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.

Bergstrom Foundation

Bergstrom Foundation at a glance

· 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 FY2025still arriving

Grants FY2025still arriving

States reached

$2.0M

Largest

01What it funds

01100% 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

02FY2025 · 24 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

Under $10k18 grants · $34k
$10k–50k4 grants · $59k
$50k–250k1 grant · $137k
$250k+1 grant · $2.0M

$2,000

Median grant

States reached

$1.9M

Total assets

Largest grants
Recipient	Amount
NORTHSHORE HOSPITALS FOUNDATION	$2,000,557
IOWA STATE UNIVERSITY FOUNDATION	$136,665
CENTENNIAL UNITED METHODIST CHURCH	$27,000
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC	$11,000
WOMEN'S DEBATE INSTITUTE	$10,500
DC KINCARE ALLIANCE	$10,363
NORTHWESTERN SETTLEMENT	$5,182
JOHN G SHEDD AQUARIUM	$5,000
NATIONAL PARK FOUNDATION	$5,000
KIRK OF THE KEYS	$5,000
DOLPHIN RESEARCH CENTER	$2,000
CYSTINOSIS RESEARCH FOUNDATION	$2,000
KENILWORTH UNION CHURCH	$1,000
GRACE NETWORK	$1,000
MONROE COUNTY EDUCATION FOUNDATION	$1,000

02The need

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $95k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 92% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

How this is measured

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

How this is measured

US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.

03Its grantees

repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

98%of every dollar goes to organizations it has funded before.

$4.9M · 36 repeat orgs$98k to everyone else

36 repeat relationships: 19 still active in FY2025, 17 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$4.9M

$64k

Median revenue growth · since first grant

+41%

+46%

Still filing today

75%

50%

New vs renewed · share of each year

In FY2025, 98% of grant dollars renewed an existing relationship; $34k went to new ones.

RenewedFirst-time

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

EducationHealthHuman ServicesAnimalsEnvironmentPhilanthropyOther

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.

Backed again, and grew

EH
Endeavor Health Clinical Operations
3× · 2021–2025 · $2.1M · revenue +306%
THE UNIVERSITY OF FLORIDA FOUNDATION INC
7× · 2018–2024 · $1.9M · revenue +62%
IOWA STATE UNIVERSITY FOUNDATION
9× · 2017–2025 · $352k · revenue +1%

Funded once

BH
Baptist Health Foundation
one grant, 2019 · $20k
VL
VOLUNTEER LEGAL ADVOCATESgraduated
one grant, 2017 · $10k · revenue +352%
SL
STUDENT LEADERSHIP NETWORK INCgraduated
one grant, 2017 · $5k · revenue +34%

How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—

Chicago Zoological Society

To inspire conservation leadership by connecting people with wildlife and nature.

Animals

Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health

Internet Society Foundation

At the internet society foundation, we focus on funding initiatives that strengthen the internet in function and reach so that it can effectively serve all people. our work advances the vision of the internet society (isoc): the internet…

International

Naples Zoo Inc

Naples zoo is accredited by the american zoo & aquarium association (aza) and has numerous animal exhibits placed on its 45-acre site. (continued on schedule o)each exhibit is unique and designed to simulate typical conditions for the…

Animals

University of Florida Health Corporation

UF Health's mission is to promote health through outstanding and high-quality patient care, innovative and rigorous education in the health professions and biomedical sciences, and high-impact research across the spectrum of basic,…

—

Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education

The University of Chicago Charter School Corporation

To Prepare Students for Success in Four-Year Colleges.

Education

The Chicago Bar Foundation

The chicago bar foundation brings the legal community together through advocacy, funding, and innovation to improve access to justice for people in need and to make the legal system more fair, equitable, and effective.

Education

University of South Florida Foundation Inc

University of South Florida Foundation, Inc.'s mission is to provide charitable and educational aid to the University of South Florida; to promote education and other related activities of the University; and to encourage research,…

Education

National Opinion Research Center

See schedule onorc at the university of chicago conducts research and data science on critical societal issues to guide decision-making and the development of programs and public policy. our experts identify relationships and trends, and…

Social Science

Npr Foundation

The npr foundation ("foundation") is organized and operated exclusively for the benefit of its sole supported organization, national public radio, inc. ("npr inc."). the foundation supports npr inc. through various activities such as…

—

How this is measured

The grantee most central to the portfolio’s shape is Monroe County Education Foundation Inc; the most unlike its peers is Endeavor Health Clinical Operations. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

42 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 42 of the 65 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

41/42

Grantees still filing

33/42

Grew since first funded

Where the money sits, by cause and then by grantee

Education$2,250,494Health$2,220,928Other$262,482Animals$108,990Human Services$100,363Employment$51,090Philanthropy$20,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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.

How much its grantees rely on government

Each dot is one organization Bergstrom Foundation funds: left to right is the share of its income from government, bottom to top the share from Bergstrom Foundation. Bigger dots raise more.

2024

’20’21’22’23’24’25

no gov moneyreceives it· size = income

5get no government money at all

9report government grants on their 990 we could not trace to a source (not plotted)

0rely on government for over half their income

⤢ axis zoomed · 0–60%

typical government reliance, FY20–25

How this is measured

Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

05Through Plinth

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.

Play a game based on Bergstrom’s filings →

More from the funding graph

The unnamed billions

grants reported with no recipient in the public record

The regranting layer

51% of grant dollars land in the regranting layer

The DAF merry-go-round

$9.7B circulates between donor-advised funds

The endowment market

who holds foundation money, and what just moved

The camps

funders cluster by geography, not ideology

By state

where grant money is based, and what stays home