Alex Bergstrom Trust
EIN 916093356Total Given 2017–2025
$117K
7 grants · $13K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$17K
typical small grants · $16K–$17K
grant size
50%
supporter · 1/2 multi-year
repeat
$490K
Assets (2025)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(800) 357-7094
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $14K | $403K | $17K | 1 |
| 2018 | $17K | $419K | $37K | 1 |
| 2019 | $17K | $408K | $24K | 1 |
| 2020 | N/A | $420K | $25K | N/A |
| 2021 | $17K | $514K | $31K | 1 |
| 2023 | $16K | $433K | $-3K | 1 |
| 2024 | $17K | $467K | $14K | 1 |
| 2025 | $19K | $490K | $38K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$14K
25th Pctl
$16K
Median
$17K
Average
$17K
75th Pctl
$17K
Maximum
$19K
Geographic Distribution
Officers & Directors
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Shriners' Hospitals for Children | Tampa, FL | $19,317 | UNRESTRICTED GENERAL | 2025 |
| Shriners Hospitals for Children | Tampa, FL | $17,406 | UNRESTRICTED GENERAL | 2019 |
| Shriners Hospitals for Children | Tampa, FL | $17,326 | UNRESTRICTED GENERAL | 2024 |
| Shriners Hospitals for Children | Tampa, FL | $16,806 | UNRESTRICTED GENERAL | 2021 |
| Shriners Hospitals for Children | Tampa, FL | $16,532 | UNRESTRICTED GENERAL | 2018 |
| Shriners Hospitals for Children | Tampa, FL | $16,085 | UNRESTRICTED GENERAL | 2023 |
| Shriners Hospitals for Children | Tampa, FL | $13,882 | UNRESTRICTED GENERAL | 2017 |