The Bergstrom Family Foundation
The Bergstrom Family Foundation is a private foundation based in The Woodlands, Texas. Its 2025 filing reports 17 grants totaling $406,000, including support for organizations in Iowa and Texas and grants to recipients in several other states.
The Bergstrom Family Foundation at a glance
In short: The Bergstrom Family Foundation gave $406K across 17 grants in 2025 (avg $24K), mostly in Iowa. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $406,000
- +13.9% vs 2024
- Grants made (2025)
- 17
- -5.6% vs 2024
- Average grant
- $23,882
- +20.6% vs 2024
- Median grant
- $5,000
- Total assets
- $5,429,981
- +1.0% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 17, 2025; small sample)
- Primary geography
- Iowa (58% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Bergstrom Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 23 Eloquence Way, The Woodlands, TX 77382
Phone: (713) 865-0381
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Bergstrom Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Iowa State University Foundation ($130K). Together the top 10 received $390K.
Grant Size Distribution
89 grants across all recorded years
The most common grant size was under $50K: 82 grants of 89 (92%).
Geographic Focus
Where this funder awards grants
In 2025, Iowa recipients received 58% of grant dollars and Texas recipients received 33%. Smaller shares went to recipients in Colorado (4%), Virginia (2%), and Georgia (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Is The Bergstrom Family Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 17 grantees (0%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving grew 122% from 2022 to 2025. Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2025, annual grant giving ranged from $151K (2020) to $406K (2025). In 2025 it made 17 grants totaling $406K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Iowa State University Foundation Ames, IA | ISU Cyclone Club / Operating Fund | $130,000 |
| We Will Collective Des Moines, IA | General Fund | $100,000 |
| United Way Houston, TX | General Fund | $90,000 |
| The Woodlands United Methodist Church The Woodlands, TX | General Fund | $16,000 |
| Texas Children's Host Houston, TX | General Fund | $15,000 |
| Boys & Girls Club (NW Colorado) Craig, CO | General Fund | $10,000 |
| MD Anderson Houston, TX | General Fund | $10,000 |
| Salvation Army Alexandria, VA | General Fund | $10,000 |
| Strings Music Festival Steamboat Springs, CO | General Fund | $5,000 |
| Habitat for Humanity Americus, GA | General Fund | $4,000 |
Ready to take the next step with The Bergstrom Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,429,981 | $484,989 | $436,558 | $406,000 | 17 | $406,000 | $472,137 | $357,939 |
| 2024 | $5,377,256 | $2,245,082 | $368,972 | $356,500 | 18 | $356,500 | $1,228,494 | $314,868 |
| 2023 | $4,306,227 | $291,373 | $237,144 | $224,500 | 19 | $224,500 | $278,729 | $257,006 |
| 2022 | $4,243,307 | $139,842 | $193,492 | $183,000 | 18 | $183,000 | $129,350 | $261,963 |
| 2021 | $4,290,439 | $291,644 | $164,719 | $155,500 | 17 | $155,500 | $282,425 | $291,804 |
| 2020 | $4,162,114 | $151,374 | $159,965 | $151,200 | 14 | — | $142,609 | $236,860 |
| 2019 | $4,183,824 | $617,902 | $269,436 | $260,400 | 12 | — | $503,408 | $213,620 |
Under IRS private-foundation payout rules, The Bergstrom Family Foundation reported a distributable amount of $358K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state a mission for the foundation. Its 2025 grants include support for a university foundation, a student-athlete collective, United Way, a church, a children’s organization, a hospital, and arts and community organizations.
Among the grantees’ own stated missions, We Will Collective says it supports student-athletes who are community-minded and helps them use their name, image, and likeness to give back to charities and others in need. Strings Music Festival says it presents music programs for audiences of all ages to enhance the cultural, educational, and entertainment experiences of Northwest Colorado and its visitors. Montgomery County Food Bank says it works to fight hunger by distributing food through partner agencies in Montgomery County, Texas. Special Olympics says it promotes acceptance and inclusion of people of all abilities through sports, health, and education programs.
Grantmaking
In filing year 2025, the foundation reported 17 grants totaling $406,000. Grant amounts ranged from $1,000 to $130,000, with a median grant of $5,000.
The largest reported grants included $130,000 to Iowa State University Foundation for the ISU Cyclone Club / operating fund, $100,000 to We Will Collective for its general fund, and $90,000 to United Way in Houston for its general fund. Other listed grants included $16,000 to The Woodlands United Methodist Church, $15,000 to Texas Children’s HOST, and $10,000 each to Boys & Girls Club (NW Colorado), MD Anderson, and the Salvation Army in Alexandria, Virginia.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Stephen Bergstrom as president/chairman and Debora Bergstrom as vice president and treasurer.
The Bergstrom Family Foundation is led by Stephen Bergstrom, President & Chairman on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Stephen Bergstrom
President & Chairman
On filings since 2019
No compensation reported
Debora Bergstrom
Vice President & Treasurer
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Bergstrom Family Foundation
How much does The Bergstrom Family Foundation give each year?
The Bergstrom Family Foundation gave $406K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $357K across 18 grants.
What is The Bergstrom Family Foundation's typical grant size?
The Bergstrom Family Foundation's median grant in 2025 was $5,000, and its average grant was $23,882, across 17 grants on its 2025 IRS Form 990-PF.
Where does The Bergstrom Family Foundation give grants?
The Bergstrom Family Foundation gives mostly in Iowa: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (33%). The most frequent recipient cities were Houston, TX (3 grants).
Does The Bergstrom Family Foundation give general operating support?
Yes: 100% of The Bergstrom Family Foundation's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Bergstrom Family Foundation's largest grantees?
The Bergstrom Family Foundation's largest 2025 grantees include Iowa State University Foundation ($130,000), We Will Collective ($100,000) and United Way ($90,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is The Bergstrom Family Foundation?
The Bergstrom Family Foundation reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $406K in qualifying distributions that year, against a required minimum of $358K (roughly 5% of its investment assets).
What does The Bergstrom Family Foundation fund?
The available information does not state a mission for the foundation. Its 2025 grants include support for a university foundation, a student-athlete collective, United Way, a church, a children’s organization, a hospital, and arts and community organizations. See mission & focus areas ↑
How do I apply for a grant from The Bergstrom Family Foundation?
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does The Bergstrom Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
Live grants for the work The Bergstrom Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Bergstrom Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Bergstrom Family Foundation funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/the-bergstrom-family-foundation-morg_7d3ce5b0cdf14de694b3c6b5c703ecfe
BibTeX
@misc{grantable_760563582_2026,
author = {{Grantable}},
title = {{The Bergstrom Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-bergstrom-family-foundation-morg_7d3ce5b0cdf14de694b3c6b5c703ecfe},
note = {Accessed 2026-10-18. 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 The Bergstrom Family Foundation'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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