Private foundation (trust)EIN 464591289Est. 2014-07
Bergstrom Foundation
Key Colony Beach, FL 33051
Total Assets
$5.6M
FY 2024
Annual Giving
$591K
FY 2024
Grants Made
21
FY 2024
Avg Grant
$28K
FY 2024
Grant Range
$250–$463K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$753K
Total Expenses
$608K
Qualifying Distributions
$598K
Distributable Amount
$262K
Min. Investment Return
$270K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
21 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
133 grants
Grant Size Distribution
133 grants
Geographic Focus
7 states
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