Bergstrom Inc Charitable Foundation Xxxxx2008
The Bergstrom Inc Charitable Foundation is a private foundation based in Chicago, Illinois, classified as a 501(c)(3) organization. The foundation has been tax-exempt since September 1979 and operates with no paid staff.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$903K
+46.2% YoY
Grant Count
79
-1.3% YoY
Avg Grant Size
$11K
+48.1% YoY
Grantmaking
The foundation is actively engaged in grantmaking. Recent grant activity includes:
Grant Range
of $5,000 and a range from $1,000 to $110,000.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Fiscal Year Ending April 2025:
- Total Assets: $2,505,801
- Total Revenue: $261,934
- Total Expenses: $962,651
- Net Income: -$700,717
- Total Liabilities: $0
Revenue Composition (FYE April 2025):
- Investment income and dividends: $87,399
- Total grants and contributions: $0
Year-over-Year Changes:
- Investment income increased 11.7% from the prior year ($78,265 in April 2024)
- Total grants and contributions decreased 100% from $1,352,968 in April 2024
The foundation ranks in the top 25% of foundations by assets among all private foundations.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
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 2025
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Mosaic ($110,000), Rockford Park District ($60,000), Habitat for Humanity ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| KFACT Rockford, IL | GENERAL SUPPORT | $10,000 |
| AMERICAN CANCER SOCIETY INC ATLANTA, GA | BERGSTROM CARES-FUNDRAISING | $5,000 |
| FAMILY PEACE CENTER ROCKFORD, IL | GENERAL | $10,000 |
| R2OC ROCKFORD, IL | GENERAL | $1,000 |
| ROCK RIVER VALLEY PANTRY ROCKFORD, IL | GENERAL | $12,500 |
| ROY GAYLE PONY BASEBALL-SOFTBALL INC ROCKFORD, IL | GENERAL | $5,000 |
| Lisa's Little Rescue Rockford, IL | GENERAL | $1,000 |
| Nikolas Ritschel Foundation Rockford, IL | GENERAL SUPPORT | $5,000 |
| Rockford Alliance Against Sexual Expoita Rockford, IL | GENERAL SUPPORT | $5,000 |
| ALZHEIMER'S DISEASE AND RELATED DISORDER CHICAGO, IL | GENERAL | $2,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Krystal Zec - Vice President (as of March 2025)
- JP Morgan Chase Bank NA - Trustee (2 hours per week, $45,000 compensation)
- David Rydell - Co-Trustee (1 hour per week, no compensation)
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David Rydell | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from Bergstrom Inc Charitable Foundation Xxxxx2008?
The foundation is actively engaged in grantmaking. Recent grant activity includes: • **Mosaic Rockford**: $110,000 (April 2025) • **Midway Village Museum**: $110,000 (April 2025) • **YMCA of Rock River Valley**: $105,000 (April 2025) The foundation made 79 total grants in its most recent fiscal year, with a median grant size of $5,000 and a range from $1,000 to $110,000. The foundation does not restrict grantmaking to preselected organizations only, indicating it may be open to applications.
What size grants does Bergstrom Inc Charitable Foundation Xxxxx2008 award?
In 2025, Bergstrom Inc Charitable Foundation Xxxxx2008 awarded 79 grants totaling $903K — an average of about $11K per grant, based on its IRS Form 990 filings.
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.
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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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