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· Private foundation

Bergman Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$39k
Granted FY2025still arriving
11
Grants FY2025still arriving
5
States reached
$8k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$163kReligion$32kPhilanthropy$28kHuman Services$17kPublic Safety & Disaster$8kFood & Nutrition$5kInternational$3kHealth$2kOther$0
02FY2025 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

$3,000
Median grant
5
States reached
$107k
Total assets
Largest grants
RecipientAmount
STEP FOUNDATION$8,000
BENEDICTINE COLLEGE$6,000
CREIGHTON UNIVERSITY$6,000
MARIAN HIGH SCHOOL$4,500
PRESBYTERIAN CHURCH$4,500
SACRED HEART PARISH$3,000
PRESCOTT SUNUP ROTARY CLUB$3,000
BAILEYVILLE BENEFIT GROUP$2,000
AMERICAN RED CROSS$1,000
ST MARY'S FOOD BANK$1,000
BOYS TOWN$100
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $6k) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%BOYSTOWN: $1k → 12%BOYSTOWN: $1k → 12%BOYSTOWN: $1k → 12%BOYSTOWN: $1k → 12%BOYSTOWN: $1k → 12%BOYSTOWN: $1k → 12%BOYS TOWN: $100 → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

92%of every dollar goes to organizations it has funded before.
$239k · 12 repeat orgs$22k to everyone else

12 repeat relationships: 7 still active in FY2025, 5 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
3

Total granted

$239k
$9k

Still filing today

58%
0%

New vs renewed · share of each year

In FY2025, 67% of grant dollars renewed an existing relationship; $13k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationHuman ServicesPhilanthropyFood & NutritionCommunity ImprovementOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CU
    Creighton University
    8× · 2017–2025 · $124k · revenue +48%
  • BC
    Benedictine College
    9× · 2017–2025 · $27k · revenue +90%
  • SF
    STEP FOUNDATION
    6× · 2019–2025 · $24k · revenue +287%

Funded once

  • PS
    PRESCOTT SUNUP ROTARY FOUNDATION
    one grant, 2019 · $5k
  • EF
    ESU FOUNDATION
    one grant, 2024 · $3k
  • SH
    SACRED HEART GRADE SCHOOL
    one grant, 2018 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Honorhealth

Honorhealth's mission is to improve the health and well-being of those we serve.

Health
2
St Marys University of Minnesota

Enriched by the lasallian catholic heritage, saint mary's university of minnesota awakens, nurtures, and empowers learners to ethical lives of service and leadership.

Education
3
The Nebraska Medical Center

The Nebraska Medical Center (TNMC)'s mission is to lead the world in transforming lives to create a healthy future for individuals and communities through premier educational programs, innovative research, and extraordinary patient care.

Health
4
A T Still University of Health Sciences

A.T. Still University of Health Sciences serves as a learning-centered university dedicated to preparing highly competent professionals through innovative academic programs. The University is committed to continuing its osteopathic…

Education
5
Ssm Health Care of Oklahoma Inc

Through our exceptional health care services, we reveal the healing presence of god.

Health
6
Saint Francis Hospital Inc

To extend the presence and healing ministry of christ in all we do.

Health
7
Southwest Baptist University

Christ-centered, caring academic community preparing students to be servant leaders in a global society; a higher-education institution offering courses that lead to both undergraduate and graduate degrees.

Education
8
Madonna Rehabilitation Hospital

Madonna Rehabilitation Hospitals is a Catholic organization that exists to provide medical and physical rehabilitation services to children and adults throughout the nation. We rehabilitate those who have sustained injuries or disabling…

Health
9
St Catherine University

We educate women to lead and influence. we educate at all degree levels through valuing and integrating the liberal arts and professional education within the catholic intellectual tradition, see schedule oemphasizing scholarly inquiry and…

Education
10
Truman Medical Center Incorporated

University health is an academic health center providing accessible, state-of-the-art quality healthcare to our community regardless of the ability to pay.

Health
11
Banner Health

Banner health's nonprofit mission is "making health care easier, so life can be better".

Health
12
Prescott College Inc

Together, we create interdisciplinary, experiential, and diverse learning environments that inspire future leaders to develop a healthy, just and sustainable world. we value our inclusive community, experiential and field-based learning, a…

—
How this is measured
The grantee most central to the portfolio’s shape is American National Red Cross & Its Constituent Chapters and Branches; the most unlike its peers is Baileyville Benefit Group Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

9 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 19 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
8/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

Creighton University: $124,000 · EducationCreighton UniversityBenedictine College: $27,000 · EducationBenedictine CollegeSACRED HEART PARISH: $21,636 · OtherSACRED HEART PARISHAdult Center of Prescott: $7,000 · OtherAdult Center of PrescottAMERICAN RED CROSS: $7,000 · OtherAMERICAN RED CROSSCHILDRENS SCHOLARSHIP OF OMAHA: $6,000 · OtherCHILDRENS SCHOLARSHIP OF OMAHANOTRE DAME SISTERS: $6,000 · OtherNOTRE DAME SISTERSMARIAN HIGH SCHOOL: $4,500 · OtherMARIAN HIGH SCHOOLPRESBYTERIAN CHURCH: $4,500 · OtherPRESBYTERIAN CHURCHPRESCOTT SUNUP ROTARY FOUNDATION: $4,500 · OtherPRESCOTT SUNUP ROTARY FOUNDATI…ESU FOUNDATION: $3,000 · OtherROTARY CLUB OF PRESCOTT SUNUP: $3,000 · Other+2 more: $3,239 · OtherSTEP FOUNDATION: $23,500 · PhilanthropySTEP FOUND…Father Flanagan's Boys' Home: $6,100 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches: $1,000 · Human ServicesST MARY'S FOOD BANK ALLIANCE: $5,000 · Food & NutritionBAILEYVILLE BENEFIT GROUP INC: $4,000 · Community Improvement
Education$151,000Other$70,375Philanthropy$23,500Human Services$7,100Food & Nutrition$5,000Community Improvement$4,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCreighton University: $124,000 over 8y, 0.0% of budgetBenedictine College: $27,000 over 9y, 0.0% of budgetSTEP FOUNDATION: $23,500 over 6y, 3.3% of budgetAdult Center of Prescott: $7,000 over 3y, 0.6% of budgetFather Flanagan's Boys' Home: $6,100 over 7y, 0.0% of budgetST MARY'S FOOD BANK ALLIANCE: $5,000 over 3y, 0.0% of budgetBAILEYVILLE BENEFIT GROUP INC: $4,000 over 2y, 0.6% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $1,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Creighton University ↗
  • Who funds Benedictine College ↗
  • Who funds STEP FOUNDATION ↗
  • Who funds Adult Center of Prescott ↗
  • Who funds Father Flanagan's Boys' Home ↗
  • Who funds ST MARY'S FOOD BANK ALLIANCE ↗
  • Who funds BAILEYVILLE BENEFIT GROUP INC ↗
  • Who funds ROTARY CLUB OF PRESCOTT SUNUP ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗

How much its grantees rely on government

Each dot is one organization Bergman Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Bergman Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 19 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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