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
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?
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Yale Ave Housing Inc
LAKE FOREST, CA
Assets
$25K
Grants
1
Total Given
$40K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Erik E and Edith H Bergstrom on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities