
Contact
Mailing address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377
Phone: (800) 839-1754
Frequently asked questions about Bergen Family Foundation
How much does Bergen Family Foundation give each year?
Bergen Family Foundation gave $301K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $266K across 30 grants.
What is Bergen Family Foundation's typical grant size?
Bergen Family Foundation's median grant in 2025 was $4,500, and its average grant was $10,027, across 30 grants on its 2025 IRS Form 990-PF.
Where does Bergen Family Foundation give grants?
Bergen Family Foundation gives mostly in New York: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (12%). The most frequent recipient cities were New York, NY (16 grants) and Brooklyn, NY (5 grants).
Does Bergen Family Foundation give general operating support?
Yes: 80% of Bergen Family Foundation's 2025 grants with a stated purpose (24 of 30) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bergen Family Foundation's largest grantees?
Bergen Family Foundation's largest 2025 grantees include Fund for the City of New York Inc ($120,000 across 2 grants), NY Community Fridge Corp ($40,000) and Musicares Foundation Inc ($15,000), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is Bergen Family Foundation?
Bergen Family Foundation reported $6.8M in total assets on its 2025 IRS Form 990-PF. It paid out $326K in qualifying distributions that year, against a required minimum of $328K (roughly 5% of its investment assets).
What does Bergen Family Foundation fund?
No foundation mission statement is provided. Its 2025 grant recipients show a range of supported work. The Fund for the City of New York, which received two grants for Press Pass NYC, says it works to improve quality of life by improving the performance of government and nonprofit organizations. NY Community Fridge, which received a general and unrestricted grant, describes its work as expanding dignified access to food in disadvantaged communities through volunteers and partnerships. Other rec…
How do I apply for a grant from Bergen Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bergen Family Foundation's EIN?
Bergen Family Foundation's EIN (Employer Identification Number) is 85-3247651. IRS Form 990 filing data is available on this page for 2020–2025.
Does Bergen Family 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-PF filings. Research dossier generated September 2026.
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