Funder DirectoryERIK E AND EDITH H BERGSTROM
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Private foundation (trust)EIN 912155835Est. 2002-02

ERIK E AND EDITH H BERGSTROM

PALO ALTO, CA 943020520

Total Assets

$203.4M

FY 2022

Annual Giving

$10.0M

FY 2022

Grants Made

22

FY 2022

Avg Grant

$457K

FY 2022

Grant Range

$10K–$2.1M

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2022 filing

Total Revenue

$13.0M

Total Expenses

$15.9M

Qualifying Distributions

$10.8M

Distributable Amount

$8.6M

Min. Investment Return

$8.8M

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

22 grants

Grant sizes from minimum $10K through median $258K to maximum $2.1M, 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

5 years

Giving over time from 2017 to 2022. Peak $10.0M in 2022. Hover bars for details.

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

Top Recipients

119 grants

MSI-US
$7.8M
5 grants
IPPFWHR
$6.1M
3 grants
INTERNATIONAL PLANNED PARENTHOOD FEDERATION WESTERN HEMISPHERE REGION (DBA
$4.6M
2 grants
PHILANTHROPIC VENTURES
$4.0M
3 grants
PHILANTHROPIC VENTURES FOUNDATION
$3.7M
2 grants
ONE WORLD CHILDREN'S FUND
$3.1M
5 grants
IPAS
$2.2M
5 grants
POPULATION SERVICES INTERNATIONAL
$2.1M
4 grants

Grant Size Distribution

119 grants

<$10K
7
grants
$10–50K
54
grants
$50–250K
13
grants
$250K–1M
32
grants
$1–5M
13
grants
$5M+

Geographic Focus

14 states

District of Columbia
$11.5M
28% of total
New York
$11.5M
28% of total
California
$11.3M
28% of total
North Carolina
$2.2M
5% of total
Massachusetts
$1.4M
3% of total
Vermont
$1.3M
3% of total
Colorado
$831K
2% of total
Washington
$220K
1% of total
Minnesota
$218K
1% of total
Wyoming
$135K
0% of total

+4 more states

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ERIK E AND EDITH H BERGSTROM — Grants, Financials & Contact | Grantivo