Bergen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.1M in total assets. In 2024, it awarded 30 grants totaling $266K. Net investment income was $150K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.1M
-2.0% YoY
Annual Giving
$266K
-1.7% YoY
Grant Count
30
+30.4% YoY
Avg Grant Size
$9K
-24.6% YoY
Under IRS private-foundation payout rules, Bergen Family Foundation reported a distributable amount of $328K for 2024 — the minimum it must pay out in qualifying distributions.
About Bergen Family Foundation
Based on IRS filings
Bergen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.1M in total assets. In 2024, it awarded 30 grants totaling $266K. Net investment income was $150K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,059,127 | $6,183,635 | $6,291,190 |
| Revenue | $172,689 | $179,813 | $372,154 |
| Expenses | $315,445 | $326,668 | $277,860 |
| Qualifying Distributions | $290,377 | $293,600 | $245,823 |
| Net Investment Income | $150,134 | $151,998 | $341,717 |
| Distributable Amount | $328,469 | $293,622 | $287,418 |
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 2024
Grant Size Distribution
86 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fund for the City of New York Inc ($105,000), Brooklyn Bridge Park Conservancy Inc ($15,000), Brooklyn Community Foundation ($14,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BROOKLYN BRIDGE PARK CONSERVANCY INC BROOKLYN, NY | General & Unrestricted | $15,000 |
| BROOKLYN COMMUNITY FOUNDATION BROOKLYN, NY | General & Unrestricted | $14,000 |
| CITY LIMITS NEWS INC NEW YORK, NY | CLARIFY Summer Internship Program | $10,000 |
| COALITION FOR THE HOMELESS INC NEW YORK, NY | General & Unrestricted | $7,500 |
| COUNCIL ON THE ENVIRONMENT INC NEW YORK, NY | General & Unrestricted | $1,000 |
| DUMBO DISTRICT MANAGEMENT ASSOCIATION INC BROOKLYN, NY | General & Unrestricted | $5,000 |
| ENVIRONMENTAL ADVOCATES NY INC ALBANY, NY | General & Unrestricted | $2,500 |
| FARMLINK PROJECT LOS ANGELES, CA | General & Unrestricted | $3,000 |
| FORCA FOUNDATION INC FRANKLIN, NC | General & Unrestricted | $5,000 |
| FUND FOR THE CITY OF NEW YORK INC NEW YORK, NY | Press Pass NYC | $105,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lara Rice Bergen | Dir, Sec, VP | 1 | — |
| Stuart Bergen | Dir, Pres, Treas | 3 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bergen Family Foundation?
Bergen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $6.1M in total assets as of 2024.
How large is Bergen Family Foundation?
As of 2024, Bergen Family Foundation holds $6.1M in total assets with $173K in annual revenue. It awarded 30 grants totaling $266K in 2024.
Where does Bergen Family Foundation operate?
Bergen Family Foundation has awarded grants in California, District of Columbia, Louisiana, Massachusetts, Maine, Minnesota, North Carolina, New Jersey, New York, Oregon, Texas, Virginia.
What size grants does Bergen Family Foundation award?
In 2024, Bergen Family Foundation awarded 30 grants totaling $266K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Bergen Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergen Family Foundation reported a distributable amount of $328K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bergen Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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