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Private Foundation · MA · Private Independent Foundations

Bergstrom Foundation Tr

Boston, MA  ·  EIN 066499658  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$4.9M

Total Giving

$1.5M

Grants on File

35

Average Grant

$43K

Giving Radius

Where Bergstrom Foundation Tr Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — $7K across 1 grant HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — $1.1M across 24 grants MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — $75K across 2 grants NJ — no grants on file NM — no grants on file NV — no grants on file NY — $305K across 8 grants OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 25 recipients across 4 states. Top concentrations: CAMBRIDGE ($595K, 13 grants), BEVERLY ($385K, 4 grants), NEW YORK ($305K, 8 grants), BOSTON ($125K, 6 grants), HANOVER ($75K, 2 grants).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
Martin Trust Center for Mit Entrpreneurship $25K 2020
Harvard College $55K 2020
Technology Exchange Lab $50K 2020
Dartmouth College $35K 2020
Environmental Defense Fund $5K 2020
Tufts Friedman School $25K 2020
Technology Exchnage Lab $50K 2020
St Hilda's & St Hugh's Annual Fund $25K 2020
St Hilda's & St Hugh's Endowment $40K 2020
Trinity $85K 2020
Museum of Science $10K 2021
Trinity Episcopal School $100K 2021
St Hilda's and St Hugh's School $90K 2021
President and Fellows of Harvard College $55K 2021
Massachusetts Institute of Technology $25K 2021
Sir John Soane's Museum Foundation $10K 2021
The Technology Exchange Lab INC $50K 2021
Lutyens Trust America INC $7K 2022
Massachusetts Institute of Technology $25K 2022
St Hilda's and St Hugh's School $90K 2022
The Technology Exchange Lab INC $100K 2022
Trinity Episcopal School $100K 2022
Trustees of Tufts College $20K 2022
Trustees of Tufts College $30K 2022
President & Fellows of Harvard College $25K 2023

Page 1 of 2 · 35 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $5.4M $347K $72K $429K
2022 $6.0M $381K $620K $423K
2021 $5.8M $380K $154K $364K
2020 $6.0M $341K $16K $440K
2019 $6.4M $360K $370K $396K
2015 $7.5M $412K $188K $419K
2014 $7.7M $389K $359K $445K
2013 $7.8M $354K $236K $473K
2012 $8.0M $269K $6.1M $312K
2011 $2.2M $98K $171K $178K

Section VII

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