Nonprofit · EIN 95-6044540
BERGEN FOUNDATION
Tax-exempt · SHERMAN OAKS, CA 91423
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $1,316,286 | $1,078,435 | $237,851 | $15,469,594 | $0 | $15,469,594 |
| November 30, 2023 | 990-PF | $716,827 | $1,058,783 | -$341,956 | $15,227,278 | $0 | $15,227,278 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $470,790
- Net gain from sales of assets
- $374,396
- Other income
- $471,100
Expenses
- Grants and similar amounts paid
- $547,500
- Compensation of officers, directors and key employees
- $410,000
- Disbursements for charitable purposes
- $751,430
- Excise tax on investment income
- $13,751
Balance sheet and other
- Total assets, start of year
- $15,227,278
- Total assets, end of year
- $15,469,594
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,469,594
- Fair market value of assets
- $16,300,344
- Qualifying distributions
- $751,430
- Net investment income
- $1,316,286
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kris Bergen c/o Foundation address, Sherman Oaks, CA 91423 | President | 25 | $250,000 |
| John Larkin 13701 Riverside Drive Ste 800, Sherman Oaks, CA 91423 | Director | 20 | $160,000 |
| Candice Bergen c/o Foundation address, Sherman Oaks, CA 91423 | Secretary | 1 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kris Bergen c/o Foundation address, Sherman Oaks, CA 91423 | President | 25 | $250,000 |
| John Larkin 13701 Riverside Drive Ste 800, Sherman Oaks, CA 91423 | Director | 20 | $160,000 |
| Candice Bergen c/o Foundation address, Sherman Oaks, CA 91423 | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 13701 RIVERSIDE DR STE 800, SHERMAN OAKS, CA 91423-2449
- In care of
- % LARKIN
- Signed the 990-PF
- Kris Bergen, President
- Phone
- (818) 981-3505
- Return prepared by
- William H Downs CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6044540 or by the name BERGEN FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6044540
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1943
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $15,469,594
- Income (IRS master file)
- $3,129,285
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $1,316,286 | $1,078,435 | $15,469,594 | XML |
| 990-PF | November 2023 | $716,827 | $1,058,783 | $15,227,278 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-6044540).
Questions about BERGEN FOUNDATION
- What is the EIN of BERGEN FOUNDATION?
- The employer identification number (EIN) of BERGEN FOUNDATION is 95-6044540.
- Is BERGEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to BERGEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGEN FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERGEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of BERGEN FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 2 received compensation from the organization, the highest $250,000 (Kris Bergen, President).
- How much revenue does BERGEN FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,316,286, expenses of $1,078,435 and total assets of $15,469,594 at year end.
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