Funder DirectoryThe Hans and Barbara Bergstrom Foundation
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Private foundation (trust)EIN 462662377Est. 2013-09

The Hans and Barbara Bergstrom Foundation

Boca Raton, FL 33487

Total Assets

$49.7M

FY 2023

Annual Giving

$1.2M

FY 2023

Grants Made

18

FY 2023

Avg Grant

$64K

FY 2023

Grant Range

$597–$555K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$1.2M

Creation of scholarships, enlarging of readership, promotion of medical research, upgrading of facilities and general charitable support

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$3.5M

Total Expenses

$1.3M

Qualifying Distributions

$1.2M

Distributable Amount

$2.4M

Min. Investment Return

$2.4M

Undistributed Income

$2.4M

Payout rate 48%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.48%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

18 grants

Grant sizes from minimum $597 through median $19K to maximum $555K, 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

4 years

Giving over time from 2020 to 2023. Peak $1.3M in 2021. Hover bars for details.

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

Top Recipients

58 grants

Stockholm School of Economics
$1.5M
3 grants
ResearchSweden
$692K
4 grants
Medicinska forenigngens karhusstiftele
$558K
2 grants
European Centre for Entrepreneurship
$200K
2 grants
Nordvarmlands FF
$181K
4 grants
The Royal Swedish Academy for Engineering Sciences
$109K
4 grants
Frisinnad Tidskrift
$107K
4 grants
Royal Philharmonic Orchestra
$95K
2 grants

Grant Size Distribution

58 grants

<$10K
13
grants
$10–50K
33
grants
$50–250K
8
grants
$250K–1M
4
grants
$1–5M
$5M+

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