Bergstrom Foundation
The Bergstrom Foundation is a private foundation based in Key Colony Beach, Florida. Its 2025 filing lists grants to charitable organizations supporting medical, educational, religious, civic, wildlife, and other activities.
Bergstrom Foundation at a glance
In short: Bergstrom Foundation gave $2.2M across 24 grants in 2025 (avg $93K), mostly in Illinois. 21% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,230,067
- +277.2% vs 2024
- Grants made (2025)
- 24
- +14.3% vs 2024
- Average grant
- $92,919
- +230.1% vs 2024
- Median grant
- $1,500
- Total assets
- $1,901,590
- -39.5% vs 2024
- New grantees (estimate)
- 21% first-time grantees (5 of 24, 2025; small sample)
- Primary geography
- Illinois (90% 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
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 510023, Key Colony Beach, FL 33051
Phone: (847) 256-9870
Website: https://bergstromfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bergstrom Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Northshore Hospitals Foundation ($2.0M). Together the top 10 received $2.2M.
Grant Size Distribution
106 grants across all recorded years
The most common grant size was under $50K: 97 grants of 106 (92%).
Geographic Focus
Where this funder awards grants
In 2025, 90% of grant dollars went to recipients in Illinois and 7% to recipients in Iowa. The filing also reports shares for Florida (1%), Washington, DC (1%), and Colorado (0%). Other listed 2025 grantees were in California.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
Cities
Is Bergstrom Foundation open to new grantees?
21%
first-time grantees, 2025
In 2025, 5 of 24 grantees (21%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $7K; repeat grants $116K. How we count
Medians: $1K first-time, $2K repeat.
- 54% of 2025 grantees were also funded in 2024. Method
- Giving grew 381% from 2022 to 2025. Method
- In 2025 it paid out 981% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2019 to 2025, annual grant giving ranged from $245K (2023) to $2.2M (2025). In 2025 it made 24 grants totaling $2.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northshore Hospitals Foundation Evanston, IL | General Operating Support - Medical | $2,000,557 |
| Iowa State University Foundation Ames, IA | General Operating Support - Education | $136,665 |
| Centennial United Methodist Church Altoona, IA | General Operating Support - Religious | $27,000 |
| Baptist Health South Florida Foundation Inc Coral Gables, FL | General Operating Support - Arts | $11,000 |
| Women's Debate Institute Denver, CO | General Operating Support - Education | $10,500 |
| DC Kincare Alliance Washington, DC | General Operating Support - Child Welfare | $10,363 |
| Northwestern Settlement Chicago, IL | General Operating Support - Civic | $5,182 |
| John G Shedd Aquarium Chicago, IL | General Operating Support - Wildlife | $5,000 |
| Kirk of the Keys Marathon, FL | General Operating Support - Religious | $5,000 |
| National Park Foundation Washington, DC | General Operating Support - Wildlife | $5,000 |
Ready to take the next step with Bergstrom Foundation?
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 | $1,901,590 | $313,713 | $2,248,543 | $2,230,067 | 24 | $2,236,615 | $310,964 | $228,102 |
| 2024 | $3,144,695 | $753,437 | $608,034 | $591,168 | 21 | $597,626 | $563,936 | $262,049 |
| 2023 | $3,118,827 | $593,000 | $275,372 | $245,096 | 20 | $270,424 | $496,976 | $222,379 |
| 2022 | $2,805,963 | $205,358 | $469,728 | $464,032 | 20 | $469,143 | $204,773 | $235,068 |
| 2021 | $3,072,586 | $1,619,683 | $618,280 | $580,144 | 21 | $591,851 | $1,424,837 | $230,638 |
| 2020 | $2,200,644 | $473,703 | $457,430 | $451,800 | 26 | — | $219,149 | $190,188 |
| 2019 | $2,352,406 | $1,336,580 | $325,906 | $270,200 | 25 | — | $234,546 | $155,575 |
Under IRS private-foundation payout rules, Bergstrom Foundation reported a distributable amount of $228K 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
The available information does not state the foundation’s own mission. Its 2025 grants included support for medical organizations, educational institutions, religious organizations, and wildlife-related organizations. Among its grantees, DC Kincare Alliance says it provides free legal advice, representation, and education to relative caregivers raising at-risk children in Washington, DC. The National Park Foundation describes its work as generating private support and building partnerships to protect and enhance America’s national parks. Dolphin Research Center says it provides sanctuary and a permanent home for animals and works in education, research, and rescue. Cystinosis Research Foundation says it funds research toward a cure and improved treatments for cystinosis.
Grantmaking
In filing year 2025, the foundation reported 24 grants totaling $2,230,067. Grant amounts ranged from $300 to $2,000,557, with a median of $1,500. The largest award was $2,000,557 to NorthShore Hospitals Foundation in Evanston, Illinois, for general operating support—medical. Other major grants included $136,665 to Iowa State University Foundation for general operating support—education and $27,000 to Centennial United Methodist Church for general operating support—religious.
Other listed recipients included Baptist Health South Florida Foundation ($11,000), Women’s Debate Institute ($10,500), DC Kincare Alliance ($10,363), Northwestern Settlement ($5,182), John G. Shedd Aquarium ($5,000), Kirk of the Keys ($5,000), and National Park Foundation ($5,000).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kelley A. Bergstrom as president and director; Joan L. Bergstrom as vice president and director; Allison L. Bergstrom as secretary and director; and Melissa A. Munro as treasurer and director.
Bergstrom Foundation is led by Kelley A. Bergstrom, President & Director on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kelley A. Bergstrom
President & Director
On filings since 2019
1 hr/week
No compensation reported
Allison L. Bergstrom
Secretary & Director
On filings since 2019
1 hr/week
No compensation reported
Joan L. Bergstrom
Vice President & Director
On filings since 2019
1 hr/week
No compensation reported
Melissa A. Munro
Treasurer & Director
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bergstrom Foundation
How much does Bergstrom Foundation give each year?
Bergstrom Foundation gave $2.2M across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $591K across 21 grants.
What is Bergstrom Foundation's typical grant size?
Bergstrom Foundation's median grant in 2025 was $1,500, and its average grant was $92,919, across 24 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bergstrom Foundation that year got $7K on average.
Where does Bergstrom Foundation give grants?
Bergstrom Foundation gives mostly in Illinois: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Iowa (7%). The most frequent recipient cities were Chicago, IL (4 grants), Marathon, FL (3 grants), Washington, DC (2 grants) and Kenilworth, IL (2 grants).
Does Bergstrom Foundation give general operating support?
Yes: 100% of Bergstrom Foundation's 2025 grants with a stated purpose (24 of 24) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bergstrom Foundation's largest grantees?
Bergstrom Foundation's largest 2025 grantees include Northshore Hospitals Foundation ($2,000,557), Iowa State University Foundation ($136,665) and Centennial United Methodist Church ($27,000), according to its 2025 IRS Form 990-PF. Together they received 97% of its itemized 2025 grant dollars.
How large is Bergstrom Foundation?
Bergstrom Foundation reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $2.2M in qualifying distributions that year, against a required minimum of $228K (roughly 5% of its investment assets).
What does Bergstrom Foundation fund?
The available information does not state the foundation’s own mission. Its 2025 grants included support for medical organizations, educational institutions, religious organizations, and wildlife-related organizations. See mission & focus areas ↑
How do I apply for a grant from Bergstrom Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bergstrom Foundation's EIN?
Bergstrom Foundation's EIN (Employer Identification Number) is 46-4591289. IRS Form 990 filing data is available on this page for 2019–2025.
Does Bergstrom Foundation 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 6, 2020)
- 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's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bergstrom Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/bergstrom-foundation-morg_59ea2471d04b4195941230906f39dcf0
BibTeX
@misc{grantable_464591289_2026,
author = {{Grantable}},
title = {{Bergstrom Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bergstrom-foundation-morg_59ea2471d04b4195941230906f39dcf0},
note = {Accessed 2026-10-14. 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'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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