The Bergstrom Family Foundation
The Bergstrom Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in THE WOODLANDS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 18 grants totaling $357K. Net investment income was $1.2M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.4M
+24.9% YoY
Annual Giving
$357K
+58.8% YoY
Grant Count
18
-5.3% YoY
Avg Grant Size
$20K
+67.6% YoY
Under IRS private-foundation payout rules, The Bergstrom Family Foundation reported a distributable amount of $315K for 2024 — the minimum it must pay out in qualifying distributions.
About The Bergstrom Family Foundation
Based on IRS filings
The Bergstrom Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in THE WOODLANDS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 18 grants totaling $357K. Net investment income was $1.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,377,256 | $4,306,227 | $4,243,307 |
| Revenue | $2,245,082 | $291,373 | $139,842 |
| Expenses | $368,972 | $237,144 | $193,492 |
| Qualifying Distributions | $356,500 | $224,500 | $183,000 |
| Net Investment Income | $1,228,494 | $278,729 | $129,350 |
| Distributable Amount | $314,868 | $257,006 | $261,963 |
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
86 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include We Will Collective ($150,000), United Way ($90,000), Iowa State University Foundation ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANKENY DONOR FOUNDATION ANKENY, IA | GENERAL FUND | $3,000 |
| BOYS & GIRLS CLUB (NW COLORADO) CRAIG, CO | GENERAL FUND | $10,000 |
| HABITAT FOR HUMANITY AMERICUS, GA | GENERAL FUND | $4,000 |
| IOWA SPECIALIST HOSPITAL CLARION, IA | GENERAL FUND | $3,000 |
| IOWA STATE UNIVERSITY FOUNDATION AMES, IA | ISU CYCLONE CLUB / OPERATING FUND | $30,000 |
| MD ANDERSON HOUSTON, TX | GENERAL FUND | $10,000 |
| MAKE-A-WISH FOUNDATION PHOENIX, AZ | GENERAL FUND | $3,000 |
| MAYO CLINIC ROCHESTER, MN | GENERAL FUND | $2,000 |
| MEALS ON WHEELS NANUET, NY | GENERAL FUND | $2,000 |
| MONTGOMERY COUNTY FOOD BANK CONROE, TX | GENERAL FUND | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN BERGSTROM | PRESIDENT/CHAIRMAN | — | — |
| DEBORA BERGSTROM | VP & TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Bergstrom Family Foundation?
The Bergstrom Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in THE WOODLANDS, TX. It holds $5.4M in total assets as of 2024.
How large is The Bergstrom Family Foundation?
As of 2024, The Bergstrom Family Foundation holds $5.4M in total assets with $2.2M in annual revenue. It awarded 18 grants totaling $357K in 2024.
Where does The Bergstrom Family Foundation operate?
The Bergstrom Family Foundation has awarded grants in Arizona, California, Colorado, District of Columbia, Georgia, Iowa, Illinois, Minnesota, New York, Texas, Virginia.
What size grants does The Bergstrom Family Foundation award?
In 2024, The Bergstrom Family Foundation awarded 18 grants totaling $357K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is The Bergstrom Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bergstrom Family Foundation reported a distributable amount of $315K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Bergstrom Family Foundation's EIN?
The Bergstrom Family Foundation's EIN (Employer Identification Number) is 76-0563582. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Bergstrom Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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