Funder DirectoryBERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
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Private foundation (trust)EIN 366692339Est. 1979-09

BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008

CHICAGO, IL 60603

Accepts unsolicited proposals

Total Assets

$2.7M

FY 2024

Annual Giving

$903K

FY 2024

Grants Made

79

FY 2024

Avg Grant

$11K

FY 2024

Grant Range

$1K–$110K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$262K

Total Expenses

$963K

Qualifying Distributions

$926K

Distributable Amount

$146K

Min. Investment Return

$149K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

79 grants

Grant sizes from minimum $1K through median $5K to maximum $110K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $903K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

500 grants

MIDWAY VILLAGE AND MUSEUM CENTER
$270K
7 grants
ROCK VALLEY COLLEGE FOUNDATION
$245K
7 grants
MOSAIC
$210K
7 grants
ROCKFORD UNIVERSITY
$178K
7 grants
AUGUSTANA COLLEGE
$170K
7 grants
YMCA OF ROCK RIVER VALLEY
$155K
7 grants
HABITAT FOR HUMANITY
$155K
5 grants
THE UNIVERSITY OF ILLINOIS
$140K
6 grants

Grant Size Distribution

500 grants

<$10K
436
grants
$10–50K
53
grants
$50–250K
11
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Illinois
$4.2M
98% of total
California
$55K
1% of total
Georgia
$19K
0% of total
Arizona
$18K
0% of total
Indiana
$10K
0% of total
New York
$4K
0% of total
Wisconsin
$1K
0% of total

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BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008 — Grants, Financials & Contact | Grantivo