Hans And Barbara Bergstrom Foundation
- Assets
- $35.1m
- Revenue
- $519.6k
- Investments
- $32.7m
- Employees
- 0
- Location
- Boca Raton, FL
- Founding
- 09/2013
- Data as of
- 12/2022
- EIN
- 46-2662377
Organization Overview
Hans And Barbara Bergstrom Foundation is located in Boca Raton, FL. The organization was established in 2013. 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. Hans And Barbara Bergstrom Foundation 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 12/2022, Hans And Barbara Bergstrom Foundation generated $519.6k 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 (9.2%) each year. All expenses for the organization totaled $1.2m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Hans And Barbara Bergstrom Foundation has awarded 53 individual grants totaling $3,424,289. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
CREATION OF SCHOLARSHIPS, ENLARGING OF READERSHIP, PROMOTION OF MEDICAL RESEARCH, UPGRADING OF FACILITIES AND GENERAL CHARITABLE SUPPORT
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Hans Bergstrom Trustee | 4 | $0 | |
Barbara Bergstrom Trustee | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $525 |
| Dividends & Interest | $490,248 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $28,777 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $519,550 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $9,787 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $18,169 |
| Travel, conferences, and meetings | $31,677 |
| Printing and publications | $14,077 |
| Other expenses | $0 |
| Total operating and administrative expenses | $173,849 |
| Contributions, gifts, grants paid | $1,019,938 |
| Total expenses and disbursements | $1,193,787 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,418,084 |
| Net Accounts receivable | $0 |
| 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 | $2,568,378 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $35,131,912 |
| 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 | $401,594 |
| Other liabilities | $0 |
| Total liabilities | $401,594 |
Grants Awarded
Over the last fiscal year, Hans And Barbara Bergstrom Foundation has awarded $1,019,938 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
STOCKHOLM SCHOOL OF ECONOMICS PURPOSE: SUPPORT FOR SCHOOL EFFECTIVENESS RESEARCH | $512,000 |
RESEARCHSWEDEN PURPOSE: PROMOTING MEDICAL RESEARCH | $178,902 |
EUROPEAN CENTRE FOR ENTREPRENEURSHIP PURPOSE: SUPPORT OF BOOK ON NORMS IN SOCIETY | $118,605 |
INTERNATIONAL ENGLISH SCHOOLS IN SWEDEN PURPOSE: SUPPORT OF BOOK SHELVES FOR SCHOOL LIBRARY | $44,075 |
NORDVARMLANDS FF PURPOSE: YOUTH PROGRAMS IN SOCCER | $43,576 |
FRISINNAD TIDSKRIFT PURPOSE: SUPPORT OF A MAGAIZE FOR OPEN SOCIETY | $27,235 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Pentecost Foundation Bradenton, FL | $91,770,712 | $23,508,587 |
The Henry W Grady Health System Foundation Inc Atlanta, GA | $41,862,389 | $12,481,516 |
Micky And Madeleine Arison Family Foundation Coral Gables, FL | $232,510,515 | $23,555,348 |
Thomas W Smith Foundation Boca Raton, FL | $35,370,958 | $23,899,669 |
University Of Central Florida Research Foundation Inc Orlando, FL | $26,737,307 | $16,545,937 |
Wonderful Life Foundation West Palm Beach, FL | $22,652,179 | $19,424,572 |
Thompson-Hartford Foundation Inc Tampa, FL | $0 | $6,094,384 |
Harrell Family Charities Inc Lakeland, FL | $0 | $11,320,223 |
Audrey And Martin Gruss Foundation West Palm Beach, FL | $0 | $7,573,459 |
Phil J And Alice S Sheridan Foundation Inc Macon, GA | $17,357,251 | $6,663,970 |
St2 Foundation Inc Sunny Isles Beach, FL | $11,092,190 | $2,139,284 |
Davis Love Iii Foundation St Simons Island, GA | $5,238,841 | $10,992,325 |