The Fred Bergfors and Margaret Sandberg
The Fred Bergfors and Margaret Sandberg is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAKEFIELD, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 23 grants totaling $119K. Net investment income was $223K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.5M
-0.5% YoY
Annual Giving
$119K
+9.7% YoY
Grant Count
23
+4.5% YoY
Avg Grant Size
$5K
+5.0% YoY
Under IRS private-foundation payout rules, The Fred Bergfors and Margaret Sandberg reported a distributable amount of $201K for 2025 — the minimum it must pay out in qualifying distributions.
About The Fred Bergfors and Margaret Sandberg
Based on IRS filings
The Fred Bergfors and Margaret Sandberg is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAKEFIELD, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 23 grants totaling $119K. Net investment income was $223K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,482,102 | $3,500,116 | $3,455,863 |
| Revenue | $223,110 | $225,887 | $170,194 |
| Expenses | $210,080 | $185,611 | $179,831 |
| Qualifying Distributions | $118,500 | $108,000 | $95,000 |
| Net Investment Income | $223,110 | $225,887 | $170,194 |
| Distributable Amount | $200,886 | $164,239 | $163,404 |
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 2025
Grant Size Distribution
104 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Mass General Hospital Development Fd ($10,000), St Eulalia Church ($10,000), Tunnell for Towers ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BETHESDA RESCUE SQUARD BETHESDA, MD | EDUCATION | $5,000 |
| CHILDRENS INN NIH BETHESDA, MD | EDUCATION | $5,000 |
| DANA FARBER CANCER CTR BROOKLINE, MA | EDUCATION | $5,000 |
| DC PEERS WASHINGTON, DC | EDUCATION | $5,000 |
| IMAGINATION STAGE BETHESDA, MD | EDUCATION | $5,000 |
| LOVE LANE LINCOLN, MA | EDUCATION | $2,500 |
| LUKES WINGS WASHINGTON, DC | EDUCATION | $5,000 |
| MASS GENERAL HOSPITAL DEVELOPMENT FD BOSTON, MA | EDUCATION | $10,000 |
| MICHAEL J FOX FOUNDATION NEW YORK, NY | EDUCATION | $5,000 |
| MIDDLESEX PARTNERS FOR YOUTH WAKEFIELD, MA | EDUCATION | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNE RICE CO MAHONEY FIORENTINO | DIRECTOR | 2 | — |
| STEFAN RICE CO MAHONEY FIORENTINO | DIRECTOR | 1 | — |
| BRANDT E RICE CO MAHONEY FIORENTINO | DIRECTOR | 1 | — |
| FRANK FIORENTINO CO MAHONEY FIORENT | DIRECTOR | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Fred Bergfors and Margaret Sandberg?
The Fred Bergfors and Margaret Sandberg is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAKEFIELD, MA. It holds $3.5M in total assets as of 2025.
How large is The Fred Bergfors and Margaret Sandberg?
As of 2025, The Fred Bergfors and Margaret Sandberg holds $3.5M in total assets with $223K in annual revenue. It awarded 23 grants totaling $119K in 2025.
Where does The Fred Bergfors and Margaret Sandberg operate?
The Fred Bergfors and Margaret Sandberg has awarded grants in California, District of Columbia, Indiana, Massachusetts, Maryland, New York, Tennessee.
What size grants does The Fred Bergfors and Margaret Sandberg award?
In 2025, The Fred Bergfors and Margaret Sandberg awarded 23 grants totaling $119K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The Fred Bergfors and Margaret Sandberg required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Fred Bergfors and Margaret Sandberg reported a distributable amount of $201K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Fred Bergfors and Margaret Sandberg's EIN?
The Fred Bergfors and Margaret Sandberg's EIN (Employer Identification Number) is 04-3485593. IRS Form 990 filing data is available on this page for 2021–2025.
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Browse active grant opportunities in The Fred Bergfors and Margaret Sandberg'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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