William B Bergen Foundation Inc
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.
William B Bergen Foundation Inc at a glance
In short: William B Bergen Foundation Inc gave $26K across 4 grants in 2024 (avg $7K), top state North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $26,258
- +54.2% vs 2023
- Grants made (2024)
- 4
- -50.0% vs 2023
- Average grant
- $6,565
- +208.4% vs 2023
- Median grant
- $5,587
- Total assets
- $184,622
- +3.4% vs 2023
- Primary geography
- North Carolina (38% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who William B Bergen Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Samaritans Purse ($10K). Together the top 4 received $26K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
How William B Bergen Foundation Inc gives
- Giving grew 88% from 2021 to 2024. Method
- In 2024 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $200 (2022) to $26K (2024). In 2024 it made 4 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Samaritans Purse Boone, NC | North Carolina Hurricane relief | $10,056 |
| Tunnel to Towers Staten Island, NY | General purpose | $6,146 |
| St Jude's Childrens Hospital Memphis, TN | General purpose | $5,028 |
| Wounded Warrior Project Topeka, KS | General purpose | $5,028 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $184,622 | $8,525 | $28,591 | $26,258 | 4 | $27,100 | $7,254 | $25,617 |
| 2023 | $178,549 | $8,143 | $18,731 | $17,030 | 8 | $17,763 | $6,402 | $25,778 |
| 2022 | $184,137 | $18,756 | $3,264 | $200 | 1 | $1,115 | $15,669 | $20,293 |
| 2021 | $168,645 | $46,035 | $20,131 | $14,000 | 4 | $14,636 | $19,557 | $20,358 |
| 2020 | $142,741 | $19,051 | $20,472 | $15,000 | 7 | — | $11,809 | $16,092 |
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.
Leadership & Key People
Officers and directors from IRS filings
William B Bergen Foundation Inc is led by G M Bless, President & Secretary on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
G M Bless
President & Secretary
On filings since 2020
No compensation reported
Former officers (2)
- Former: Helen Grizzell (2020–2022) — Director
- Former: Eugene T Grizzell (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2024. "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 William B Bergen Foundation Inc
How much does William B Bergen Foundation Inc give each year?
William B Bergen Foundation Inc gave $26K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $17K across 8 grants.
What is William B Bergen Foundation Inc's typical grant size?
William B Bergen Foundation Inc's median grant in 2024 was $5,587, and its average grant was $6,565, across 4 grants on its 2024 IRS Form 990-PF.
Where does William B Bergen Foundation Inc give grants?
William B Bergen Foundation Inc's top state is North Carolina, with 38% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New York (23%) and Tennessee (19%).
Does William B Bergen Foundation Inc give general operating support?
Yes: 75% of William B Bergen Foundation Inc's 2024 grants with a stated purpose (3 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is William B Bergen Foundation Inc?
William B Bergen Foundation Inc reported $185K in total assets on its 2024 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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