Bergstrom Inc Charitable Foundation XXXXX2008
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. Its 2026 filing, the latest on this page, reports 80 grants totaling $962,500.
Bergstrom Inc Charitable Foundation XXXXX2008 at a glance
In short: Bergstrom Inc Charitable Foundation XXXXX2008 gave $963K across 80 grants in 2026 (avg $12K), mostly in Illinois. 1% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $962,500
- +6.6% vs 2025
- Grants made (2026)
- 80
- +1.3% vs 2025
- Average grant
- $12,031
- +5.3% vs 2025
- Median grant
- $5,000
- Total assets
- $2,108,041
- -15.9% vs 2025
- New grantees (estimate)
- 1% first-time grantees (1 of 80, 2026)
- Primary geography
- Illinois (99% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bergstrom Inc Charitable Foundation XXXXX2008
- Contact
Application contact: Jp Morgan Chase Bank
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bergstrom Inc Charitable Foundation XXXXX2008 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Midway Village and Museum Center ($210K). Together the top 10 received $580K.
Organizations only. It also paid 1 grant to individuals ($2,500), which are not listed by name.
Grant Size Distribution
392 grants across all recorded years
The most common grant size was under $50K: 382 grants of 392 (97%).
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 2026 grant dollars across all 80 itemized grants.
Cities
Is Bergstrom Inc Charitable Foundation XXXXX2008 open to new grantees?
1%
first-time grantees, 2026
In 2026, 1 of 80 grantees (1%) were first-time recipients. First grants averaged $3K; repeat grants $12K. How we count
Medians: $3K first-time, $5K repeat.
- 96% of 2026 grantees were also funded in 2025. Method
- Giving grew 83% from 2023 to 2026. Method
- In 2026 it paid out 846% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2026). 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 2026, annual grant giving ranged from $526K (2023) to $963K (2026). In 2026 it made 80 grants totaling $963K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Midway Village and Museum Center Rockford, IL | General | $210,000 |
| Mosaic Rockford, IL | General | $110,000 |
| YMCA of Rock River Valley Rockford, IL | General | $105,000 |
| Habitat for Humanity Loves Park, IL | General | $40,000 |
| Rockford Park District Rockford, IL | General | $35,000 |
| Salvation Army Rockford, IL | General | $22,500 |
| Golden Apple Foundation of Rockford Rockford, IL | General | $16,500 |
| Bravehearts Therapeutic Riding Harvard, IL | General | $15,000 |
| Community Foundation of Northern Illinois Rockford, IL | General | $13,500 |
| Family Peace Center Rockford, IL | General | $12,500 |
Ready to take the next step with Bergstrom Inc Charitable Foundation XXXXX2008?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,108,041 | $602,967 | $1,000,730 | $962,500 | 80 | $980,924 | $332,806 | $115,937 |
| 2025 | $2,505,801 | $261,934 | $962,651 | $903,000 | 79 | $925,607 | $230,229 | $145,692 |
| 2024 | $3,206,516 | $1,965,410 | $682,275 | $617,600 | 80 | $639,121 | $586,320 | $138,527 |
| 2023 | $2,470,686 | $2,472,113 | $566,170 | $526,000 | 80 | $541,094 | $1,023,651 | $87,759 |
| 2022 | $1,593,502 | $380,305 | $608,887 | $575,616 | 73 | $589,977 | $364,281 | $90,849 |
| 2021 | $1,799,078 | $162,200 | $557,295 | $531,500 | 71 | — | $145,759 | $99,740 |
| 2020 | $2,194,555 | $128,203 | $602,188 | $569,500 | 69 | — | $96,625 | $119,760 |
| 2019 | $2,669,392 | $606,093 | $609,416 | $583,000 | 68 | — | $474,618 | $127,012 |
Under IRS private-foundation payout rules, Bergstrom Inc Charitable Foundation XXXXX2008 reported a distributable amount of $116K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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. Its 2026 filing, the latest on this page, reports 80 grants totaling $962,500.
The foundation’s 2024 filing states that it does not restrict giving to preselected organizations. How to apply: The filing directs applicants to submit materials through the stated online grant process, outlining the purpose of the proposed grant or fund and including a copy of the organization’s 501(c)(3) letter. It gives a preference to Illinois residents and charitable organizations, while considering others for religious, charitable, or educational purposes. Deadline: N/A.
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's 2026 filing lists 2 officers; 1 of 2 officers listed in 2026 is compensated.
Officers on the 2026 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$25K (2021) → $37K (2026)
David Rydell
Co-Trustee
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: Jpmorgan Chase Bank NA (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $37K, to JP Morgan Chase Bank NA (Trustee).
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 $963K across 80 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $903K across 79 grants.
What is Bergstrom Inc Charitable Foundation XXXXX2008's typical grant size?
Bergstrom Inc Charitable Foundation XXXXX2008's median grant in 2026 was $5,000, and its average grant was $12,031, across 80 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Bergstrom Inc Charitable Foundation XXXXX2008 that year got $3K 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 2026 IRS Form 990-PF 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: 100% of Bergstrom Inc Charitable Foundation XXXXX2008's 2026 grants with a stated purpose (80 of 80) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Bergstrom Inc Charitable Foundation XXXXX2008's largest grantees?
Bergstrom Inc Charitable Foundation XXXXX2008's largest 2026 grantees include Midway Village and Museum Center ($210,000), Mosaic ($110,000) and YMCA of Rock River Valley ($105,000), according to its 2026 IRS Form 990-PF. It also paid 1 grant to individuals ($2,500), which are not listed by name. Together they received 44% of its itemized 2026 grant dollars.
How large is Bergstrom Inc Charitable Foundation XXXXX2008?
Bergstrom Inc Charitable Foundation XXXXX2008 reported $2.1M in total assets on its 2026 IRS Form 990-PF. It paid out $981K in qualifying distributions that year, against a required minimum of $116K (roughly 5% of its investment assets).
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 2019–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(9)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 1, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 7, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 7, 2025)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Bergstrom Inc Charitable Foundation XXXXX2008 funds
Education Open opportunities, soonest deadline first.
- Innovation Award (Student Competition) $10,000 total scholarship pool ($5,000 first place, $2,500 second place, $1,500 third place, plus $1,000 Realtors' Choice Award) · Due November 10, 2026
- Expand Energy STEM Education Fund Grant Up to US $1,000 · Due November 10, 2026
- Scholarship Drawing Due November 10, 2026
Explore Open Grants
Browse active grant opportunities in Bergstrom Inc Charitable Foundation XXXXX2008's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bergstrom Inc Charitable Foundation XXXXX2008 funder profile. GrantGraph. Retrieved November 9, 2026, from https://grantable.co/funders/bergstrom-inc-charitable-foundation-xxxxx2008-morg_06b8470bc651458bb4ca716dc69b51f1
BibTeX
@misc{grantable_366692339_2026,
author = {{Grantable}},
title = {{Bergstrom Inc Charitable Foundation XXXXX2008 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bergstrom-inc-charitable-foundation-xxxxx2008-morg_06b8470bc651458bb4ca716dc69b51f1},
note = {Accessed 2026-11-09. 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 Inc Charitable Foundation XXXXX2008'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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