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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$256.0M
+25.9% YoY
Annual Giving
$9.6M
-4.4% YoY
Grant Count
24
+9.1% YoY
Avg Grant Size
$400K
-12.4% YoY
Under IRS private-foundation payout rules, Erik E and Edith H Bergstrom reported a distributable amount of $9.5M for 2024 — the minimum it must pay out in qualifying distributions.
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:
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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
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $256,021,047 | $203,401,314 | $182,208,855 |
| Revenue | $41,518,088 | $12,990,841 | $28,602,799 |
| Expenses | $14,386,091 | $15,916,682 | $10,162,573 |
| Qualifying Distributions | $10,956,341 | $10,839,980 | $10,595,152 |
| Net Investment Income | $39,703,797 | $11,769,607 | $26,973,934 |
| Distributable Amount | $9,494,294 | $8,610,562 | $9,302,433 |
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
118 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include International Planned Parenthood Federation Western Hemisphere Region (dba ($2,772,942), Msi-us ($1,827,885), Philanthropic Ventures Foundation ($1,464,632).
| Recipient | Purpose | Amount |
|---|---|---|
| AFRICAN PARKS FOUNDATION OF AMERICA NEW YORK, NY | FOR WILDLIFE CONSERVATION | $30,000 |
| ASOCIACION PRO-BIENESTAR DE LA FAMILIA DE GUATEMALA | FOR WORK IN GUATEMALA | $85,943 |
| DKT INTERNATIONAL WASHINGTON, DC | FOR WORK IN MOZAMBIQUE | $189,786 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION WESTERN HEMISPHERE REGION (DBA NEW YORK, NY | FOR WORK IN ARGENTINA, BOLIVIA, NICARAGUA, PARAGUAY, TANZANIA, UGANDA, AND VENEZUELA | $2,772,942 |
| IMPERIAL COUNTY HISTORICAL SOCIETY IMPERIAL, CA | FOR GENERAL OPERATING SUPPORT | $15,000 |
| IPAS CHAPEL HILL, NC | FOR WORK IN MOZAMBIQUE AND MEXICO | $380,000 |
| IPPFWORLDWIDE WASHINGTON, DC | FOR WORK IN COLUMBIA, ECUADOR, AND MEXICO | $489,379 |
| MSI-US WASHINGTON, DC | FOR WORK IN BOLIVIA,KENYA, MALAWI AND UGANDA | $1,827,885 |
| ONE WORLD CHILDREN'S FUND LOS ANGELES, CA | FOR WORK IN KENYA AND UGANDA | $857,177 |
| PATHFINDER INTERNATIONAL WATERTOWN, MA | FOR WORK IN TANZANIA | $561,812 |
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 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RODRIGO BARILLAS | TRUSTEE | 1 | $31,250 |
| JENNIFER BENZ | TRUSTEE | 1 | $31,250 |
| CULLY DAVIS | TRUSTEE | 1 | $13,015 |
| DOUGLAS WYLIE GREIG | TRUSTEE | 1 | $18,235 |
| JANET W GREIG | TRUSTEE | 2 | $31,250 |
| NDOLA PRATA | TRUSTEE | 1 | $13,015 |
| ANN REBECCA SHULMAN | EXECUTIVE DIRECTOR | 40 | $305,477 |
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 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?
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 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 award?
In 2024, Erik E and Edith H Bergstrom awarded 24 grants totaling $9.6M — an average of about $400K per grant, based on its IRS Form 990 filings.
How much is Erik E and Edith H Bergstrom required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Erik E and Edith H Bergstrom reported a distributable amount of $9.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Erik E and Edith H Bergstrom's EIN?
Erik E and Edith H Bergstrom's EIN (Employer Identification Number) is 91-2155835. IRS Form 990 filing data is available on this page for 2020–2024.
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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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