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· Private foundation

The Bergstrom Family 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.

$406k
Granted FY2025still arriving
17
Grants FY2025still arriving
9
States reached
$130k
Largest
01What it funds
0196% classified

What it funded, over time

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

Education$842kRecreation & Sports$402kPhilanthropy$396kHealth$216kHuman Services$145kReligion$132kArts & Culture$30kYouth Development$30kOther$0
02FY2025 · 17 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k9 grants · $25k
  • $10k–50k5 grants · $61k
  • $50k–250k3 grants · $320k
$5,000
Median grant
9
States reached
$5.4M
Total assets
Largest grants
RecipientAmount
IOWA STATE UNIVERSITY FOUNDATION$130,000
WE WILL COLLECTIVE$100,000
UNITED WAY$90,000
THE WOODLANDS UNITED METHODIST CHURCH$16,000
Individual grant recipient$15,000
MD ANDERSON$10,000
BOYS & GIRLS CLUB (NW COLORADO)$10,000
SALVATION ARMY$10,000
STRINGS MUSIC FESTIVAL$5,000
HABITAT FOR HUMANITY$4,000
MAKE-A-WISH FOUNDATION$3,000
ANKENY DONOR FOUNDATION$3,000
IOWA SPECIALIST HOSPITAL$3,000
MONTGOMERY COUNTY FOOD BANK$2,000
MAYO CLINIC$2,000
02The need
03

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 (FY17–22, $12k) land where the poverty rate runs at 16%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%KINGWOOD FALLEN HEROES: $3k → 16%KINGWOOD FALLEN HEROES: $3k → 16%KINGWOOD FALLEN HEROES: $3k → 16%KINGWOOD FALLEN HEROES: $3k → 16%KINGWOOD FALLEN HEROES: $1k → 16%0%20%40%50%more need →
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

MN
IL
NY
IA
CA
CO
VA
AZ
DC
GA
TX
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.
$2.2M · 23 repeat orgs$52k to everyone else

Grantees it renews have grown median revenue +30% since the first grant, against +15% for those funded once.

23 repeat relationships: 16 still active in FY2025, 7 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

23
8

Total granted

$2.2M
$52k

Median revenue growth · since first grant

+30%
+15%

Still filing today

43%
38%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
HealthEducationArts & CultureHuman ServicesRecreation & SportsOther
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

  • IOWA STATE UNIVERSITY FOUNDATION
    9× · 2017–2025 · $813k · revenue +1%
  • WW
    WE WILL COLLECTIVE INCORPORATED
    4× · 2022–2025 · $400k · revenue +730%
  • TC
    Texas Children's Hospital
    4× · 2017–2020 · $40k · revenue +105%

Funded once

  • MA
    MOTHERS AGAINST CANCER
    one grant, 2021 · $20k · revenue +22%
  • BC
    BLOOD CANCER UNITED INC
    one grant, 2021 · $15k · revenue -25%
  • BA
    BOYS AND GIRLS CLUB OF STEAMBOAT SPRINGS
    one grant, 2021 · $10k
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.

1
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
2
The University of TexasTexas a&M Investment Management Company

To generate superior long-term investment returns to support The University of Texas and Texas A&M University systems as they provide world-class teaching, push the boundaries of discovery, and achieve excellence in patient healthcare for…

Education
3
Children's Health System of Texas

With more than 1 million patient visits each year, Children's Health is North Texas' leading pediatric health system and among the largest in the nation. For more than a century, our mission has been clear: make life better for children.…

Health
4
Banner -University Medical Group

Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

Health
5
American Society of Clinical Oncology Inc

See schedule o:asco is a professional oncology society committed to conquering cancer through research, education, and promotion of the highest quality patient care.

Health
6
Minnesota Medical Association

To be the leading voice of medicine to make minnesota the healthiest state and the best place to practice.

—
7
Texas Children's Urgent Care

To create a healthier future for children and women throughout our global community by leading in patient care, education and research.

Health
8
Children's Hospital Corporation

Provider of pediatric healthcare, education, research & community service

Health
9
Texas Business Hall of Fame Foundation

To recognize the accomplishments and contributions of our outstanding Texas business leaders and to perpetuate and inspire the values of entrepreneurial spirit, personal integrity, and community leadership in all generations of Texans.

Community Improvement
10
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
11
Texas Children's Hospital Foundation

To create a healthier future for children and women throughout our global community by leading in patient care, education and research.

Health
12
Asco Association

Asco association promotes the common business interests of its members by: (1) advocating for policies that improve the quality of cancer care; (2) maintaining the highest standards of oncology medical care through programs supporting…

Community Improvement
How this is measured
The grantee most central to the portfolio’s shape is Texas Children's Hospital; the most unlike its peers is Kingwood Fallen Heroes. 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

14 grantees tracked through their own filings, 2017–2025.

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 2025, not grant rows in a single year, so this will not match the grant count on the cover. 14 of the 32 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.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
14/14
Grantees still filing
11/14
Grew since first funded

Where the money sits, by cause and then by grantee

WE WILL COLLECTIVE INCORPORATED: $400,000 · OtherWE WILL COLLECTIVE INCORPORATEDTHE UNITED WAY INC: $383,000 · OtherTHE UNITED WAY INCTHE WOODLANDS UNITED METHODIST CHURCH: $131,000 · OtherTHE WOODLANDS UNITED METHODIST CHURCHSALVATION ARMY: $113,500 · OtherSALVATION ARMYIndividual grant recipient: $60,000 · OtherMD ANDERSON CANCER CENTER: $50,000 · Other+16 more: $212,550 · Other+16 moreIOWA STATE UNIVERSITY FOUNDATION: $813,429 · EducationIOWA STATE UNIVERSITY FOUNDATION+1 more: $6,000 · EducationTexas Children's Hospital: $40,000 · HealthMOTHERS AGAINST CANCER: $20,000 · HealthBLOOD CANCER UNITED INC: $15,000 · HealthMAYO CLINIC: $11,000 · Health+1 more: $1,000 · HealthSTRINGS MUSIC FESTIVAL: $30,000 · Arts & CultureKINGWOOD FALLEN HEROES: $12,000 · Human ServicesSPECIAL OLYMPICS INC: $2,000 · Recreation & Sports
Other$1,350,050Education$819,429Health$87,000Arts & Culture$30,000Human Services$12,000Recreation & Sports$2,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetIOWA STATE UNIVERSITY FOUNDATION: $813,429 over 9y, 0.1% of budgetWE WILL COLLECTIVE INCORPORATED: $400,000 over 4y, 7.6% of budgetTHE UNITED WAY INC: $383,000 over 9y, 2.4% of budgetTexas Children's Hospital: $40,000 over 4y, 0.0% of budgetSTRINGS MUSIC FESTIVAL: $30,000 over 6y, 0.2% of budgetMOTHERS AGAINST CANCER: $20,000 over 1y, 4.1% of budgetBLOOD CANCER UNITED INC: $15,000 over 1y, 0.0% of budgetThe John Cooper School: $12,000 over 2y, 0.0% of budgetKINGWOOD FALLEN HEROES: $12,000 over 5y, 7.2% of budgetMAYO CLINIC: $11,000 over 6y, 0.0% of budgetMONTGOMERY COUNTY FOOD BANK INC: $11,000 over 6y, 0.0% of budgetEMERGE Fellowship: $6,000 over 2y, 0.1% of budgetSPECIAL OLYMPICS INC: $2,000 over 3y, 0.0% of budgetTHE GABBY KRAUSE FOUNDATION: $1,000 over 1y, 0.1% of budget
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.

  • Who funds IOWA STATE UNIVERSITY FOUNDATION ↗
  • Who funds WE WILL COLLECTIVE INCORPORATED ↗
  • Who funds THE UNITED WAY INC ↗
  • Who funds Texas Children's Hospital ↗
  • Who funds STRINGS MUSIC FESTIVAL ↗
  • Who funds MOTHERS AGAINST CANCER ↗
  • Who funds BLOOD CANCER UNITED INC ↗
  • Who funds The John Cooper School ↗
  • Who funds KINGWOOD FALLEN HEROES ↗
  • Who funds MAYO CLINIC ↗
  • Who funds MONTGOMERY COUNTY FOOD BANK INC ↗
  • Who funds EMERGE Fellowship ↗
  • Who funds SPECIAL OLYMPICS INC ↗
  • Who funds THE GABBY KRAUSE FOUNDATION ↗

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.

Greater Houston Community FoundationTX12.7× affinity4 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Houston Community Foundation · Morgan Stanley Global Impact Funding Trust Inc · American Endowment Foundation · American Online Giving Foundation Inc · National Philanthropic Trust · Natl Christian Charitable Fdn Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 The Bergstrom Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Bergstrom Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    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.

    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 32 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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