The Bergman Foundation
The Bergman Foundation is a private foundation focused on Education, based in PHILADELPHIA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 26 grants totaling $235K. Net investment income was $182K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-2.5% YoY
Annual Giving
$235K
+14.0% YoY
Grant Count
26
+8.3% YoY
Avg Grant Size
$9K
+5.2% YoY
Under IRS private-foundation payout rules, The Bergman Foundation reported a distributable amount of $316K for 2024 — the minimum it must pay out in qualifying distributions.
About The Bergman Foundation
Based on IRS filings
The Bergman Foundation is a private foundation focused on Education, based in PHILADELPHIA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 26 grants totaling $235K. Net investment income was $182K.
Ready to take the next step with The Bergman Foundation?
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 | $2,684,141 | $2,752,231 | $2,618,520 |
| Revenue | $214,413 | $397,261 | $331,643 |
| Expenses | $282,503 | $263,550 | $269,057 |
| Qualifying Distributions | $250,350 | $223,350 | $217,200 |
| Net Investment Income | $182,260 | $361,000 | $283,353 |
| Distributable Amount | $316,219 | $276,800 | $277,254 |
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
114 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Wyoming Valley Children's Association ($35,000), Parkinson's Disease Center Pennsylvania Hospital ($25,000), Cori's Place ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS OF NEPA WILKES BARRE, PA | UNRESTRICTED | $5,000 |
| CAMP JABBERWOCKY VINEYARD HAVEN, MA | UNRESTRICTED | $10,000 |
| CORI'S PLACE HANOVER TWP, PA | UNRESTRICTED | $20,000 |
| EMMA WILLARD SCHOOL TROY, NY | UNRESTRICTED | $5,000 |
| FINE ARTS FIESTA WILKESBARRE, PA | UNRESTRICTED | $5,000 |
| FM KIRBY CENTER FOR PERFORMING ARTS WILKESBARRE, PA | UNRESTRICTED | $5,000 |
| INDEPENDENCE HISTORICAL TRUST PHILADELPHIA, PA | UNRESTRICTED | $10,000 |
| JEWISH COMMUNITY ALLIANCE OF NEPA WILKESBARRE, PA | UNRESTRICTED | $2,250 |
| LUZERNE COUNTY HISTORICAL SOCIETY WILKES BARRE, PA | UNRESTRICTED | $2,500 |
| MARTHA'S VINEYARD MUSEUM VINEYARD HAVEN, MA | UNRESTRICTED | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LINDA J HARRIS | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Bergman Foundation?
The Bergman Foundation is a private foundation focused on Education, based in PHILADELPHIA, PA. It holds $2.7M in total assets as of 2024.
How large is The Bergman Foundation?
As of 2024, The Bergman Foundation holds $2.7M in total assets with $214K in annual revenue. It awarded 26 grants totaling $235K in 2024.
Where does The Bergman Foundation operate?
The Bergman Foundation has awarded grants in Massachusetts, New York, Pennsylvania.
What size grants does The Bergman Foundation award?
In 2024, The Bergman Foundation awarded 26 grants totaling $235K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The Bergman Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bergman Foundation reported a distributable amount of $316K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Bergman Foundation's EIN?
The Bergman Foundation's EIN (Employer Identification Number) is 24-6014771. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Bergman Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
The Wolf Creek Operating Foundation
WEST CONSHOHOCKEN, PA
Assets
$7.1M
Grants
0
Total Given
—
The Best Little Cat House in PA
HARRISBURG, PA
Assets
$281K
Grants
0
Total Given
—
Willis and Elsie Shenk Foundation
LANCASTER, PA
Assets
$9.4M
Grants
35
Total Given
$304K
The Irene P Sorbara Charitable Foundation
PITTSBURGH, PA
Assets
$2.5M
Grants
2
Total Given
$131K
Howmet Aerospace Foundation
PITTSBURGH, PA
Assets
$141.5M
Grants
209
Total Given
$8.4M
Penn and Lisa Seiple Conservancy
SUNBURY, PA
Assets
$1.5M
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Bergman Foundation 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
Go from researching The Bergman Foundation to a real strategy.