FundersMissouri

Frank and Lydia Bergen Foundation

Saint Louis, MO · EIN 22-6359304. Reported 131 grants totalling $1,640,000 to 79 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$10,000median grant
$1,640,000granted, 2021-2024
79organizations funded
46%of grantees funded again the next year
$10.5Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Frank and Lydia Bergen Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $10,000. Half of everything it gave fell between $10,000 and $15,000; the smallest was $5,000 and the largest $50,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$5,000 - $10,000
21 grants
$10,000 - $25,000
107 grants
$25,000 - $50,000
2 grants
$50,000 - $100,000
1 grant

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
The Metropolitan Museum of ArtNew York, NY$90,000442024
Newark School of the Arts IncNewark, NJ$70,000442024
American Symphony Orchestra IncNew York, NY$50,000332023
Connecticut Aeronautical Historical AssoWindsor Locks, CT$50,000112021
Manhattan School of MusicNew York, NY$50,000332023
Binghamton Philharmonic IncBinghamton, NY$45,000442024
Perkins Center for the ArtsMoorestown, NJ$45,000332023
New York Youth Symphony IncNew York, NY$40,000222024
Newark Boys Chorus SchoolNewark, NJ$40,000222023
The Ascap FoundationNew York, NY$40,000222024
The Discovery Orchestra IncSummit, NJ$40,000222024
Whin Music Community Charter SchoolNew York, NY$40,000222023
Saratoga Performing Arts CenterSaratoga Springs, NY$37,500222024
Rosies Theater Kids IncNew York, NY$35,000332023
Bayatlantic SymphonyAtlantic City, NJ$30,000222023
Orpheus Chamber Orchestra IncNew York, NY$30,000332024
Society of the Third Street Music SchoolNew York, NY$30,000222023
South Orange Performing Arts Center IncSouth Orange, NJ$30,000332023
The Little Orchestra Society Orpheon IncNew York, NY$30,000222023
Elaine Kaufman Cultural Center-Lucy MoseNew York, NY$25,000222023
Montclair Orchestra IncMontclair, NJ$25,000222022
New Jersey Symphony OrchestraNewark, NJ$25,000332023
Trenton Music Makers IncTrenton, NJ$25,000222022
Adelphi Chamber OrchestraRiver Edge, NJ$20,000222022
Alexander and Buono Worldwide IncNew York, NY$20,000222024
Harmony ProgramNew York, NY$20,000222022
New Jersey Intergenerational OrchestraSummit, NJ$20,000222024
Orchestrating Dreams IncNew York, NY$20,000222024
Symphony in C a New Jersey Non Profit CoCollingswood, NJ$20,000222023
Union City Music ProjectWeehawken, NJ$20,000222023
Whin Music Community CharterNew York, NY$20,000112021
All Seasons Chamber PlayersDemarest, NJ$15,000332024
Arts Council of the Morris AreaMorristown, NJ$15,000332023
Arts Horizons IncEnglewood, NJ$15,000112023
Bay-Atlantic SymphonyAtlantic City, NJ$15,000112021
Capital Harmony WorksTrenton, NJ$15,000112024
Elaine Kaufman Cultural CenterNew York, NY$15,000112021
Friends of the Mozartina Musical Arts CoTarrytown, NY$15,000112023
Montclair State UniversityMontclair, NJ$15,000112022
Montclair State University Foundation IncMontclair, NJ$15,000112021
New York City Ballet IncNew York, NY$15,000112024
Northern Dutchess Symphony OrchestraPoughkeepsie, NY$15,000222023
Schola Cantorum on Hudson IncJersey City, NJ$15,000112021
St Lukes Chamber Ensemble IncNew York, NY$15,000332024
The Brooklyn Queens ConservatoryBrooklyn, NY$15,000112021
Third Street Music School Settlement IncNew York, NY$15,000112021
Trustees of Columbia UniversityNew York, NY$15,000112021
Wharton Institute for the Performing ArtBerkeley Hts, NJ$15,000332023
The Little Orchestra Society- Orpheon inNew York, NY$14,500112024
Leonia Chamber Musicians Society IncLeonia, NJ$14,000222024
Luzerne Music Center IncLake Luzerne, NY$12,000112023
Saint Peters UniversityJersey City, NJ$12,000112022
ArtsmartPhiladelphia, PA$10,000112024
Asbury Park Music Foundation IncAsbury Park, NJ$10,000112023
Bloomingdale School of Music IncNew York, NY$10,000112024
Branch Brook Park AllianceMorristown, NJ$10,000112023
Composers Guild of New Jersey IncAtlantic Hlds, NJ$10,000112022
Cornelia Connelly Center for EducationNew York, NY$10,000112024
Count Basie Theatre IncRed Bank, NJ$10,000112024
Daniels Music FoundationNew York, NY$10,000112024
Education Through MusicNew York, NY$10,000112024
Fractured Atlas IncNew York, NY$10,000112021
Institute of Music for Children IncElizabeth, NJ$10,000112023
Montclair State University Foundation inMontclair, NJ$10,000112023
Music Before 1800 IncNew York, NY$10,000112024
Opportunity Music Project Foundation inNew York, NY$10,000112024
Opus 118 Harlem School of MusicNew York, NY$10,000112024
Philharmonic-Symphony SocietyNew York, NY$10,000112021
Power Changes Lives IncMorris Plains, NJ$10,000112021
Richmond County OrchestraStaten Island, NY$10,000112024
South Orange Peforming Arts CenterSouth Orange, NJ$10,000112024
Sphinx Organization IncDetroit, MI$10,000112021
State Theatre Regional Arts CenterNew Brunswick, NJ$10,000112021
The Friends of the Mozartina Musical Art ConservatoryTarrytown, NY$10,000112024
Yarnwire IncRidgewood, NY$10,000112021
All Season Chamber Players IncDemarest, NJ$5,000112022
Friends of Music Concerts IncMillwood, NY$5,000112021
New City Kids IncGrand Rapids, MI$5,000112022
Riverside Symphony IncNew York, NY$5,000112022

35 of 79 (44%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 46%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 97 grants where we could identify the organization. These are assigned categories, not our guesses.

Arts & Culture
85 grants
Education
8 grants
Youth Development
3 grants
Recreation & Sports
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202135$465,000$10,000
202234$415,000$10,000
202333$410,000$10,000
202429$350,000$10,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 55% of this one's giving went to organizations in New York. If you are outside its footprint, that matters more than how well your programme fits.

New York
$899K
New Jersey
$666K
Connecticut
$50K
Michigan
$15K
Pennsylvania
$10K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund36 shared recipientsAmerican Online Giving Foundation Inc30 shared recipientsDonor Advised Charitable Giving Inc28 shared recipientsVanguard Charitable Endowment Program22 shared recipientsNational Philanthropic Trust20 shared recipientsThe Hyde and Watson Foundation19 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $10,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in New York.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding arts & culture in New YorkEvery funder in this group, rankedFoundations funding education in New YorkEvery funder in this group, rankedFoundations funding recreation & sports in New YorkEvery funder in this group, rankedFoundations funding education in New JerseyEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from Frank and Lydia Bergen Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Po Box 505 Mac H0006-092, Saint Louis, MO, 63166. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 22-6359304 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

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