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
$0$432K$863K$1M$2M20202021202220232024
Metric202420232022
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

$0$162K$323K$485K$647K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

See list attached$548K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bergen Foundation fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Kris BergenPresident$250KJohn LarkinDirector$160K

From 2024 filing

NameTitleHoursCompensation
Kris BergenPresident25$250,000
Candice BergenSecretary1
John LarkinDirector20$160,000

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Public Charities

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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