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Also known as: C/O GARY BERGSTROM
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Bergstrom Foundation Trust is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2001. The principal officer is Craig Bergstrom. It holds total assets of $4.9M. Annual income is reported at $171K. Total assets have grown from $2.2M in 2010 to $5.4M in 2022. The foundation is governed by 1 officer or trustee. 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 2020 to 2023. According to available records, Bergstrom Foundation Trust has made 25 grants totaling $1.1M, with a median grant of $30K. The foundation has distributed between $340K and $395K annually from 2021 to 2023. Individual grants have ranged from $7K to $100K, with an average award of $44K. The foundation has supported 17 unique organizations. The foundation primarily supports organizations in Massachusetts, New York, New Hampshire, which account for 96% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$7K
Median Grant
$30K
Average Grant
$53K
Largest Grant
$100K
Based on 7 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 Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 25 grants. Its grantmaking reaches organizations primarily in MA, NY, NH.
Bergstrom Foundation Trust has distributed a total of $1.1M across 25 grants. The median grant size is $30K, with an average of $44K. Individual grants have ranged from $7K to $100K.
Bergstrom Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Bergstrom Foundation Trust is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Craig G Bergstrom | TRUSTEE | $0 | $0 | N/A |
Total Giving
$429K
Total Assets
$5.4M
Fair Market Value
$7.1M
Net Worth
$5.4M
Grants Paid
$395K
Contributions
N/A
Net Investment Income
$104K
Distribution Amount
$347K
Total: N/A
Total Grants
25
Total Giving
$1.1M
Average Grant
$44K
Median Grant
$30K
Unique Recipients
17
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Technology Exchange LabGENERAL | Cambridge, MA | $75K | 2023 |
| St Hilda'S And St Hugh'S SchoolGENERAL | New York, NY | $90K | 2022 |
| Trinity SchoolGENERAL | Beverly, MA | $100K | 2023 |
| Massachusetts Institute Of TechnologyGENERAL | Cambridge, MA | $50K | 2023 |
| Dartmouth CollegeGENERAL | Hanover, NH | $40K | 2023 |
| Trustees Of Tufts CollegeGENERAL | Boston, MA | $30K | 2023 |
| Sir John Soane'S Museum FoundationGENERAL | New York, NY | $25K | 2023 |
| President & Fellows Of Harvard CollegeGENERAL | Cambridge, MA | $25K | 2023 |
| St Hildas & St Hughs SchoolGENERAL | New York, NY | $20K | 2023 |
| Mass GeneralGENERAL | Boston, MA | $10K | 2023 |
| Belmont SchoolGENERAL | Belmont, MA | $10K | 2023 |
| Shady Hill SchoolGENERAL | Cambridge, MA | $10K | 2023 |
| The Technology Exchange Lab IncGENERAL | Cambridge, MA | $100K | 2022 |
| Trinity Episcopal SchoolGENERAL | Beverly, MA | $100K | 2022 |
| Lutyens Trust America IncGENERAL | Sugar Hill, GA | $7K | 2022 |
| President And Fellows Of Harvard CollegeGENERAL | Cambridge, MA | $55K | 2021 |
| Museum Of ScienceGENERAL | Boston, MA | $10K | 2021 |