Bergman Family Foundation
The Bergman Family Foundation is a private foundation based in Laguna Beach, California. Its 2024 IRS filing is marked as a final return, indicating that the foundation has terminated or is winding down; it therefore appears to have wound down or stopped grantmaking.
Bergman Family Foundation at a glance
In short: Bergman Family Foundation gave $187K across 15 grants in 2024 (avg $12K), top state Massachusetts. 60% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $187,460
- +21.1% vs 2023
- Grants made (2024)
- 15
- -21.1% vs 2023
- Average grant
- $12,497
- +53.4% vs 2023
- Median grant
- $10,000
- New grantees (estimate)
- 60% first-time grantees (9 of 15, 2024; small sample)
- Primary geography
- Massachusetts (45% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bergman Family Foundation
- How to Apply
-
The final filing says applications may be made in any form, with no award restrictions. It lists no deadline. Because the filing is marked as final, these instructions should not be treated as current.
- Contact
Application contact: Bergman Family Foundation
Mailing address: 1217 Emerald Bay, Laguna Beach, CA 92651
Phone: (949) 494-6046
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 2024
The largest 2024 recipient was Concord-Carlisle Community Chest ($26K). Together the top 10 received $161K.
Grant Size Distribution
92 grants across all recorded years
The most common grant size was under $50K: 91 grants of 92 (99%).
Geographic Focus
Where this funder awards grants
In 2024, 45% of grant dollars went to recipients in Massachusetts, 40% to California, 7% to New York, 5% to Texas, and 3% to North Carolina.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
States
Cities
Is Bergman Family Foundation open to new grantees?
60%
first-time grantees, 2024
In 2024, 9 of 15 grantees (60%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $13K; repeat grants $11K. How we count
Medians: $10K first-time, $10K repeat.
- 33% of 2024 grantees were also funded in 2023. Method
- Giving grew 41% from 2021 to 2024. Method
- In 2024 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2020 to 2024, annual grant giving ranged from $133K (2021) to $187K (2024). In 2024 it made 15 grants totaling $187K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Concord-Carlisle Community Chest Concord, MA | donation | $26,350 |
| Emerson Health Foundation Concord, MA | Donation | $25,000 |
| Fuller Seminary Pasadena, CA | donation | $25,000 |
| Foundation for Senior Services Glendale, CA | donation | $20,000 |
| The Schwartz Center for Compassionate Healthcare Boston, MA | Donation | $12,500 |
| Brain Health Bootcamp New York, NY | donation | $12,500 |
| St Francis House Boston, MA | Donation | $10,000 |
| Momentous Institute Dallas, TX | Donation | $10,000 |
| Every Monday Matters Burbank, CA | donation | $10,000 |
| Hoag Hospital Foundation Newport Beach, CA | donation | $10,000 |
Ready to take the next step with Bergman Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $305,594 | $315,362 | $187,460 | 15 | $187,460 | $186,138 | $162,323 |
| 2023 | $2,196,884 | $192,857 | $223,695 | $154,800 | 19 | $154,800 | $51,960 | $197,591 |
| 2022 | $2,227,722 | $305,163 | $202,663 | $185,000 | 17 | $185,000 | $212,252 | $179,114 |
| 2021 | $2,125,222 | $142,977 | $160,271 | $133,000 | 17 | $133,000 | $122,961 | $203,013 |
| 2020 | $2,142,516 | $455,251 | $161,686 | $145,165 | 24 | — | $238,775 | $153,339 |
Under IRS private-foundation payout rules, Bergman Family Foundation reported a distributable amount of $162K for 2024 — 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 mission statement for the foundation is provided. Its 2024 grants included organizations with varied activities. For example, Concord-Carlisle Community Chest says it raises funds for human-service and other organizations in Concord and Carlisle, Massachusetts. Every Monday Matters says it delivers programs focused on self and social responsibility, while Momentous Institute describes its work as mental health services, education, and professional training for children, families, and communities. Hoag Hospital Foundation says its primary purpose is raising funds for Hoag Memorial Hospital Presbyterian, and NC State Engineering Foundation says it supports education, research, and extension in North Carolina State University’s College of Engineering.
Grantmaking
In 2024, the foundation reported 15 grants totaling $187,460. Grants ranged from $500 to $26,350, with a median grant of $10,000. Notable awards included $26,350 to Concord-Carlisle Community Chest, $25,000 each to Emerson Health Foundation and Fuller Seminary, $20,000 to Foundation for Senior Services, and $12,500 each to The Schwartz Center for Compassionate Healthcare and Brain Health Bootcamp. Other recipients included St Francis House ($10,000), Momentous Institute ($10,000), Every Monday Matters ($10,000), Hoag Hospital Foundation ($10,000), Think Give Inc ($10,000), and NC State Engineering Foundation ($5,610).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists James R Bergman as president and CFO, and Judy G Bergman as secretary.
Bergman Family Foundation is led by James R. Bergman, President & CFO on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
James R. Bergman
President & CFO
On filings since 2020
No compensation reported
Judy G. Bergman
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 $187K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $155K across 19 grants.
What is Bergman Family Foundation's typical grant size?
Bergman Family Foundation's median grant in 2024 was $10,000, and its average grant was $12,497, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Bergman Family Foundation that year got $13K on average.
Where does Bergman Family Foundation give grants?
Bergman Family Foundation's top state is Massachusetts, with 45% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (40%) and New York (7%). The most frequent recipient cities were Concord, MA (3 grants) and Boston, MA (2 grants).
Does Bergman Family Foundation give general operating support?
Not in 2024: none of the 15 grants with a stated purpose on Bergman Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (15 grants).
Who are Bergman Family Foundation's largest grantees?
Bergman Family Foundation's largest 2024 grantees include Concord-Carlisle Community Chest ($26,350), Emerson Health Foundation ($25,000) and Fuller Seminary ($25,000), according to its 2024 IRS Form 990-PF. Together they received 41% of its itemized 2024 grant dollars.
What does Bergman Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included organizations with varied activities. For example, Concord-Carlisle Community Chest says it raises funds for human-service and other organizations in Concord and Carlisle, Massachusetts. See mission & focus areas ↑
How do I apply for a grant from Bergman Family Foundation?
The final filing says applications may be made in any form, with no award restrictions. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Bergman Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergman Family Foundation reported a distributable amount of $162K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bergman Family Foundation's EIN?
Bergman Family Foundation's EIN (Employer Identification Number) is 33-0743999. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Bergman Family Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/bergman-family-foundation-morg_a8856b018f334ea7a2ddf46462f5df4c
BibTeX
@misc{grantable_330743999_2026,
author = {{Grantable}},
title = {{Bergman Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bergman-family-foundation-morg_a8856b018f334ea7a2ddf46462f5df4c},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bergman Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Bergman Family Foundation down — hundreds of funders to go?