Bergman Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bergman Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 86-0975819

Foundation Overview

Based in Prescott, AZ, Bergman Family Foundation has awarded 64 grants totaling $243,900 to organizations in Kansas, Nebraska and 2 other states across the US. Individual grants range from $1,000 to $39,000, with a median award of $2,000.

Latest Tax Year
2023
Total Giving (all years)
$243,900
Total Assets
$566
Median Grant (all grants)
$2,000

Latest Form 990-PF Snapshot

Total Grants
7
Median Grant
$2,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 7 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Arizona

41% of grants are awarded in Arizona, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within Arizona, funding concentrates in Prescott (54%), Phoenix (46%).

Funding Trajectory
+66%

Strong 66% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Bergman Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
American Red Cross $1,000 Phoenix, AZ, US Charitable 2023
Benedictine College $3,000 Atchison, KS, US Charitable 2023
Creighton University $18,000 Omaha, NE, US Charitable 2023
Sacred Heart Parish $2,000 Prescott, AZ, US Charitable 2023
St Marys Food Bank Alliance $2,000 Phoenix, AZ, US Charitable 2023
Adult Center Of Prescott $2,000 Prescott, AZ, US Charitable 2023
Step Foundation $2,000 Seneca, KS, US Charitable 2023
American Red Cross $1,000 Phoenix, AZ, US Charitable 2022
Benedictine College $2,000 Atchison, KS, US Charitable 2022
Boystown $1,000 Boystown, NE, US Charitable 2022
Creighton University $22,000 Omaha, NE, US Charitable 2022
St Marys Food Bank Alliance $2,000 Phoenix, AZ, US Charitable 2022
Sacred Heart Parish $2,500 Prescott, AZ, US Charitable 2022
American Red Cross $1,000 Phoenix, AZ, US Charitable 2022
Benedictine College $2,000 Atchison, KS, US Charitable 2022
Boystown $1,000 Boystown, NE, US Charitable 2022
Creighton University $22,000 Omaha, NE, US Charitable 2022
St Marys Food Bank Alliance $2,000 Phoenix, AZ, US Charitable 2022
Sacred Heart Parish $2,500 Prescott, AZ, US Charitable 2022
American Red Cross $1,000 Phoenix, AZ, US Charitable 2022
Benedictine College $2,000 Atchison, KS, US Charitable 2022
Boystown $1,000 Boystown, NE, US Charitable 2022
Creighton University $22,000 Omaha, NE, US Charitable 2022
St Marys Food Bank Alliance $2,000 Phoenix, AZ, US Charitable 2022
Sacred Heart Parish $2,500 Prescott, AZ, US Charitable 2022
Benedictine College $2,000 Atchison, KS, US Charitable 2021
Boystown $1,000 Boystown, NE, US Charitable 2021
Sacred Heart Parish $2,000 Prescott, AZ, US Charitable 2021
Step Foundation $3,000 Seneca, KS, US Charitable 2021
Creighton University $39,000 Omaha, NE, US Charitable 2021
Notre Dame Sisters $3,000 Omaha, NE, US Charitable 2021
American Red Cross $1,000 Phoenix, AZ, US Charitable 2021
Benedictine College $1,000 Atchison, KS, US Charitable 2020
Boystown $1,000 Boystown, NE, US Charitable 2020
Sacred Heart Parish $2,000 Prescott, AZ, US Charitable 2020
Step Foundation $3,000 Seneca, KS, US Charitable 2020
Sacred Heart Grade School $1,239 Prescott, AZ, US Charitable 2018
American Red Cross $1,000 Phoenix, AZ, US Charitable 2018
Benedictine College $3,000 Atchison, KS, US Charitable 2018
Boystown $1,000 Boystown, NE, US Charitable 2018
Childrens Scholarship Of Omaha $2,000 Omaha, NE, US Charitable 2018
Creighton University $13,000 Omaha, NE, US Charitable 2018
Notre Dame Sisters $1,000 Omaha, NE, US Charitable 2018
Sacred Heart Parish $2,000 Prescott, AZ, US Charitable 2018
St Jude Research Hospital $1,000 Memphis, TN, US Charitable 2018
Sacred Heart Parish $3,136 Prescott, AZ, US Charitable 2017
American Red Cross $1,000 Phoenix, AZ, US Charitable 2017
Boystown $1,000 Boystown, NE, US Charitable 2017
Notre Dame Sisters $1,000 Omaha, NE, US Charitable 2017
Creighton University $7,000 Omaha, NE, US Charitable 2017
Adult Center Of Prescott $2,000 Prescott, AZ, US Charitable 2017
Benedictine College $3,000 Atchison, KS, US Charitable 2017
Childrens Scholarship Of Omaha $2,000 Omaha, NE, US Charitable 2017
St Jude Research Hospital $1,000 Memphis, TN, US Charitable 2017
Sacred Heart Parish $2,000 Prescott, AZ, US Charitable 2016
Sunup Rotary Foundation $1,025 Prescott, AZ, US Charitable 2016
American Red Cross $1,000 Phoenix, AZ, US Charitable 2016
Boystown $1,000 Boystown, NE, US Charitable 2016
Notre Dame Sisters $1,000 Omaha, NE, US Charitable 2016
Creighton University $6,000 Omaha, NE, US Charitable 2016
Adult Center Of Prescott $1,000 Prescott, AZ, US Charitable 2016
Benedictine College $2,000 Atchison, KS, US Charitable 2016
Childrens Scholarship Of Omaha $2,000 Omaha, NE, US Charitable 2016
St Jude Research Hospital $1,000 Memphis, TN, US Charitable 2016

Foundations Similar to Bergman Family Foundation

Discover 5 foundations with comparable assets ($306-$848), similar grant patterns, and geographic focus in AZ that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 20-4408428 | 48 grants awarded
$384
(↓ Smaller)
$2,250
median grant
Phoenix, AZ
Same state
84%
Excellent match

EIN: 87-2147971 | 50 grants awarded
$771
(↑ Larger)
$1,480
median grant
Phoenix, AZ
Same state
82%
Excellent match

EIN: 86-0991834 | 5 grants awarded
$326
(↓ Smaller)
$1,000
median grant
Peoria, AZ
Same state
79%
Good match

EIN: 81-2750247 | 83 grants awarded
$306
(↓ Smaller)
$1,500
median grant
Fountain Hills, AZ
Same state
77%
Good match

EIN: 34-6881707 | 552 grants awarded
$848
(↑ Larger)
$1,000
median grant
Scottsdale, AZ
Same state
75%
Good match

Contact Information

Official contact details for Bergman Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 86-0975819
Website N/A
Address 1245 SOLAR HEIGHTS DR Prescott, AZ 86303-6385

Key People (3)

Board members, trustees, and key staff who oversee Bergman Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Rebecca Winterscheidt
Director Heather Efaw
Director Heidi Hong

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Bergman Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.