Bergen Foundation

Sherman Oaks, CA
Tax-exempt since Sept. 1943
EIN: 95-6044540

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.32M (2024)

Expenses

$1.08M (2024)

Total Assets

$15.5M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$1,316,286

Expenses

$1,078,435

Net Income

$237,851

Net Assets

$15,469,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$470,790	35.8%
Sales of Assets	$374,396	28.4%
Other Income	$471,100	35.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$751,430	69.7%
Compensation of Officers*	$410,000	38.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,469,594
Total Liabilities	$0
Net Assets	$15,469,594

Compensation

Key Employees and Officers	Compensation	Other
Kris Bergen (President)	$250,000	$0
John Larkin (Director)	$160,000	$0
Candice Bergen (Secretary)	$0	$0

990-PF

Filed on April 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$716,827

Expenses

$1,058,783

Net Income

-$341,956

Net Assets

$15,227,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$428,435	59.8%
Sales of Assets	$3,627	0.5%
Other Income	$284,765	39.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$742,811	70.2%
Compensation of Officers*	$410,000	38.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,227,278
Total Liabilities	$0
Net Assets	$15,227,278

Compensation

Key Employees and Officers	Compensation	Other
Kris Bergen (President)	$250,000	$0
John Larkin (Director)	$160,000	$0
Candice Bergen (Secretary)	$0	$0

990-PF

Filed on Oct. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$1,415,758

Expenses

$1,082,337

Net Income

$333,421

Net Assets

$15,569,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$732,631	51.7%
Sales of Assets	$390,021	27.5%
Other Income	$293,106	20.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$757,659	70.0%
Compensation of Officers*	$410,000	37.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,680,078
Total Liabilities	$110,844
Net Assets	$15,569,234

Compensation

Key Employees and Officers	Compensation	Other
Kris Bergen (President)	$250,000	$0
John Larkin (Director)	$160,000	$0
Candice Bergen (Secretary)	$0	$0

990-PF

Filed on Sept. 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$1,569,394

Expenses

$1,193,488

Net Income

$375,906

Net Assets

$15,225,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$253,367	16.1%
Sales of Assets	$856,196	54.6%
Other Income	$459,831	29.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$837,299	70.2%
Compensation of Officers*	$410,000	34.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,225,595
Total Liabilities	$0
Net Assets	$15,225,595

Compensation

Key Employees and Officers	Compensation	Other
Kris Bergen (President)	$250,000	$0
John Larkin (Director)	$160,000	$0
Candice Bergen (Secretary)	$0	$0

990-PF

Filed on Nov. 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$966,891

Expenses

$1,109,087

Net Income

-$142,196

Net Assets

$14,828,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$490,904	50.8%
Sales of Assets	$353,371	36.5%
Other Income	$122,616	12.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$773,794	69.8%
Compensation of Officers*	$410,000	37.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,828,857
Total Liabilities	$1
Net Assets	$14,828,856

Compensation

Key Employees and Officers	Compensation	Other
Kris Bergen (President)	$250,000	$0
John Larkin (Director)	$160,000	$0
Candice Bergen (Secretary)	$0	$0

990-PF

Filed on Aug. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$756,709

Expenses

$1,212,786

Net Income

-$456,077

Net Assets

$14,971,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$421,281	55.7%
Sales of Assets	$49,954	6.6%
Other Income	$285,474	37.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$879,773	72.5%
Compensation of Officers*	$410,000	33.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,009,151
Total Liabilities	$38,098
Net Assets	$14,971,053

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Revenue

$771,851

Expenses

$967,083

Net Income

-$195,232

Net Assets

$17,116,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$587,918	76.2%
Sales of Assets	$94,244	12.2%
Other Income	$89,689	11.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$703,487	72.7%
Compensation of Officers*	$180,000	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,122,513
Total Liabilities	$5,557
Net Assets	$17,116,956

Compensation

Key Employees and Officers	Compensation	Other
Kris Bergen (President)	$180,000	$0
Candice Bergen (Secretary)	$0	$0
John Larkin (Director)	$0	$0

990-PF

Filed on Oct. 17, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Nov.
2014

Revenue

$850,365

Expenses

$1,157,414

Net Income

-$307,049

Net Assets

$17,312,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$509,152	59.9%
Sales of Assets	$125,530	14.8%
Other Income	$215,683	25.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$860,012	74.3%
Compensation of Officers*	$250,000	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,317,568
Total Liabilities	$5,380
Net Assets	$17,312,188

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Revenue

$2,490,395

Expenses

$1,082,388

Net Income

$1,408,007

Net Assets

$17,505,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$391,875	15.7%
Sales of Assets	$2,012,884	80.8%
Other Income	$85,636	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$839,111	77.5%
Compensation of Officers*	$216,000	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,518,086
Total Liabilities	$12,222
Net Assets	$17,505,864

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Revenue

$698,317

Expenses

$1,173,919

Net Income

-$475,602

Net Assets

$16,097,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$132,288	18.9%
Dividends	$366,185	52.4%
Sales of Assets	$129,989	18.6%
Other Income	$69,855	10.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$868,175	74.0%
Compensation of Officers*	$245,000	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,116,461
Total Liabilities	$18,604
Net Assets	$16,097,857

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$749,512

Expenses

$990,579

Net Income

-$241,067

Net Assets

$16,408,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$71	0.0%
Interest Revenue	$154,051	20.6%
Dividends	$212,229	28.3%
Sales of Assets	$316,825	42.3%
Other Income	$66,336	8.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$714,124	72.1%
Compensation of Officers*	$181,621	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,424,374
Total Liabilities	$15,986
Net Assets	$16,408,388

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

Revenue

$275,929

Expenses

$1,133,504

Net Income

-$857,575

Net Assets

$16,697,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$51,618	18.7%
Interest Revenue	$0
Dividends	$354,369	> 100%
Sales of Assets	$0
Other Income	$60,078	21.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$941,633	83.1%
Compensation of Officers*	$245,864	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,697,940
Total Liabilities	$0
Net Assets	$16,697,940

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated June 30, 2025

Bergen Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.32M (2024)

Expenses $1.08M (2024)

Total Assets $15.5M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2010

Extracted Financial Data

Revenue

$1.32M (2024)

Expenses

$1.08M (2024)

Total Assets

$15.5M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001