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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
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MINNETONKA, MN
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—
Grants
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Total Given
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The Geyer Family Foundation
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Assets
—
Grants
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Total Given
$35K
Love 4 One Another Charities
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Assets
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Grants
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Total Given
$90K
Donald and Luella Zibell Family Foundation
NORTHFIELD, MN
Assets
—
Grants
8
Total Given
$80K
Minnesota Citizens Concerned
MINNEAPOLIS, MN
Assets
$745K
Grants
2
Total Given
$942K
Clearway Minnesota (sm)
MINNEAPOLIS, MN
Assets
—
Grants
6
Total Given
$442K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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