Funder DirectoryTHE BERGMAN FOUNDATION
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Private foundation (trust)EIN 246014771Est. 1950-01

THE BERGMAN FOUNDATION

PHILADELPHIA, PA 19106

Total Assets

$6.9M

FY 2023

Annual Giving

$235K

FY 2023

Grants Made

26

FY 2023

Avg Grant

$9K

FY 2023

Grant Range

$1K–$35K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$214K

Total Expenses

$283K

Qualifying Distributions

$250K

Distributable Amount

$316K

Min. Investment Return

$319K

Undistributed Income

$316K

Payout rate 79%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.79%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

26 grants

Grant sizes from minimum $1K through median $5K to maximum $35K, 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 2019 to 2023. Peak $235K in 2023. Hover bars for details.

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

Top Recipients

114 grants

WYOMING VALLEY CHILDREN'S ASSOCIATION
$175K
5 grants
PARKINSON'S DISEASE CENTER PENNSYLVANIA HOSPITAL
$90K
4 grants
MUSEUM OF THE AMERICAN REVOLUTION
$85K
5 grants
CORI'S PLACE
$60K
5 grants
WILKES UNIVERSITY
$50K
5 grants
MARTHA'S VINEYARD MUSEUM
$50K
5 grants
UNITED WAY OF WYOMING VALLEY
$41K
5 grants
PENNSYLVANIA HOSPITAL CBI
$40K
4 grants

Grant Size Distribution

114 grants

<$10K
96
grants
$10–50K
18
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Pennsylvania
$843K
85% of total
Massachusetts
$129K
13% of total
New York
$20K
2% of total

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THE BERGMAN FOUNDATION — Grants, Financials & Contact | Grantivo