Bergstein Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENCOE, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 19 grants totaling $116K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
-4.2% YoY
Annual Giving
$116K
-6.7% YoY
Grant Count
19
+46.2% YoY
Avg Grant Size
$6K
-36.2% YoY
Under IRS private-foundation payout rules, Bergstein Family Foundation reported a distributable amount of $74K for 2024 — the minimum it must pay out in qualifying distributions.
About Bergstein Family Foundation
Based on IRS filings
Bergstein Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENCOE, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 19 grants totaling $116K. Net investment income was $13K.
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 | $1,388,430 | $1,449,869 | $1,654,595 |
| Revenue | $64,581 | $50,050 | $19,531 |
| Expenses | $126,020 | $129,526 | $108,956 |
| Qualifying Distributions | $118,980 | $125,135 | $96,397 |
| Net Investment Income | $13,463 | $48,289 | $24,021 |
| Distributable Amount | $74,201 | $70,378 | $78,311 |
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
64 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Northwestern University Feinburg School of Medicine ($30,000), Greenwich Academy ($12,500), Aief ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AIEF WASHINGTON, DC | GENERAL SUPPORT | $10,000 |
| BRUNSWICK SCHOOL GREENWICH, CT | GENERAL SUPPORT | $1,000 |
| CRADLES TO CRAYONS CHICAGO, IL | GENERAL SUPPORT | $5,000 |
| FIDF CHICAGO, IL | GENERAL SUPPORT | $10,000 |
| GREENWICH ACADEMY GREENWICH, CT | GENERAL SUPPORT | $12,500 |
| INSTITUTE OF INTERNATIONAL EDUCATION NEW YORK, NY | GENERAL SUPPORT | $10,000 |
| JEWISH BOARD OF CHILDREN & FAMILY SERVICES NEW YORK, NY | GENERAL SUPPORT | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY TYE BROOK, NY | GENERAL SUPPORT | $1,000 |
| LYNN SAGE BREAST CANCER FOUNDATION CHICAGO, IL | GENERAL SUPPORT | $500 |
| MOD COLLECTIVE WINNETKA, IL | GENERAL SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ADAM BERGSTEIN | DIRECTOR | 1 | — |
| SETH BERGSTEIN | DIRECTOR | 1 | — |
| ALISA BERGSTEIN | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bergstein Family Foundation?
Bergstein Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENCOE, IL. It holds $1.4M in total assets as of 2024.
How large is Bergstein Family Foundation?
As of 2024, Bergstein Family Foundation holds $1.4M in total assets with $65K in annual revenue. It awarded 19 grants totaling $116K in 2024.
Where does Bergstein Family Foundation operate?
Bergstein Family Foundation has awarded grants in California, Connecticut, District of Columbia, Illinois, New York, Pennsylvania.
What size grants does Bergstein Family Foundation award?
In 2024, Bergstein Family Foundation awarded 19 grants totaling $116K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Bergstein Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergstein Family Foundation reported a distributable amount of $74K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bergstein Family Foundation'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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