Funder DirectoryFRANK AND LYDIA BERGEN FOUNDATION
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Private foundation (trust)EIN 226359304Est. 1983-08

FRANK AND LYDIA BERGEN FOUNDATION

LAS VEGAS, NV 89118

Accepts unsolicited proposals

Total Assets

$9.9M

FY 2023

Annual Giving

$410K

FY 2023

Grants Made

33

FY 2023

Avg Grant

$12K

FY 2023

Grant Range

$5K–$20K

Typical

Deadlines

April 10 or august 15

Applications

Financial Snapshot

2023 filing

Total Revenue

$218K

Total Expenses

$525K

Qualifying Distributions

$446K

Distributable Amount

$481K

Min. Investment Return

$473K

Undistributed Income

$312K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

33 grants

Grant sizes from minimum $5K through median $10K to maximum $20K, 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 $465K in 2021. Hover bars for details.

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

Top Recipients

159 grants

MANHATTAN SCHOOL OF MUSIC
$75K
4 grants
THE METROPOLITAN MUSEUM OF ART
$70K
3 grants
AMERICAN SYMPHONY ORCHESTRA INC
$70K
4 grants
PERKINS CENTER FOR THE ARTS
$60K
4 grants
NEWARK BOYS CHORUS SCHOOL
$55K
3 grants
NEWARK SCHOOL OF THE ARTS INC
$55K
3 grants
MONTCLAIR ORCHESTRA INC
$55K
4 grants
ELAINE KAUFMAN CULTURAL CENTER
$55K
3 grants

Grant Size Distribution

159 grants

<$10K
82
grants
$10–50K
77
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

New York
$1.0M
50% of total
New Jersey
$988K
47% of total
Connecticut
$50K
2% of total
Michigan
$15K
1% of total

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FRANK AND LYDIA BERGEN FOUNDATION — Grants, Financials & Contact | Grantivo