Alex Bergstrom Trust

DALLAS, TX EIN: 91-6093356

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

+0.0% YoY

Avg Grant Size

$19K

+11.5% YoY

Under IRS private-foundation payout rules, Alex Bergstrom Trust reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.

About Alex Bergstrom Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $93K (100%)

States

Florida

Cities

Tampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2025 grants, the largest include Shriners' Hospitals for Children ($19,317).

Recipient	Purpose	Amount
SHRINERS' HOSPITALS FOR CHILDREN TAMPA, FL	UNRESTRICTED GENERAL	$19,317

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

Frequently Asked Questions

How large is Alex Bergstrom Trust?

As of 2025, Alex Bergstrom Trust holds $390K in total assets with $38K in annual revenue. It awarded 1 grants totaling $19K in 2025.

Where does Alex Bergstrom Trust operate?

Alex Bergstrom Trust has awarded grants in Florida.

What size grants does Alex Bergstrom Trust award?

In 2025, Alex Bergstrom Trust awarded 1 grants totaling $19K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Alex Bergstrom Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Alex Bergstrom Trust reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.