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 2025. As of 2025, the organization holds $448K in total assets. In 2025, it awarded 1 grant totaling $21K. Net investment income was $45K.
F J & M Bergin Charitable Tr UA at a glance
In short: F J & M Bergin Charitable Tr UA gave $21K across 1 grant in 2025 (avg $21K), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,212
- +14.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $21,212
- +14.7% vs 2024
- Median grant
- $21,212
- Total assets
- $448,216
- +3.8% vs 2024
- Primary geography
- Rhode Island (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who F J & M Bergin Charitable Tr UA funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Scandinavian Home Inc ($21K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How F J & M Bergin Charitable Tr UA gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $15K (2023) to $27K (2022). In 2025 it made 1 grant totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Scandinavian Home Inc Cranston, RI | Unrestricted General | $21,212 |
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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 | $448,216 | $51,083 | $31,104 | $21,212 | 1 | $24,770 | $44,677 | $26,050 |
| 2024 | $431,892 | $16,902 | $27,799 | $18,501 | 1 | $22,012 | $10,307 | $24,723 |
| 2023 | $425,740 | $-2,421 | $26,507 | $15,220 | 1 | $18,771 | $4,050 | $22,512 |
| 2022 | $440,441 | $85,510 | $36,364 | $27,034 | 1 | $30,513 | $79,222 | $23,201 |
Under IRS private-foundation payout rules, F J & M Bergin Charitable Tr UA reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
F J & M Bergin Charitable Tr UA's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$7K (2022) → $8K (2025)
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Bank of America (Trustee).
Frequently asked questions about F J & M Bergin Charitable Tr UA
How much does F J & M Bergin Charitable Tr UA give each year?
F J & M Bergin Charitable Tr UA gave $21K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 1 grant.
How large is F J & M Bergin Charitable Tr UA?
F J & M Bergin Charitable Tr UA reported $448K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does F J & M Bergin Charitable Tr UA operate?
F J & M Bergin Charitable Tr UA has awarded grants in Rhode Island.
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 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2022–2025
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