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Bergstrom Foundation is a private corporation based in KEY COL BCH, FL. The foundation received its IRS ruling in 2014. It holds total assets of $3.1M. Annual income is reported at $889K. Total assets have grown from $948K in 2014 to $3.1M in 2023. The foundation is governed by 4 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 Illinois, Florida and North Carolina. According to available records, Bergstrom Foundation has made 86 grants totaling $1.6M, with a median grant of $1K. Annual giving has decreased from $452K in 2020 to $245K in 2023. Grantmaking activity was highest in 2022 with $928K distributed across 40 grants. Individual grants have ranged from $200 to $359K, with an average award of $19K. The foundation has supported 37 unique organizations. The foundation primarily supports organizations in Florida, Iowa, Illinois, which account for 72% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$300
Median Grant
$1K
Average Grant
$17K
Largest Grant
$323K
Based on 26 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 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 FL, IA, IL.
Bergstrom Foundation has distributed a total of $1.6M across 86 grants. The median grant size is $1K, with an average of $19K. Individual grants have ranged from $200 to $359K.
Bergstrom Foundation typically selects its grantees rather than accepting unsolicited proposals.
Bergstrom Foundation is headquartered in KEY COL BCH, FL. While based in FL, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Kelley A Bergstrom | President/Director | $0 | $0 | N/A |
| Melissa A Munro | Treasurer/Director | $0 | $0 | N/A |
| Allison L Bergstrom | Secretary/Director | $0 | $0 | N/A |
| Joan L Bergstrom | Vice President/Director | $0 | $0 | N/A |
Total Giving
$275K
Total Assets
$3.1M
Fair Market Value
$5.2M
Net Worth
$3.1M
Grants Paid
$245K
Contributions
$95K
Net Investment Income
$497K
Distribution Amount
$222K
Total: $2.7M
Total Grants
86
Total Giving
$1.6M
Average Grant
$19K
Median Grant
$1K
Unique Recipients
37
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of Florida FoundationExempt purpose of organization - Education | Gainesville, FL | $142K | 2023 |
| Iowa State University FoundationExempt purpose of organization - Education | Ames, IA | $71K | 2023 |
| Dc Kincare AllianceExempt purpose of organization - Child Welfare | Washington, DC | $10K | 2023 |
| The Domestic Abuse ShelterExempt purpose of organization - Welfare | Marathon Shores, FL | $5K | 2023 |
| American Legion Auxiliary 973 TattlerExempt purpose of organization - Veterans | Chicago, IL | $4K | 2023 |
| Monroe County Education FoundationExempt purpose of organization - Education | Key West, FL | $1K | 2023 |
| The Grace NetworkExempt purpose of organization - Child Welfare | Glenview, IL | $1K | 2023 |
| American Red CrossExempt purpose of organization - Medical | West Palm Beach, FL | $1K | 2023 |
| Camp Blue SkiesExempt purpose of organization - Disability | Charlotte, NC | $1K | 2023 |
| Dolphin Research CenterExempt purpose of organization - Wildlife | Grassy Key, FL | $1K | 2023 |
| Kenilworth Community FundExempt purpose of organization - Civic | Kenilworth, IL | $1K | 2023 |
| Marathon Baptist ChurchExempt purpose of organization - Religious | Marathon, FL | $1K | 2023 |
| Philanthropy RoundtableExempt purpose of organization - Philanthropy | Washington, DC | $1K | 2023 |
| East High School Alumni FoundationExempt purpose of organization - Education | West Des Moines, IA | $1K | 2023 |
| Kenilworth Union ChurchExempt purpose of organization - Religious | Kenilworth, IL | $1K | 2023 |
| Truth In AccountingExempt purpose of organization - Civic | Glencoe, IL | $1K | 2023 |
| Pi Kappa Phi FoundationExempt purpose of organization - Education | Charlotte, NC | $500 | 2023 |
| Chicago Botanic GardenExempt purpose of organization - Environment | Glencoe, IL | $500 | 2023 |
| Lincoln Park ZooExempt purpose of organization - Wildlife | Chicago, IL | $500 | 2023 |
| The Ability ExperienceExempt purpose of organization - Disability | Charlotte, NC | $200 | 2023 |
| Women'S Debate InstituteExempt purpose of organization - Education | Denver, CO | $10K | 2022 |
| Kirk Of The KeysExempt purpose of organization - Religious | Marathon, FL | $5K | 2022 |
| Erie Elementary Charter SchoolExempt purpose of organization - Education | Chicago, IL | $2K | 2022 |
| Cystinosis Research FoundationExempt purpose of organization - Medical | Irvine, CA | $1K | 2022 |
| Take Stock In ChildrenExempt purpose of organization - Education | Ft Lauderdale, FL | $1K | 2022 |
| Uso Of IllinoisExempt purpose of organization - Veterans | Chicago, IL | $1K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL