Erik E and Edith H Bergstrom Foundation A
The Erik E and Edith H Bergstrom Foundation A Charitable Trust is a private foundation based in Palo Alto, California. Established in 2002, the foundation operates as a 501(c)(3) charitable organization with a focus on international affairs and philanthropic grantmaking.
Key facts about Erik E and Edith H Bergstrom Foundation A
- EIN
- 91-2155835
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $11,068,912
- Grants made (2025)
- 50
- Average grant
- $221,378
- Median grant
- $141,000
- New grantees (estimate)
- 41% first-time grantees (9 of 22, 2025)
- Primary geography
- New York (35% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Erik E and Edith H Bergstrom Foundation A funds
By grant dollars, the top recipient states for Erik E and Edith H Bergstrom Foundation A's 50 itemized 2025 grants were New York (35%), District of Columbia (29%) and California (22%). The most frequent recipient cities were New York, NY (19 grants), Washington, DC (12 grants), Oakland, CA (6 grants) and Los Angeles, CA (4 grants). 14% of grants with a stated purpose were for general or operating support. Recurring purposes include "To support work in Uganda" (4 grants), "To support work in Tanzania" (3 grants) and "Erik E. & Edith H. Bergstrom Foundation Fund" (3 grants).
Is Erik E and Edith H Bergstrom Foundation A open to new grantees?
41%
first-time grantees, 2025
In 2025, 9 of 22 grantees (41%) were first-time recipients. First grants averaged $552K; repeat grants $470K. How we count
Medians: $77K first-time, $339K repeat.
- 59% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+11%). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Erik E and Edith H Bergstrom Foundation A
- How to evaluate Erik E and Edith H Bergstrom Foundation A as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$11.1M
+15.2% YoY
Grant Count
50
+108.3% YoY
Avg Grant Size
$221K
-44.7% YoY
Mission & Focus Areas
The foundation's giving priorities emphasize international affairs. Primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Disaster Preparedness and Relief
Grantmaking
The foundation maintains substantial grantmaking capacity with typical award amounts ranging from $10,000 to $2,772,942. Recent grants demonstrate a commitment to international development and humanitarian work:
Ready to take the next step with Erik E and Edith H Bergstrom Foundation A?
Geographic Focus
Where this funder awards grants
The foundation funds primarily in:
- California
- New York
- District of Columbia
- Washington
- International locations including Bolivia, Kenya, Malawi, Uganda, Guatemala, Mexico, and Venezuela
Grant Distribution by State
Share of all 50 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Income:
- Total assets: $256,021,047 (as of 2024)
- Total giving: $9,606,583
- Annual income: $163.3M
- Total revenues (FY 2024): $41,518,088
- Total expenses (FY 2024): $14,386,091
Asset Growth: Total assets have grown significantly from $63.5M in 2010 to $203.4M in 2023, reaching $256M by 2024.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 21, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- IRS filings on file for fiscal years 2020–2024
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
141 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Ippf - Fos Feminista ($3,516,563 across 14 grants), Msi US ($1,904,622 across 4 grants), Philanthropic Ventures Foundation ($1,568,087 across 6 grants).
| Recipient | Purpose | Amount |
|---|---|---|
| WOMENS INTERNATIONAL NETWORK FOR GUATEMALAN SOLUTI Denver, CO | To support work in Guatemala and Uganda | $936,876 |
| PHILANTHROPIC VENTURES FOUNDATION Oakland, CA | Erik E. & Edith H. Bergstrom Foundation Fund | $902,598 |
| IPPF - FOS FEMINISTA New York, NY | To support work in Venezuela | $660,000 |
| IPPF - FOS FEMINISTA New York, NY | To support work in Bolivia | $591,855 |
| MSI US Washington, DC | To support work in Kenya | $589,728 |
| MSI US Washington, DC | To support work in Uganda | $579,910 |
| ONE WORLD CHILDRENS FUND Los Angeles, CA | To support work in Uganda | $565,315 |
| IPAS Chapel Hill, NC | To support work in Mexico, Mozambique, Latin America, and the Carribean | $534,406 |
| IPPF - FOS FEMINISTA New York, NY | To Support Work in Argentina | $492,379 |
| MSI US Washington, DC | To support work in Bolivia | $484,984 |
Leadership & Key People
Leadership team and compensation from IRS filings
Erik E and Edith H Bergstrom serve as principal officers of the foundation. The organization is governed by 4 officers and trustees and employs 7 staff members.
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Rodrigo Barillas | Trustee | 1 | $32,100 |
| Jennifer Benz | Trustee | 1 | $32,100 |
| Charles Cullom Davis | Trustee | 1 | $32,100 |
| Janet W Greig | Board Chair, Trustee | 2 | $32,100 |
| Ndola Prata | Trustee | 1 | $32,100 |
| Ann R Shulman | Executive Dir | 40 | $359,574 |
Contact Information
- Address: PO Box 520, Palo Alto, CA 94302-0520
- Phone: (650) 323-0596
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Erik E and Edith H Bergstrom Foundation A fund?
The foundation's giving priorities emphasize international affairs. Primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Disaster Preparedness and Relief
How do I apply for a grant from Erik E and Edith H Bergstrom Foundation A?
The foundation maintains substantial grantmaking capacity with typical award amounts ranging from $10,000 to $2,772,942. Recent grants demonstrate a commitment to international development and humanitarian work: • MSI US: $1,827,885 (for work in Bolivia, Kenya, Malawi, and Uganda) • Philanthropic Ventures Foundation: $1,464,632 (for work in Guatemala, Mexico, Venezuela, and the United States) • One World Children's Fund: $857,177 (for work in Kenya and Uganda) The foundation made 27 grants in i…
Where does Erik E and Edith H Bergstrom Foundation A make grants?
The foundation funds primarily in: • California • New York • District of Columbia • Washington • International locations including Bolivia, Kenya, Malawi, Uganda, Guatemala, Mexico, and Venezuela
What size grants does Erik E and Edith H Bergstrom Foundation A award?
In 2025, Erik E and Edith H Bergstrom Foundation A awarded 50 grants totaling $11.1M — an average of about $221K per grant, based on its IRS Form 990 filings.
What is Erik E and Edith H Bergstrom Foundation A's EIN?
Erik E and Edith H Bergstrom Foundation A's EIN (Employer Identification Number) is 91-2155835. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.