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.
Key facts about Bergman Family Foundation
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.
- EIN
- 86-0975819
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $39,100
- Grants made (2025)
- 11
- Average grant
- $3,555
- Median grant
- $3,000
- New grantees (estimate)
- 45% first-time grantees (5 of 11, 2025; small sample)
- Total assets
- $107,203
- Primary geography
- Kansas (41% of itemized 2025 grant dollars)
- 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. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). 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
$107K
-4.6% YoY
Annual Giving
$39K
+22.2% YoY
Grant Count
11
+37.5% YoY
Avg Grant Size
$4K
-11.1% YoY
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.
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.
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.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Bergman Family Foundation?
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
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $107,203 | $35,694 | $40,809 | $39,100 |
| 2024 | $112,318 | $29,029 | $33,589 | $32,000 |
| 2023 | $116,878 | $25,582 | $31,514 | $30,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $107,203 | $112,318 | $116,878 |
| Revenue | $35,694 | $29,029 | $25,582 |
| Expenses | $40,809 | $33,589 | $31,514 |
| Qualifying Distributions | $39,100 | $32,000 | $30,000 |
| Net Investment Income | $34,519 | $29,029 | $25,582 |
| Distributable Amount | $41,292 | $36,078 | $30,291 |
Data update history
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)
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.
Contact
Mailing address: 7694 Sitio Algodon, Carlsbad, CA 92009
Phone: (203) 918-8069
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.
Here's the math on researching Bergman Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in Bergman Family Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in California
Virginia G Piper Charitable Trust
Phoenix, AZ
Virginia G Piper Charitable Trust funds nonprofits and community partners serving Maricopa County, Arizona, in arts and culture, children, education, healthcare, older adults, religion, and nonprofit capacity. In 2025, grants ranged from $25 to $1 million, with a median of $7,500. It uses a competitive application process that begins with a Letter of Inquiry; unsolicited requests are not explicitly addressed.
Assets
$429.9M
Grants
483
Total Given
$24.5M
Greater Horizons
Kansas City, MO
Greater Horizons distributes donor-advised fund grants to eligible U.S. charities and institutions across a wide range of causes; international organizations may also be supported after additional due diligence. In 2024, its grants had a median of $15,000, though amounts varied widely. Grants are requested by fund holders, and no general application process for organizations seeking funding is described.
Assets
$2.8B
Grants
3,282
Total Given
$212.2M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
The William & Flora Hewlett Foundation
Menlo Park, CA
The William & Flora Hewlett Foundation funds education, climate and conservation, the arts, democracy, gender equity, racial justice, and efforts to strengthen nonprofits and philanthropy, with work spanning the San Francisco Bay Area, the U.S. West, and locations including East and West Africa and Mexico. Its 2024 grants had a median award of $150,000, though amounts varied widely. It generally does not accept unsolicited requests, but sometimes invites proposals through open processes.
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Marin Community Foundation
Novato, CA
Marin Community Foundation funds work in affordable housing and homelessness, community resilience and power, as well as social services, education, arts and conservation, with a focus on marginalized Marin County residents and some broader U.S. and international grantmaking. Its 2025 grants had a median of $25,000, though amounts varied widely. The profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,573
Total Given
$186.1M
Direct Relief
Santa Barbara, CA
Direct Relief supports healthcare providers serving people affected by poverty or emergencies, including community health centers, clinics, and grassroots organizations, with medicines, supplies, and funding for health access and equity. In 2025, its grants had a median award of about $65,000, and its work spans all 50 U.S. states and countries around the world; the profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,367
Total Given
$337.4M
Conrad N Hilton Foundation
Westlake Village, CA
The Conrad N. Hilton Foundation funds nonprofits working to improve lives and alleviate poverty, with initiatives including early childhood development, homelessness, refugees, safe water, and support for foster and opportunity youth. Its work is global, and its 2024 grants had a median award of $76,000. It generally does not accept unsolicited requests, except through its Good Neighbor Program for eligible local nonprofits and Title 1 schools.
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
The San Diego Foundation
San Diego, CA
The San Diego Foundation funds nonprofit work in family well-being, education, the environment, and housing, including projects, capacity building, and general support that advance equity and resilient communities. Its 2025 grants had a median of $25,000, though amounts varied widely; applicants generally must be located in San Diego County and primarily serve county residents. It offers competitive grant opportunities through its online portal, but the profile does not state whether it accepts unsolicited requests.
Assets
$1.7B
Grants
1,158
Total Given
$94.3M
The California Endowment
Los Angeles, CA
The California Endowment funds nonprofit, government, and eligible faith-based organizations working to advance health and racial equity, strengthen community power, and improve health systems and communities, primarily in California. Its 2024 median grant was $100,000, and funding is by invitation only; it does not accept unsolicited requests.
Assets
$4.5B
Grants
1,125
Total Given
$215.9M
More Funders in California
Bergman Family Foundation down — hundreds of funders to go?