Frank and Lydia Bergen Foundation
Total Given 2016–2023
$2.5M
191 grants · $311K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $10K–$15K
grant size
41%
supporter · 46/113 multi-year
repeat
$11.4M
Assets · 2021
113
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
Wells Fargo Philanthropic Services
Phone
8887304933
Deadlines
APRIL 10 OR AUGUST 15
How to Apply
application at www.wellsfargo.com/privatefoundations/bergen
Restrictions
SEE ATTACHED
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $400K | $8.9M | $449K | 32 |
| 2018 | $400K | $8.6M | $573K | 27 |
| 2020 | $400K | $10.7M | $647K | 30 |
| 2021 | $465K | $11.4M | $1.1M | 35 |
| 2022 | $415K | $9.2M | $343K | 34 |
| 2023 | $410K | $9.9M | $218K | 33 |
Grant Size Distribution
Based on 191 grants on record
Minimum
$2K
25th Pctl
$10K
Median
$10K
Average
$13K
75th Pctl
$15K
Maximum
$70K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WN
Wells Fargo Bank NA
2 yrs
Trustee
WN
Wells Fargo Bank Na
2 yrs
Trustee
Grants Awarded (191 total)
| Purpose | ||||
|---|---|---|---|---|
| New York City Ballet Inc | New York, NY | $70,000 | ORCHESTRA AND MUSIC | 2016 |
| Connecticut Aeronautical Historical Asso | Windsor Locks, CT | $50,000 | GENERAL OPERATING | 2021 |
| New York City Department of Education | New York, NY | $30,000 | GENERAL OPERATING | 2020 |
| Newark School of the Arts | Newark, NJ | $30,000 | SCHOLARSHIPS AND CHAMBER | 2016 |
| Whin Music Community Charter | New York, NY | $25,000 | GENERAL OPERATING | 2020 |
| The Metropolitan Museum of Art | New York, NY | $25,000 | GENERAL PURPOSE | 2021 |
| Newark Boys Chorus School | Newark, NJ | $25,000 | MUSIC AMBASSADORS PRACTICE | 2016 |
| Discovery Orchestra Inc | Warren, NJ | $25,000 | EDUCATIONAL DISCOVERY | 2016 |
| The Metropolitan Museum of Art | New York, NY | $25,000 | GENERAL PURPOSE | 2022 |
| The Little Orchestra Society- | New York, NY | $25,000 | GENERAL OPERATING | 2018 |
| Trenton Community Music School Inc | Trenton, NJ | $25,000 | SCHOLARSHIPS | 2018 |
| New York Youth Symphony | New York, NY | $25,000 | GENERAL OPERATING | 2018 |
| Schola Cantorum on Hudson Inc | Jersey City, NJ | $25,000 | GENERAL OPERATING | 2018 |
| Manhattan School of Music | New York, NY | $25,000 | SCHOLARSHIPS | 2018 |
| Elaine Kaufman Cultural Center | New York, NY | $24,500 | SCHOLARSHIPS | 2018 |
| New York Youth Symphony | New York, NY | $20,000 | GENERAL OPERATING | 2020 |
| American Symphony Orchestra Inc | New York, NY | $20,000 | GENERAL OPERATING | 2020 |
| Manhattan School of Music | New York, NY | $20,000 | SCHOLARSHIPS | 2021 |
| Whin Music Community Charter | New York, NY | $20,000 | GENERAL OPERATING | 2021 |
| American Symphony Orchestra Inc | New York, NY | $20,000 | GENERAL OPERATING | 2021 |
| The Metropolitan Museum of Art | New York, NY | $20,000 | GENERAL PURPOSE | 2023 |
| Newark School of the Arts Inc | Newark, NJ | $20,000 | SCHOLARSHIPS AND CHAMBER | 2023 |
| Newark Boys Chorus School | Newark, NJ | $20,000 | GENERAL OPERATING | 2023 |
| The Discovery Orchestra Inc | Summit, NJ | $20,000 | GENERAL OPERATING | 2023 |
| Ascap Foundation | New York, NY | $20,000 | GENERAL OPERATING | 2023 |