Alex Bergstrom Trust
Alex Bergstrom Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $390K in total assets. In 2025, it awarded 1 grants totaling $19K. Net investment income was $32K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$390K
+1.7% YoY
Annual Giving
$19K
+11.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$19K
+11.5% YoY
About Alex Bergstrom Trust
Based on IRS filings
Alex Bergstrom Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $390K in total assets. In 2025, it awarded 1 grants totaling $19K. Net investment income was $32K.
Ready to take the next step with Alex Bergstrom Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $390,297 | $383,928 | $383,842 |
| Revenue | $37,928 | $14,157 | $-3,460 |
| Expenses | $28,703 | $25,862 | $25,908 |
| Qualifying Distributions | $22,788 | $20,555 | $19,142 |
| Net Investment Income | $31,782 | $7,745 | $3,520 |
| Distributable Amount | $22,904 | $21,372 | $20,164 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $7,365 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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