Bergen Foundation

Tax-deductible

Sherman Oaks, CA501(c)(3)EIN 95-6044540

501(c)(3) charity; gifts are tax-deductible.
$410K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

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
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $22K a year · 2% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
990-PF Pt I · 4 filings
Pay to officers and key staff
$410K
to officers and key staff · 38% of spending
Concern: pay to officers and key staff is 38% of spending; over 30%.
990-PF Pt VIII
Cash reserves
9 mo
of spending, in cash
Looks good: 9.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
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
$1.3M
+84% vs prior year
Spent
$1.1M
Net assets
$15.5M
By yearFY2020–FY2024
Revenue
$1.3M
FY2024▲ +84%
Revenue by fiscal year
FY2020$967K
FY2022$1.4M
FY2023$717K
FY2024$1.3M
Expenses
$1.1M
FY2024▲ +2%
Expenses by fiscal year
FY2020$1.1M
FY2022$1.1M
FY2023$1.1M
FY2024$1.1M
Net assets
$15.5M
FY2024▲ +2%
Net assets by fiscal year
FY2020$14.8M
FY2022$15.6M
FY2023$15.2M
FY2024$15.5M

From the FY2024 Form 990 (year ending November 2024) · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1943.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 51% · $548K Operating & administrative 49% · $531K

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

Who runs it and what they're paid

3 people listed on the 990-PF; $410K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
President
$250,000Pt VII · Sec A
Director
$160,000Pt VII · Sec A
$0Pt VII · Sec A
See Bergen Foundation executive salaries →

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Programs and updates

A private foundation based in Sherman Oaks, CA.

Provided by the organization

This section is blank until Bergen Foundation claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 1 grant · $548K · 2023–2023
See List AttachedFY2023$547,500

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$548K
Median grantPart XV$548K
Largest grantPart XV$548K

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$1.3M
Investment income$845K
Other income$471K
Money out
$1.1M
Grants paid$548K
Running costs$531K
Owns and owes
$15.5M
net assets
Cash and savings$847K
Total assets$15.5M
Liabilities$0
People
3
listed
Paid2
2In more detail
Revenue in detail
Investment income$845K
Other income$471K
Total revenue$1.3M
Assets in detailEnd of year
Cash and savings together$847K
Total assets$15.5M
Liabilities$0
Net assets$15.5M
Operations
Fiscal year endsNovember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.3M$1.1M$238K$15.5M 990 PDF
FY2023 $717K$1.1M−$342K$15.2M 990 PDF
FY2022 $1.4M$1.1M$333K$15.6M 990 PDF
FY2021 Not on file
FY2020 $967K$1.1M−$142K$14.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

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

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