Bergman Family Foundation Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bergman Family Foundation Trust. Data shown is extracted from Form 990-PF filings.
EIN: 99-2052227
Foundation Overview
Based in Laguna Beach, CA, Bergman Family Foundation Trust has awarded 2 grants totaling $2,250 to organizations in New York and Georgia. Individual grants range from $1,000 to $1,250, with a median award of $1,125.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
50% of grants are awarded in New York, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within New York, funding concentrates in Rochester (100%).
Funding Trajectory
Insufficient data to determine funding trend patterns.
Program Areas
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?
Grants & Funding
Analyzing past grantees provides valuable insights into Bergman Family Foundation Trust'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 |
|---|---|---|---|---|
| Water For South Sudan | $1,000 | Rochester, NY, US | Doantion | 2024 |
| Albany State University Foundation | $1,250 | Albany, GA, US | Donation | 2024 |
Foundations Similar to Bergman Family Foundation Trust
Discover 5 foundations with comparable assets ($4,605,015-$4,792,798), similar grant patterns, and geographic focus in CA 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 |
|---|---|---|---|---|
|
Enersen Foundation
EIN: 91-1913330 | 262 grants awarded |
$4,659,023
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$2,000
median grant |
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Teamsters Local 986 Charity Fund Inc
EIN: 95-2993422 | 689 grants awarded |
$4,698,784
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$2,000
median grant |
Covina, CA
Same state |
|
|
The Copen Family Foundation Inc
EIN: 51-0196882 | 444 grants awarded |
$4,630,544
(≈ Similar) |
$2,000
median grant |
Santa Rosa, CA
Same state |
|
|
Appel Family Foundation
EIN: 95-3190683 | 367 grants awarded |
$4,605,015
(≈ Similar) |
$725
median grant |
Santa Monica, CA
Same state |
|
|
Joseph H Thompson Fund
EIN: 34-6520252 | 481 grants awarded |
$4,792,798
(≈ Similar) |
$2,000
median grant |
Pasadena, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Bergman Family Foundation Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 99-2052227 |
| Website | N/A |
| Address |
Key People (3)
Board members, trustees, and key staff who oversee Bergman Family Foundation Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | James R Bergman |
|---|---|
| Trustee | Judy G Bergman |
| President | Robert J Bergman |
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 Trust 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.