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J D Bergman Charitable Foundation 23-58411 at a glance

· Private foundation

J D Bergman Charitable Foundation 23-58411

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.

$181k
Granted FY2025still arriving
5
Grants FY2025still arriving
2
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Religion$821kPublic Safety & Disaster$285kHealth$234kAnimals$175kEducation$129kArts & Culture$75kPublic Benefit$55kPhilanthropy$20kOther$0
02FY2025 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k2 grants · $6k
  • $10k–50k1 grant · $25k
  • $50k–250k2 grants · $150k
$25,000
Median grant
2
States reached
$9.5M
Total assets
Largest grants
RecipientAmount
ASCENSION ILLINOIS FOUNDATION$100,000
AMERICAN FREEDOM FOUNDATION$50,000
CHICAGO ZOOLOGICAL SOCIETY$25,000
SILVER CROSS FOUNDATION$3,500
CASA OF RIVER VALLEY$2,500
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 (FY20–20, $1k) land where the poverty rate runs at 7%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%Joliet Area Community Hospice: $1k → 7%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.

78%of every dollar goes to organizations it has funded before.
$1.5M · 13 repeat orgs$437k to everyone else

Grantees it renews have grown median revenue +43% since the first grant, against +8% for those funded once.

13 repeat relationships: 4 still active in FY2025, 9 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
14

Total granted

$1.5M
$387k

Median revenue growth · since first grant

+43%
+8%

Still filing today

62%
50%

New vs renewed · share of each year

In FY2025, 72% of grant dollars renewed an existing relationship; $50k went to new ones.

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

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

’20’21’22’23’24’25
HealthEducationAnimalsCivil RightsFood & 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

  • Chicago Zoological Society
    6× · 2020–2025 · $200k · revenue +51%
  • NAVY SEAL FOUNDATION INC
    3× · 2022–2024 · $75k · revenue +10%
  • SC
    Silver Cross Foundation
    2× · 2023–2025 · $15k · revenue +33%

Funded once

  • AB
    ALEXIAN BROTHERS HEALTH SYSTEM
    one grant, 2021 · $200k · revenue -75%
  • RH
    ROSARY HIGH SCHOOL
    one grant, 2020 · $100k
  • AA
    ADVANCING AMERICAN FREEDOM FUND
    one grant, 2024 · $50k
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
Illinois College

Illinois college is a co-educational institution of higher education learning providing a four-year educational program leading to the baccalaureate degree. illinois college is a community committed to the highest standards of scholarship…

Education
2
Hospice of Southern Illinois Inc

Care to terminal patients/families

Human Services
3
Saint Xavier University

Saint xavier university, a catholic institution inspired by the heritage of the sisters of mercy, educates persons to search for truth, think critically, communicate effectively and serve wisely and compassionately in support of human…

Education
4
Lurie Children's Surgical Foundation Inc

Provide pediatric and subspecialty surgical, research, and educational services.

—
5
Gastro Intestinal Research Foundation Inc

The GI Research Foundation works to treat, prevent, and cure digestive diseases. In collaboration with the physicians and scientists at the University of Chicago Digestive Diseases Center, we fund innovative clinical and laboratory…

Health
6
University of Illinois Foundation

The Foundation, a 501(c)(3) charitable organization, is an independent and separate nonprofit entity from the University of Illinois. Our mission is to encourage and administer private gifts and serve the UI System by working closely with…

Education
7
Central Illinois Foodbank Inc

The Foodbank's mission is to provide food, and develop awareness of and creative solutions for food insecurity. Annually, the Foodbank distributes approximately 9.5 million pounds of food to 130 food pantries, soup kitchens, children's…

Food & Nutrition
8
Health Care Council of Illinois Inc

The health care council of illinois was formed to serve as the public policy entity. this entity provides the framework for a unified message on all issues involving legislation, regulatory and political activities.

Community Improvement
9
Cgh Health Foundation

Pursuing healthier lives for the people of the Sauk Valley.

—
10
Union Health System

To serve our communities by provding innovative and compassionate healthcare.

Health
11
Siu Physicians & Surgeons Inc

To be a leader in quality health care to all people of central and southern illinois in support of the mission of the southern illinois university school of medicine.

Health
12
Wheaton Franciscan Healthcare - Foundation for St Francis and Franklin Inc

Rooted in the loving ministry of jesus as healer, we commit ourselves to serving all persons with special attention to those who are poor and vulnerable. our catholic health ministry is dedicated to spiritually-centered, holistic care…

—
How this is measured
The grantee most central to the portfolio’s shape is Illinois State University Foundation; the most unlike its peers is Holly Club Co Larson & Associates Ltd. 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

17 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 17 of the 29 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)
3
Early backer (in before they grew)
17/17
Grantees still filing
13/17
Grew since first funded

Where the money sits, by cause and then by grantee

ASCENSION ILLINOIS FOUNDATION: $907,500 · OtherASCENSION ILLINOIS FOUNDATIONIndividual grant recipient: $280,000 · OtherIndividual grant recipientROSARY HIGH SCHOOL: $100,000 · OtherROSARY HIGH SCHOOLADVANCING AMERICAN FREEDOM FUND: $50,000 · Other+15 more: $90,950 · Other+15 moreALEXIAN BROTHERS HEALTH SYSTEM: $200,000 · HealthALEXIAN BRO…+2 more: $7,000 · HealthChicago Zoological Society: $200,000 · AnimalsChicago Zoo…NAVY SEAL FOUNDATION INC: $75,000 · Arts & CultureAMERICAN FREEDOM FOUNDATION: $50,000 · Public BenefitTHE COMMUNITY FOUNDATION OF WILL COUNTY: $20,000 · Community ImprovementHOLLY CLUB CO LARSON & ASSOCIATES LTD: $2,500 · Community ImprovementLewis University: $8,000 · EducationILLINOIS STATE UNIVERSITY FOUNDATION: $6,400 · Education
Other$1,428,450Health$207,000Animals$200,000Arts & Culture$75,000Public Benefit$50,000Community Improvement$22,500Education$14,400

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 budgetChicago Zoological Society: $200,000 over 6y, 0.0% of budgetALEXIAN BROTHERS HEALTH SYSTEM: $200,000 over 1y, 0.0% of budgetNAVY SEAL FOUNDATION INC: $75,000 over 3y, 0.1% of budgetAMERICAN FREEDOM FOUNDATION: $50,000 over 1y, 6.3% of budgetTHE COMMUNITY FOUNDATION OF WILL COUNTY: $20,000 over 1y, 3.4% of budgetUNIVERSITY OF ST FRANCIS: $15,000 over 2y, 0.0% of budgetSilver Cross Foundation: $14,500 over 2y, 0.8% of budgetCASA OF RIVER VALLEY: $12,500 over 5y, 0.4% of budgetLewis University: $8,000 over 2y, 0.0% of budgetILLINOIS STATE UNIVERSITY FOUNDATION: $6,400 over 1y, 0.0% of budgetA SAFE HAVEN FOUNDATION: $5,000 over 1y, 0.0% of budgetNORTHERN ILLINOIS FOOD BANK: $5,000 over 1y, 0.0% of budgetILLINOIS FAMILY INSTITUTE: $2,000 over 2y, 0.1% of budgetWILL GRUNDY MEDICAL CLINIC: $2,000 over 2y, 0.2% of budgetJoliet Area Community Hospice Corp: $1,450 over 1y, 0.0% of budgetUNITED CEREBRAL PALSY CENTER FOR DISABILITY SERVICES: $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.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

United Way of Will Co…AbbVie FoundationJpmorgan Chase Founda…The Bank of America C…National Philanthropi…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
United Way of Will CountyIL13.6× affinity4 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: United Way of Will County · AbbVie Foundation · Jpmorgan Chase Foundation · The Bank of America Charitable Foundation Inc · National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization J D Bergman Charitable Foundation 23-58411 funds: left to right is the share of its income from government, bottom to top the share from J D Bergman Charitable Foundation 23-58411. 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%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    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 29 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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    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home