Bergstrom Foundation Tr
- Assets
- $5.4m
- Revenue
- $72.2k
- Investments
- $4.8m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 05/2001
- Data as of
- 07/2023
- EIN
- 06-6499658
Organization Overview
Bergstrom Foundation Tr is located in Boston, MA. The organization was established in 2001. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bergstrom Foundation Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2023, Bergstrom Foundation Tr generated $72.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (27.9%) each year. All expenses for the organization totaled $428.7k during the year ending 07/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Bergstrom Foundation Tr has awarded 41 individual grants totaling $1,867,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $119,914 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$46,241 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$1,468 |
| Total Revenue | $72,205 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $13,570 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,133 |
| Total operating and administrative expenses | $33,703 |
| Contributions, gifts, grants paid | $395,000 |
| Total expenses and disbursements | $428,703 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $575,738 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $516 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $4,833,707 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,409,961 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bergstrom Foundation Tr has awarded $395,000 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
TECHNOLOGY EXCHANGE LAB PURPOSE: GENERAL | $75,000 |
SIR JOHN SOANE'S MUSEUM FOUNDATION PURPOSE: GENERAL | $25,000 |
MASSACHUSETTS INSTITUTE OF TECHNOLOGY PURPOSE: GENERAL | $50,000 |
MASS GENERAL PURPOSE: GENERAL | $10,000 |
TRUSTEES OF TUFTS COLLEGE PURPOSE: GENERAL | $30,000 |
ST HILDAS & ST HUGHS SCHOOL PURPOSE: GENERAL | $20,000 |