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Florida · Private foundation

Bergstrom Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.2M
Granted FY2025(still arriving)
24
Grants FY2025
21
Organizations funded FY2024
10%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$2,000
Largest grant, FY2025
$2,000,557
Organizations funded a year
20 to 26
FY2018 to FY2024
States reached, FY2025
7
Total assets, FY2025
$1.9M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 10% of the organizations Bergstrom Foundation funded were first-time grantees, receiving 1% of its grant dollars.

New vs renewed · share of each year

In FY2024, 99% of grant dollars renewed an existing relationship; $3k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
HealthEducationHuman ServicesEnvironmentArts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving24$2.2M21%
FY202421$591k10%
FY202320$245k30%
FY202220$464k10%
FY202121$580k10%
FY202026$452k19%
FY201925$270k28%
FY201825$90k32%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$2.3MEducation$2.3MAnimals$109kReligion$96kCrime & Legal$95kEmployment$51kHuman Services$26kEnvironment$23kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
NY
IA
CA
CO
NC
DC
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Endeavor Health Clinical Operations$2,121,42830%
The University of Florida Foundation Inc$1,855,04070%
Iowa State University Foundation$351,75490%
Shedd Aquarium Society$95,50040%
Baptist Health South Florida Foundation Inc$91,00020%
DC Kincare Alliance$85,36399%
Women S Debate Institute$51,090721%
The Ability Experience$46,20071%
Kenilworth Union Church$33,7009n/a
Kirk of the Keys$28,4006n/a
Show all 46 grantees
All grantees of Bergstrom Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Endeavor Health Clinical Operations$2,121,42830%
The University of Florida Foundation Inc$1,855,04070%
Iowa State University Foundation$351,75490%
Shedd Aquarium Society$95,50040%
Baptist Health South Florida Foundation Inc$91,00020%
DC Kincare Alliance$85,36399%
Women S Debate Institute$51,090721%
The Ability Experience$46,20071%
Kenilworth Union Church$33,7009n/a
Kirk of the Keys$28,4006n/a
Pi Kappa Phi Foundation$27,00071%
National Park Foundation$15,00020%
Erie Elementary Charter School$10,00050%
Volunteer Legal Advocates$10,00011%
Dolphin Research Center Inc$9,69070%
Kenilworth Community Fund Inc$9,00091%
Camp Blue Skies Foundation$8,00071%
Truth in Accounting$7,00070%
Marathon Baptist Church Inc$7,0007n/a
Cystinosis Research Foundation$6,00050%
United Service Organizations of Illinois Inc$6,00060%
The Philanthropy Roundtable$6,00060%
Student Leadership Network Inc$5,0001n/a
Tsic Inc Dba/Take Stock in Children$5,00050%
Domestic Abuse Shelter Inc$5,00010%
Monroe County Education Foundation Inc$4,20030%
Chicago Cares Inc$4,00030%
Chicago Horticultural Society$3,95080%
Lincoln Park Zoological Society$3,50070%
Marathon Garden Club Inc$3,00043%
Over the Rainbow Association$2,00020%
The Grace Network$2,00021%
Rush University Medical Center$1,50020%
Florida Keys Land & Sea Trust Inc$1,5001n/a
East High School Alumni Foundation$1,00010%
Key Colony Beach Community Association Inc$1,0001n/a
Florida Sheriffs Youth Ranches Inc$1,00010%
The James Madison Institute for Public Policy Studies Inc$1,0001n/a
Keys Area Interdenominational Resources Inc$1,00010%
Swedish American Museum Association of Chicago$55020%
The Josselyn Center Nfp$50010%
Gift of Adoption Fund Inc$50010%
Santas Volunteers$5001n/a
Pancreatic Cancer Action Network Inc$50010%
Colorado Uplift Inc$50010%
Hidden Harbor Marine Environmental Project Inc$3001n/a

What it could do for these grantees

Plus 19 recipients with no EIN on record ($85k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Bergstrom Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetEndeavor Health Clinical Operations: $2,121,428 over 3y, 0.0% of budgetThe University of Florida Foundation Inc: $1,855,040 over 7y, 0.2% of budgetIowa State University Foundation: $351,754 over 9y, 0.1% of budgetShedd Aquarium Society: $95,500 over 4y, 0.1% of budgetBaptist Health South Florida Foundation Inc: $91,000 over 2y, 0.2% of budgetDC Kincare Alliance: $85,363 over 9y, 9.3% of budgetWomen S Debate Institute: $51,090 over 7y, 21% of budgetThe Ability Experience: $46,200 over 7y, 0.6% of budgetPi Kappa Phi Foundation: $27,000 over 7y, 1.2% of budgetNational Park Foundation: $15,000 over 2y, 0.0% of budgetErie Elementary Charter School: $10,000 over 5y, 0.0% of budgetVolunteer Legal Advocates: $10,000 over 1y, 0.8% of budgetDolphin Research Center Inc: $9,690 over 7y, 0.0% of budgetKenilworth Community Fund Inc: $9,000 over 9y, 0.7% of budgetCamp Blue Skies Foundation: $8,000 over 7y, 0.5% of budgetTruth in Accounting: $7,000 over 7y, 0.5% of budgetCystinosis Research Foundation: $6,000 over 5y, 0.1% of budgetUnited Service Organizations of Illinois Inc: $6,000 over 6y, 0.0% of budgetThe Philanthropy Roundtable: $6,000 over 6y, 0.0% of budgetTsic Inc Dba/Take Stock in Children: $5,000 over 5y, 0.0% of budgetDomestic Abuse Shelter Inc: $5,000 over 1y, 0.3% of budgetMonroe County Education Foundation Inc: $4,200 over 3y, 0.1% of budgetChicago Cares Inc: $4,000 over 3y, 0.1% of budgetChicago Horticultural Society: $3,950 over 8y, 0.0% of budgetLincoln Park Zoological Society: $3,500 over 7y, 0.0% of budgetMarathon Garden Club Inc: $3,000 over 4y, 3.1% of budgetOver the Rainbow Association: $2,000 over 2y, 0.1% of budgetThe Grace Network: $2,000 over 2y, 1.0% of budgetRush University Medical Center: $1,500 over 2y, 0.0% of budgetEast High School Alumni Foundation: $1,000 over 1y, 0.1% of budgetFlorida Sheriffs Youth Ranches Inc: $1,000 over 1y, 0.0% of budgetKeys Area Interdenominational Resources Inc: $1,000 over 1y, 0.1% of budgetSwedish American Museum Association of Chicago: $550 over 2y, 0.0% of budgetThe Josselyn Center Nfp: $500 over 1y, 0.0% of budgetGift of Adoption Fund Inc: $500 over 1y, 0.0% of budgetPancreatic Cancer Action Network Inc: $500 over 1y, 0.0% of budgetColorado Uplift Inc: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 37.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Sexton Family FoundationFL13.6× affinity4 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Sexton Family Foundation · The Chicago Community Trust · AbbVie Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Vanguard Charitable Endowment Program · Verizon Foundation · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · The Pfizer Foundation Inc · Natl Christian Charitable Fdn Inc · Charities Aid Foundation America

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Bergstrom Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Bergstrom Foundation?

Find your warmest path to Bergstrom Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Bergstrom Foundation

How much does Bergstrom Foundation give?
Bergstrom Foundation reported 24 grants totaling $2,230,067 in its FY2025 IRS filing. It funded between 20 and 26 organizations a year over FY2018 to FY2024.
What does Bergstrom Foundation fund?
By grant dollars over FY2017 to FY2025, its largest causes are Health (46%), Education (45%), Animals (2%).
Who are Bergstrom Foundation's largest grantees?
By total granted over FY2017 to FY2025: Endeavor Health Clinical Operations ($2.1M), The University of Florida Foundation Inc ($1.9M), Iowa State University Foundation ($352k).
Does Bergstrom Foundation fund new organizations?
In FY2024, 10% of the organizations it funded were first-time grantees.
Does Bergstrom Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Bergstrom Foundation?
Its strongest co-funders, measured against what their size predicts, include The Sexton Family Foundation, The Chicago Community Trust, AbbVie Foundation.
Where is Bergstrom Foundation based?
Bergstrom Foundation is based in FL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 65 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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