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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Lara Rice Bergen Dir, Sec, VP2020-2025 1 $0 reported 1
Stuart Bergen Dir, Pres, Treas2020-2025 4 $0 reported 1

People by year

2025 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lara Rice Bergen Dir, Sec, VP1 $0-$0 $01
Stuart Bergen Dir, Pres, Treas4 $0-$0 $01
2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lara Rice Bergen Dir, Sec, VP1 $0-$0 $01
Stuart Bergen Dir, Pres, Treas3 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lara Rice Bergen Dir, Sec, VP1 $0-$0 $01
Stuart Bergen Dir, Pres, Treas1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lara Rice Bergen Dir, Sec, VP1 $0-$0 $01
Stuart Bergen Dir, Pres, Treas1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lara Rice Bergen Dir, Sec, VP1 $0-$0 $01
Stuart Bergen Dir, Pres, Treas1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lara Rice Bergen Dir, Sec, VP1 $0-$0 $01
Stuart Bergen Dir, Pres, Treas1 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$973,151$356,800 $6,753,692$6,574,693 $0- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$172,689$315,445 $6,059,127$5,958,342 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$179,813$326,668 $6,183,635$6,101,098 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$372,154$277,860 $6,291,190$6,247,953 $0- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$53,236$125,405 $6,387,706$6,153,659 $0- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
KAY FAMILY FOUNDATIONDET22 $937,897$571,329 Sec, Dir$0 Same NTEE code T22, revenue within 2x, same state, similar name
BOERKE FAMILY FOUNDATIONDET22 $947,374$166,045 Dir, VP$6,000 Same NTEE code T22, revenue within 2x, same state, similar name
MENTE FAMILY FOUNDATIONDET22 $1,015,578$421,986 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state, similar name
THE TSE FAMILY FOUNDATIONDET22 $974,526$10,450 Dir$0 Same NTEE code T22, revenue within 2x, same state, similar name
ANDREA FAMILY FOUNDATIONDET22 $909,265$508,751 Board Member$0 Same NTEE code T22, revenue within 2x, same state, similar name
DIMOND FAMILY FOUNDATIONDET22 $1,043,348$494,744 Pres, Sec$0 Same NTEE code T22, revenue within 2x, same state, similar name
THE GOLUB FAMILY FOUNDATIONDET22 $1,008,421$668,525 Dir, Pres, Treas$0 Same NTEE code T22, revenue within 2x, same state, similar name
TASSOPOULOS FAMILY FOUNDATIONDET22 $1,010,843$439,431 Dir$0 Same NTEE code T22, revenue within 2x, same state, similar name
THE SCHELLMAN FAMILY FOUNDATIONDET22 $1,035,473$2,329,200 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state, similar name
BUI FOUNDATIONDET22 $903,407$9,705 Pres, Sec, Treas, Dir$0 Same NTEE code T22, revenue within 2x, same state, similar name
MYERS FAMILY CHARITABLE FOUNDATIONDET22 $1,000,002$7,000 Dir, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state, similar name
VINEYARD FAMILY FOUNDATION 313-74D01DET22 $1,002,196$192,475 Trustee, Pres$0 Same NTEE code T22, revenue within 2x, same state
FLOI FOUNDATIONDET22 $900,644$29,549 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
AARON AND ANGEL GOLDMAN FAMILY FOUNDATIONDET22 $948,787$714,936 Dir, VP$0 Same NTEE code T22, revenue within 2x, same state
VANCE R AND COLLEEN H ANDRUS FAMILY FOUNDATIONDET22 $939,379$795,459 DIR$0 Same NTEE code T22, revenue within 2x, same state
YOKOTA FOUNDATIONDET22 $890,669$373,477 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
TRAVIS FOUNDATIONDET22 $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 FoundationDET22 $984,737$2,500 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
TONYA AND STEVE STEELE FAMILY FOUND ATIONDET22 $1,000,096$0 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
RESOLUTE FOUNDATIONDET22 $889,717$61,491 Dir$0 Same NTEE code T22, revenue within 2x, same state
DELLOAKES FOUNDATIONDET22 $999,672$782,799 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
PETER LAU FOUNDATIONDET22 $928,290$619,325 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
XY SQUARED FOUNDATIONDET22 $1,052,070$0 Director$0 Same NTEE code T22, revenue within 2x, same state
RUSTY RABBIT FOUNDATIONDET22 $893,779$247,658 Dir, Sec$0 Same NTEE code T22, revenue within 2x, same state
EARTH RISING FOUNDATIONDET22 $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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
YOKOTA FOUNDATION $3,309,7441 1Private foundation2022–2022 RUSTY RABBIT FOUNDATION
JOSEPH AND CHERYL MARINO FAMILY FOUNDATION $7,5003 1Private foundation2023–2025 INSERRA FAMILY FOUNDATION
FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST $5,0001 1Private foundation2024–2024 INSERRA FAMILY FOUNDATION
COCCIA FOUNDATION $2,5001 1Private foundation2020–2020 INSERRA FAMILY FOUNDATION
TIMOTHY AND ELEANOR K BROE FAMILYFOUNDATION $1,0001 1Private foundation2021–2021 KING FAMILY FOUNDATION
SORCE FAMILY CHARITABLE TR $1,0001 1Private foundation2025–2025 INSERRA FAMILY FOUNDATION
SYNCHRONY FOUNDATION $501 1Private foundation2020–2020 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
LineAs describedTotalShare
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$356,800100%

View the filing

2024 · Form 990PF · $315,445 spent · pay $0 · grants $266,000 · events $0
LineAs describedTotalShare
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$315,445100%

View the filing

2023 · Form 990PF · $326,668 spent · pay $0 · grants $270,500 · events $0
LineAs describedTotalShare
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$326,668100%

View the filing

2022 · Form 990PF · $277,860 spent · pay $0 · grants $222,200 · events $0
LineAs describedTotalShare
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$277,860100%

View the filing

2021 · Form 990PF · $125,405 spent · pay $0 · grants $18,600 · events $0
LineAs describedTotalShare
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$125,405100%

View the filing

2020 · Form 990PF · $5,500 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $5,500 100.0%
Total$5,500100%

View the filing

Others with the same interests

NTEE code Private Independent Foundations, DE first:

More with this interest.

Interests: Private Independent Foundations · Philanthropy

The area Census

New Castle CountyWilmington cityCensus Tract 9801

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 $1,857,230,505).
MeasureCensus tract
Census Tract 9801, New Castle County, Delaware
Place (city or town)
Wilmington, DE
County
New Castle County, DE
State
Delaware
Population B01003071,727577,9611,021,191
Population, 2020 census P1070,898570,719989,948
Median age B01002-666666666.037.039.341.6
Under 18 B01001-21.0%21.2%20.7%
65 and over B01001-15.5%17.1%20.6%
Households B11001031,655224,173402,038
Foreign born B05002-9.6%12.8%10.7%
Median household income B19013$-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$45,375
Poverty rate B17001-21.4%10.1%10.4%
Unemployment rate B23025-7.3%4.8%5.1%
Civilian labor force B23025038,612307,946514,286
Mean commute (minutes) B08013-23.525.326.0
Bachelor's degree or higher B15003-33.1%39.7%35.8%
Housing units B25001035,514236,079464,203
Owner-occupied B25003-48.0%69.0%73.0%
Renters B25003-52.0%31.0%27.0%
Median home value B25077$-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); Unemployment rate: 4.6% in Sep 2016 to 4.6% in Sep 2026; low 3.5%, high 13.4% 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.

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