F J & M Bergin Charitable Tr Ua
F J & M Bergin Charitable Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $432K in total assets. In 2024, it awarded 1 grants totaling $19K. Net investment income was $10K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$432K
+1.4% YoY
Annual Giving
$19K
+21.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$19K
+21.6% YoY
About F J & M Bergin Charitable Tr Ua
Based on IRS filings
F J & M Bergin Charitable Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $432K in total assets. In 2024, it awarded 1 grants totaling $19K. Net investment income was $10K.
Ready to take the next step with F J & M Bergin Charitable Tr Ua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $431,892 | $425,740 | $440,441 |
| Revenue | $16,902 | $-2,421 | $85,510 |
| Expenses | $27,799 | $26,507 | $36,364 |
| Qualifying Distributions | $22,012 | $18,771 | $30,513 |
| Net Investment Income | $10,307 | $4,050 | $79,222 |
| Distributable Amount | $24,723 | $22,512 | $23,201 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $7,403 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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