Bergen Foundation
SHERMAN OAKS, CA EIN: 95-6044540
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$15.5M
+1.6% YoY
Annual Giving
$548K
+3.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$548K
+3.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,469,594 | $15,227,278 | $15,680,078 |
| Revenue | $1,316,286 | $716,827 | $1,415,758 |
| Expenses | $1,078,435 | $1,058,783 | $1,082,337 |
| Qualifying Distributions | $751,430 | $742,811 | $757,659 |
| Net Investment Income | $989,281 | $400,855 | $1,091,110 |
| Distributable Amount | $750,440 | $708,578 | $743,996 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bergen Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Kris Bergen | President | 25 | $250,000 |
| Candice Bergen | Secretary | 1 | — |
| John Larkin | Director | 20 | $160,000 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $2.8M (100%)
States
Cities
Public Charities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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