Bergen Family Foundation

EIN 853247651 Private Foundation

Lake Success, NY 11042 |(800) 839-1754

Total Given 2022–2024
$759K
79 grants · $253K avg/year
based on 3 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$8K
grant size
49%
supporter · 22/45 multi-year
repeat
$6.7M
Assets (2024)
45
Distinct Recipients

About

Bergen Family Foundation (EIN: 85-3247651) respectfully requests abatement of any penalties for late filing of Form 990-PF for taxable year ending December 31, 2020 because the delay was inadvertent, unintended, and due to reasonable causes. Treasury Regulations Section 301.6651-1(c)(1) defines reasonable cause by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to prepare its Form 990-PF for tax period ending 12/31/2020. The Foundation's 2020 Form 990-PF was timely filed on June 2, 2021. The return was originally mailed to the IRS, but was returned along with a notice instructing the Foundation to submit the return electronically. The Foundation's administrator advised the Foundation to submit the return for paper filing initially because at the time the return was filed, the foundation's exempt application was still pending and the IRS does not have the capability to accept e-filed returns for exempt organizations where tax exempt status is still pending. The foundation has since received their federal tax exempt status, and the foundation's administrator is now submitting the return via e-file, and the delay in filing Form 990-PF for the taxable year ending 2020 is no fault or willful neglect of the foundation. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith. These administrative actions were in no way an intentional disregard of the IRS rules and therefore entitled to abatement of any penalty. The organization acted in good faith in complying with the filing deadline and in rectifying the situation as soon as it was known. Therefore, we again request that no penalty be assessed for late filing.

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 N/A $6.3M $6.2M N/A
2022 $222K $5.9M $372K 26
2023 $270K $6.5M $180K 23
2024 $266K $6.7M $173K 30

Grant Size Distribution

Based on 79 grants on record

Minimum
$500
25th Pctl
$2K
Median
$5K
Average
$10K
75th Pctl
$8K
Maximum
$105K

Geographic Distribution

Officers & Directors

Grants Awarded (79 total)

Purpose
Fund for the City of New York Inc New York, NY $105,000 Press Pass NYC 2024
Fund for the City of New York Inc New York, NY $100,000 Press Pass NYC 2023
Fjc New York, NY $56,000 Press Pass NYC 2022
Rock & Roll Hall of Fame Foundation Inc New York, NY $50,000 General & Unrestricted 2023
Musicares Foundation Inc Santa Monica, CA $35,000 General & Unrestricted 2022
City Limits News Inc New York, NY $20,000 Charitable Event 2023
Brooklyn Bridge Park Conservancy Inc Brooklyn, NY $15,000 General & Unrestricted 2024
Fjc New York, NY $15,000 the Bell 2022
Brooklyn Community Foundation Brooklyn, NY $14,000 General & Unrestricted 2024
Surfrider Foundation San Clemente, CA $13,000 Eastern Long Island Chapter 2024
Make-A-Wish Foundation of Metro New York and Weste New York, NY $12,000 General & Unrestricted 2023
Sunflower Network New York, NY $12,000 General & Unrestricted 2023
Surfrider Foundation San Clemente, CA $12,000 Eastern Long Island Chapter 2023
Trustees of Phillips Academy Andover, MA $10,000 General & Unrestricted 2023
City Limits News Inc New York, NY $10,000 CLARIFY Summer Internship Program 2024
Make-A-Wish Foundation of Metro New York and Weste New York, NY $10,000 General & Unrestricted 2022
Sunflower Network New York, NY $10,000 General & Unrestricted 2022
World Central Kitchen Incorporated Washington, DC $10,000 General & Unrestricted 2022
New Garden Friends School Inc Greensboro, NC $9,000 General & Unrestricted 2024
Coalition for the Homeless Inc New York, NY $7,500 General & Unrestricted 2024
Trustees of Phillips Academy Andover, MA $7,500 General & Unrestricted 2024
Youth Represent Inc New York, NY $7,500 General & Unrestricted 2024
New York Times Neediest Cases Fund New York, NY $7,500 General & Unrestricted 2022
The Childrens Aid Society New York, NY $7,000 Next Generation Center 2024
National Network of Abortion Funds Beaverton, OR $7,000 General & Unrestricted 2022

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