The Fred Bergfors and Margaret Sandberg
The Fred Bergfors and Margaret Sandberg is a private foundation based in Wakefield, Massachusetts. Its 2026 filing reports 22 grants totaling $126,200 to organizations in several states.
Key facts about The Fred Bergfors and Margaret Sandberg
In short: The Fred Bergfors and Margaret Sandberg gave $126K across 22 grants in 2026 (avg $6K), mostly in Massachusetts. 5% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- EIN
- 04-3485593
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $126,200
- Grants made (2026)
- 22
- Average grant
- $5,736
- Median grant
- $5,000
- New grantees (estimate)
- 5% first-time grantees (1 of 22, 2026; small sample)
- Total assets
- $3,502,365
- Primary geography
- Massachusetts (52% of itemized 2026 grant dollars)
- How to apply
- The foundation’s 2025 filing states that it does not restrict giving to preselected organizations. Full details ↓
Data from IRS Form 990-PF, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$3.5M
+0.6% YoY
Annual Giving
$126K
+6.5% YoY
Grant Count
22
-4.3% YoY
Avg Grant Size
$6K
+11.3% YoY
Under IRS private-foundation payout rules, The Fred Bergfors and Margaret Sandberg reported a distributable amount of $176K for 2026 — the minimum it must pay out in qualifying distributions.
Is The Fred Bergfors and Margaret Sandberg open to new grantees?
5%
first-time grantees, 2026
In 2026, 1 of 22 grantees (5%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $500; repeat grants $6K. How we count
Medians: $500 first-time, $5K repeat.
- 91% of 2026 grantees were also funded in 2025. Method
- Giving grew 33% from 2023 to 2026. Method
- In 2026 it paid out 72% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement is provided. The 2026 grants include support for organizations whose missions span different activities. For example, Luke’s Wings says it helps families visit service members during hospitalization and rehabilitation, while My Brother’s Table says it provides free meals and hospitality. Imagination Stage describes its work as performing arts education and professional theatre for young people, and Watch Us Farm describes providing vocational training for adults with intellectual disabilities.
Grantmaking
In 2026, the foundation reported 22 grants totaling $126,200. Grants ranged from $500 to $12,000, with a median of $5,000. Among the largest were $12,000 to St. Eulalia Church in Winchester, Massachusetts, and $10,000 each to Mass General Hospital Development Fund in Boston and Tunnels to Towers in Staten Island, New York. Other grants included $7,500 each to Luke’s Wings in Washington, DC, and My Brother’s Table in Lynn, Massachusetts, and $5,000 to Imagination Stage in Bethesda, Maryland.
How to Apply
The foundation’s 2025 filing states that it does not restrict giving to preselected organizations. It lists materials as “as appropriate,” no restrictions on awards, and no deadlines.
Ready to take the next step with The Fred Bergfors and Margaret Sandberg?
Geographic Focus
Where this funder awards grants
The 2026 grant dollars were reported as 52% to Massachusetts, 22% to Maryland, 14% to the District of Columbia, 12% to New York, and 1% to Indiana.
Grant Distribution by State
Share of 2026 grant dollars across all 22 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $95K (2023) to $128K (2021). In 2026 it made 22 grants totaling $126K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was St Eulalia Church ($12K). Together the top 10 received $82K.
Grant Size Distribution
105 grants across all recorded years
The most common grant size was under $50K: 105 grants of 105 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Eulalia Church Winchester, MA | Education | $12,000 |
| Mass General Hospital Development FD Boston, MA | Education | $10,000 |
| Tunnell for Towers Statan Island, NY | Education | $10,000 |
| Lukes Wings Washington, DC | Education | $7,500 |
| My Brothers Table Lynn, MA | Education | $7,500 |
| Pine Strret Inn Boston, MA | Education | $7,500 |
| Rosies Place Boston, MA | Education | $7,500 |
| St Francis House Boston, MA | Education | $7,500 |
| Warrior Cannine Connection Boyds, MD | Education | $7,500 |
| Bethesda Rescue Squard Bethesda, MD | Education | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2026 | $3,502,365 | $248,044 | $227,781 | $126,200 | 22 |
| 2025 | $3,482,102 | $223,110 | $210,080 | $118,500 | 23 |
| 2024 | $3,500,116 | $225,887 | $185,611 | $108,000 | 22 |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $3,502,365 | $3,482,102 | $3,500,116 |
| Revenue | $248,044 | $223,110 | $225,887 |
| Expenses | $227,781 | $210,080 | $185,611 |
| Qualifying Distributions | $126,200 | $118,500 | $108,000 |
| Net Investment Income | $248,044 | $223,110 | $225,887 |
| Distributable Amount | $176,107 | $200,886 | $164,239 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 23, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Anne Rice Co Mahoney Fiorentino, Stefan Rice Co Mahoney Fiorentino, Brandt E Rice Co Mahoney Fiorentino, and Frank Fiorentino Co Mahoney Fiorent as directors.
The Fred Bergfors and Margaret Sandberg's 2026 filing lists 4 officers; none of the 4 officers listed in 2026 report compensation.
Officers on the 2026 filing
Brandt E. Rice Co Mahoney Fiorentino
Director
On filings since 2021
1 hr/week
No compensation reported
Stefan Rice Co Mahoney Fiorentino
Director
On filings since 2021
1 hr/week
No compensation reported
Anne Rice Co Mahoney Fiorentino
Director
On filings since 2022
2 hrs/week
No compensation reported
Frank Fiorentino Co Mahoney Fiorent
Director
On filings since 2022
2 hrs/week
No compensation reported
Former officers (2)
- Former: Constance Rice Co Mahoney Fiorentin (2021) — Director
- Former: Frank P. Fiorentino (2021) — Manager
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Frank Fiorentino C0 Mahoney Fiorent
Mailing address: 607 North Ave Ste 16, Wakefield, MA 01880
Phone: (781) 246-0275
Email: ffiorentino@mf-cpas.com
Frequently asked questions about The Fred Bergfors and Margaret Sandberg
How much does The Fred Bergfors and Margaret Sandberg give each year?
The Fred Bergfors and Margaret Sandberg gave $126K across 22 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $119K across 23 grants.
What is The Fred Bergfors and Margaret Sandberg's typical grant size?
The Fred Bergfors and Margaret Sandberg's median grant in 2026 was $5,000, and its average grant was $5,736, across 22 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from The Fred Bergfors and Margaret Sandberg that year got $500 on average.
Where does The Fred Bergfors and Margaret Sandberg give grants?
The Fred Bergfors and Margaret Sandberg gives mostly in Massachusetts: 52% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Maryland (22%) and District of Columbia (14%). The most frequent recipient cities were Boston, MA (4 grants), Washington, DC (3 grants), Bethesda, MD (3 grants) and Wakefield, MA (2 grants).
Does The Fred Bergfors and Margaret Sandberg give general operating support?
Not in 2026: none of the 22 grants with a stated purpose on The Fred Bergfors and Margaret Sandberg's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (20 grants).
Who are The Fred Bergfors and Margaret Sandberg's largest grantees?
The Fred Bergfors and Margaret Sandberg's largest 2026 grantees include St Eulalia Church ($12,000), Mass General Hospital Development FD ($10,000) and Tunnell for Towers ($10,000), according to its 2026 IRS Form 990-PF. Together they received 25% of its itemized 2026 grant dollars.
How large is The Fred Bergfors and Margaret Sandberg?
The Fred Bergfors and Margaret Sandberg reported $3.5M in total assets on its 2026 IRS Form 990-PF. It paid out $126K in qualifying distributions that year, against a required minimum of $176K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Fred Bergfors and Margaret Sandberg fund?
No mission statement is provided. The 2026 grants include support for organizations whose missions span different activities. See mission & focus areas ↑
How do I apply for a grant from The Fred Bergfors and Margaret Sandberg?
The foundation’s 2025 filing states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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