Bergstrom Foundation
There are multiple foundations with the Bergstrom name. The primary foundation profiled here is **The Erik E. and Edith H. Bergstrom Foundation**, a private charitable trust established in 1982 and restructured as a charitable trust in 2002. Headquartered in Palo Alto, California, the foundation operates as a trust-based philanthropic organization with a focus on reproductive justice and population-related issues.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
+0.8% YoY
Annual Giving
$591K
+141.2% YoY
Grant Count
21
+5.0% YoY
Avg Grant Size
$28K
+129.7% YoY
Under IRS private-foundation payout rules, Bergstrom Foundation reported a distributable amount of $262K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
Erik E. and Edith H. Bergstrom Foundation
The foundation is committed to advancing reproductive justice. It champions organizations that improve the well-being of underserved communities, families, and individuals by ensuring equitable access to comprehensive, high-quality sexual and reproductive health care and education, including contraception and abortion services.
The foundation was founded on the belief that human well-being, economic development, environmental protection, and reproductive rights are inextricably connected. The foundation envisions a world where all individuals possess the autonomy, rights, and resources to make informed choices regarding their reproductive lives.
Core Principles:
- Trust: Empowering grantees and partners through flexible, trust-based relationships
- Equity: Prioritizing underserved populations and ensuring inclusive engagement
Hans and Barbara Bergstrom Foundation
This foundation focuses on creation of scholarships, enlargement of readership, promotion of medical research, upgrading of facilities, and general charitable support.
Grantmaking
Grant Range
**: $15,000 - $2,800,000
Average Grant
**: $50,000
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Geographic Focus
Where this funder awards grants
Erik E. and Edith H. Bergstrom Foundation
- United States
- Latin America
- Caribbean
- East Africa: Uganda, Burundi, Ethiopia, Kenya, Malawi, Mozambique, Rwanda, Tanzania, South Sudan
Hans and Barbara Bergstrom Foundation
Geographic focus not specified in available sources.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Erik E. and Edith H. Bergstrom Foundation
- Total Assets: $256 million (2024)
- Annual Giving: $11 million (fiscal year 2024)
- Revenue: $13.0 million (as of 2023)
- Investments: $176.1 million (as of 2023)
Hans and Barbara Bergstrom Foundation
- Total Assets: $35 million (2024)
- Total Revenue: $1.09 million (2024)
- Total Expenses: $2.71 million (2024)
- Total Assets: $36,945,650 (2023)
- Total Revenues: $3,527,975 (2023)
- Total Expenses: $1,324,667 (2023)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,144,695 | $3,118,827 | $2,805,963 |
| Revenue | $753,437 | $593,000 | $205,358 |
| Expenses | $608,034 | $275,372 | $469,728 |
| Qualifying Distributions | $597,626 | $270,424 | $469,143 |
| Net Investment Income | $563,936 | $496,976 | $204,773 |
| Distributable Amount | $262,049 | $222,379 | $235,068 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
108 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Florida Foundation ($462,610), Iowa State University Fountation ($54,097), NorthShore Hospitals Foundation ($20,871).
| Recipient | Purpose | Amount |
|---|---|---|
| American Legion Auxiliary 973 Tattler Chicago, IL | General Operating Support - Veterans | $4,000 |
| Art of Giving Chicago, IL | General Operating Support - Arts | $1,250 |
| Camp Blue Skies Charlotte, NC | General Operating Support - Disability | $1,000 |
| Chicago Botanic Garden Glencoe, IL | General Operating Support - Environment | $500 |
| Cystinosis Research Foundation Irvine, CA | General Operating Support - Medical | $1,000 |
| DC Kincare Alliance Washington, DC | General Operating Support - Child Welfare | $10,000 |
| Dolphin Research Center Grassy Key, FL | General Operating Support - Wildlife | $1,000 |
| Iowa State University Fountation Ames, IA | General Operating Support - Education | $54,097 |
| Kenilworth Community Fund Kenilworth, IL | General Operating Support - Civic | $1,000 |
| Kenilworth Union Church Kenilworth, IL | General Operating Support - Religious | $1,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Erik E. and Edith H. Bergstrom Foundation
- Executive Director: Ann Rebecca Shulman
- Staff: Seven employees
- Founder: Erik Bergstrom (passed away in 2023); Edith Bergstrom
Erik Bergstrom founded the investment company Bergstrom Capital Corporation and was described as possessing "a deep sense of purpose" alongside being "warm, loyal, and analytical."
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Kelley A Bergstrom | President/Director | 1 | — |
| Joan L Bergstrom | Vice President/Director | 1 | — |
| Allison L Bergstrom | Secretary/Director | 1 | — |
| Melissa A Munro | Treasurer/Director | 1 | — |
Recent News & Activity
Recent developments and announcements
The Association of Field Ornithologists announced 2025 Bergstrom Grants recipients
AFO grants & awards | Announcing the 2025 Bergstrom Grants recipients \u2013\Population Media Center announced two new funding awards from The Erik E. and Edith H. Bergstrom Foundation
AFO grants & awards | Announcing the 2025 Bergstrom Grants recipients \u2013\Iowa State University's Ivy College of Business received a $5.3 million scholarship endowment commitment from the Bergstrom Foundation
A $5.3 million commitment from the Bergstrom FoundationContact Information
Erik E. and Edith H. Bergstrom Foundation
- Address: P.O. Box 520, Palo Alto, CA 94302-0520
- Phone: (650) 323-0596
- Note: The foundation does not maintain a website or public online presence
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Bergstrom Foundation fund?
The foundation is committed to advancing reproductive justice. It champions organizations that improve the well-being of underserved communities, families, and individuals by ensuring equitable access to comprehensive, high-quality sexual and reproductive health care and education, including contraception and abortion services. The foundation was founded on the belief that human well-being, economic development, environmental protection, and reproductive rights are inextricably connected. The f…
How do I apply for a grant from Bergstrom Foundation?
• **Annual Grants**: 20-30 grants per year to approximately 65 projects spanning 20 countries • **Grant Range**: $15,000 - $2,800,000 • **Average Grant**: $50,000 • **Annual Giving**: $11 million (fiscal year 2024) • **Total Giving**: $2,489,696 (2024) • **Typical Award Range**: $597 - $1,157,596 • **Recent Grant Example**: $92,380 to American Friends of the Royal Philharmonic Orchestra (2023)
Where does Bergstrom Foundation make grants?
• United States • Latin America • Caribbean • East Africa: Uganda, Burundi, Ethiopia, Kenya, Malawi, Mozambique, Rwanda, Tanzania, South Sudan Geographic focus not specified in available sources.
What size grants does Bergstrom Foundation award?
In 2024, Bergstrom Foundation awarded 21 grants totaling $591K — an average of about $28K per grant, based on its IRS Form 990 filings.
How much is Bergstrom Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergstrom Foundation reported a distributable amount of $262K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bergstrom Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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