Bergstrom Foundation Inc
Bergstrom Foundation Inc is a private foundation based in McLean, Virginia. Its 2025 filing reports $290,000 in grants to 13 recipients, with listed grants supporting organizations in Virginia and several other states.
Bergstrom Foundation Inc at a glance
In short: Bergstrom Foundation Inc gave $290K across 13 grants in 2025 (avg $22K), mostly in Virginia. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $290,000
- +25.5% vs 2024
- Grants made (2025)
- 13
- +44.4% vs 2024
- Average grant
- $22,308
- -13.1% vs 2024
- Median grant
- $20,000
- Total assets
- $6,661,313
- +7.9% vs 2024
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2025; small sample)
- Primary geography
- Virginia (78% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bergstrom Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 2115 Elliott Avenue, Mclean, VA 22101
Phone: (202) 550-1646
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bergstrom Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Langley School ($70K). Together the top 10 received $260K.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 54 grants of 60 (90%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grant dollars went to recipients in Virginia (78%), Ohio (9%), Connecticut (9%), Washington, DC (3%), and Pennsylvania (2%), according to the filing.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Is Bergstrom Foundation Inc open to new grantees?
38%
first-time grantees, 2025
In 2025, 5 of 13 grantees (38%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $19K; repeat grants $24K. How we count
Medians: $25K first-time, $20K repeat.
- 54% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $231K (2024) to $312K (2023). In 2025 it made 13 grants totaling $290K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Langley School McLean, VA | General Use | $70,000 |
| Inova Health Foundation Fairfax, VA | General Use | $25,000 |
| Rose Run Presbyterian Church New Albany, OH | General Use | $25,000 |
| School Nutrition Association of Massachusetts Farmington, CT | General Use | $25,000 |
| Clothesline for Arlington Kids Arlington, VA | General Use | $20,000 |
| Arlington Free Clinic Inc Arlington, VA | General Use | $20,000 |
| Arlington Neighborhood Village Arlington, VA | General Use | $20,000 |
| Offender Aid and Restorations of Arlington County Inc Arlington, VA | General Use | $20,000 |
| Doorways for Women and Families Arlington, VA | General Use | $20,000 |
| Bridges to Independence Arlington, VA | General Use | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,661,313 | $869,019 | $378,480 | $290,000 | 13 | $315,027 | $805,696 | $391,490 |
| 2024 | $6,171,133 | $332,623 | $290,064 | $231,000 | 9 | $260,934 | $303,493 | $320,698 |
| 2023 | $6,128,709 | $21,694 | $364,352 | $312,055 | 19 | $341,151 | $49,809 | $285,814 |
| 2022 | $6,469,122 | $125,750 | $375,873 | $265,000 | 11 | $296,544 | $100,421 | $296,852 |
| 2021 | $6,718,541 | $1,674,026 | $320,020 | $245,000 | 8 | $278,799 | $1,633,022 | $321,939 |
| 2020 | $5,364,303 | $-1,670 | $361,091 | $290,000 | 15 | — | $62,847 | $293,526 |
Under IRS private-foundation payout rules, Bergstrom Foundation Inc reported a distributable amount of $391K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grants include support for organizations whose own missions address education, health care, arts, basic needs, housing, and services for older adults.
For example, The Langley School describes its work as providing inquiry-based and social-emotional learning for children from preschool through eighth grade. Arlington Free Clinic says it provides comprehensive whole-person health care to neighbors who would otherwise lack access. Arlington Neighborhood Village describes its mission as helping older adults live safely and independently in their homes and communities.
Grantmaking
In 2025, the foundation awarded 13 grants totaling $290,000. Grants ranged from $5,000 to $70,000, with a median of $20,000. The filing lists general use as the purpose for the grants shown.
Notable 2025 grants included $70,000 to The Langley School; $25,000 each to INOVA Health Foundation, Rose Run Presbyterian Church, and School Nutrition Association of Massachusetts; and $20,000 each to Clothesline for Arlington Kids, Arlington Free Clinic, Arlington Neighborhood Village, Offender Aid and Restorations of Arlington County, and Doorways for Women and Families.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ashley F. Bergstrom as chairwoman, David Guard as president, and Henry A. Bergstrom Jr. as vice president.
Bergstrom Foundation Inc is led by David Guard, President since 2025 (on filings since 2020); 2 of 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
David Guard
President
Program Officer → President, 2025
On filings since 2020
3 hrs/week
$8K (2020) → $10K (2025)
Ashley F. Bergstrom
Chairwoman
On filings since 2020
2 hrs/week
$9K (2020) → $8K (2025)
Henry A. Bergstrom Jr.
Vice President
President → Vice President, 2022
On filings since 2020
2 hrs/week
$4K (2020) → $0 (2025)
Former officers (2)
- Former: Tara Johnson (2022–2024) — President
- Former: Danielle M. Secme (2020–2022) — Vice President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to David Guard (President). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Bergstrom Foundation Inc
How much does Bergstrom Foundation Inc give each year?
Bergstrom Foundation Inc gave $290K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $231K across 9 grants.
What is Bergstrom Foundation Inc's typical grant size?
Bergstrom Foundation Inc's median grant in 2025 was $20,000, and its average grant was $22,308, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bergstrom Foundation Inc that year got $19K on average.
Where does Bergstrom Foundation Inc give grants?
Bergstrom Foundation Inc gives mostly in Virginia: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Ohio (9%) and Connecticut (9%). The most frequent recipient cities were Arlington, VA (6 grants) and McLean, VA (2 grants).
Does Bergstrom Foundation Inc give general operating support?
Yes: 100% of Bergstrom Foundation Inc's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bergstrom Foundation Inc's largest grantees?
Bergstrom Foundation Inc's largest 2025 grantees include The Langley School ($70,000), Inova Health Foundation ($25,000) and Rose Run Presbyterian Church ($25,000), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Bergstrom Foundation Inc?
Bergstrom Foundation Inc reported $6.7M in total assets on its 2025 IRS Form 990-PF. It paid out $315K in qualifying distributions that year, against a required minimum of $391K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Bergstrom Foundation Inc fund?
No foundation mission statement is provided. Its 2025 grants include support for organizations whose own missions address education, health care, arts, basic needs, housing, and services for older adults. See mission & focus areas ↑
How do I apply for a grant from Bergstrom Foundation Inc?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bergstrom Foundation Inc's EIN?
Bergstrom Foundation Inc's EIN (Employer Identification Number) is 82-2171925. IRS Form 990 filing data is available on this page for 2020–2025.
Does Bergstrom Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Bergstrom Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bergstrom Foundation Inc funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/bergstrom-foundation-inc-morg_e5693109b94741d0930e84e2cbdd4f36
BibTeX
@misc{grantable_822171925_2026,
author = {{Grantable}},
title = {{Bergstrom Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bergstrom-foundation-inc-morg_e5693109b94741d0930e84e2cbdd4f36},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bergstrom Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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