Bergoffen Family Foundation Inc
Bergoffen Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM HARBOR, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 28 grants totaling $284K. Net investment income was $134K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.7M
-5.7% YoY
Annual Giving
$284K
+12.9% YoY
Grant Count
28
+7.7% YoY
Avg Grant Size
$10K
+4.9% YoY
Under IRS private-foundation payout rules, Bergoffen Family Foundation Inc reported a distributable amount of $275K for 2024 — the minimum it must pay out in qualifying distributions.
About Bergoffen Family Foundation Inc
Based on IRS filings
Bergoffen Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM HARBOR, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 28 grants totaling $284K. Net investment income was $134K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,702,451 | $4,986,494 | $5,043,992 |
| Revenue | $58,108 | $198,817 | $5,097,742 |
| Expenses | $316,611 | $281,855 | $53,750 |
| Qualifying Distributions | $283,580 | $251,119 | $53,750 |
| Net Investment Income | $134,023 | $199,604 | $9,742 |
| Distributable Amount | $275,136 | $244,227 | $4,961 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Feast Food Bank ($61,770), Morton Plant Mease Health Care Foundation ($51,000), Vincent House ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUSTIN RIGGS CENTER STOCKBRIDGE, MA | UNRESTRICTED | $12,500 |
| BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NY | UNRESTRICTED | $360 |
| BREAKTHROUGH T1D NEW YORK, NY | UNRESTRICTED | $6,000 |
| CHABAD OF PINELLAS COUNTY PALM HARBOR, FL | UNRESTRICTED | $360 |
| CLEARWATER FREE CLINIC CLEARWATER, FL | UNRESTRICTED | $1,000 |
| CLEARWATER JAZZ FOUNDATION CLEARWATER, FL | UNRESTRICTED | $20,000 |
| CLOTHES TO KIDS INC CLEARWATER, FL | UNRESTRICTED | $1,000 |
| DOUGLASS COLLEGE NEW BRUNSWICK, NJ | UNRESTRICTED | $1,000 |
| DUNEDIN FINE ART CENTER DUNEDIN, FL | UNRESTRICTED | $3,000 |
| FBLA PHUHS PALM HARBOR, FL | UNRESTRICTED | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LEAH BERGOFFEN | PRESIDENT & TREASURER | 1 | — |
| GLENN BERGOFFEN | VICE PRESIDENT | 1 | — |
| MICHELLE SCHACHTER | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bergoffen Family Foundation Inc?
Bergoffen Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM HARBOR, FL. It holds $4.7M in total assets as of 2024.
How large is Bergoffen Family Foundation Inc?
As of 2024, Bergoffen Family Foundation Inc holds $4.7M in total assets with $58K in annual revenue. It awarded 28 grants totaling $284K in 2024.
Where does Bergoffen Family Foundation Inc operate?
Bergoffen Family Foundation Inc has awarded grants in California, District of Columbia, Florida, Massachusetts, New Jersey, New York, Tennessee, Virginia.
What size grants does Bergoffen Family Foundation Inc award?
In 2024, Bergoffen Family Foundation Inc awarded 28 grants totaling $284K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Bergoffen Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergoffen Family Foundation Inc reported a distributable amount of $275K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2022–2024.
Explore Open Grants
Browse active grant opportunities in Bergoffen Family Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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