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Private foundation (trust)EIN 992052227Est. 2024-04

BERGMAN FAMILY FOUNDATION TRUST

LAGUNA BEACH, CA 92651

Accepts unsolicited proposals

Total Assets

$4.7M

FY 2024

Annual Giving

$2K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$1K

FY 2024

Grant Range

$1K–$1K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$500K

Total Expenses

$43K

Qualifying Distributions

$2K

Distributable Amount

$25K

Min. Investment Return

$30K

Payout rate 9%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.9%

Payout rate

Qualifying distributions as a share of distributable amount.

Top Recipients

2 grants

Albany State University Foundation
$1K
1 grant
Water For South Sudan
$1K
1 grant

Grant Size Distribution

2 grants

<$10K
2
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Georgia
$1K
56% of total
New York
$1K
44% of total

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BERGMAN FAMILY FOUNDATION TRUST — Grants, Financials & Contact | Grantivo