BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008 is a private foundation based in Chicago, Illinois. Its 2025 filing reports 79 grants totaling $903,000, with most grant dollars going to Illinois recipients.
Key facts about Bergstrom Inc Charitable Foundation XXXXX2008
In short: Bergstrom Inc Charitable Foundation XXXXX2008 gave $903K across 79 grants in 2025 (avg $11K), mostly in Illinois. 8% of 2025 grantees were new. Source: 2025 IRS Form 990 filing.
- EIN
- 36-6692339
- Latest 990 filing
- Form 990 filing, 2025
- Annual giving (2025)
- $903,000
- Grants made (2025)
- 79
- Average grant
- $11,430
- Median grant
- $5,000
- New grantees (estimate)
- 8% first-time grantees (6 of 79, 2025)
- Primary geography
- Illinois (99% of itemized 2025 grant dollars)
Data from IRS Form 990 filing, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990 filing · View filing
Total Assets
—
Annual Giving
$903K
+46.2% YoY
Grant Count
79
-1.3% YoY
Avg Grant Size
$11K
+48.1% YoY
Is Bergstrom Inc Charitable Foundation XXXXX2008 open to new grantees?
8%
first-time grantees, 2025
In 2025, 6 of 79 grantees (8%) were first-time recipients. First grants averaged $5K; repeat grants $12K. How we count
Medians: $4K first-time, $5K repeat.
Estimate from itemized grant lists in IRS Form 990 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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose stated work spans youth development and healthy living, housing, food distribution, education, hands-on learning, and services for people experiencing homelessness. For example, the YMCA of Rock River Valley describes its work as focused on youth development, healthy living, and social responsibility; Rock River Valley Pantry says it packages and distributes food to people in need; and Discovery Center Museum of Rockford says it creates hands-on learning opportunities in science and the arts.
Grantmaking
In 2025, the foundation made 79 grants totaling $903,000. Grants ranged from $1,000 to $110,000, with a median of $5,000. The largest listed grants were $110,000 each to Mosaic and Midway Village and Museum Center, and $105,000 to YMCA of Rock River Valley, all in Rockford, Illinois. Other notable grants included $60,000 to Rockford Park District, $40,000 each to Habitat for Humanity and the University of Illinois, and $16,500 to Golden Apple Foundation.
Review Cycle
N/A.
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Geographic Focus
Where this funder awards grants
The 2025 filing reports that 99% of grant dollars went to Illinois recipients, 1% to Georgia recipients, and 1% to California recipients. The filing’s stated preference is for Illinois residents and charitable organizations.
Grant Distribution by State
Share of 2025 grant dollars across all 79 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $526K (2023) to $903K (2025). In 2025 it made 79 grants totaling $903K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mosaic ($110K). Together the top 10 received $522K.
Grant Size Distribution
383 grants across all recorded years
The most common grant size was under $50K: 375 grants of 383 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mosaic Rockford, IL | General | $110,000 |
| Midway Village and Museum Center Rockford, IL | General | $110,000 |
| YMCA of Rock River Valley Rockford, IL | General | $105,000 |
| Rockford Park District Rockford, IL | General | $60,000 |
| Habitat for Humanity Loves Park, IL | General | $40,000 |
| The University of Illinois Chicago, IL | General | $40,000 |
| Golden Apple Foundation Rockford, IL | General | $16,500 |
| Discovery Center Museum of Rockford Rockford, IL | General | $15,000 |
| Rock River Valley Pantry Rockford, IL | General | $12,500 |
| Swedishamerican Foundation Rockford, IL | General | $12,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants | Grant count |
|---|---|---|
| 2025 | $903,000 | 79 |
| 2024 | $617,600 | 80 |
| 2023 | $526,000 | 80 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
David Rydell is listed as co-trustee on the 2025 filing.
Bergstrom Inc Charitable Foundation XXXXX2008 is led by David Rydell, Co-Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
David Rydell
Co-Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Jp Morgan Chase Bank
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Frequently asked questions about Bergstrom Inc Charitable Foundation XXXXX2008
How much does Bergstrom Inc Charitable Foundation XXXXX2008 give each year?
Bergstrom Inc Charitable Foundation XXXXX2008 gave $903K across 79 grants in 2025, according to its 2025 IRS Form 990 filing. In 2024 it gave $618K across 80 grants.
What is Bergstrom Inc Charitable Foundation XXXXX2008's typical grant size?
Bergstrom Inc Charitable Foundation XXXXX2008's median grant in 2025 was $5,000, and its average grant was $11,430, across 79 grants on its 2025 IRS Form 990 filing. Organizations receiving their first grant from Bergstrom Inc Charitable Foundation XXXXX2008 that year got $5K on average.
Where does Bergstrom Inc Charitable Foundation XXXXX2008 give grants?
Bergstrom Inc Charitable Foundation XXXXX2008 gives mostly in Illinois: 99% of the grant dollars itemized on its 2025 IRS Form 990 filing went to recipients there. The most frequent recipient cities were Rockford, IL (65 grants) and Chicago, IL (4 grants).
Does Bergstrom Inc Charitable Foundation XXXXX2008 give general operating support?
Yes: 99% of Bergstrom Inc Charitable Foundation XXXXX2008's 2025 grants with a stated purpose (78 of 79) were for general or operating support, per its 2025 IRS Form 990 filing.
Who are Bergstrom Inc Charitable Foundation XXXXX2008's largest grantees?
Bergstrom Inc Charitable Foundation XXXXX2008's largest 2025 grantees include Mosaic ($110,000), Midway Village and Museum Center ($110,000) and YMCA of Rock River Valley ($105,000), according to its 2025 IRS Form 990 filing. Together they received 36% of its itemized 2025 grant dollars.
What does Bergstrom Inc Charitable Foundation XXXXX2008 fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose stated work spans youth development and healthy living, housing, food distribution, education, hands-on learning, and services for people experiencing homelessness. See mission & focus areas ↑
How do I apply for a grant from Bergstrom Inc Charitable Foundation XXXXX2008?
Bergstrom Inc Charitable Foundation XXXXX2008 has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Bergstrom Inc Charitable Foundation XXXXX2008's EIN?
Bergstrom Inc Charitable Foundation XXXXX2008's EIN (Employer Identification Number) is 36-6692339. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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