Bergmark Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DEEPHAVEN, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $50K in total assets. In 2024, it awarded 6 grants totaling $34K. Net investment income was $73K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$50K
+362.0% YoY
Annual Giving
$34K
-34.7% YoY
Grant Count
6
-53.8% YoY
Avg Grant Size
$6K
+41.5% YoY
Under IRS private-foundation payout rules, Bergmark Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
About Bergmark Foundation
Based on IRS filings
Bergmark Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DEEPHAVEN, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $50K in total assets. In 2024, it awarded 6 grants totaling $34K. Net investment income was $73K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $50,307 | $10,889 | $17,801 |
| Revenue | $76,262 | $46,184 | $27,243 |
| Expenses | $52,944 | $49,196 | $92,060 |
| Qualifying Distributions | $35,346 | $52,600 | $71,235 |
| Net Investment Income | $72,543 | $25,688 | $25,068 |
| Distributable Amount | $2,041 | $3,023 | $5,667 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
58 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mississippi Cntr Justice ($25,000), Community Solutions Inc ($5,000), Minnesota Public Radio ($3,900).
| Recipient | Purpose | Amount |
|---|---|---|
| MISSISSIPPI CNTR JUSTICE JACKSON, MS | ADVANCE RACIAL & ECONOMIC JUSTICE | $25,000 |
| MINNEAPOLIS INSTITUTE OF ART MINNEAPOLIS, MN | GENERAL SUPPORT | $240 |
| PINE TREE APPLE CLASSIC FUND LAKEVILLE, MN | GENERAL SUPPORT | $106 |
| COMMUNITY SOLUTIONS INC CASS LAKE, MN | GENERAL SUPPORT | $5,000 |
| WIKIMEDIA FOUNDATION ORG SAN FRANCISCO, CA | GENERAL SUPPORT | $100 |
| MINNESOTA PUBLIC RADIO ST PAUL, MN | GENERAL SUPPORT | $3,900 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| R EDWARD BERGMARK | TRUSTEE | 1 | — |
| DAVID R BERGMARK | TRUSTEE | 1 | — |
| BRIAN A BERGMARK | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bergmark Foundation?
Bergmark Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DEEPHAVEN, MN. It holds $50K in total assets as of 2024.
How large is Bergmark Foundation?
As of 2024, Bergmark Foundation holds $50K in total assets with $76K in annual revenue. It awarded 6 grants totaling $34K in 2024.
Where does Bergmark Foundation operate?
Bergmark Foundation has awarded grants in California, District of Columbia, Illinois, Massachusetts, Maryland, Minnesota, Mississippi, New York, Oklahoma.
What size grants does Bergmark Foundation award?
In 2024, Bergmark Foundation awarded 6 grants totaling $34K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Bergmark Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergmark Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bergmark Foundation's EIN?
Bergmark Foundation's EIN (Employer Identification Number) is 26-2780768. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bergmark Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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