Funder DirectoryWilliam B Bergen Foundation Inc
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Private foundation (trust)EIN 526051529Est. 1965-02

William B Bergen Foundation Inc

Baldwin, MD 21013

Total Assets

$448K

FY 2023

Annual Giving

$17K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$30–$5K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$8K

Total Expenses

$19K

Qualifying Distributions

$18K

Distributable Amount

$26K

Min. Investment Return

$21K

Undistributed Income

$26K

Payout rate 69%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.69%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $30 through median $2K to maximum $5K, 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

4 years

Giving over time from 2020 to 2023. Peak $17K in 2023. Hover bars for details.

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

Top Recipients

20 grants

The Salvation Army
$7K
2 grants
Talbot Hospice Foundation
$7K
2 grants
St Jude's Childrens Hospital
$5K
1 grant
St Michaels Fire Dept
$4K
2 grants
U Empower of Maryland
$4K
1 grant
The Smile Train
$4K
1 grant
National Guard Youth Foundation
$4K
1 grant
Wounded Warrior Project
$2K
1 grant

Grant Size Distribution

20 grants

<$10K
20
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Maryland
$29K
63% of total
District of Columbia
$8K
17% of total
Tennessee
$5K
11% of total
Kansas
$2K
4% of total
Kentucky
$2K
4% of total
New York
$30
0% of total

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William B Bergen Foundation Inc — Grants, Financials & Contact | Grantivo