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The Bergstrom Foundation at a glance

· Private foundation

The 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.

$330k
Granted FY2025still arriving
4
Grants FY2025still arriving
1
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Education$1.3MScience & Tech$770kReligion$370kArts & Culture$74kCommunity Improvement$25kEnvironment$5kOther$0
02FY2025 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

$100,000
Median grant
1
States reached
$4.6M
Total assets
Largest grants
RecipientAmount
TECHNOLOGY EXCHANGE LABS$100,000
TECHNOLOGY EXCHANGE LABS$100,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE$80,000
TRUSTEES OF TUFTS COLLEGE$50,000
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:

Dollar for dollar, its grants (FY19–25) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 46% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 9%TECHNOLOGY EXCHANGE LABS: $100k → 8%TRINITY EPISCOPAL SCHOOL: $100k → 10%TRUSTEES OF TUFTS COLLEGE: $30k → 16%ST HILDAS & ST HUGH'S ENDOWMENT: $120k → 17%DARTMOUTH COLLEGE: $40k → 10%TECHNOLOGY EXCHANGE LABS: $100k → 8%TRINITY EPISCOPAL SCHOOL: $100k → 10%TRUSTEES OF TUFTS COLLEGE: $30k → 16%ST HILDA'S AND ST HUGH'S SCHOOL: $90k → 17%TRUSTEES OF DARTMOUTH COLLEGE: $40k → 10%TECHNOLOGY EXCHANGE LABS: $100k → 8%TRINITY SCHOOL: $100k → 10%TUFTS FRIEDMAN SCHOOL: $25k → 16%ST HILDA'S AND ST HUGH'S SCHOOL: $90k → 17%DARTMOUTH COLLEGE: $35k → 10%THE TECHNOLOGY EXCHANGE LAB INC: $100k → 8%TRUSTEES OF TUFTS COLLEGE: $20k → 16%ST HILDAS & ST HUGH'S ANNUAL FUND: $75k → 17%DARTMOUTH COLLEGE: $25k → 10%TECHNOLOGY EXCHANGE LAB: $85k → 8%MUSEUM OF SCIENCE: $10k → 16%ST HILDA'S & ST HUGH'S ENDOWMENT: $40k → 17%TECHNOLOGY EXCHANGE LAB: $75k → 8%MASS GENERAL: $10k → 16%ST HILDA'S & ST HUGH'S ANNUAL FUND: $25k → 17%TECHNOLOGY EXCHANGE LAB: $50k → 8%ST HILDAS & ST HUGHS: $25k → 17%TECHNOLOGY EXCHNAGE LAB: $50k → 8%ST HILDAS & ST HUGHS SCHOOL: $20k → 17%THE TECHNOLOGY EXCHANGE LAB INC: $50k → 8%SIR JOHN SOANE'S MUSEUM FOUNDATION: $25k → 17%MARTIN TRUST CENTER FOR MIT ENTRPRENEURSHIP: $25k → 8%SIR JOHN SOANE'S MUSEUM FOUNDATION: $25k → 17%MARTIN TRUST CENTER FOR MIT: $25k → 8%SIR JOHN SOANE'S MUSEUM FOUNDATION: $10k → 17%TECHNOLOGY EXCHANGE LABS: $25k → 8%TRUSTEES OF TUFTS COLLEGE: $50k → 8%MASSACHUSETTS INSTITUTE OF TECHNOLOGY: $50k → 8%MASSACHUSETTS INSTITUTE OF TECHNOLOGY: $25k → 8%MASSACHUSETTS INSTITUTE OF TECHNOLOGY: $25k → 8%PRESIDENT AND FELLOWS OF HARVARD COLLEGE: $110k → 8%PRESIDENT AND FELLOWS OF HARVARD COLLEGE: $80k → 8%PRESIDENT AND FELLOWS OF HARVARD COLLEGE: $55k → 8%HARVARD COLLEGE: $55k → 8%HARVARD COLLEGE: $55k → 8%PRESIDENT & FELLOWS OF HARVARD COLLEGE: $25k → 8%SHADY HILL SCHOOL: $15k → 8%SHADY HILL SCHOOL: $10k → 8%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.
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.

87%of every dollar goes to organizations it has funded before.
$1.8M · 11 repeat orgs$265k to everyone else

11 repeat relationships: 2 still active in FY2025, 9 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

11
11

Total granted

$1.8M
$265k

Median revenue growth · since first grant

+9%
+50%

Still filing today

45%
27%

New vs renewed · share of each year

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

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

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

’19’20’21’22’23’24’25
Arts & CultureEducationEnvironmentOther
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

  • Trustees of Tufts College
    3× · 2022–2025 · $130k · revenue +9%
  • SJ
    SIR JOHN SOANE'S MUSEUM FOUNDATION
    3× · 2021–2024 · $60k · revenue +60%
  • SH
    SHADY HILL SCHOOL
    2× · 2023–2024 · $25k · revenue +7%

Funded once

  • T
    TRINITY
    one grant, 2020 · $85k
  • TO
    TRUSTEES OF DARTMOUTH COLLEGE
    one grant, 2024 · $40k
  • SH
    ST HILDAS & ST HUGHS
    one grant, 2024 · $25k
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
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
2
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
3
Phillips Exeter Academy

Unite goodness and knowledge and inspire youth from every quarter to lead purposeful lives. [text in quotations is taken from the academy's deed of gift, drafted in 1781] knowledge and goodness "above all, it is expected that the attention…

Education
4
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
5
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
6
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
7
Trustees of Boston University

Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…

—
8
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
9
William Marsh Rice University

As a leading research university with a distinctive commitment to undergraduate education, Rice University aspires to path breaking research, unsurpassed teaching, and contributions to the betterment of our world. It seeks to fulfill this…

Education
10
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
11
Bentley University

Organization's mission bentley university believes good business can impact more than the bottom line - it can change the world. bentley is a community of future business leaders who will deliver value in the marketplace and lasting…

Education
12
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
How this is measured
The grantee most central to the portfolio’s shape is Trustees of Tufts College; the most unlike its peers is The Technology Exchange Lab Inc. 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

11 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. 11 of the 25 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.

1
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
11/11
Grantees still filing
9/11
Grew since first funded

Where the money sits, by cause and then by grantee

ST HILDAS AND ST HUGHS SCHOOL: $200,000 · OtherST HILDAS AND ST HUGHS SCHOOLTRINITY EPISCOPAL SCHOOL: $200,000 · OtherTRINITY EPISCOPAL SCHOOLST HILDAS & ST HUGH'S ENDOWMENT: $160,000 · OtherST HILDAS & ST HUGH'S ENDOWMENTHARVARD COLLEGE: $110,000 · OtherHARVARD COLLEGETRINITY SCHOOL: $105,000 · OtherTRINITY SCHOOLST HILDAS & ST HUGH'S ANNUAL FUND: $100,000 · OtherST HILDAS & ST HUGH'S ANNUAL FUNDTRINITY: $85,000 · OtherTRINITYTRUSTEES OF DARTMOUTH COLLEGE: $40,000 · Other+6 more: $120,000 · Other+6 moreTHE TECHNOLOGY EXCHANGE LAB INC: $735,000 · Arts & CultureTHE TECHNOLOGY EXCHANGE LAB INCSIR JOHN SOANE'S MUSEUM FOUNDATION: $60,000 · Arts & CultureSIR JOHN SOANE'S MUSEUM FOUNDATION+2 more: $24,000 · Arts & CulturePresident and Fellows of Harvard College: $270,000 · EducationPresident and Fellows of Ha…Trustees of Tufts College: $130,000 · EducationTrustees of Tufts CollegeTrustees of Dartmouth College: $100,000 · EducationTrustees of Dartmouth Colle…Massachusetts Institute of Technology: $100,000 · EducationMassachusetts Institute of …SHADY HILL SCHOOL: $25,000 · Education+1 more: $5,000 · EducationENVIRONMENTAL DEFENSE FUND INCORPORATED: $5,000 · Environment
Other$1,120,000Arts & Culture$819,000Education$630,000Environment$5,000

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE TECHNOLOGY EXCHANGE LAB INC: $735,000 over 7y, 95% of budgetPresident and Fellows of Harvard College: $270,000 over 4y, 0.0% of budgetTrustees of Tufts College: $130,000 over 3y, 0.0% of budgetTrustees of Dartmouth College: $100,000 over 3y, 0.0% of budgetMassachusetts Institute of Technology: $100,000 over 3y, 0.0% of budgetSIR JOHN SOANE'S MUSEUM FOUNDATION: $60,000 over 3y, 3.8% of budgetSHADY HILL SCHOOL: $25,000 over 2y, 0.0% of budgetLUTYENS TRUST AMERICA INC: $14,000 over 2y, 8.8% of budgetMUSEUM OF SCIENCE: $10,000 over 1y, 0.0% of budgetENVIRONMENTAL DEFENSE FUND INCORPORATED: $5,000 over 1y, 0.0% of budgetBELMONT HILL SCHOOL INC: $5,000 over 1y, 0.0% 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 THE TECHNOLOGY EXCHANGE LAB INC ↗
  • Who funds President and Fellows of Harvard College ↗
  • Who funds Trustees of Tufts College ↗
  • Who funds Trustees of Dartmouth College ↗
  • Who funds Massachusetts Institute of Technology ↗
  • Who funds SIR JOHN SOANE'S MUSEUM FOUNDATION ↗
  • Who funds SHADY HILL SCHOOL ↗
  • Who funds LUTYENS TRUST AMERICA INC ↗
  • Who funds MUSEUM OF SCIENCE ↗
  • Who funds ENVIRONMENTAL DEFENSE FUND INCORPORATED ↗
  • Who funds BELMONT HILL SCHOOL INC ↗

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.

Fidelity Investments …Amazonsmile Foundation
Fidelity Investments Charitable Gift FundMA5.3× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

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

2025
’20’21’22’23’24’25
no gov · 30%6%25%56%100%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 11%
  • Massachusetts Institute of Technology: 26% of income from government
  • Trustees of Tufts College: 11% of income from government
  • President and Fellows of Harvard College: 5% of income from government
  • Museum of Science: 4% of income from government
no gov moneyreceives it· size = income
3get no government money at all
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 25 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

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