Funder DirectoryTHE BERGIN FOUNDATION INC
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Private foundation (trust)EIN 921231786Est. 2022-12

THE BERGIN FOUNDATION INC

STUART, FL 34994

Total Assets

$9.5M

FY 2023

Annual Giving

$40K

FY 2023

Grants Made

2

FY 2023

Avg Grant

$20K

FY 2023

Grant Range

$20K–$20K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Expenses

$40K

Qualifying Distributions

$40K

Distributable Amount

$502K

Min. Investment Return

$504K

Undistributed Income

$483K

Payout rate 8%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.8%

Payout rate

Qualifying distributions as a share of distributable amount.

Top Recipients

2 grants

THE KING'S ACADEMY
$20K
1 grant
REASON FOUNDATION
$20K
1 grant

Grant Size Distribution

2 grants

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

Geographic Focus

2 states

Florida
$20K
50% of total
California
$20K
50% of total

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THE BERGIN FOUNDATION INC — Grants, Financials & Contact | Grantivo