Bergstrom Foundation Inc
ARLINGTON, VA EIN: 82-2171925
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$6.2M
+0.7% YoY
Annual Giving
$231K
-26.0% YoY
Grant Count
9
-52.6% YoY
Avg Grant Size
$26K
+56.3% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,171,133 | $6,128,709 | $6,469,122 |
| Revenue | $332,623 | $21,694 | $125,750 |
| Expenses | $290,064 | $364,352 | $375,873 |
| Qualifying Distributions | $260,934 | $341,151 | $296,544 |
| Net Investment Income | $303,493 | $49,809 | $100,421 |
| Distributable Amount | $320,698 | $285,814 | $296,852 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bergstrom Foundation Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HENRY A BERGSTROM JR | VICE PRESIDENT | 1.5 | $6,000 |
| ASHLEY F BERGSTROM | CHAIRWOMAN | 2 | $6,000 |
| DAVID GUARD | PROGRAM OFFICER | 1.5 | $6,000 |
| TARA JOHNSON | PRESIDENT | 1 | $6,000 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Virginia $616K (46%)
Pennsylvania $360K (27%)
District of Columbia $197K (15%)
Maryland $70K (5%)
Florida $60K (4%)
Idaho $20K (1%)
Utah $20K (1%)
Cities
AlexandriaArlingtonFalls ChurchHaileyHazelwoodHyattsvilleLoganMcleanNaplesPhiladelphiaPittsburghRichmondSaltsburgSilver SpringStaffordWashington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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