The Bergstrom Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Bergstrom Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 06-6499658
Foundation Overview
Based in Boston, MA, The Bergstrom Foundation has awarded 73 grants totaling $3,023,000 to organizations in Massachusetts, New York and 2 other states across the US. Individual grants range from $5,000 to $110,000, with a median award of $25,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
12 of 20 recipients (60%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.
Geographic Focus
67% of grants are awarded in Massachusetts, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Cambridge (59%), Boston (20%), Beverly (16%).
Funding Trajectory
Stable funding levels with 5% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Bergstrom Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Technology Exchange Labs | $100,000 | Cambridge, MA, US | General | 2023 |
| Sir John Soane's Museum Foundation | $25,000 | New York, NY, US | General | 2023 |
| President And Fellows Of Harvard College | $110,000 | Cambridge, MA, US | General | 2023 |
| Technology Exchange Labs | $25,000 | Cambridge, MA, US | General | 2023 |
| Shady Hill School | $15,000 | Cambridge, MA, US | General | 2023 |
| Trustees Of Dartmouth College | $40,000 | Hanover, NH, US | General | 2023 |
| Lutyens Trust America | $7,000 | Sugar Hill, GA, US | General | 2023 |
| St Hildas & St Hughs | $25,000 | New York, NY, US | General | 2023 |
| Martin Trust Center For Mit | $25,000 | Cambridge, MA, US | General | 2023 |
| Trinity School | $5,000 | Beverly, MA, US | General | 2023 |
| Technology Exchange Labs | $100,000 | Cambridge, MA, US | General | 2023 |
| Sir John Soane's Museum Foundation | $25,000 | New York, NY, US | General | 2023 |
| President And Fellows Of Harvard College | $110,000 | Cambridge, MA, US | General | 2023 |
| Technology Exchange Labs | $25,000 | Cambridge, MA, US | General | 2023 |
| Shady Hill School | $15,000 | Cambridge, MA, US | General | 2023 |
| Trustees Of Dartmouth College | $40,000 | Hanover, NH, US | General | 2023 |
| Lutyens Trust America | $7,000 | Sugar Hill, GA, US | General | 2023 |
| St Hildas & St Hughs | $25,000 | New York, NY, US | General | 2023 |
| Martin Trust Center For Mit | $25,000 | Cambridge, MA, US | General | 2023 |
| Trinity School | $5,000 | Beverly, MA, US | General | 2023 |
| Technology Exchange Lab | $75,000 | Cambridge, MA, US | General | 2022 |
| Sir John Soane's Museum Foundation | $25,000 | New York, NY, US | General | 2022 |
| Massachusetts Institute Of Technology | $50,000 | Cambridge, MA, US | General | 2022 |
| Mass General | $10,000 | Boston, MA, US | General | 2022 |
| Trustees Of Tufts College | $30,000 | Boston, MA, US | General | 2022 |
| St Hildas & St Hughs School | $20,000 | New York, NY, US | General | 2022 |
| Trinity School | $100,000 | Beverly, MA, US | General | 2022 |
| Shady Hill School | $10,000 | Cambridge, MA, US | General | 2022 |
| Belmont School | $10,000 | Belmont, MA, US | General | 2022 |
| Dartmouth College | $40,000 | Hanover, NH, US | General | 2022 |
| President & Fellows Of Harvard College | $25,000 | Cambridge, MA, US | General | 2022 |
| Technology Exchange Lab | $75,000 | Cambridge, MA, US | General | 2022 |
| Sir John Soane's Museum Foundation | $25,000 | New York, NY, US | General | 2022 |
| Massachusetts Institute Of Technology | $50,000 | Cambridge, MA, US | General | 2022 |
| Mass General | $10,000 | Boston, MA, US | General | 2022 |
| Trustees Of Tufts College | $30,000 | Boston, MA, US | General | 2022 |
| St Hildas & St Hughs School | $20,000 | New York, NY, US | General | 2022 |
| Trinity School | $100,000 | Beverly, MA, US | General | 2022 |
| Shady Hill School | $10,000 | Cambridge, MA, US | General | 2022 |
| Belmont School | $10,000 | Belmont, MA, US | General | 2022 |
| Dartmouth College | $40,000 | Hanover, NH, US | General | 2022 |
| President & Fellows Of Harvard College | $25,000 | Cambridge, MA, US | General | 2022 |
| Massachusetts Institute Of Technology | $25,000 | Cambridge, MA, US | General | 2021 |
| St Hilda's And St Hugh's School | $90,000 | New York, NY, US | General | 2021 |
| The Technology Exchange Lab Inc | $100,000 | Cambridge, MA, US | General | 2021 |
| Trinity Episcopal School | $100,000 | Beverly, MA, US | General | 2021 |
| Trustees Of Tufts College | $30,000 | Boston, MA, US | General | 2021 |
| Trustees Of Tufts College | $20,000 | Boston, MA, US | General | 2021 |
| Lutyens Trust America Inc | $7,000 | Sugar Hill, GA, US | General | 2021 |
| Massachusetts Institute Of Technology | $25,000 | Cambridge, MA, US | General | 2021 |
| St Hilda's And St Hugh's School | $90,000 | New York, NY, US | General | 2021 |
| The Technology Exchange Lab Inc | $100,000 | Cambridge, MA, US | General | 2021 |
| Trinity Episcopal School | $100,000 | Beverly, MA, US | General | 2021 |
| Trustees Of Tufts College | $30,000 | Boston, MA, US | General | 2021 |
| Trustees Of Tufts College | $20,000 | Boston, MA, US | General | 2021 |
| Lutyens Trust America Inc | $7,000 | Sugar Hill, GA, US | General | 2021 |
| Museum Of Science | $10,000 | Boston, MA, US | General | 2020 |
| Trinity Episcopal School | $100,000 | Beverly, MA, US | General | 2020 |
| St Hilda's And St Hugh's School | $90,000 | New York, NY, US | General | 2020 |
| President And Fellows Of Harvard College | $55,000 | Cambridge, MA, US | General | 2020 |
| Massachusetts Institute Of Technology | $25,000 | Cambridge, MA, US | General | 2020 |
| Sir John Soane's Museum Foundation | $10,000 | New York, NY, US | General | 2020 |
| The Technology Exchange Lab Inc | $50,000 | Cambridge, MA, US | General | 2020 |
| Technology Exchange Lab | $50,000 | Cambridge, MA, US | General | 2019 |
| Harvard College | $55,000 | Cambridge, MA, US | General | 2019 |
| Trinity | $85,000 | Beverly, MA, US | General | 2019 |
| St Hilda's & St Hugh's Endowment | $40,000 | New York, NY, US | General | 2019 |
| St Hilda's & St Hugh's Annual Fund | $25,000 | New York, NY, US | General | 2019 |
| Martin Trust Center For Mit Entrpreneurship | $25,000 | Cambridge, MA, US | General | 2019 |
| Technology Exchnage Lab | $50,000 | Cambridge, MA, US | General | 2019 |
| Tufts Friedman School | $25,000 | Boston, MA, US | General | 2019 |
| Environmental Defense Fund | $5,000 | New York, NY, US | General | 2019 |
| Dartmouth College | $35,000 | Hanover, NH, US | General | 2019 |
Foundations Similar to The Bergstrom Foundation
Discover 5 foundations with comparable assets ($6,823,169-$7,243,980), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Astra Foundation Inc
EIN: 04-3526333 | 45 grants awarded |
$6,970,054
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$33,000
median grant |
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|
Janey Fund Charitable Trust
EIN: 11-2836564 | 1653 grants awarded |
$7,230,386
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$20,000
median grant |
Boston, MA
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|
|
Kingsbury Road Charitable Foundation
EIN: 04-6820320 | 117 grants awarded |
$6,823,169
(≈ Similar) |
$28,500
median grant |
Mansfield, MA
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|
|
Gallo Family Foundation
EIN: 81-2632670 | 50 grants awarded |
$7,243,580
(≈ Similar) |
$20,000
median grant |
Boston, MA
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|
|
The Bromley Foundation Inc
EIN: 94-3482510 | 52 grants awarded |
$7,243,980
(≈ Similar) |
$25,000
median grant |
Chestnut Hill, MA
Same state |
|
Related Foundation Resources in MA:
Contact Information
Official contact details for The Bergstrom Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 06-6499658 |
| Website | N/A |
| Address | 220 BOYLSTON ST APT 1516 Boston, MA 02116-3951 |
Key People (1)
Board members, trustees, and key staff who oversee The Bergstrom Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Craig G Bergstrom |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Bergstrom Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
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