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.
Key facts about The Bergman Foundation
- EIN
- 24-6014771
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $234,750
- Grants made (2024)
- 26
- Average grant
- $9,029
- Median grant
- $5,250
- Total assets
- $2,684,141
- Primary geography
- Pennsylvania (84% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who The Bergman Foundation funds
By grant dollars, the top recipient states for The Bergman Foundation's 26 itemized 2024 grants were Pennsylvania (84%) and Massachusetts (14%). The most frequent recipient cities were Wilkes Barre, PA (8 grants), Philadelphia, PA (6 grants), Vineyard Haven, MA (3 grants) and Forty Fort, PA (2 grants). 100% of grants with a stated purpose were for general or operating support.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 26 itemized 2024 grant dollars.
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 recipients include Wyoming Valley Children's Association ($35,000), Parkinson's Disease Center Pennsylvania Hospital ($25,000), Cori's Place ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WYOMING VALLEY CHILDREN'S ASSOCIATION FORTY FORT, PA | UNRESTRICTED | $35,000 |
| PARKINSON'S DISEASE CENTER PENNSYLVANIA HOSPITAL PHILADELPHIA, PA | UNRESTRICTED | $25,000 |
| CORI'S PLACE HANOVER TWP, PA | UNRESTRICTED | $20,000 |
| MUSEUM OF THE AMERICAN REVOLUTION PHILADELPHIA, PA | UNRESTRICTED | $15,000 |
| UNITED WAY OF WYOMING VALLEY WILKESBARRE, PA | UNRESTRICTED | $15,000 |
| CAMP JABBERWOCKY VINEYARD HAVEN, MA | UNRESTRICTED | $10,000 |
| INDEPENDENCE HISTORICAL TRUST PHILADELPHIA, PA | UNRESTRICTED | $10,000 |
| MARTHA'S VINEYARD MUSEUM VINEYARD HAVEN, MA | UNRESTRICTED | $10,000 |
| PENNSYLVANIA HOSPITAL CBI PHILADELPHIA, PA | UNRESTRICTED | $10,000 |
| WEST CHOP COMMUNITY FUND 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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.