EIN 91-2155835

Erik E. and Edith H. Bergstrom Foundation a Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
5
Year formed
2002
Most recent tax filings
2023-09-01
NTEE code, primary
Description
The Erik E. and Edith H. Bergstrom Foundation a Charitable Trust is a private foundation located in Palo Alto, CA that made 27 grants last year. Its grantees include Ippfwhr and it is supported by the Estate Of Erik Bergstrom.
Total revenues
$12,990,841
2023
Total expenses
$15,916,682
2023
Total assets
$203,401,314
2023
Num. employees
5
2023

Grants made by Erik E. and Edith H. Bergstrom Foundation a Charitable Trust

GranteeGrant descriptionAmount
Philanthropic Ventures Foundation (PVF)For Work in Guatemala, Mexico, Venezuela and the United States$1,876,406
Msi UsFor Work in Bolivia,kenya, Malawi and Uganda$1,708,426
Womens International Network for Guatemalan Solutions (WINGS)For Work in Guatemala$831,162
...and 14 more grants made

Personnel at Erik E. and Edith H. Bergstrom Foundation a Charitable Trust

NameTitleCompensation
Julia R BolousChief Operating Officer$270,654
Ana Isabel FreidProgram Associate$72,557
Anjali UpadhyaySenior Program Associate$92,525
Stephanie McMurtrieProgram Associate$52,297
Erik E Bergstrom DodExecutive Director$0
...and 1 more key personnel

Financials for Erik E. and Edith H. Bergstrom Foundation a Charitable Trust

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Investment income and dividends$4,103,445
Net rental income$0
Net gain from sale of non-inventory assets$8,887,064
Gross sales of inventory$0
Miscellaneous revenues$332
Total revenues$12,990,841

Form 990s for Erik E. and Edith H. Bergstrom Foundation a Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-092024-07-29990PFView PDF
2022-092023-04-24990PFView PDF
2021-092022-02-22990PFView PDF
2020-092021-06-15990PFView PDF
2019-092021-06-09990PFView PDF
...and 8 more Form 990s

Organizations like Erik E. and Edith H. Bergstrom Foundation a Charitable Trust

OrganizationLocationRevenue
Jacobson Family Foundation TrustBoston, MA$12,297,548
Robinson-Broadhurst FoundationStamford, NY$4,807,480
Alexis Gregory FoundationHarrison, NY$6,773,586
Coretz Family FoundationTulsa, OK$7,384,201
The Charles Lafitte Florida FoundationJupiter, FL$26,581,015
The Peyton Anderson FoundationMacon, GA$4,731,645
The Boyd FoundationLas Vegas, NV$14,168,678
The William R Kenan JR FundChapel Hill, NC$4,492,798
Dwoskin Charitable Trust FoundationHollywood, FL$4,144,484
Selma E Andrews TrustDallas, TX$7,985,455
Data update history
September 22, 2024
Used new vendors
Identified 3 new vendors, including , , and
August 15, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 1, 2023
Updated personnel
Identified 2 new personnel
June 28, 2023
Used new vendors
Identified 3 new vendors, including , , and
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donations
General information
Address
PO Box 520
Palo Alto, CA 94302
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Phone
(650) 323-0596
IRS details
EIN
91-2155835
Fiscal year end
September
Taxreturn type
Form 990-PF
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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