Bergen Foundation

SHERMAN OAKS, CA EIN: 95-6044540

Bergen Foundation is a private foundation, based in SHERMAN OAKS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15.5M in total assets. In 2024, it awarded 1 grants totaling $548K. Net investment income was $989K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$15.5M

+1.6% YoY

Annual Giving

$548K

+3.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$548K

+3.0% YoY

Under IRS private-foundation payout rules, Bergen Foundation reported a distributable amount of $750K for 2024 — the minimum it must pay out in qualifying distributions.

About Bergen Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $2.8M (100%)

States

California

Cities

Public Charities

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$15,469,594	$15,227,278	$15,680,078
Revenue	$1,316,286	$716,827	$1,415,758
Expenses	$1,078,435	$1,058,783	$1,082,337
Qualifying Distributions	$751,430	$742,811	$757,659
Net Investment Income	$989,281	$400,855	$1,091,110
Distributable Amount	$750,440	$708,578	$743,996

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See list attached ($547,500).

Recipient	Purpose	Amount
See list attached public charities, CA	Public Charity	$547,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Kris Bergen	President	25	$250,000
Candice Bergen	Secretary	1	—
John Larkin	Director	20	$160,000

Frequently Asked Questions

How large is Bergen Foundation?

As of 2024, Bergen Foundation holds $15.5M in total assets with $1.3M in annual revenue. It awarded 1 grants totaling $548K in 2024.

Where does Bergen Foundation operate?

Bergen Foundation has awarded grants in California.

What size grants does Bergen Foundation award?

In 2024, Bergen Foundation awarded 1 grants totaling $548K — an average of about $548K per grant, based on its IRS Form 990 filings.

How much is Bergen Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergen Foundation reported a distributable amount of $750K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.