Bergmark Foundation

Bergmark Foundation is a grantmaking organization that donates to public radio stations, left-of-center advocacy groups such as the American Civil Liberties Union (ACLU) and Planned Parenthood, and several universities. 1 2 It was founded by Edward Bergmark, a psychologist and founder of Optum, a healthcare provider that he claims was created to serve people dealing with social issues. 3

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At-A-Glance

Type: Non-profit, 501(c)(3), Private Foundation
Founded:

2008

Founder:

Edward Bergmark

Location: Deephaven, MN View on map
Tax ID: 26-2780768
Most Recent Filing: 2023
Budget (2023): Assets: $58,798 Revenue: $46,184 Expenses: $49,196

Contents

    Background

    Bergmark Foundation is a private foundation that was founded in 2008 by Edward Bergmark. 4 According to its tax returns, in 2019 it received $166,897 in contributions from Edward Bergmark, $165,697 of which was through donations of Tactile Systems Technologies stock. 5 6

    People

    Edward Bergmark is the founder of Bergmark Foundation, and as of 2023, was serving as a trustee for the organization. 7 He is a limited partner of the Bailey Group and works as an executive coach and consultant. 8

    In 1990, Bergamark founded Optum, a subsidiary of UnitedHealth Group that provides medical services based on individuals’ social issues, and he also has previously served as chief executive officer for American Telecare, a Minnesota based telemedicine company. 3 He is also on the board of trustees for the Chicago School of Professional Psychology. 9

    Grantmaking

    According to Bergmark Foundation’s tax returns, in 2019 it gave out $85,500 in grants. Among its grants included $43,900 to Minnesota Public Radio, $15,000 to Mississippi Center for Justice to “Advance Racial and Economic Justice,” and $500 to Planned Parenthood. 1

    Finances

    According to Bergmark Foundation’s tax returns, it reported receiving $166,897 in contributions in 2019 and $1,250 in 2020. 10 11 Also in 2020, it reported $77,630 in expenses, $76,230 of which were in the form of grants, and it reported $86,850 in expenses in 2019, $85,500 of which were in the form of grants. 12 13

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2023 $58,798 $46,184 $49,196 View
    2022 $96,617 $27,243 $92,060 View
    2021 $159,531 $100,191 $80,404 View
    2020 $188,714 $1,267 $77,630 View
    2019 $119,194 $167,629 $86,850 View

    Prior year filings: 2015, 2014, 2013, 2012, 2011

    Expenses Detail

    Grant Activity

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $419,470
    • Number of Grants: 100
    • Number of Recipients: 45

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $35,0002022 NORTHSIDE ACHIEVEMENT ZONEGENERAL SUPPORT
    $25,0002020 MISSISSIPPI CENTER FOR JUSTICEAdvance racial & economic justice
    $23,9002020 Minnesota Public Radio | American Public MediaGeneral support
    $6,1352020 Minneapolis Heart Institute FoundationGeneral support
    $5,0002023 MACALESTER COLLEGEGENERAL SUPPORT
    $5,0002020 Tcs Education SystemGeneral support
    $4,5002023 BlakeGENERAL SUPPORT
    $3,9002023 Minnesota Public Radio | American Public MediaGENERAL SUPPORT
    $2,5002023 STANFORD UNIVERSITYGENERAL SUPPORT
    $2,5002020 MACALESTER COLLEGEGeneral support
    $2,0002023 Community Foundation for MississippiGENERAL SUPPORT
    $2,0002020 The Blake SchoolGeneral support
    $1,5002020 Planned Parenthood of Minnesota, North Dakota, South DakotaGeneral support
    $1,2002021 Lake Minnetonka AssociationGENREAL SUPPORT
    $1,0002023 The Morton Cure Paralysis FundGENERAL SUPPORT
    $1,0002021 Folds of Honor FoundationGENERAL SUPPORT
    $1,0002021 Mary Ellen Strong Foundation IncGENERAL SUPPORT
    $1,0002021 Neighborhood Funders GroupGENERAL SUPPORT
    $1,0002020 American Civil Liberties UnionGeneral support
    $1,0002020 Jhpiego, an affiliate of Johns Hopkins UniversityGeneral support
    $1,0002020 Mayo ClinicGeneral support
    $1,0002020 Neighborhood Funders GroupGeneral support
    $1,0002020 Upturnships IncGeneral support
    $5002023 Breast Cancer Prevention PartnersGENERAL SUPPORT
    $5002022 American Heart Association IncGENERAL SUPPORT

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    Financials, employee compensation, and grant information provided by Candid.

    Mentioned in this Article

    References

    1. Return of Organization Exempt from Income Tax (Form 990PF). Bergmark Foundation. 2019. Part XV.
    2. Return of Organization Exempt from Income Tax (Form 990PF). Bergmark Foundation. 2020. Part XV.
    3. “Profiles in Health: Edward Bergmark.” MPR News. MPR News, July 13, 2019. https://www.mprnews.org/story/2014/03/31/healthy-states-edward-bergmark.
    4. “Letter of Determination.” U.S. Department of Treasury Internal Revenue Service. August 22, 2008. Accessed May 6, 2023. https://apps.irs.gov/pub/epostcard/dl/FinalLetter_26-2780768_BERGMARKFOUNDATION_06122008_01.tif
    5. Return of Organization Exempt from Income Tax (Form 990PF). Bergmark Foundation. 2019. Schedule B, Part I.
    6. Return of Organization Exempt from Income Tax (Form 990PF). Bergmark Foundation. 2019. Schedule B, Part II.
    7. Return of Organization Exempt from Income Tax (Form 990PF). Bergmark Foundation. 2020. Part III, Section 1.
    8. “Edward Bergmark, Phd, LP.” The Bailey Group Minneapolis, October 28, 2022. https://thebaileygroup.com/edward-bergmark/.
    9. “Board of Trustees – The Chicago School.” The Chicago School of Professional Psychology, September 16, 2022. https://www.thechicagoschool.edu/why-us/leadership/board-of-trustees/.
    10. Return of Organization Exempt from Income Tax (Form 990PF). Bergmark Foundation. 2020. Part I, Line 1.
    11. Return of Organization Exempt from Income Tax (Form 990PF). Bergmark Foundation. 2019. Part I, Line 1.
    12. Return of Organization Exempt from Income Tax (Form 990PF). Bergmark Foundation. 2020. Part I, Lines 25-26.
    13. Return of Organization Exempt from Income Tax (Form 990PF). Bergmark Foundation. 2019. Part I, Lines 25-26.