Bergman Family Foundation
The Bergman Family Foundation is a private foundation based in Carlsbad, California. Its 2025 filing reports 11 charitable grants totaling $39,100 to organizations in five states.
Bergman Family Foundation at a glance
In short: Bergman Family Foundation gave $39K across 11 grants in 2025 (avg $4K), top state Kansas. 45% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,100
- +22.2% vs 2024
- Grants made (2025)
- 11
- +37.5% vs 2024
- Average grant
- $3,555
- -11.1% vs 2024
- Median grant
- $3,000
- Total assets
- $107,203
- -4.6% vs 2024
- New grantees (estimate)
- 45% first-time grantees (5 of 11, 2025; small sample)
- Primary geography
- Kansas (41% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bergman Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 7694 Sitio Algodon, Carlsbad, CA 92009
Phone: (203) 918-8069
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bergman Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Step Foundation ($8K). Together the top 10 received $39K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to organizations in Kansas (41%), Nebraska (27%), Arizona (18%), California (12%), and Iowa (3%).
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Bergman Family Foundation open to new grantees?
45%
first-time grantees, 2025
In 2025, 5 of 11 grantees (45%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $3K; repeat grants $4K. How we count
Medians: $3K first-time, $5K repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving grew 28% from 2022 to 2025. Method
- In 2025 it paid out 95% 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 (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $7K (2020) to $51K (2021). In 2025 it made 11 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Step Foundation Seneca, KS | Charitable | $8,000 |
| Benedictine College Atchison, KS | Charitable | $6,000 |
| Creighton University Omaha, NE | Charitable | $6,000 |
| Presbyterian Church Encinitas, CA | Charitable | $4,500 |
| Marian High School Omaha, NE | Charitable | $4,500 |
| Prescott Sunup Rotary Club Phoenix, AZ | Charitable | $3,000 |
| Sacred Heart Parish Prescott, AZ | Charitable | $3,000 |
| Baileyville Benefit Group Seneca, KS | Charitable | $2,000 |
| American Red Cross Boone, IA | Charitable | $1,000 |
| St Mary's Food Bank Phoenix, AZ | Charitable | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $107,203 | $35,694 | $40,809 | $39,100 | 11 | $39,100 | $34,519 | $41,292 |
| 2024 | $112,318 | $29,029 | $33,589 | $32,000 | 8 | $32,000 | $29,029 | $36,078 |
| 2023 | $116,878 | $25,582 | $31,514 | $30,000 | 7 | $30,000 | $25,582 | $30,291 |
| 2022 | $122,810 | $25,627 | $31,763 | $30,500 | 6 | $30,500 | $24,364 | $29,538 |
| 2021 | $128,946 | $15,651 | $52,512 | $51,000 | 7 | $51,000 | $14,139 | $468 |
| 2020 | $165,807 | $29,837 | $8,272 | $7,000 | 4 | — | $28,565 | $14,148 |
| 2019 | $144,242 | $18,366 | $26,295 | $25,000 | 9 | — | $17,216 | $21,949 |
Under IRS private-foundation payout rules, Bergman Family Foundation reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grants went to charitable organizations including a community foundation, a university, schools, religious organizations, a Rotary club, a benefit group, and service organizations. STEP Foundation describes its mission as strengthening life in Nemaha County, Kansas, through philanthropy and an endowment supporting economic, educational, health, cultural, and recreational opportunities. Baileyville Benefit Group says it assists people or organizations facing needs related to poor health or weather damage, as well as special projects. Creighton University describes itself as a Catholic and Jesuit comprehensive university.
Grantmaking
In 2025, the foundation awarded 11 grants totaling $39,100. Grants ranged from $100 to $8,000, with a median of $3,000. The largest awards included $8,000 to STEP Foundation in Seneca, Kansas; $6,000 each to Benedictine College in Atchison, Kansas, and Creighton University in Omaha, Nebraska; and $4,500 each to Presbyterian Church in Encinitas, California, and Marian High School in Omaha, Nebraska.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Rebecca Winterscheidt as president and Heather Efaw and Heidi Hong as directors.
Bergman Family Foundation is led by Rebecca Winterscheidt, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Rebecca Winterscheidt
President
On filings since 2019
No compensation reported
Heather Efaw
Director
On filings since 2019
No compensation reported
Heidi Hong
Director
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bergman Family Foundation
How much does Bergman Family Foundation give each year?
Bergman Family Foundation gave $39K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 8 grants.
What is Bergman Family Foundation's typical grant size?
Bergman Family Foundation's median grant in 2025 was $3,000, and its average grant was $3,555, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bergman Family Foundation that year got $3K on average.
Where does Bergman Family Foundation give grants?
Bergman Family Foundation's top state is Kansas, with 41% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Nebraska (27%) and Arizona (18%). The most frequent recipient cities were Omaha, NE (2 grants), Seneca, KS (2 grants) and Phoenix, AZ (2 grants).
Does Bergman Family Foundation give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on Bergman Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (11 grants).
Who are Bergman Family Foundation's largest grantees?
Bergman Family Foundation's largest 2025 grantees include Step Foundation ($8,000), Benedictine College ($6,000) and Creighton University ($6,000), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Bergman Family Foundation?
Bergman Family Foundation reported $107K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Bergman Family Foundation fund?
No foundation mission statement is provided. Its 2025 grants went to charitable organizations including a community foundation, a university, schools, religious organizations, a Rotary club, a benefit group, and service organizations. See mission & focus areas ↑
How do I apply for a grant from Bergman Family Foundation?
The foundation states that it 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 Bergman Family Foundation's EIN?
Bergman Family Foundation's EIN (Employer Identification Number) is 86-0975819. IRS Form 990 filing data is available on this page for 2019–2025.
Does Bergman Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 17, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
Live grants for the work Bergman Family Foundation funds
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