Bergstrom Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARLINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.2M in total assets. In 2024, it awarded 9 grants totaling $231K. Net investment income was $303K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Bergstrom Foundation Inc reported a distributable amount of $321K for 2024 — the minimum it must pay out in qualifying distributions.
About Bergstrom Foundation Inc
Based on IRS filings
Bergstrom Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARLINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.2M in total assets. In 2024, it awarded 9 grants totaling $231K. Net investment income was $303K.
Focus Areas
Ready to take the next step with Bergstrom Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include Clothesline for Arlington Kids ($80,000), The Langley School ($30,000), Arlington Free Clinic Inc ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ARLINGTON FOOD ASSISTANCE CENTER ARLINGTON, VA | GENERAL USE | $20,000 |
| CLOTHESLINE FOR ARLINGTON KIDS ARLINGTON, VA | GENERAL USE | $80,000 |
| ARLINGTON FREE CLINIC INC ARLINGTON, VA | GENERAL USE | $25,000 |
| ARLINGTON NEIGHBORHOOD VILLAGE ARLINGTON, VA | GENERAL USE | $20,000 |
| OFFENDER AID AND RESTORATIONS OF ARLINGTON COUNTY INC ARLINGTON, VA | GENERAL USE | $20,000 |
| COLORECTAL CANCER ALLIANCE WASHINGTON, DC | GENERAL USE | $1,000 |
| DOORWAYS FOR WOMEN AND FAMILIES ARLINGTON, VA | GENERAL USE | $20,000 |
| THE LANGLEY SCHOOL MCLEAN, VA | GENERAL USE | $30,000 |
| DC ARTS & HUMANITIES EDUCATION COLLABORATIVE WASHINGTON, DC | GENERAL USE | $15,000 |
Leadership & 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 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bergstrom Foundation Inc?
Bergstrom Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARLINGTON, VA. It holds $6.2M in total assets as of 2024.
How large is Bergstrom Foundation Inc?
As of 2024, Bergstrom Foundation Inc holds $6.2M in total assets with $333K in annual revenue. It awarded 9 grants totaling $231K in 2024.
Where does Bergstrom Foundation Inc operate?
Bergstrom Foundation Inc has awarded grants in District of Columbia, Florida, Idaho, Maryland, Pennsylvania, Utah, Virginia.
What size grants does Bergstrom Foundation Inc award?
In 2024, Bergstrom Foundation Inc awarded 9 grants totaling $231K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is Bergstrom Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergstrom Foundation Inc reported a distributable amount of $321K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bergstrom Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Arlington Community Foundation
ARLINGTON, VA
Assets
$35.1M
Grants
107
Total Given
$3.6M
United Way of the National Capital Area
VIENNA, VA
Assets
$52.0M
Grants
219
Total Given
$9.6M
The Bessemer Giving Fund
WOODBRIDGE, NJ
Assets
$948.2M
Grants
1,653
Total Given
$138.5M
The Ayco Charitable Foundation
COHOES, NY
Assets
$1.2B
Grants
4,719
Total Given
$287.7M
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Bergstrom Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities