Bergholz Fdn-Unrestricted Enodw Ima

Analysis

Bergholz Fdn-Unrestricted Enodw Ima is a registered charity in United States, based in Bergholz, OH. It received its IRS tax-exemption ruling in March 1994, 32 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Bergholz Fdn-Unrestricted Enodw Ima reported income of $2.2m and spending of $333k, leaving 85% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income grew from $171k to $2.2m (+1197%), an average of +90% a year. The sharpest change came in the year to June 2022, when income rose by 545%. Over the whole period it spent 22% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Bergholz Fdn-Unrestricted Enodw Ima sits at the 88th percentile: it is larger than about 88% of them. Against every charity in United States with reported income it ranks in the 87th percentile, and in the 87th percentile within OH. Charities of a similar size with the same main cause include Operation Legacy Foundation Inc ($2.2m), Greenwood Genetic Center Foundation ($2.2m) and Downtown Tulsa Partnership Inc ($2.2m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 96% of the total. At year end it held assets of $6.1m against liabilities of $0, net assets of $6.1m.