Bergoffen Family Foundation Inc
Bergoffen Family Foundation Inc is a private foundation based in Palm Harbor, Florida. Its 2025 filing records grants to charitable organizations, most of them in Florida, for purposes listed as unrestricted.
Bergoffen Family Foundation Inc at a glance
In short: Bergoffen Family Foundation Inc gave $290K across 29 grants in 2025 (avg $10K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $290,340
- +2.4% vs 2024
- Grants made (2025)
- 29
- +3.6% vs 2024
- Average grant
- $10,012
- -1.1% vs 2024
- Median grant
- $2,000
- Total assets
- $4,452,772
- -5.3% vs 2024
- Primary geography
- Florida (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Bergoffen Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 3473 Shoreline Cir, Palm Harbor, FL 34684
Phone: (727) 460-0068
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bergoffen Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Morton Plant Mease Health Care Foundation ($51K). Together the top 10 received $265K.
Grant Size Distribution
86 grants across all recorded years
The most common grant size was under $50K: 76 grants of 86 (88%).
Geographic Focus
Where this funder awards grants
In 2025, 91% of grant dollars went to recipients in Florida. The remaining reported shares were 6% in New York and 1% each in Massachusetts and Tennessee; California accounted for 0% as reported.
Grant Distribution by State
Share of 2025 grant dollars across all 29 itemized grants.
Cities
How Bergoffen Family Foundation Inc gives
- 72% of 2025 grantees were also funded in 2024. Method
- Giving grew 440% from 2022 to 2025. Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (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 2022 to 2025, annual grant giving ranged from $54K (2022) to $290K (2025). In 2025 it made 29 grants totaling $290K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morton Plant Mease Health Care Foundation Belleair, FL | Unrestricted | $51,000 |
| Feast Food Bank Palm Harbor, FL | Unrestricted | $50,500 |
| St Joseph's Hospitals Foundation Tampa, FL | Unrestricted | $50,000 |
| Vincent House Pinellas Park, FL | Unrestricted | $50,000 |
| Ruth Eckerd Hall Clearwater, FL | Unrestricted | $25,000 |
| Jewish National Fund Rockville Center, NY | Unrestricted | $15,000 |
| Clearwater Jazz Foundation Clearwater, FL | Unrestricted | $10,000 |
| Zoo Tampa Tampa, FL | Unrestricted | $5,500 |
| Jewish Federation Largo, FL | Unrestricted | $5,000 |
| Love for IV Lawrence Tampa, FL | Unrestricted | $3,000 |
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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 | $4,452,772 | $68,982 | $318,661 | $290,340 | 29 | $290,340 | $68,982 | $289,464 |
| 2024 | $4,702,451 | $58,108 | $316,611 | $283,580 | 28 | $283,580 | $134,023 | $275,136 |
| 2023 | $4,986,494 | $198,817 | $281,855 | $251,119 | 26 | $251,119 | $199,604 | $244,227 |
| 2022 | $5,043,992 | $5,097,742 | $53,750 | $53,750 | 3 | $53,750 | $9,742 | $4,961 |
Under IRS private-foundation payout rules, Bergoffen Family Foundation Inc reported a distributable amount of $289K 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 mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including health care, food assistance, performing and visual arts, Jewish causes, services for blind and low-vision people, pediatric disease research and treatment, clothing for children, and community services. These are descriptions of grantee organizations, not stated focus areas of the foundation. For example, Ruth Eckerd Hall says its mission is “changing lives through performing arts,” while Clothes to Kids says it provides clothing free of charge to low-income school-aged children.
Grantmaking
In 2025, the foundation reported 29 grants totaling $290,340. Grant amounts ranged from $150 to $51,000, with a median of $2,000. The largest awards included $51,000 to Morton Plant Mease Health Care Foundation, $50,500 to Feast Food Bank, $50,000 each to St. Joseph’s Hospitals Foundation and Vincent House, and $25,000 to Ruth Eckerd Hall. These grants were listed as unrestricted.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Leah Bergoffen as president and treasurer, Glenn Bergoffen as vice president, and Michelle Schachter as secretary.
Bergoffen Family Foundation Inc is led by Leah Bergoffen, President & Treasurer on every filing since 2022; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Leah Bergoffen
President & Treasurer
On filings since 2022
1 hr/week
No compensation reported
Glenn Bergoffen
Vice President
On filings since 2022
1 hr/week
No compensation reported
Michelle Schachter
Secretary
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 Bergoffen Family Foundation Inc
How much does Bergoffen Family Foundation Inc give each year?
Bergoffen Family Foundation Inc gave $290K across 29 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $284K across 28 grants.
What is Bergoffen Family Foundation Inc's typical grant size?
Bergoffen Family Foundation Inc's median grant in 2025 was $2,000, and its average grant was $10,012, across 29 grants on its 2025 IRS Form 990-PF.
Where does Bergoffen Family Foundation Inc give grants?
Bergoffen Family Foundation Inc gives mostly in Florida: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (6%). The most frequent recipient cities were Tampa, FL (5 grants), Palm Harbor, FL (4 grants), Clearwater, FL (3 grants) and Largo, FL (2 grants).
Does Bergoffen Family Foundation Inc give general operating support?
Yes: 100% of Bergoffen Family Foundation Inc's 2025 grants with a stated purpose (29 of 29) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bergoffen Family Foundation Inc's largest grantees?
Bergoffen Family Foundation Inc's largest 2025 grantees include Morton Plant Mease Health Care Foundation ($51,000), Feast Food Bank ($50,500) and St Joseph's Hospitals Foundation ($50,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.
How large is Bergoffen Family Foundation Inc?
Bergoffen Family Foundation Inc reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $290K in qualifying distributions that year, against a required minimum of $289K (roughly 5% of its investment assets).
What does Bergoffen Family Foundation Inc fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Bergoffen Family Foundation Inc?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bergoffen Family Foundation Inc's EIN?
Bergoffen Family Foundation Inc's EIN (Employer Identification Number) is 92-1116012. IRS Form 990 filing data is available on this page for 2022–2025.
Does Bergoffen Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2022–2024
Explore Open Grants
Browse active grant opportunities in Bergoffen Family Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bergoffen Family Foundation Inc funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/bergoffen-family-foundation-inc-morg_2b0e4df08ebc489285939f402301e2be
BibTeX
@misc{grantable_921116012_2026,
author = {{Grantable}},
title = {{Bergoffen Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bergoffen-family-foundation-inc-morg_2b0e4df08ebc489285939f402301e2be},
note = {Accessed 2026-10-12. 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 Bergoffen Family Foundation Inc'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.
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