Joseph Bergman Charitable Foundation
Joseph Bergman Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BROOKLYN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $261K in total assets. In 2024, it awarded 21 grants totaling $191K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$261K
-59.2% YoY
Annual Giving
$191K
+225.0% YoY
Grant Count
21
+75.0% YoY
Avg Grant Size
$9K
+85.7% YoY
Under IRS private-foundation payout rules, Joseph Bergman Charitable Foundation reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph Bergman Charitable Foundation
Based on IRS filings
Joseph Bergman Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BROOKLYN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $261K in total assets. In 2024, it awarded 21 grants totaling $191K. Net investment income was $9K.
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 | $260,867 | $640,051 | $655,885 |
| Revenue | $-114,486 | $-14,788 | $59,953 |
| Expenses | $191,127 | $920 | $41,920 |
| Qualifying Distributions | $191,127 | $920 | $41,920 |
| Net Investment Income | $8,869 | $22,627 | $9,033 |
| Distributable Amount | $14,652 | $29,235 | $24,499 |
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
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Atlantic Foundation ($72,461), Bank of America Foundation ($50,000), Congregation Loritsk ($37,960).
| Recipient | Purpose | Amount |
|---|---|---|
| CONGREGATION LORITSK BROOKLYN, NY | CHARITABLE ORGANIZATION | $37,960 |
| CONGREGATION TOV LKOL Brooklyn, NY | CHARITABLE ORGANIZATION | $620 |
| JERUSALEM OPEN HOUSE Brooklyn, NY | CHARITABLE ORGANIZATION | $2,960 |
| SHALSHELES BAIS YAKOV Brooklyn, NY | CHARITABLE ORGANIZATION | $1,000 |
| YESHIVA KARLIN STOLIN Brooklyn, NY | CHARITABLE ORGANIZATION | $6,250 |
| CONGREGATION BAIS AHARON Lakewood, NJ | CHARITABLE ORGANIZATION | $1,000 |
| CONGREGATION KHAL HOLLY OAKS Manchester Township, NJ | CHARITABLE ORGANIZATION | $1,000 |
| OZER DALIM BROOKLYN, NY | CHARITABLE ORGANIZATION | $2,060 |
| ATLANTIC FOUNDATION Indianapolis, IN | CHARITABLE ORGANIZATION | $72,461 |
| BANK OF AMERICA FOUNDATION Indianapolis, IN | CHARITABLE ORGANIZATION | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EUGENE LOEVINGER | TRUSTEE | 1 | — |
| MARGARETTE LOEVINGER | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph Bergman Charitable Foundation?
Joseph Bergman Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BROOKLYN, NY. It holds $261K in total assets as of 2024.
How large is Joseph Bergman Charitable Foundation?
As of 2024, Joseph Bergman Charitable Foundation holds $261K in total assets with $-114,486 in annual revenue. It awarded 21 grants totaling $191K in 2024.
Where does Joseph Bergman Charitable Foundation operate?
Joseph Bergman Charitable Foundation has awarded grants in Indiana, Michigan, New Jersey, New York.
What size grants does Joseph Bergman Charitable Foundation award?
In 2024, Joseph Bergman Charitable Foundation awarded 21 grants totaling $191K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Joseph Bergman Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph Bergman Charitable Foundation reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph Bergman Charitable Foundation's EIN?
Joseph Bergman Charitable Foundation's EIN (Employer Identification Number) is 20-2340553. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Joseph Bergman Charitable 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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