Bergeron Family Foundation
Bergeron Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Burlington, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 32 grants totaling $137K. Net investment income was $153K.
Key facts about Bergeron Family Foundation
- EIN
- 03-0370623
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $137,000
- Grants made (2024)
- 32
- Average grant
- $4,281
- Median grant
- $2,000
- New grantees (estimate)
- 9% first-time grantees (3 of 32, 2024)
- Total assets
- $1,935,969
- Primary geography
- Vermont (87% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Bergeron Family Foundation funds
By grant dollars, the top recipient states for Bergeron Family Foundation's 32 itemized 2024 grants were Vermont (87%) and New Hampshire (7%). The most frequent recipient cities were Burlington, VT (9 grants) and South Burlington, VT (6 grants). 100% of grants with a stated purpose were for general or operating support.
Is Bergeron Family Foundation open to new grantees?
9%
first-time grantees, 2024
In 2024, 3 of 32 grantees (9%) were first-time recipients. First grants averaged $3K; repeat grants $4K. How we count
Medians: $1K first-time, $2K repeat.
- 84% of 2024 grantees were also funded in 2023. Method
- Giving fell 36% from 2021 to 2024. Method
- In 2024 it paid out 132% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Bergeron Family Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+0.7% YoY
Annual Giving
$137K
+0.0% YoY
Grant Count
32
-11.1% YoY
Avg Grant Size
$4K
+12.5% YoY
Under IRS private-foundation payout rules, Bergeron Family Foundation reported a distributable amount of $106K for 2024 — the minimum it must pay out in qualifying distributions.
About Bergeron Family Foundation
Based on IRS filings
Bergeron Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Burlington, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 32 grants totaling $137K. Net investment income was $153K.
Focus Areas
Ready to take the next step with Bergeron Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 32 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,935,969 | $1,923,078 | $2,043,406 |
| Revenue | $177,118 | $41,412 | $83,677 |
| Expenses | $164,227 | $161,740 | $177,053 |
| Qualifying Distributions | $139,500 | $139,375 | $140,690 |
| Net Investment Income | $153,398 | $14,463 | $59,271 |
| Distributable Amount | $105,948 | $100,429 | $111,328 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
163 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include St Anne's Shrine ($30,000), Saint Michael's College ($15,000), Community College of Vermont ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST ANNE'S SHRINE Isle La Motte, VT | GENERAL SUPPORT | $30,000 |
| SAINT MICHAEL'S COLLEGE Colchester, VT | GENERAL SUPPORT | $15,000 |
| COMMUNITY COLLEGE OF VERMONT Winooski, VT | GENERAL SUPPORT | $15,000 |
| HOWARD MENTAL HEALTH Burlington, VT | GENERAL SUPPORT | $10,000 |
| FEEDING CHITTENDEN Burlington, VT | GENERAL SUPPORT | $6,000 |
| BOYS & GIRLS CLUB OF BURLINGTON Burlington, VT | GENERAL SUPPORT | $5,000 |
| SPECTRUM YOUTH & FAMILY SERVICES Burlington, VT | GENERAL SUPPORT | $5,000 |
| ST MARK CATHOLIC PARISH Burlington, VT | GENERAL SUPPORT | $5,000 |
| BISHOP'S FUND South Burlington, VT | GENERAL SUPPORT | $5,000 |
| COTS Burlington, VT | GENERAL SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jane B Guyette | Trustee - as Required | — | — |
| Jay Bergeron | Trustee - as Required | — | — |
| Matthew Bergeron | Trustee - as Required | — | — |
| Jennifer Carlson | Trustee - as Required | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bergeron Family Foundation?
Bergeron Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Burlington, VT. It holds $1.9M in total assets as of 2024.
How large is Bergeron Family Foundation?
As of 2024, Bergeron Family Foundation holds $1.9M in total assets with $177K in annual revenue. It awarded 32 grants totaling $137K in 2024.
Where does Bergeron Family Foundation operate?
Bergeron Family Foundation has awarded grants in Colorado, Massachusetts, Maryland, New Hampshire, Tennessee, Vermont.
What size grants does Bergeron Family Foundation award?
In 2024, Bergeron Family Foundation awarded 32 grants totaling $137K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Bergeron Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergeron Family Foundation reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bergeron Family Foundation's EIN?
Bergeron Family Foundation's EIN (Employer Identification Number) is 03-0370623. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.