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
Under IRS private-foundation payout rules, F J & M Bergin Charitable Tr Ua reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Scandinavian Home Inc ($18,501).
| Recipient | Purpose | Amount |
|---|---|---|
| SCANDINAVIAN HOME INC CRANSTON, RI | UNRESTRICTED GENERAL | $18,501 |
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 |
Frequently Asked Questions
How large is F J & M Bergin Charitable Tr Ua?
As of 2024, F J & M Bergin Charitable Tr Ua holds $432K in total assets with $17K in annual revenue. It awarded 1 grants totaling $19K in 2024.
Where does F J & M Bergin Charitable Tr Ua operate?
F J & M Bergin Charitable Tr Ua has awarded grants in Rhode Island.
What size grants does F J & M Bergin Charitable Tr Ua award?
In 2024, F J & M Bergin Charitable Tr Ua awarded 1 grants totaling $19K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is F J & M Bergin Charitable Tr Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, F J & M Bergin Charitable Tr Ua reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is F J & M Bergin Charitable Tr Ua's EIN?
F J & M Bergin Charitable Tr Ua's EIN (Employer Identification Number) is 30-6405689. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in F J & M Bergin Charitable Tr Ua's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Amica Companies Foundation
LINCOLN, RI
Assets
$43.8M
Grants
1,288
Total Given
$4.2M
Washington Trust Co Charitable Fdn
WESTERLY, RI
Assets
$692K
Grants
121
Total Given
$715K
The Rhode Island Community Foundation
PROVIDENCE, RI
Assets
$1.3B
Grants
977
Total Given
$72.0M
The Champlin Foundation
PITTSBURGH, PA
Assets
$456.6M
Grants
213
Total Given
$18.1M
Shell Usa Company Foundation
HOUSTON, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Communities Foundation of Texas Inc
DALLAS, TX
Assets
$1.0B
Grants
2,182
Total Given
$143.6M
Greater Houston Community Foundation
HOUSTON, TX
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
Celanese Foundation
IRVING, TX
Assets
—
Grants
1,423
Total Given
$1.8M
Once Upon a Time Foundation
FORT WORTH, TX
Assets
$276.7M
Grants
1,039
Total Given
$10.7M
Baker Hughes Foundation
HOUSTON, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
Bnsf Railway Foundation
FORT WORTH, TX
Assets
$1.7M
Grants
920
Total Given
$6.1M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with F J & M Bergin Charitable Tr Ua on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities