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Bergstrom Family Foundation is a private corporation based in THE WOODLANDS, TX. The foundation received its IRS ruling in 1998. The principal officer is Bradley A Roe. It holds total assets of $5.4M. Annual income is reported at $2.6M. Total assets have grown from $1.9M in 2011 to $4.3M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Texas and Iowa. According to available records, Bergstrom Family Foundation has made 86 grants totaling $897K, with a median grant of $5K. Annual giving has grown from $151K in 2020 to $225K in 2023. Grantmaking activity was highest in 2022 with $366K distributed across 36 grants. Individual grants have ranged from $500 to $100K, with an average award of $10K. The foundation has supported 29 unique organizations. The foundation primarily supports organizations in Iowa, Texas, Virginia, which account for 66% of all grants. Grantmaking reaches organizations across 10 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$6K
Average Grant
$11K
Largest Grant
$35K
Based on 14 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bergstrom Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 86 grants. Its grantmaking reaches organizations primarily in IA, TX, VA.
Bergstrom Family Foundation has distributed a total of $897K across 86 grants. The median grant size is $5K, with an average of $10K. Individual grants have ranged from $500 to $100K.
Bergstrom Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Bergstrom Family Foundation is headquartered in THE WOODLANDS, TX. While based in TX, the foundation distributes grants to organizations across 10 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Stephen Bergstrom | PRESIDENT/CHAIRMAN | $0 | $0 | N/A |
| Debora Bergstrom | VP & TREASURER | $0 | $0 | N/A |
Total Giving
$237K
Total Assets
$4.3M
Fair Market Value
$5.6M
Net Worth
$4.3M
Grants Paid
$225K
Contributions
N/A
Net Investment Income
$279K
Distribution Amount
$257K
Total: $4.3M
Total Grants
86
Total Giving
$897K
Average Grant
$10K
Median Grant
$5K
Unique Recipients
29
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| United WayGENERAL FUND | Houston, TX | $15K | 2023 |
| Salvation ArmyGENERAL FUND | Alexandria, VA | $10K | 2023 |
| We Will CollectiveGENERAL FUND | Des Moines, IA | $100K | 2023 |
| Iowa State University FoundationISU CYCLONE CLUB / OPERATING FUND | Ames, IA | $30K | 2023 |
| Texas Children'S HostGENERAL FUND | Houston, TX | $15K | 2023 |
| Md AndersonGENERAL FUND | Houston, TX | $10K | 2023 |
| The Woodlands United Methodist ChurchGENERAL FUND | The Woodlands, TX | $10K | 2023 |
| John Cooper SchoolGENERAL FUND | The Woodlands, TX | $6K | 2023 |
| Strings Music FestivalGENERAL FUND | Steamboat Springs, CO | $5K | 2023 |
| Habitat For HumanityGENERAL FUND | Americus, GA | $4K | 2023 |
| Ankeny Donor FoundationGENERAL FUND | Ankeny, IA | $3K | 2023 |
| Iowa Specialist HospitalGENERAL FUND | Clarion, IA | $3K | 2023 |
| Make-A-Wish FoundationGENERAL FUND | Phoenix, AZ | $3K | 2023 |
| Emerge FellowshipGENERAL FUND | Houston, TX | $3K | 2023 |
| Mayo ClinicGENERAL FUND | Rochester, MN | $2K | 2023 |
| Montgomery County Food BankGENERAL FUND | Conroe, TX | $2K | 2023 |
| Meals On WheelsGENERAL FUND | Nanuet, NY | $2K | 2023 |
| Lungevity Foundation (Chicago)GENERAL FUND | Chicago, IL | $1K | 2023 |
| Special OlympicsGENERAL FUND | Washington Dc, DC | $500 | 2023 |
| Kingwood Fallen HeroesGENERAL FUND | Kingwood, TX | $3K | 2022 |