William B Bergen Foundation Inc

BALDWIN, MD EIN: 52-6051529

William B Bergen Foundation Inc is a private foundation, based in BALDWIN, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $185K in total assets. In 2024, it awarded 4 grants totaling $26K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$185K

+3.4% YoY

Annual Giving

$26K

+54.2% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$7K

+208.4% YoY

Under IRS private-foundation payout rules, William B Bergen Foundation Inc reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About William B Bergen Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $29K (40%)

North Carolina $10K (14%)

Tennessee $10K (14%)

District of Columbia $8K (11%)

Kansas $7K (10%)

New York $6K (9%)

Kentucky $2K (3%)

States

District of Columbia Kansas Kentucky Maryland North Carolina New York Tennessee

Cities

BooneEastonEllicott CityHagerstownMemphisPaintsvillePrestonRidgelySt MichaelsStaten IslandTilghman IslandTopekaWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$184,622	$178,549	$184,137
Revenue	$8,525	$8,143	$18,756
Expenses	$28,591	$18,731	$3,264
Qualifying Distributions	$27,100	$17,763	$1,115
Net Investment Income	$7,254	$6,402	$15,669
Distributable Amount	$25,617	$25,778	$20,293

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Samaritans Purse ($10,056), Tunnel to Towers ($6,146), St Jude's Childrens Hospital ($5,028).

Recipient	Purpose	Amount
St Jude's Childrens Hospital Memphis, TN	General purpose	$5,028
Tunnel to Towers Staten Island, NY	General purpose	$6,146
Wounded Warrior Project Topeka, KS	General purpose	$5,028
Samaritans Purse Boone, NC	North Carolina Hurricane relief	$10,056

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
G M Bless	President	—	—
G M Bless	Secretary	—	—

Frequently Asked Questions

How large is William B Bergen Foundation Inc?

As of 2024, William B Bergen Foundation Inc holds $185K in total assets with $9K in annual revenue. It awarded 4 grants totaling $26K in 2024.

Where does William B Bergen Foundation Inc operate?

William B Bergen Foundation Inc has awarded grants in District of Columbia, Kansas, Kentucky, Maryland, North Carolina, New York, Tennessee.

What size grants does William B Bergen Foundation Inc award?

In 2024, William B Bergen Foundation Inc awarded 4 grants totaling $26K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is William B Bergen Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William B Bergen Foundation Inc reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William B Bergen Foundation Inc's EIN?

William B Bergen Foundation Inc's EIN (Employer Identification Number) is 52-6051529. IRS Form 990 filing data is available on this page for 2020–2024.