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Bergelectric Charitable Foundation EIN 45-5082239

Bergelectric Charitable Foundation

EIN  45-5082239 Private foundation / grantmaker Carlsbad, CA
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Size
$100K–1M
What they do
Supports and promotes local initiatives to improve healthcare and education.
Leadership
David Trivoli · CFO
Money in and out
$582K revenue, $626K expenses
Bottom line
—

Supports and promotes local initiatives to improve healthcare and education. For fiscal year 2025 it reported $582K in revenue, $626K in expenses, and $679K in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$582K
Pt VIII · Ln 12
Total expenses
$626K
Pt IX · Ln 25
Net assets
$679K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$44K
Total assets
679K
deployed as grants and operations
Grants paid
613K
in FY2025
Grants made
57grants
total in period
Payout rate
90%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 57 grants · $613K · 2025–2025
Alzheimers Foundation of America INCNY · FY2025$50,000
National Ms SocietyFY2025$50,000
Choc FoundationCA · FY2025$45,000
One Tail at a TimeFY2025$30,500
The U C Davis FoundationCA · FY2025$26,000
Sojourn CenterVA · FY2025$25,750
Alzheimers Foundation of America INCNY · FY2025$25,000
South Denver Heart Center FoundationCO · FY2025$25,000
Southern California Grant MakersFY2025$25,000
Choc FoundationCA · FY2025$25,000
World Relief Western WaFY2025$21,300
The Campanile FoundationCA · FY2025$20,000
Cystic Fibrosis FoundationMD · FY2025$18,275
Roc Solid Foundation INCVA · FY2025$16,500
Lions Tigers & BearsFY2025$15,000
Merica StrongFY2025$15,000
Neighborhood House AssocFY2025$15,000
Nevada Childhood Cancer FoundationNV · FY2025$12,500
See all 57 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV26
Average grantPart XV$11K
Median grantPart XV$5K
Largest grantPart XV$50K
Top cause focusNTEEDiseases & Disorders (11%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$582K
FY2025▲ +12%
Expenses
$626K
FY2025▲ +38%
Total assets
$679K
FY2025▼ -6%
Total liabilities
$0
FY2025
Total revenue
$582K
Pt VIII · Ln 12
Total expenses
$626K
Pt IX · Ln 25
Net assets
$679K
Pt X · Ln 32
Total assetsPt II$679K
Mission & Programs · Part III

Where the work happens

1 program service account for $300K of program spending, described in the organization's own filed words · FY2021.
01

The foundation has supported approximately 50 not-for-profit organizations with cash donations in communities served by bergelectric corp.

$300Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CBergelectric Charitable Foundation
EINHdr · item D45-5082239
Principal addressHdr · item CCarlsbad, CA
WebsiteHdr · item Jbergelectriccharitablefoundation.org
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20)
Ruling yearIRS BMFApr 2013

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Tomasa Trejo
Secretary
$0Pt VII · Sec A
Justin Knippel
Chairman of the Board
$0Pt VII · Sec A
Tami Lawson
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Linh Paull
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Bergelectric Charitable Foundation executive salaries →

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Statement of Revenue

Part VIII
Contributions & grants$556K · 96%
Investment income$25K · 4%
Contributions & grants96%$556K
Investment income4%$25K
Total revenueLn 12$582K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.98 Operating & administrative $0.02
Grants & contributions paid98%$613K
Operating & administrative2%$13K
Total functional expensesLn 25$626K

Balance Sheet

Part X · end of year
CashLn 1$679K
Total assetsLn 16$679K
Total liabilitiesLn 26$0
Total net assetsLn 32$679K
Months of cash on handcomputed13.0

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $679K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $582K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $582K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $582K · Prior year $520K
+12%
Revenue CAGR
FY2020 $338K · FY2025 $582K
+11%
Net-asset trend (YoY)
End of year $679K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $582K · Expenses $626K
-8%
Liabilities-to-Assets
Total liabilities — · Total assets $679K
—
Net-asset ratio
Net assets $679K · Total assets $679K
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $626K
No individual compensation reported on this filing
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 12%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$582K revenue · viewing · ⤓ 990 PDF
FY2024$520K revenue · ⤓ 990 PDF
FY2023$596K revenue · ⤓ 990 PDF
FY2022$573K revenue · ⤓ 990 PDF
FY2021$231K revenue · ⤓ 990 PDF
FY2020$338K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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