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BERGIN FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BERGIN FOUNDATION INC (EIN 92-1231786)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202543179349100134
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T14:20:24-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN921231786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BERGIN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBERGBusinessNameControlTxt
Phone7727813292PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1309 SE OSCEOLA STAddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34994ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID DREYERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7727813292PhoneNum
Signature2025-05-06SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSELF-PREPAREDPreparerPersonNm
SSNXXX-XX-XXXXSSN
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,452,328FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$79,408InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$79,408InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$123,891DividendsRevAndExpnssAmt
Dividends Net Invst Incm$123,891DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,243,583NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,243,583GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,243,583CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,446,882TotalRevAndExpnssAmt
Total Net Invst Incm$1,446,882TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,817TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,817TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,817TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,817TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$504,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$504,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$505,917TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,817TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$504,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$940,965ExcessRevenueOverExpensesAmt
Net Investment Income$1,445,065NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$460,579CashBOYAmt
Cash EOY$158,933CashEOYAmt
Cash EOYFMV$158,933CashEOYFMVAmt
Other Investments BOY$9,050,784OtherInvestmentsBOYAmt
Other Investments EOY$10,293,395OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,293,395OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,511,363TotalAssetsBOYAmt
Total Assets EOY$10,452,328TotalAssetsEOYAmt
Total Assets EOYFMV$10,452,328TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,511,363NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,452,328NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,511,363TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,452,328TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,511,363TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,452,328TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,511,363TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$940,965ExcessRevenueOverExpensesAmt
Subtotal$10,452,328SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,452,328TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,243,583CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,086InvestmentIncomeExciseTaxAmt
Subtotal$20,086SubtotalAmt
Tax Based On Investment Income$20,086TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$97EsPenaltyAmt
Tax Due$20,183TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARTIN H BERGINIndividualWithBooksNm
Phone7727813292PhoneNum

Location Of Books Foreign Address LocationOfBooksForeignAddress

FieldValueIRS element (for citing)
Address Line1309 SE OSCEOLA STREETAddressLine1Txt
Address Line2SUITE 350AddressLine2Txt
CitySTUARTCityNm
CountryAFCountryCd
Foreign Postal34994ForeignPostalCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
MARTIN H BERGIN
309 SE OSCEOLA STREETSUITE 350STUARTAF34994DIRECTOR2.50$0$0$0
DAVE KAUPPI
DIRECTOR0.25$0$0$0309 SE OSCEOLA STREETSTE 350STUARTFL34994
DAVID DREYER
DIRECTOR0.25$0$0$0309 SE OSCEOLA STREETSTE 350STUARTFL34994
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,615,669AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$338,332AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,954,001TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,954,001AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$164,310CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,789,691NetVlNoncharitableAssetsAmt
Minimum Investment Return$539,485MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$539,485MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,086TaxBasedOnInvestmentIncomeAmt
Total Tax$20,086TotalTaxAmt
Distributable Before Adj$519,399DistributableBeforeAdjAmt
Distributable Before Ded$519,399DistributableBeforeDedAmt
Distributable As Adjusted$519,399DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$504,100ExpensesAndContributionsAmt
Qualifying Distributions$504,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$519,399DistributableAsAdjustedAmt
Undistributed Income PY$482,616UndistributedIncomePYAmt
Qualifying Distributions$504,100QualifyingDistributionsAmt
Applied To Year1$482,616AppliedToYear1Amt
Applied To Current Year$21,484AppliedToCurrentYearAmt
Undistributed Income CY$497,915UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230501(C)(3)GENERAL PURPOSES$20,000
THE KING'S ACADEMY
8401 BELVEDERE ROADWEST PALM BEACHFL33411501(C)(3)GENERAL PURPOSES$140,000
COMPETITIVE ENTERPRISE INSTITUTE
1310 L STREET NWWASHINGTONDC20005501(C)(3)GENERAL PURPOSES$60,0007TH FLOOR
FREE THE PEOPLE
3009 M STREET NWWASHINGTONDC20007501(C)(3)GENERAL PURPOSES$30,000
JUDICIAL WATCH
PO BOX 96234WASHINGTONDC20090501(C)(3)GENERAL PURPOSES$60,000
INSTITUTE FOR JUSTICE
901 N GLEBE ROADARLINGTONVA22203501(C)(3)GENERAL PURPOSES$60,000SUITE 900
INSTITUTE FOR FREE SPEECH
1150 CONNECTICUT AVE NWWASHINGTONDC20036501(C)(3)GENERAL PURPOSES$30,000SUITE 801
MARIJUANA POLICY PROJECT FOUNDATION
PO BOX 21731WASHINGTONDC20009501(C)(3)GENERAL PURPOSES$20,000
COMMONWEALTH FOUNDATION
223 STATE STREETHARRISBURGPA17101501(C)(3)GENERAL PURPOSES$30,000
DONORS TRUST
1800 DIAGANOL ROADALEXANDRIAVA22314501(C)(3)GENERAL PURPOSES$14,100SUITE 280
THE FEDERALIST SOCIETY
1776 I STREET NWWASHINGTONDC20006501(C)(3)GENERAL PURPOSES$20,000SUITE 300
CALIFORNIA POLICY CENTER
18002 IRVINE BOULEVARDTUSTINCA92780501(C)(3)GENERAL PURPOSES$20,000SUITE 108
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$504,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$79,408ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$123,891ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$203,299ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$203,299TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
D'BEST FUTURES FUND
DUNN WMA, LLC$2,208,599$2,208,599
SPECTRA$3,920,834$3,920,834
GRANDE DUNES NORTH$541,891$541,891
OLYMPUS BAN, LLC
DUNN BALANCED, LLC$2,372,071$2,372,071
STUART THERAPEUTICS$1,100,000$1,100,000
ECLYPSES INC$150,000$150,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,817Amt
Net Investment Income$1,817NetInvestmentIncomeAmt

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