Funder DirectoryBERGMAN FAMILY FOUNDATION
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Private foundation (trust)EIN 860975819Est. 2000-07

BERGMAN FAMILY FOUNDATION

PRESCOTT, AZ 86303

Total Assets

$566

FY 2023

Annual Giving

$30K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$1K–$18K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$26K

Total Expenses

$32K

Qualifying Distributions

$30K

Distributable Amount

$30K

Min. Investment Return

$31K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $1K through median $2K to maximum $18K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $51K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

33 grants

CREIGHTON UNIVERSITY
$92K
4 grants
BENEDICTINE COLLEGE
$11K
5 grants
SACRED HEART PARISH
$11K
5 grants
STEP FOUNDATION
$8K
3 grants
ST MARYS FOOD BANK ALLIANCE
$4K
2 grants
AMERICAN RED CROSS
$4K
4 grants
BOYSTOWN
$4K
4 grants
NOTRE DAME SISTERS
$4K
2 grants

Grant Size Distribution

33 grants

<$10K
29
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Nebraska
$102K
71% of total
Arizona
$22K
15% of total
Kansas
$19K
13% of total
Tennessee
$1K
1% of total

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BERGMAN FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo