Bergstein Family Foundation
The Bergstein Family Foundation is a private foundation based in Glencoe, Illinois. In 2025, it reported 18 grants totaling $132,500 to charitable organizations.
Bergstein Family Foundation at a glance
In short: Bergstein Family Foundation gave $133K across 18 grants in 2025 (avg $7K), top state New York. 39% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $132,500
- +14.3% vs 2024
- Grants made (2025)
- 18
- -5.3% vs 2024
- Average grant
- $7,361
- +20.7% vs 2024
- Median grant
- $5,000
- Total assets
- $1,312,201
- -5.5% vs 2024
- New grantees (estimate)
- 39% first-time grantees (7 of 18, 2025; small sample)
- Primary geography
- New York (30% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bergstein Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 167 Hazel Avenue, Glencoe, IL 60022
Phone: (312) 255-5501
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bergstein Family Foundation funds
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%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in New York (30%), Illinois (28%), Massachusetts (25%), Washington, DC (11%), and Connecticut (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
Cities
Is Bergstein Family Foundation open to new grantees?
39%
first-time grantees, 2025
In 2025, 7 of 18 grantees (39%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $9K; repeat grants $6K. How we count
Medians: $9K 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.
Giving History
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.
Grants by year
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 |
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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 | $1,312,201 | $73,661 | $149,890 | $132,500 | 18 | $139,151 | $62,922 | $72,461 |
| 2024 | $1,388,430 | $64,581 | $126,020 | $115,880 | 19 | $118,980 | $13,463 | $74,201 |
| 2023 | $1,449,869 | $50,050 | $129,526 | $124,200 | 13 | $125,135 | $48,289 | $70,378 |
| 2022 | $1,654,595 | $19,531 | $108,956 | $90,800 | 11 | $96,397 | $24,021 | $78,311 |
| 2021 | $1,618,770 | $96,654 | $152,776 | $146,250 | 11 | $147,233 | $93,022 | $194,031 |
| 2020 | $1,664,892 | $78,021 | $122,346 | $103,150 | 10 | — | $56,243 | $96,784 |
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.
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 went to organizations including educational, cultural, religious, community, and health-related organizations. The Institute of International Education describes its mission as promoting international educational and cultural exchanges, including through fellowships and scholarships. Norge Ski Club says it works to promote participation in skiing and support amateur athletes. The Lynn Sage Breast Cancer Foundation describes its mission as eradicating breast cancer by investing in early-career doctors and innovative research.
Grantmaking
In filing year 2025, the foundation gave $132,500 across 18 grants. Grant amounts ranged from $500 to $30,000, with a median of $5,000. Notable grants included $30,000 to BFF Myeloma Gift Fund, $25,000 to the Institute of International Education, and $10,000 each to Glencoe Public Library, Jewish Board of Children & Family Services, University of Pennsylvania, and US Holocaust Museum (USHMM). Other reported grants included $9,000 to Temple Sholom Greenwich, $5,000 each to AIEF, FIDF, and Temple Am Shalom, $3,500 to AFINS, and $3,000 to Norge Ski Club. The Lynn Sage Breast Cancer Foundation received $500.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Adam Bergstein, Seth Bergstein, and Alisa Bergstein as directors.
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 $9K 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 does Bergstein Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including educational, cultural, religious, community, and health-related organizations. See mission & focus areas ↑
How do I apply for a grant from Bergstein Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Bergstein Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
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
Live grants for the work Bergstein Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Bergstein Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bergstein Family Foundation funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/bergstein-family-foundation-morg_719772d6f3c64717baf85e550198206b
BibTeX
@misc{grantable_273008211_2026,
author = {{Grantable}},
title = {{Bergstein Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bergstein-family-foundation-morg_719772d6f3c64717baf85e550198206b},
note = {Accessed 2026-10-20. 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 Bergstein Family Foundation'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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