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Bergelectric Charitable Foundation FY2024 filing

Tax-deductible

Carlsbad, CA501(c)(3)Foundations & GrantmakersEIN 45-5082239Revenue $520K in FY2024

On file with the IRSbergelectriccharitablefoundation.org3182 Lionshead Ave, 92010-4701 · Carlsbad, CATax-exempt since Apr 2013Private non-operating foundation

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To support and promote local initiatives and Charitable organizations, central to the communities in which Bergelectric corp. Does business, with an emphasis on improving healthcare and education in our communities.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $70K a year · 15% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
19 mo
of spending, in cash
Looks good: 19.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $3K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$520K
-13% vs prior year
Spent
$452K
Net assets
$723K
By yearFY2020–FY2025
Revenue
$520K
FY2024▼ -13%
Tap a bar for its year
Revenue by fiscal year
FY2020$338K
FY2021$231K
FY2022$573K
FY2023$596K
FY2024$520K
FY2025$582K
Expenses
$452K
FY2024▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$253K
FY2021$313K
FY2022$355K
FY2023$421K
FY2024$452K
FY2025$626K
Net assets
$723K
FY2024▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$343K
FY2021$261K
FY2022$479K
FY2023$654K
FY2024$723K
FY2025$679K

From the FY2024 Form 990 · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 97% · $440K Operating & administrative 3% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990-PF.

Part VII, Section A · reportable compensation
$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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Programs and updates

Supports and promotes local initiatives to improve healthcare and education.

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Provided by the organization

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1 program · $300K · in their 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

Grants and how to apply

Who it funds, and how to ask.

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
Individual RecipientFY2025$25,000
Choc FoundationCA · FY2025$25,000
Individual RecipientFY2025$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
Individual RecipientFY2025$15,000
Individual RecipientFY2025$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 focusNTEEHuman Services (11%)

By the numbers

The FY2024 990-PF, line by line.

Download 990
from philanthropy.org
1The main four
Money in
$520K
Gifts and grants$517K
Investment income$3K
Money out
$452K
Grants paid$440K
Running costs$12K
Owns and owes
$723K
net assets
Cash and savings$723K
Total assets$723K
Liabilities$0
People
7
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$517K
Investment income$3K
Total revenue$520K
Assets in detailEnd of year
Cash and savings together$723K
Total assets$723K
Liabilities$0
Net assets$723K
Operations
Employees0
Volunteers20
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $582K$626K−$44K$679K 990 PDF
FY2024 Viewing $520K$452K$69K$723K 990 PDF
FY2023 $596K$421K$175K$654K 990 PDF
FY2022 $573K$355K$218K$479K 990 PDF
FY2021 $231K$313K−$82K$261K 990 PDF
FY2020 $338K$253K$85K$343K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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