Erik E And Edith H Bergstrom Foundation A Charitable Trust
- Assets
- $225.3m
- Revenue
- $10.8m
- Investments
- $200.6m
- Employees
- 0
- Location
- Palo Alto, CA
- Founding
- 02/2002
- Data as of
- 09/2021
- EIN
- 91-2155835
Organization Overview
Erik E And Edith H Bergstrom Foundation A Charitable Trust is located in Palo Alto, CA. The organization was established in 2002. 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. Erik E And Edith H Bergstrom Foundation A Charitable Trust 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 09/2021, Erik E And Edith H Bergstrom Foundation A Charitable Trust generated $10.8m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.1%) each year. All expenses for the organization totaled $11.2m during the year ending 09/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Erik E And Edith H Bergstrom Foundation A Charitable Trust has awarded 276 individual grants totaling $80,648,710. 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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julia Rita Bolous Chief Operating Offi | 40 | $256,257 | |
Margarita Sukhanova Wainess Program Associate | 40 | $85,457 | |
Alexis Barab Program Associate | 40 | $77,846 | |
Emily Schacter Program Associate | 40 | $74,430 | |
Anjali Upadhyay Program Associate | 40 | $73,936 | |
Edith H Bergstrom Co-Founder/trustee | 2 | $30,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $3,643,326 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $7,191,612 |
| Capital Gain Net Income | $7,191,612 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $10,834,938 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $90,000 |
| Other employee salaries and wages | $612,813 |
| Pension plans, employee benefits | $168,130 |
| Interest | $0 |
| Taxes | $194,162 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $63,662 |
| Total operating and administrative expenses | $1,495,337 |
| Contributions, gifts, grants paid | $9,679,330 |
| Total expenses and disbursements | $11,174,667 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,229,662 |
| Savings and temporary cash investments | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $23,482,650 |
| Total assets | $225,321,500 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $6,625,152 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $369,588 |
| Total liabilities | $6,994,740 |
Grants Awarded
Over the last fiscal year, Erik E And Edith H Bergstrom Foundation A Charitable Trust has awarded $16,208,084 in support to 35 organizations.
| Grant Recipient | Amount |
|---|---|
IPPFWHR PURPOSE: FOR WORK IN ARGENTINA, BOLIVIA, GUATEMALA, HAITI, HONDURAN, NICARAGUA, PARAGUAY, VENEZUELA, ETHIOPIA, MOZAMBIQUE, TANZANIA AND UGANDA | $2,753,695 |
IPPFWHR PURPOSE: FOR WORK IN ARGENTINA, BOLIVIA, GUATEMALA, HONDURAS, NICARAGUA, PARAGUAY, VENEZUELA, ETHIOPIA, MOZAMBIQUE, TANZANIA AND UGANDA | $2,141,061 |
Oakland, CA PURPOSE: FOR WORK SUPPORTING REPRODUCTIVE HEALTH IN UGANDA, BOLIVIA, VENEZUELA AND THE UNITED STATES | $2,021,299 |
MSI-US PURPOSE: FOR WORK IN UGANDA, KENYA AND BOLIVIA | $1,824,262 |
MSI-US PURPOSE: FOR WORK IN UGANDA, KENYA AND BOLIVIA | $1,719,952 |
Washington, DC PURPOSE: FOR WORK IN UGANDA | $710,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Kavli Foundation Los Angeles, CA | $672,190,947 | $63,900,227 |
Oprah Winfrey Charitable Foundation Los Angeles, CA | $244,908,730 | $15,499,605 |
Reed Family Giving Palo Alto, CA | $0 | $1,785,630 |
Perenchio Foundation Pasadena, CA | $23,143,013 | $16,139,490 |
Elbridge Stuart Foundation San Francisco, CA | $0 | $50,927,983 |
Chamberlin Family Foundation Richmond, CA | $3,805,906 | $611,005 |
May And Stanley Smith Charitable Trust Corte Madera, CA | $490,127,774 | $29,599,485 |
Diane And Bruce Halle Foundation Scottsdale, AZ | $130,264 | $31,307,586 |
Cyrus Tang Foundation Las Vegas, NV | $882,448,132 | $23,435,848 |
Scully Memorial Foundation San Rafael, CA | $838,174,417 | $32,779,151 |
Kate B Reynolds Charitable Trust Las Vegas, NV | $458,547,474 | $24,205,244 |
Windsong Tr Manhattan Beach, CA | $426,534,426 | $49,190,132 |