The George and Lorraine Bergeron Foundation

Private foundation · Grantmaker Sewickley, PA EIN: 47-5391990

The George and Lorraine Bergeron Foundation is a private foundation, based in Sewickley, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $760K in total assets. In 2025, it awarded 4 grants totaling $19K. Net investment income was $293K.

Key facts about The George and Lorraine Bergeron Foundation

In short: The George and Lorraine Bergeron Foundation gave $19K across 4 grants in 2025 (avg $5K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
47-5391990
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$19,200
Grants made (2025)
4
Average grant
$4,800
Median grant
$4,500
Total assets
$760,256
Primary geography
Ohio (52% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$760K

+55.1% YoY

Annual Giving

$19K

-26.2% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$5K

-63.1% YoY

Under IRS private-foundation payout rules, The George and Lorraine Bergeron Foundation reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.

How The George and Lorraine Bergeron Foundation gives

  • Giving grew 92% from 2022 to 2025. Method
  • In 2025 it paid out 44% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

NaplesCincinnatiColumbusDurhamWinslow

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K4 grants2020 5 grants2021 1 grant2022 1 grant2023 2 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $8K (2023) to $128K (2020). In 2025 it made 4 grants totaling $19K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Summit Country Day School: $10KSummit Country Day School$10KNCH Center for Philanthropy: $8KNCH Center for Philanthropy$8KMaine AFG Inc: $2KMaine AFG Inc$2KBentley Village Foundation: $200Bentley Village Foundation$200

The largest 2025 recipient was Summit Country Day School ($10K). Together the top 4 received $19K.

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 13 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Summit Country Day School Cincinnati, OHGeneral Support$10,000
NCH Center for Philanthropy Naples, FLGeneral Support$7,500
Maine AFG Inc Winslow, MEGeneral Support$1,500
Bentley Village Foundation Naples, FLGeneral Support$200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$760,256$490,266$337,011
Revenue$296,684$182,596$24,411
Expenses$26,668$29,393$11,336
Qualifying Distributions$19,200$26,000$7,500
Net Investment Income$293,245$179,087$21,697
Distributable Amount$43,939$41,952$37,228

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The George and Lorraine Bergeron Foundation is led by George E. Bergeron, President & Secretary on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • George E. Bergeron

    President & Secretary

    On filings since 2020

    No compensation reported

  • Edward B. Aufman

    Manager

    On filings since 2020

    No compensation reported

  • Lorraine Bergeron

    Treasurer

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The George and Lorraine Bergeron Foundation

How much does The George and Lorraine Bergeron Foundation give each year?

The George and Lorraine Bergeron Foundation gave $19K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 2 grants.

What is The George and Lorraine Bergeron Foundation's typical grant size?

The George and Lorraine Bergeron Foundation's median grant in 2025 was $4,500, and its average grant was $4,800, across 4 grants on its 2025 IRS Form 990-PF.

Where does The George and Lorraine Bergeron Foundation give grants?

The George and Lorraine Bergeron Foundation gives mostly in Ohio: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (40%) and Maine (8%). The most frequent recipient cities were Naples, FL (2 grants).

Does The George and Lorraine Bergeron Foundation give general operating support?

Yes: 100% of The George and Lorraine Bergeron Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is The George and Lorraine Bergeron Foundation?

The George and Lorraine Bergeron Foundation reported $760K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is The George and Lorraine Bergeron Foundation's EIN?

The George and Lorraine Bergeron Foundation's EIN (Employer Identification Number) is 47-5391990. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The George and Lorraine Bergeron Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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