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: 33-0743999

Foundation Overview

Based in Laguna Beach, CA, Bergman Family Foundation has awarded 133 grants totaling $1,463,825 to organizations in California, New Jersey and 19 other states, plus international recipients. Individual grants range from $500 to $150,000, with a median award of $5,000.

Latest Tax Year
2024
Total Giving (all years)
$1,463,825
Total Assets
$0
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
15
Median Grant
$10,000
% Median Grant Growth
+100% (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
Growth-Minded: 60%

9 of 15 recipients (60%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.

Geographic Focus
California

48% of grants are awarded in California, with additional funding distributed across 21 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Santa Ana (16%), Laguna Beach (14%), Irvine (11%).

Funding Trajectory
-41%

Declining funding trend with 41% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

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
Venice Design Series $5,000 Venice, CA, US Donation 2024
St Francis House $10,000 Boston, MA, US Donation 2024
Emerson Health Foundation $25,000 Concord, MA, US Donation 2024
Momentous Institute $10,000 Dallas, TX, US Donation 2024
The Schwartz Center For Compassionate Healthcare $12,500 Boston, MA, US Donation 2024
With My Own Two Hands $5,000 Laguna Beach, CA, US Donation 2024
Brain Health Bootcamp $12,500 New York, NY, US Donation 2024
Bridge To Skate $500 Costa Mesa, CA, US Donation 2024
Concord-carlisle Community Chest $26,350 Concord, MA, US Donation 2024
Every Monday Matters $10,000 Burbank, CA, US Donation 2024
Foundation For Senior Services $20,000 Glendale, CA, US Donation 2024
Fuller Seminary $25,000 Pasadena, CA, US Donation 2024
Hoag Hospital Foundation $10,000 Newport Beach, CA, US Donation 2024
Nc State Engineering Foundation $5,610 Raleigh, NC, US Donation 2024
Think Give Inc $10,000 Concord, MA, US Donation 2024
Venice Design Series $5,000 Venice, CA, US Donation 2023
Medical Teams Int'l $20,000 Portland, OR, US Donation 2023
Segerstrom Center $15,000 Costa Mesa, CA, US Donation 2023
The Greater Boston Food Bank $1,500 Boston, MA, US Donation 2023
Windrider Institute $10,000 Eagle, ID, US Donation 2023
Fuller Foundation $25,000 Pasadena, CA, US Donation 2023
St Francis House $8,000 Boston, MA, US Donation 2023
Concordia University $2,500 Irvine, CA, US Donation 2023
Back On My Feet $20,000 Philadelphia, PA, US Donation 2023
Breaktime United Inc $5,000 Boston, MA, US Donation 2023
Emerson Health Foundation $2,500 Concord, MA, US Donation 2023
Inseparable Inc $2,500 Washington, DC, US Donation 2023
Active Minds $6,250 Washington, DC, US Donation 2023
Kylecares Inc $3,000 North Attleboro, MA, US Donation 2023
Momentous Institute $10,550 Dallas, TX, US Donation 2023
Opportunity International $10,000 Carol Stream, IL, US Donation 2023
The Schwartz Center For Compassionate Healthcare $2,500 Boston, MA, US Donation 2023
Veritas Forum $2,500 Cambridge, MA, US Donation 2023
Think $3,000 Santa Ana, CA, US Donation 2023
Venice Design Series $5,000 Venice, CA, US Donation 2022
Medical Teams Int'l $20,000 Portland, OR, US Donation 2022
Africa New Day $5,000 Seal Beach, CA, US Donation 2022
Laguna Presbyterian Church $50,000 Laguna Beach, CA, US Donation 2022
Segerstrom Center $15,000 Costa Mesa, CA, US Donation 2022
The Greater Boston Food Bank $3,000 Boston, MA, US Donation 2022
Northrise University Initiative $10,000 Scottsdale, AZ, US Donation 2022
Windrider Institute $5,000 Eagle, ID, US Donation 2022
Christian Center Of Park City $10,000 Park City, UT, US Donation 2022
Fuller Foundation $25,000 Pasadena, CA, US Donation 2022
Goodwill Of Orange County $1,000 Santa Ana, CA, US Donation 2022
Open Doors $1,000 Santa Ana, CA, US Donation 2022
St Francis House $10,000 Boston, MA, US Donation 2022
The Master's Program $5,000 Corona, CA, US Donation 2022
Unsilenced Project $5,000 Rancho Mission Viejo, CA, US Donation 2022
World Vision $10,000 Tacoma, WA, US Donation 2022
With My Own Two Hands $5,000 Laguna Beach, CA, US Donation 2022
Venice Design Series $5,000 Venice, CA, US Donation 2021
Doughmain Educational Foundation $10,000 Princeton, NJ, US Donation 2021
Medical Teams Int'l $20,000 Portland, OR, US Donation 2021
Africa New Day $10,000 Seal Beach, CA, US Donation 2021
Think Together $2,000 Santa Ana, CA, US Donation 2021
Ijm $10,000 Washington, DC, US Donation 2021
Homeboy Industries $2,000 Los Angeles, CA, US Donation 2021
Concordia University $2,500 Irvine, CA, US Donation 2021
Laguna Presbyterian Church $30,000 Laguna Beach, CA, US Donation 2021
Segerstrom Center $10,000 Santa Ana, CA, US Donation 2021
Wycliff Bible Translation $2,000 Orlando, FL, US Donation 2021
Boston Food Bank $2,500 Boston, MA, US Donation 2021
Mariners Christian School $2,500 Costa Mesa, CA, US Donation 2021
Northrise University $10,000 N/a, N/A, ZA Donation 2021
Ucla Foundation $3,500 Los Angeles, CA, US Donation 2021
Priority Living Inc $1,000 Corona, CA, US Donation 2021
Windridge Institute $10,000 Tucson, AZ, US Donation 2021
1001 New Worshiping Community $3,000 Louisville, KY, US Donation 2020
Venice Design Series $5,000 Venice, CA, US Donation 2020
Doughmain Educational Foundation $5,000 Princeton, NJ, US Donation 2020
Windrider Institute $5,000 Eagle, ID, US Donation 2020
Edify $5,000 San Diego, CA, US Donation 2020
Christian Center Of Park City $10,000 Park City, UT, US Donation 2020
Direct Connections To Africa $4,000 Laguna Beach, CA, US Donation 2020
World Vision $10,000 Federal Way, WA, US Donation 2020
Medical Teams Int'l $5,000 Portland, OR, US Donation 2020
Laguna Beach Covid-19 Relief $1,000 Laguna Beach, CA, US Donation 2020
Africa New Day $5,000 Seal Beach, CA, US Donation 2020
Fuller Theological Seminary $20,000 Pasadena, CA, US Donation 2020
Global Center For W & J $5,000 Costa Mesa, CA, US Donation 2020
Think Together $1,500 Santa Ana, CA, US Donation 2020
Ijm $2,500 Washington, DC, US Donation 2020
Homeboy Industries $1,000 Los Angeles, CA, US Donation 2020
Open Doors $5,000 Santa Ana, CA, US Donation 2020
Goldman Sachs Fund $1,000 Irvine, CA, US Donation 2020
Concordia University $2,500 Irvine, CA, US Donation 2020
American Red Cross $2,000 Laguna Hills, CA, US Donation 2020
Laguna Presbyterian Church $30,665 Laguna Beach, CA, US Donation 2020
Segerstrom Center $10,000 Santa Ana, CA, US Donation 2020
Graceworks $1,000 Franklin, TN, US Donation 2020
Wycliff Bible Translation $5,000 Orlando, FL, US Donation 2020
1001 New Worshiping Communitites $4,000 Louisville, KY, US Donation 2018
Christian Center Of Park City $65,000 Park City, UT, US Donation 2018
Concord Education Fund $5,000 Concord, MA, US Donation 2018
Fuller Theological Seminary $15,000 Pasadena, CA, US Donation 2018
Homeboy Industries $1,000 Los Angeles, CA, US Donation 2018
International Justice Mission $5,000 Washington, DC, US Donation 2018
Laguna Presbyterian Church $15,000 Laguna Beach, CA, US Donation 2018
Masters Pgm $4,500 Corona, CA, US Donation 2018
Opportunity International $50,000 Chicago, IL, US Donation 2018
Think Together $2,500 Santa Ana, CA, US Donation 2018
Utah Film Center $2,500 Salt Lake City, UT, US Donation 2018
Wycliffe Bible Translators $3,500 Orlando, FL, US Donation 2018
Concordia University $50,000 Irvine, CA, US Donation 2017
Edify $10,000 San Diego, CA, US Donation 2017
International Justice Mission $10,000 Washington, DC, US Donation 2017
Laguna Presbyterian Church $10,000 Laguna Beach, CA, US Donation 2017
Opportunity International $10,000 Chicago, IL, US Donation 2017
Think Together $1,000 Santa Ana, CA, US Donation 2017
Utah Film Center $5,000 Salt Lake City, UT, US Donation 2017
Venice Community Housing $2,500 Venice, CA, US Donation 2017
Wycliffe Bible Translators $3,500 Orlando, FL, US Donation 2017
Impact Foundation $50,000 Overland Park, KS, US Donation 2017
Salvation Army $1,000 Tustin, CA, US Donation 2017
Fairsport Incco Mainstreet Cpa Llc $10,000 Forked River, NJ, US Donation 2017
1001 New Worshiping Communitites $3,000 Louisville, KY, US Donation 2017
Christian Center Of Park City $10,000 Park City, UT, US Donation 2016
Concord Education Fund $2,500 Concord, MA, US Donation 2016
Concordia University $5,000 Irvine, CA, US Donation 2016
Dolores Mission School $1,000 Los Angeles, CA, US Donation 2016
Doughmain Education Foundation $10,000 Princeton, NJ, US Donation 2016
Edify $10,000 San Diego, CA, US Donation 2016
Fuller Theological Seminary $30,000 Pasadena, CA, US Donation 2016
International Justice Mission $2,500 Washington, DC, US Donation 2016
Northrise University $25,000 Irvine, CA, US Donation 2016
Opportunity International $150,000 Chicago, IL, US Donation 2016
Sat-7 North America $1,000 Easton, MD, US Donation 2016
Ucla Foundation $13,500 Los Angeles, CA, US Donation 2016
World Visionwomen Of Vision $40,000 Tacoma, WA, US Donation 2016
Wycliffe Bible Translators $3,500 Orlando, FL, US Donation 2016
Kingdom Investors $12,400 Smyrna, GA, US Donation 2016
The Presbyterian Church $3,000 Grand Island, NE, US Donation 2016

Foundations Similar to Bergman Family Foundation

Discover 5 foundations with comparable assets ($0-$0), 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

EIN: 01-0756680 | 7 grants awarded
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EIN: 01-0850018 | 32 grants awarded
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Same state
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EIN: 01-0788855 | 96 grants awarded
$0
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$10,000
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Irvine, CA
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EIN: 01-0738276 | 6 grants awarded
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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 33-0743999
Website N/A
Address 1217 EMERALD BAY Laguna Beach, CA 92651-0000

Key People (2)

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, Cfo James R Bergman
Secretary Judy G 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 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.

Application Status
Based on its IRS Form 990-PF filings, this foundation accepts unsolicited grant applications, meaning eligible organizations can apply directly without a prior relationship.

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.