The Bergstrom Family Foundation
EIN 760563582Total Given 2016–2023
$2.0M
100 grants · $246K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$6K
typical small grants · $2K–$15K
grant size
69%
deep partner · 24/35 multi-year
repeat
$5.6M
Assets (2023)
35
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(713) 865-0381
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $694K | $3.5M | $306K | 12 |
| 2017 | $309K | $4.1M | $625K | 11 |
| 2018 | $254K | $3.9M | $514K | 9 |
| 2020 | $151K | $5.5M | $151K | 14 |
| 2021 | $156K | $6.2M | $292K | 17 |
| 2022 | $183K | $4.9M | $140K | 18 |
| 2023 | $224K | $5.6M | $291K | 19 |
Grant Size Distribution
Based on 100 grants on record
Minimum
$500
25th Pctl
$2K
Median
$6K
Average
$20K
75th Pctl
$15K
Maximum
$510K
Geographic Distribution
Officers & Directors
SB
Stephen Bergstrom
7+ yrs
President/Chairman
Leadership
DB
Debora Bergstrom
7+ yrs
Vice President & Treasurer
Leadership
SB
Stephen Bergstrom
7+ yrs
President/Chairman
Leadership
DB
Debora Bergstrom
7+ yrs
Vice President & Treasurer
Leadership
DB
Debora Bergstrom
7+ yrs
Vice President & Treasurer
Leadership
SB
Stephen Bergstrom
7+ yrs
President/Chairman
Leadership
SB
Stephen Bergstrom
7+ yrs
President/Chairman
Leadership
DB
Debora Bergstrom
7+ yrs
Vice President & Treasurer
Leadership
SB
Stephen Bergstrom
7+ yrs
President/Chairman
Leadership
DB
Debora Bergstrom
7+ yrs
Vice President & Treasurer
Leadership
SB
Stephen Bergstrom
7+ yrs
President/Chairman
Leadership
DB
Debora Bergstrom
7+ yrs
Vice President & Treasurer
Leadership
SB
Stephen Bergstrom
7+ yrs
President/Chairman
Leadership
DB
Debora Bergstrom
7+ yrs
Vice President & Treasurer
Leadership
Grants Awarded (100 total)
| Purpose | ||||
|---|---|---|---|---|
| Salvation Army | Alexandria, VA | $510,000 | GENERAL FUND | 2016 |
| Iowa State University Foundation | Ames, IA | $196,200 | ISU CYCLONE CLUB / OPERATING FUND | 2018 |
| Iowa State University Foundation | Ames, IA | $148,529 | ISU CYCLONE CLUB / OPERATING FUND | 2017 |
| Iowa State University Foundation | Ames, IA | $128,500 | ISU CYCLONE CLUB / OPERATING FUND | 2016 |
| United Way | Houston, TX | $110,000 | GENERAL FUND | 2017 |
| We Will Collective | Des Moines, IA | $100,000 | GENERAL FUND | 2023 |
| We Will Collective | Des Moines, IA | $50,000 | GENERAL FUND | 2022 |
| Iowa State University Foundation | Ames, IA | $35,000 | ISU CYCLONE CLUB / OPERATING FUND | 2020 |
| Iowa State University Foundation | Ames, IA | $30,000 | ISU CYCLONE CLUB / OPERATING FUND | 2023 |
| Iowa State University Foundation | Ames, IA | $28,000 | ISU CYCLONE CLUB / OPERATING FUND | 2022 |
| Salvation Army | Alexandria, VA | $25,000 | GENERAL FUND | 2020 |
| United Way | Houston, TX | $25,000 | GENERAL FUND | 2020 |
| Iowa Specialty Hospital | Clarion, IA | $20,000 | GENERAL FUND | 2020 |
| Mothers Against Cancer | Kingwood, TX | $20,000 | GENERAL FUND | 2021 |
| The Woodlands United Methodist Church | The Woodlands, TX | $20,000 | GENERAL FUND | 2021 |
| Iowa State University Foundation | Ames, IA | $19,000 | ISU CYCLONE CLUB / OPERATING FUND | 2021 |
| The Woodlands United Methodist Church | The Woodlands, TX | $18,000 | GENERAL FUND | 2022 |
| United Way | Houston, TX | $18,000 | GENERAL FUND | 2022 |
| The Woodlands United Methodist Church | The Woodlands, TX | $16,000 | GENERAL FUND | 2020 |
| Leukemia & Lymphoma Society | Rye Brook, NY | $15,000 | GENERAL FUND | 2021 |
| Salvation Army | Alexandria, VA | $15,000 | GENERAL FUND | 2021 |
| United Way | Houston, TX | $15,000 | GENERAL FUND | 2021 |
| Texas Children'S Host | Houston, TX | $15,000 | GENERAL FUND | 2023 |
| United Way | Houston, TX | $15,000 | GENERAL FUND | 2023 |
| Texas Children'S Host | Houston, TX | $15,000 | GENERAL FUND | 2022 |