J D Bergman Charitable Foundation 23-58411
J D Bergman Charitable Foundation 23-58411 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HINSDALE, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 10 grants totaling $553K. Net investment income was $284K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.4M
+21.5% YoY
Annual Giving
$553K
+13.9% YoY
Grant Count
10
+42.9% YoY
Avg Grant Size
$55K
-20.3% YoY
Under IRS private-foundation payout rules, J D Bergman Charitable Foundation 23-58411 reported a distributable amount of $394K for 2024 — the minimum it must pay out in qualifying distributions.
About J D Bergman Charitable Foundation 23-58411
Based on IRS filings
J D Bergman Charitable Foundation 23-58411 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HINSDALE, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 10 grants totaling $553K. Net investment income was $284K.
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 | $9,408,917 | $7,746,901 | $6,028,548 |
| Revenue | $2,252,817 | $2,230,482 | $1,649,323 |
| Expenses | $590,801 | $512,129 | $326,829 |
| Qualifying Distributions | $590,801 | $512,129 | $326,829 |
| Net Investment Income | $284,124 | $230,482 | $149,323 |
| Distributable Amount | $394,023 | $299,279 | $244,504 |
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
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ascension Illinois Foundation ($400,000), Advancing American Freedom Fund ($50,000), Chicago Zoological Society ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHICAGO ZOOLOGICAL SOCIETY BROOKFIELD, IL | GENERAL | $25,000 |
| UNITED METHODIST CHURCH ATLANTA, GA | GENERAL | $5,000 |
| NAVY SEAL FOUNDATION VIRGINIA BEACH, VA | GENERAL | $25,000 |
| WILL GRUNDY MEDICAL CENTER Joliet, IL | GENERAL | $10,000 |
| ASCENSION ILLINOIS FOUNDATION BOLINGBROOK, IL | GENERAL | $400,000 |
| AMERICAN RED CROSS CHICAGO, IL | GENERAL | $25,000 |
| WILL COUNTY CENTER FOR COMM CONCERN JOLIET, IL | GENERAL | $5,000 |
| STEPPING STONES TREATMENT CENTER JOLIET, IL | GENERAL | $5,000 |
| ADVANCING AMERICAN FREEDOM FUND INDIANAPOLIS, IN | GENERAL | $50,000 |
| CASA OF RIVER VALLEY JOLIET, IL | GENERAL | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAY BERGMAN | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is J D Bergman Charitable Foundation 23-58411?
J D Bergman Charitable Foundation 23-58411 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HINSDALE, IL. It holds $9.4M in total assets as of 2024.
How large is J D Bergman Charitable Foundation 23-58411?
As of 2024, J D Bergman Charitable Foundation 23-58411 holds $9.4M in total assets with $2.3M in annual revenue. It awarded 10 grants totaling $553K in 2024.
Where does J D Bergman Charitable Foundation 23-58411 operate?
J D Bergman Charitable Foundation 23-58411 has awarded grants in Georgia, Illinois, Indiana, Virginia, Vermont.
What size grants does J D Bergman Charitable Foundation 23-58411 award?
In 2024, J D Bergman Charitable Foundation 23-58411 awarded 10 grants totaling $553K — an average of about $55K per grant, based on its IRS Form 990 filings.
How much is J D Bergman Charitable Foundation 23-58411 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, J D Bergman Charitable Foundation 23-58411 reported a distributable amount of $394K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is J D Bergman Charitable Foundation 23-58411's EIN?
J D Bergman Charitable Foundation 23-58411's EIN (Employer Identification Number) is 20-3749879. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in J D Bergman Charitable Foundation 23-58411'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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