BERGEN FAMILY FOUNDATION
Reduce your risk when donating: see where the money actually goes.
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text BERGEN FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/bergen-family-foundation-853247651. Retrieved 2026-11-15.
APA furp.org. (n.d.). BERGEN FAMILY FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved November 15, 2026, from https://furp.org/org/bergen-family-foundation-853247651
MLA “BERGEN FAMILY FOUNDATION.” furp.org, tax years 2020–2025, https://furp.org/org/bergen-family-foundation-853247651. Accessed 15 Nov. 2026.
Retrieved 2026-11-15; covers tax years 2020–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).
2025 · Form 990PF · revenue $973K · expenses $357K · assets $6.8M
- EIN
- 85-3247651
- Address
- FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
- NTEE code
- T22 Private Independent Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- October 2021 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 2 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Lara Rice Bergen | Dir, Sec, VP | 2020-2025 | 1 | $0 reported | 1 |
| Stuart Bergen | Dir, Pres, Treas | 2020-2025 | 4 | $0 reported | 1 |
People by year
2025 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Lara Rice Bergen | Dir, Sec, VP | 1 | $0 | - | $0 | $0 | 1 |
| Stuart Bergen | Dir, Pres, Treas | 4 | $0 | - | $0 | $0 | 1 |
2024 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Lara Rice Bergen | Dir, Sec, VP | 1 | $0 | - | $0 | $0 | 1 |
| Stuart Bergen | Dir, Pres, Treas | 3 | $0 | - | $0 | $0 | 1 |
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Lara Rice Bergen | Dir, Sec, VP | 1 | $0 | - | $0 | $0 | 1 |
| Stuart Bergen | Dir, Pres, Treas | 1 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Lara Rice Bergen | Dir, Sec, VP | 1 | $0 | - | $0 | $0 | 1 |
| Stuart Bergen | Dir, Pres, Treas | 1 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Lara Rice Bergen | Dir, Sec, VP | 1 | $0 | - | $0 | $0 | 1 |
| Stuart Bergen | Dir, Pres, Treas | 1 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Lara Rice Bergen | Dir, Sec, VP | 1 | $0 | - | $0 | $0 | 1 |
| Stuart Bergen | Dir, Pres, Treas | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 30 grants to organizations · $301K
2024 · 30 grants to organizations · $266K
2023 · 23 grants to organizations · $270K
2022 · 26 grants to organizations · $222K
2021 · 7 grants to organizations · $19K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2020 · 1 contributor · $6.2M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Bergen Stuart | Person | New York, NY | $6,231,325 | $6,221,325 | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $973,151 | $356,800 | $6,753,692 | $6,574,693 | $0 | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $172,689 | $315,445 | $6,059,127 | $5,958,342 | $0 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $179,813 | $326,668 | $6,183,635 | $6,101,098 | $0 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $372,154 | $277,860 | $6,291,190 | $6,247,953 | $0 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $53,236 | $125,405 | $6,387,706 | $6,153,659 | $0 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $6,231,328 | $5,500 | $6,225,828 | $6,225,828 | $6,231,325 | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| KAY FAMILY FOUNDATION | DE | T22 | $937,897 | $571,329 | Sec, Dir | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| BOERKE FAMILY FOUNDATION | DE | T22 | $947,374 | $166,045 | Dir, VP | $6,000 | Same NTEE code T22, revenue within 2x, same state, similar name |
| MENTE FAMILY FOUNDATION | DE | T22 | $1,015,578 | $421,986 | Dir, Pres, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| THE TSE FAMILY FOUNDATION | DE | T22 | $974,526 | $10,450 | Dir | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| ANDREA FAMILY FOUNDATION | DE | T22 | $909,265 | $508,751 | Board Member | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| DIMOND FAMILY FOUNDATION | DE | T22 | $1,043,348 | $494,744 | Pres, Sec | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| THE GOLUB FAMILY FOUNDATION | DE | T22 | $1,008,421 | $668,525 | Dir, Pres, Treas | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| TASSOPOULOS FAMILY FOUNDATION | DE | T22 | $1,010,843 | $439,431 | Dir | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| THE SCHELLMAN FAMILY FOUNDATION | DE | T22 | $1,035,473 | $2,329,200 | Dir, Pres, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| BUI FOUNDATION | DE | T22 | $903,407 | $9,705 | Pres, Sec, Treas, Dir | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| MYERS FAMILY CHARITABLE FOUNDATION | DE | T22 | $1,000,002 | $7,000 | Dir, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| VINEYARD FAMILY FOUNDATION 313-74D01 | DE | T22 | $1,002,196 | $192,475 | Trustee, Pres | $0 | Same NTEE code T22, revenue within 2x, same state |
| FLOI FOUNDATION | DE | T22 | $900,644 | $29,549 | Dir, Pres, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, same state |
| AARON AND ANGEL GOLDMAN FAMILY FOUNDATION | DE | T22 | $948,787 | $714,936 | Dir, VP | $0 | Same NTEE code T22, revenue within 2x, same state |
| VANCE R AND COLLEEN H ANDRUS FAMILY FOUNDATION | DE | T22 | $939,379 | $795,459 | DIR | $0 | Same NTEE code T22, revenue within 2x, same state |
| YOKOTA FOUNDATION | DE | T22 | $890,669 | $373,477 | Dir, Pres, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, same state |
| TRAVIS FOUNDATION | DE | T22 | $885,423 | $1,096,232 | TRUSTEE, AS REQ'D | $134,558 | Same NTEE code T22, revenue within 2x, same state |
| Lori and Justin Thacker Family Foundation | DE | T22 | $984,737 | $2,500 | Dir, Pres, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, same state |
| TONYA AND STEVE STEELE FAMILY FOUND ATION | DE | T22 | $1,000,096 | $0 | Dir, Pres, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, same state |
| RESOLUTE FOUNDATION | DE | T22 | $889,717 | $61,491 | Dir | $0 | Same NTEE code T22, revenue within 2x, same state |
| DELLOAKES FOUNDATION | DE | T22 | $999,672 | $782,799 | Dir, Pres, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, same state |
| PETER LAU FOUNDATION | DE | T22 | $928,290 | $619,325 | Dir, Pres, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, same state |
| XY SQUARED FOUNDATION | DE | T22 | $1,052,070 | $0 | Director | $0 | Same NTEE code T22, revenue within 2x, same state |
| RUSTY RABBIT FOUNDATION | DE | T22 | $893,779 | $247,658 | Dir, Sec | $0 | Same NTEE code T22, revenue within 2x, same state |
| EARTH RISING FOUNDATION | DE | T22 | $1,004,242 | $1,436,529 | Dir, Pres | $0 | Same NTEE code T22, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| YOKOTA FOUNDATION | $3,309,744 | 1 | 1 | Private foundation | 2022–2022 | RUSTY RABBIT FOUNDATION |
| JOSEPH AND CHERYL MARINO FAMILY FOUNDATION | $7,500 | 3 | 1 | Private foundation | 2023–2025 | INSERRA FAMILY FOUNDATION |
| FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST | $5,000 | 1 | 1 | Private foundation | 2024–2024 | INSERRA FAMILY FOUNDATION |
| COCCIA FOUNDATION | $2,500 | 1 | 1 | Private foundation | 2020–2020 | INSERRA FAMILY FOUNDATION |
| TIMOTHY AND ELEANOR K BROE FAMILYFOUNDATION | $1,000 | 1 | 1 | Private foundation | 2021–2021 | KING FAMILY FOUNDATION |
| SORCE FAMILY CHARITABLE TR | $1,000 | 1 | 1 | Private foundation | 2025–2025 | INSERRA FAMILY FOUNDATION |
| SYNCHRONY FOUNDATION | $50 | 1 | 1 | Private foundation | 2020–2020 | INSERRA FAMILY FOUNDATION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $356,800 spent · pay $0 · grants $300,800 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $300,800 | 84.3% | |
| Fees: other professional | $27,670 | 7.8% | |
| Other expenses | $25,445 | 7.1% | |
| Taxes | $2,885 | 0.8% | |
| Total | $356,800 | 100% |
2024 · Form 990PF · $315,445 spent · pay $0 · grants $266,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $266,000 | 84.3% | |
| Other expenses | $24,752 | 7.8% | |
| Fees: other professional | $21,926 | 7.0% | |
| Taxes | $2,767 | 0.9% | |
| Total | $315,445 | 100% |
2023 · Form 990PF · $326,668 spent · pay $0 · grants $270,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $270,500 | 82.8% | |
| Fees: other professional | $27,385 | 8.4% | |
| Other expenses | $23,344 | 7.1% | |
| Taxes | $5,439 | 1.7% | |
| Total | $326,668 | 100% |
2022 · Form 990PF · $277,860 spent · pay $0 · grants $222,200 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $222,200 | 80.0% | |
| Fees: other professional | $30,193 | 10.9% | |
| Other expenses | $23,867 | 8.6% | |
| Taxes | $1,600 | 0.6% | |
| Total | $277,860 | 100% |
2021 · Form 990PF · $125,405 spent · pay $0 · grants $18,600 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Taxes | $58,873 | 46.9% | |
| Fees: other professional | $27,450 | 21.9% | |
| Other expenses | $20,482 | 16.3% | |
| Contributions, gifts, grants paid | $18,600 | 14.8% | |
| Total | $125,405 | 100% |
2020 · Form 990PF · $5,500 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $5,500 | 100.0% | |
| Total | $5,500 | 100% |
Others with the same interests
NTEE code Private Independent Foundations, DE first:
- JOHN P AND ANN MARIE MARTIN CHARITABLE TR DE
- EDWARD E AND MARIE L MATTHEWS FOUNDATION DE
- J J SEGAL FOUNDATION DE
- OBRZUT-LING FOUNDATION INC DE
- THE SAM AND DEIDRE PATTERSON FOUNDATION DE
- VINCENT DOWLING FAMILY FOUNDATION INC DE
- VINTON FAMILY FOUNDATION TR DE
- DESTINY FOUNDATION INC DE
- BRADY KOHN FOUNDATION DE
- MICHAEL AND KAREN STONE FAMILY FOUNDATION INC DE
Interests: Private Independent Foundations · Philanthropy
The area Census
County outline, the place (blue), the tract (orange) and the ZIP center (dot).
In Census Tract 9801, New Castle County, Delaware, place (city or town) Wilmington, DE, county New Castle County, DE, state Delaware; placed by its ZIP code (county and tract) and city name (place). The tract is the tract holding most of the record's ZIP code (FURP does not geocode street addresses).
- Revenue of $973,151 is $14 per resident of Wilmington, DE (population 71,727).
- That revenue equals 0.05% of all household income in Wilmington, DE (31,655 households at the median $58,671, about $1,857,230,505).
| Measure | Census tract Census Tract 9801, New Castle County, Delaware | Place (city or town) Wilmington, DE | County New Castle County, DE | State Delaware |
|---|---|---|---|---|
| Population B01003 | 0 | 71,727 | 577,961 | 1,021,191 |
| Population, 2020 census P1 | 0 | 70,898 | 570,719 | 989,948 |
| Median age B01002 | -666666666.0 | 37.0 | 39.3 | 41.6 |
| Under 18 B01001 | - | 21.0% | 21.2% | 20.7% |
| 65 and over B01001 | - | 15.5% | 17.1% | 20.6% |
| Households B11001 | 0 | 31,655 | 224,173 | 402,038 |
| Foreign born B05002 | - | 9.6% | 12.8% | 10.7% |
| Median household income B19013 | $-666,666,666 | $58,671 | $91,166 | $84,954 |
| Median family income B19113 | $-666,666,666 | $78,800 | $114,354 | $105,121 |
| Per capita income B19301 | $-666,666,666 | $40,332 | $47,777 | $45,375 |
| Poverty rate B17001 | - | 21.4% | 10.1% | 10.4% |
| Unemployment rate B23025 | - | 7.3% | 4.8% | 5.1% |
| Civilian labor force B23025 | 0 | 38,612 | 307,946 | 514,286 |
| Mean commute (minutes) B08013 | - | 23.5 | 25.3 | 26.0 |
| Bachelor's degree or higher B15003 | - | 33.1% | 39.7% | 35.8% |
| Housing units B25001 | 0 | 35,514 | 236,079 | 464,203 |
| Owner-occupied B25003 | - | 48.0% | 69.0% | 73.0% |
| Renters B25003 | - | 52.0% | 31.0% | 27.0% |
| Median home value B25077 | $-666,666,666 | $231,400 | $352,200 | $352,000 |
| Median gross rent B25064 | $-666,666,666 | $1,224 | $1,448 | $1,401 |
| White, not Hispanic B03002 | - | 29.3% | 52.3% | 58.1% |
| Black B03002 | - | 51.6% | 24.9% | 21.4% |
| Hispanic or Latino B03002 | - | 11.9% | 11.8% | 11.0% |
| Asian B03002 | - | 1.6% | 6.2% | 4.3% |
| American Indian and Alaska Native B03002 | - | 0.1% | 0.0% | 0.1% |
Economy now FRED unemployment 4.6% in Sep 2026 (5.2% a year earlier); per capita personal income $68,630 in 2025, up 24% in five years (-0.6% after inflation); the state; Source: FRED, Federal Reserve Bank of St. Louis.
Data: IPUMS NHGIS (ACS 2020-2024 and the 2020 census); each figure links to its table for that area at data.census.gov. Records are placed by ZIP code and city name, not street address. More: everything FURP has in Census Tract 9801, New Castle County, Delaware.
Comments