The Hans and Barbara Bergstrom Foundation
The Hans and Barbara Bergstrom Foundation is a private foundation based in Boca Raton, Florida. It reports charitable activities including creating scholarships, enlarging readership, promoting medical research, upgrading facilities, and providing general charitable support.
The Hans and Barbara Bergstrom Foundation at a glance
In short: The Hans and Barbara Bergstrom Foundation gave $1.3M across 16 grants in 2025 (avg $80K). 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,280,311
- -48.6% vs 2024
- Grants made (2025)
- 16
- -11.1% vs 2024
- Average grant
- $80,019
- -42.1% vs 2024
- Median grant
- $21,941
- Total assets
- $38,387,071
- +9.8% vs 2024
- New grantees (estimate)
- 38% first-time grantees (6 of 16, 2025; small sample)
- 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 Hans and Barbara Bergstrom Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 7303 Ne 8Th Drive, Boca Raton, FL 33487
Phone: (561) 995-6866
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Hans and Barbara Bergstrom Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Stockholm School of Economics ($623K). Together the top 10 received $1.2M.
Organizations only. It also paid 1 grant to individuals ($1,106), which are not listed by name.
Grant Size Distribution
79 grants across all recorded years
The most common grant size was under $50K: 57 grants of 79 (72%).
Is The Hans and Barbara Bergstrom Foundation open to new grantees?
38%
first-time grantees, 2025
In 2025, 6 of 16 grantees (38%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $43K; repeat grants $102K. How we count
Medians: $22K first-time, $22K repeat.
- 56% of 2025 grantees were also funded in 2024. Method
- Giving grew 26% from 2022 to 2025. Method
- In 2025 it paid out 44% 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 (2020–2025). 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 2020 to 2025, annual grant giving ranged from $573K (2020) to $2.5M (2024). In 2025 it made 16 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Stockholm School of Economics | Support for school effectiveness research | $623,460 |
| Stockholm Philharmonic Orchestra | Program for young musicians and music interest | $179,880 |
| ResearchSweden | Promoting medical research | $103,640 |
| Musik PA Slottet | Music at the Royal Castle | $100,958 |
| European Center for Entrepreneurship and Policy Reform | Research program in economics | $90,685 |
| Nordvarmlands FF | Youth programs in soccer | $41,532 |
| Stockholm Cinema | Preserve and develop Bio Skandia cinemas | $25,978 |
| Frisinnad Tidskrift | Support of a magazine for open society | $22,428 |
| Orphei Drangar | Support of world renowned male choir | $21,454 |
| Drug News Enskede | Support of magazine on drug research and policy | $18,304 |
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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 | $38,387,071 | $4,928,633 | $1,510,599 | $1,280,311 | 16 | $1,280,311 | $1,449,955 | $2,888,894 |
| 2024 | $34,954,432 | $1,089,526 | $2,705,560 | $2,489,696 | 18 | $2,489,696 | $590,819 | $2,735,712 |
| 2023 | $36,945,650 | $3,527,975 | $1,324,667 | $1,155,681 | 18 | $1,155,681 | $329,313 | $2,394,917 |
| 2022 | $35,131,912 | $519,550 | $1,193,787 | $1,019,938 | 14 | $1,019,938 | $318,310 | $2,427,884 |
| 2021 | $36,155,854 | $206,777 | $1,431,422 | $1,259,091 | 13 | $1,259,091 | $206,538 | $2,069,032 |
| 2020 | $36,672,383 | $31,979,983 | $674,121 | $572,630 | 13 | — | $186,114 | $960,223 |
Under IRS private-foundation payout rules, The Hans and Barbara Bergstrom Foundation reported a distributable amount of $2.9M 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 foundation’s stated charitable activities include scholarships, readership, medical research, facility improvements, and general charitable support. Its 2025 grants also included support for research in school effectiveness, economics, and innovation; music and cultural programs; youth soccer; and drug research and policy.
Grantmaking
In filing year 2025, the foundation reported 16 grants totaling $1,280,311. Grants ranged from $1,106 to $623,460, with a median of $21,941.
Among the largest grants were $623,460 to Stockholm School of Economics for school effectiveness research; $179,880 to Stockholm Philharmonic Orchestra for a program for young musicians and music interest; $103,640 to ResearchSweden to promote medical research; $100,958 to Musik PA Slottet for music at the Royal Castle; and $90,685 to European Center for Entrepreneurship and Policy Reform for a research program in economics.
Leadership & Key People
Leadership team and compensation from IRS filings
Hans Bergstrom and Barbara Bergstrom are listed as trustees.
The Hans and Barbara Bergstrom Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barbara Bergstrom
Trustee
On filings since 2020
4 hrs/week
No compensation reported
Hans Bergstrom
Trustee
On filings since 2020
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Hans and Barbara Bergstrom Foundation
How much does The Hans and Barbara Bergstrom Foundation give each year?
The Hans and Barbara Bergstrom Foundation gave $1.3M across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.5M across 18 grants.
What is The Hans and Barbara Bergstrom Foundation's typical grant size?
The Hans and Barbara Bergstrom Foundation's median grant in 2025 was $21,941, and its average grant was $80,019, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Hans and Barbara Bergstrom Foundation that year got $43K on average.
Does The Hans and Barbara Bergstrom Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on The Hans and Barbara Bergstrom Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Hans and Barbara Bergstrom Foundation's largest grantees?
The Hans and Barbara Bergstrom Foundation's largest 2025 grantees include Stockholm School of Economics ($623,460), Stockholm Philharmonic Orchestra ($179,880) and ResearchSweden ($103,640), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($1,106), which are not listed by name. Together they received 71% of its itemized 2025 grant dollars.
How large is The Hans and Barbara Bergstrom Foundation?
The Hans and Barbara Bergstrom Foundation reported $38.4M in total assets on its 2025 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $2.9M (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 Hans and Barbara Bergstrom Foundation fund?
The foundation’s stated charitable activities include scholarships, readership, medical research, facility improvements, and general charitable support. See mission & focus areas ↑
How do I apply for a grant from The Hans and Barbara Bergstrom Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Hans and Barbara Bergstrom Foundation's EIN?
The Hans and Barbara Bergstrom Foundation's EIN (Employer Identification Number) is 46-2662377. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Hans and Barbara Bergstrom 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 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 22, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work The Hans and Barbara Bergstrom Foundation funds
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Figures come from The Hans and Barbara Bergstrom 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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