Funder DirectoryTHE BERGSTROM FAMILY FOUNDATION
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Private foundation (trust)EIN 760563582Est. 1998-03

THE BERGSTROM FAMILY FOUNDATION

THE WOODLANDS, TX 77382

Total Assets

$5.6M

FY 2023

Annual Giving

$225K

FY 2023

Grants Made

19

FY 2023

Avg Grant

$12K

FY 2023

Grant Range

$500–$100K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$291K

Total Expenses

$237K

Qualifying Distributions

$225K

Distributable Amount

$257K

Min. Investment Return

$261K

Payout rate 87%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.87%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $500 through median $4K to maximum $100K, 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 2018 to 2023. Peak $254K in 2018. Hover bars for details.

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

Top Recipients

77 grants

IOWA STATE UNIVERSITY FOUNDATION
$308K
5 grants
WE WILL COLLECTIVE
$150K
2 grants
UNITED WAY
$83K
5 grants
THE WOODLANDS UNITED METHODIST CHURCH
$79K
5 grants
SALVATION ARMY
$70K
5 grants
TEXAS CHILDREN'S HOST
$30K
2 grants
IOWA SPECIALTY HOSPITAL
$30K
2 grants
MD ANDERSON CANCER CENTER
$30K
3 grants

Grant Size Distribution

77 grants

<$10K
55
grants
$10–50K
20
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

Iowa
$503K
52% of total
Texas
$318K
33% of total
Virginia
$70K
7% of total
New York
$23K
2% of total
Colorado
$21K
2% of total
Georgia
$15K
1% of total
Arizona
$11K
1% of total
Minnesota
$7K
1% of total
Illinois
$1K
0% of total
District of Columbia
$500
0% of total

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THE BERGSTROM FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo