Bergstein Family Foundation
Bergstein Family Foundation is a private foundation, based in Glencoe, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 18 grants totaling $133K. Net investment income was $63K.
Key facts about Bergstein Family Foundation
In short: Bergstein Family Foundation gave $133K across 18 grants in 2025 (avg $7K), top state New York. 44% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-3008211
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $132,500
- Grants made (2025)
- 18
- Average grant
- $7,361
- Median grant
- $5,000
- New grantees (estimate)
- 44% first-time grantees (8 of 18, 2025)
- Total assets
- $1,312,201
- Primary geography
- New York (30% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-5.5% YoY
Annual Giving
$133K
+14.3% YoY
Grant Count
18
-5.3% YoY
Avg Grant Size
$7K
+20.7% YoY
Under IRS private-foundation payout rules, Bergstein Family Foundation reported a distributable amount of $72K for 2025 — the minimum it must pay out in qualifying distributions.
Is Bergstein Family Foundation open to new grantees?
44%
first-time grantees, 2025
In 2025, 8 of 18 grantees (44%) were first-time recipients. First grants averaged $8K; repeat grants $7K. How we count
Medians: $6K first-time, $5K repeat.
- 56% of 2025 grantees were also funded in 2024. Method
- Giving grew 46% from 2022 to 2025. Method
- In 2025 it paid out 192% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 18 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $91K (2022) to $146K (2021). In 2025 it made 18 grants totaling $133K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was BFF Myeloma Gift Fund ($30K). Together the top 10 received $119K.
Grant Size Distribution
72 grants across all recorded years
The most common grant size was under $50K: 72 grants of 72 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| BFF Myeloma Gift Fund Boston, MA | General Support | $30,000 |
| Institute of International Education New York, NY | General Support | $25,000 |
| Glencole Public Library Glencoe, IL | General Support | $10,000 |
| Jewish Board of Children & Family Services New York, NY | General Support | $10,000 |
| University of Pennsylvania Chicago, IL | General Support | $10,000 |
| US Holocaust Museum (Ushmm) Washington, DC | General Support | $10,000 |
| Temple Sholom Greenwich Greenwich, CT | General Support | $9,000 |
| Aief Washington, DC | General Support | $5,000 |
| Fidf Chicago, IL | General Support | $5,000 |
| Temple Am Shalom Glencoe, IL | General Support | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,312,201 | $1,388,430 | $1,449,869 |
| Revenue | $73,661 | $64,581 | $50,050 |
| Expenses | $149,890 | $126,020 | $129,526 |
| Qualifying Distributions | $139,151 | $118,980 | $125,135 |
| Net Investment Income | $62,922 | $13,463 | $48,289 |
| Distributable Amount | $72,461 | $74,201 | $70,378 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Bergstein Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Adam Bergstein
Director
On filings since 2020
1 hr/week
No compensation reported
Alisa Bergstein
Director
On filings since 2020
1 hr/week
No compensation reported
Seth Bergstein
Director
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Bertini Bergstein (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2025. "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 Bergstein Family Foundation
How much does Bergstein Family Foundation give each year?
Bergstein Family Foundation gave $133K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $116K across 19 grants.
What is Bergstein Family Foundation's typical grant size?
Bergstein Family Foundation's median grant in 2025 was $5,000, and its average grant was $7,361, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bergstein Family Foundation that year got $8K on average.
Where does Bergstein Family Foundation give grants?
Bergstein Family Foundation's top state is New York, with 30% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (28%) and Massachusetts (25%). The most frequent recipient cities were Chicago, IL (4 grants), New York, NY (3 grants), Glencoe, IL (3 grants) and Washington, DC (2 grants).
Does Bergstein Family Foundation give general operating support?
Yes: 100% of Bergstein Family Foundation's 2025 grants with a stated purpose (18 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bergstein Family Foundation's largest grantees?
Bergstein Family Foundation's largest 2025 grantees include BFF Myeloma Gift Fund ($30,000), Institute of International Education ($25,000) and Glencole Public Library ($10,000), according to its 2025 IRS Form 990-PF. Together they received 49% of its itemized 2025 grant dollars.
How large is Bergstein Family Foundation?
Bergstein Family Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $139K in qualifying distributions that year, against a required minimum of $72K (roughly 5% of its investment assets).
What is Bergstein Family Foundation's EIN?
Bergstein Family Foundation's EIN (Employer Identification Number) is 27-3008211. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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