BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
Total Given 2018–2025
$3.2M
365 grants · $394K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$10K
grant size
78%
deep partner · 80/103 multi-year
repeat
$2.1M
Assets · 2021
103
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DAVE RYDELL BERGSTROM INC
Phone
8004962583
Deadlines
N/A
How to Apply
OUTLINE PURPOSE OF PROPOSED GRANTS OR FUNDS INCLUDE COPY OF 501(C)(3) LETTER
Restrictions
PREFERENCE TO IL RESIDENTS AND CHARITABLE ORGANIZATIONS OTHERS CONSIDERED FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $619K | $2.7M | $784K | 62 |
| 2019 | N/A | $2.8M | $606K | N/A |
| 2021 | $532K | $2.1M | $162K | 71 |
| 2022 | $576K | $1.6M | $380K | 73 |
| 2023 | $526K | $2.4M | $2.5M | 80 |
| 2025 | $903K | $2.7M | $262K | 79 |
Grant Size Distribution
Based on 365 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$5K
Average
$9K
75th Pctl
$10K
Maximum
$110K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JP MORGAN CHASE BANK NA | TRUSTEE | $45K |
| JPMORGAN CHASE BANK NA | TRUSTEE | $21K |
| David Rydell | CO-TRUSTEE | — |
Grants Awarded (365 total)
| Purpose | ||||
|---|---|---|---|---|
| MIDWAY VILLAGE AND MUSEUM CENTER | ROCKFORD, IL | $110,000 | GENERAL | 2025 |
| MOSAIC | ROCKFORD, IL | $110,000 | GENERAL | 2025 |
| ROCKFORD RESCUE MISSION MINISTRIES | ROCKFORD, IL | $110,000 | GENERAL | 2018 |
| YMCA OF ROCK RIVER VALLEY | ROCKFORD, IL | $105,000 | GENERAL | 2025 |
| ROCKFORD UNIVERSITY | ROCKFORD, IL | $60,000 | GENERAL | 2018 |
| ROCKFORD PARK DISTRICT | ROCKFORD, IL | $60,000 | GENERAL | 2025 |
| ROCK VALLEY COLLEGE FOUNDATION | ROCKFORD, IL | $55,000 | GENERAL | 2021 |
| ROCK VALLEY COLLEGE FOUNDATION | ROCKFORD, IL | $55,000 | GENERAL | 2022 |
| ROCK VALLEY COLLEGE FOUNDATION | ROCKFORD, IL | $55,000 | GENERAL | 2018 |
| AUGUSTANA COLLEGE | ROCK ISLAND, IL | $50,000 | GENERAL | 2022 |
| YMCA OF ROCK RIVER VALLEY | ROCKFORD, IL | $45,000 | GENERAL | 2018 |
| THE UNIVERSITY OF ILLINOIS | CHICAGO, IL | $40,000 | GENERAL | 2025 |
| HABITAT FOR HUMANITY | LOVES PARK, IL | $40,000 | GENERAL | 2025 |
| AUGUSTANA COLLEGE | ROCK ISLAND, IL | $30,000 | GENERAL | 2021 |
| AUGUSTANA COLLEGE | ROCK ISLAND, IL | $30,000 | GENERAL | 2023 |
| MOSAIC | ROCKFORD, IL | $30,000 | GENERAL | 2018 |
| PATRIOTS GATEWAY COMMUNITY | ROCKFORD, IL | $30,000 | GENERAL | 2021 |
| HABITAT FOR HUMANITY | LOVES PARK, IL | $25,000 | GENERAL | 2021 |
| TRANSFORM ROCKFORD | ROCKFORD, IL | $25,000 | GENERAL | 2021 |
| TRANSFORM ROCKFORD | ROCKFORD, IL | $25,000 | GENERAL | 2022 |
| YESHUA CATHOLIC INTERNATIONAL LEADERSHIP | DURAND, IL | $25,000 | GENERAL | 2023 |
| HABITAT FOR HUMANITY | LOVES PARK, IL | $25,000 | GENERAL | 2023 |
| HABITAT FOR HUMANITY | LOVES PARK, IL | $25,000 | GENERAL | 2022 |
| FRIENDS OF THE CORONADO | ROCKFORD, IL | $23,000 | GENERAL | 2022 |
| REGIONAL ACCESS MOBILIZATION | ROCKFORD, IL | $22,500 | GENERAL | 2022 |