The Bergstrom Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 10 grants totaling $377K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
-9.5% YoY
Annual Giving
$377K
-4.6% YoY
Grant Count
10
-9.1% YoY
Avg Grant Size
$38K
+5.0% YoY
Under IRS private-foundation payout rules, The Bergstrom Foundation reported a distributable amount of $409K for 2024 — the minimum it must pay out in qualifying distributions.
About The Bergstrom Foundation
Based on IRS filings
The Bergstrom Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 10 grants totaling $377K. Net investment income was $19K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,894,657 | $5,409,961 | $5,954,002 |
| Revenue | $20,335 | $72,205 | $619,875 |
| Expenses | $535,573 | $428,703 | $423,395 |
| Qualifying Distributions | $384,075 | $399,570 | $375,801 |
| Net Investment Income | $19,243 | $104,281 | $589,800 |
| Distributable Amount | $408,601 | $346,745 | $380,520 |
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
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include President and Fellows of Harvard College ($110,000), Technology Exchange Labs ($100,000), Trustees of Dartmouth College ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TECHNOLOGY EXCHANGE LABS CAMBRIDGE, MA | GENERAL | $100,000 |
| SIR JOHN SOANE'S MUSEUM FOUNDATION NEW YORK, NY | GENERAL | $25,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE CAMBRIDGE, MA | GENERAL | $110,000 |
| TECHNOLOGY EXCHANGE LABS CAMBRIDGE, MA | GENERAL | $25,000 |
| SHADY HILL SCHOOL CAMBRIDGE, MA | GENERAL | $15,000 |
| TRUSTEES OF DARTMOUTH COLLEGE HANOVER, NH | GENERAL | $40,000 |
| LUTYENS TRUST AMERICA SUGAR HILL, GA | GENERAL | $7,000 |
| ST HILDAS & ST HUGHS NEW YORK, NY | GENERAL | $25,000 |
| MARTIN TRUST CENTER FOR MIT CAMBRIDGE, MA | GENERAL | $25,000 |
| TRINITY SCHOOL BEVERLY, MA | GENERAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CRAIG G BERGSTROM | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Bergstrom Foundation?
The Bergstrom Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $4.9M in total assets as of 2024.
How large is The Bergstrom Foundation?
As of 2024, The Bergstrom Foundation holds $4.9M in total assets with $20K in annual revenue. It awarded 10 grants totaling $377K in 2024.
Where does The Bergstrom Foundation operate?
The Bergstrom Foundation has awarded grants in Georgia, Massachusetts, New Hampshire, New York.
What size grants does The Bergstrom Foundation award?
In 2024, The Bergstrom Foundation awarded 10 grants totaling $377K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is The Bergstrom Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bergstrom Foundation reported a distributable amount of $409K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Bergstrom Foundation's EIN?
The Bergstrom Foundation's EIN (Employer Identification Number) is 06-6499658. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Bergstrom 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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