Richard F Bergeron Uw Crt is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 1 grants totaling $176K. Net investment income was $154K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.2M
-1.3% YoY
Annual Giving
$176K
-0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$176K
-0.0% YoY
About Richard F Bergeron Uw Crt
Based on IRS filings
Richard F Bergeron Uw Crt is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 1 grants totaling $176K. Net investment income was $154K.
Focus Areas
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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 | $3,185,018 | $3,227,328 | $3,185,422 |
| Revenue | $174,859 | $261,112 | $74,671 |
| Expenses | $217,334 | $219,570 | $260,603 |
| Qualifying Distributions | $191,963 | $195,386 | $223,029 |
| Net Investment Income | $153,784 | $236,551 | $51,411 |
| Distributable Amount | $216,481 | $195,348 | $205,507 |
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
5 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 |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $28,348 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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