Bergen Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bergen Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 95-6044540

Foundation Overview

Based in Sherman Oaks, CA, Bergen Foundation has awarded 9 grants totaling $5,014,500 to organizations in California. Individual grants range from $531,500 to $646,500, with a median award of $550,500.

Latest Tax Year
2023
Total Giving (all years)
$5,014,500
Total Assets
$16,300,344
Median Grant (all grants)
$550,500

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$547,500
% No Significant Change
3% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
California

100% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Public Charities (100%).

Funding Trajectory
-2%

Stable funding levels with 2% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Community Projects

Highly focused on community projects 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 Bergen 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
See List Attached $547,500 Public Charities, CA, US Public Charity 2023
See List Attached $547,500 Public Charities, CA, US Public Charity 2023
See List Attached $531,500 Public Charities, CA, US Public Charity 2022
See List Attached $531,500 Public Charities, CA, US Public Charity 2022
See List Attached $550,500 Public Charities, CA, US Public Charity 2021
See List Attached $550,500 Public Charities, CA, US Public Charity 2021
See List Attached $550,500 Public Charities, CA, US Public Charity 2021
See List Attached $646,500 Public Charities, CA, US Public Charity 2020
See List Attached $558,500 Public Charities, CA, US Public Charity 2019

Foundations Similar to Bergen Foundation

Discover 5 foundations with comparable assets ($15,579,198-$16,843,992), 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: 91-2167994 | 4 grants awarded
$16,261,442
(≈ Similar)
$995,840
median grant
Carlsbad, CA
Same state
100%
Excellent match

EIN: 88-0268986 | 14 grants awarded
$16,249,051
(≈ Similar)
$1,075,000
median grant
Berkeley, CA
Same state
100%
Excellent match

EIN: 46-3000987 | 7 grants awarded
$16,397,616
(≈ Similar)
$594,903
median grant
Los Altos Hills, CA
Same state
100%
Excellent match

EIN: 95-4624172 | 6 grants awarded
$16,843,992
(≈ Similar)
$500,000
median grant
Los Angeles, CA
Same state
98%
Excellent match

EIN: 46-5212981 | 23 grants awarded
$15,579,198
(≈ Similar)
$1,000,000
median grant
Commerce, CA
Same state
98%
Excellent match

Contact Information

Official contact details for Bergen Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 95-6044540
Website N/A
Address 13701 RIVERSIDE DR STE 800 Sherman Oaks, CA 91423-2449

Key People (3)

Board members, trustees, and key staff who oversee Bergen Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Kris Bergen
Secretary Candice Bergen
Director John Larkin

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 Bergen 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.

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 March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.