Bergstrom Family Foundation

The Woodlands, TX
Tax-exempt since March 1998
EIN: 76-0563582

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.25M (2024)

Expenses

$369k (2024)

Total Assets

$5.38M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$2,245,082

Expenses

$368,972

Net Income

$1,876,110

Net Assets

$5,377,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,004,116	44.7%
Interest Revenue	$0
Dividends	$186,818	8.3%
Sales of Assets	$1,054,148	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$356,500	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,377,256
Total Liabilities	$0
Net Assets	$5,377,256

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$291,373

Expenses

$237,144

Net Income

$54,229

Net Assets

$4,306,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$140,680	48.3%
Sales of Assets	$150,693	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,500	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,306,227
Total Liabilities	$0
Net Assets	$4,306,227

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$139,842

Expenses

$193,492

Net Income

-$53,650

Net Assets

$4,243,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$139,143	99.5%
Sales of Assets	$699	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,000	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,243,307
Total Liabilities	$0
Net Assets	$4,243,307

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$291,644

Expenses

$164,719

Net Income

$126,925

Net Assets

$4,290,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$175,251	60.1%
Sales of Assets	$116,393	39.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,500	94.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,290,439
Total Liabilities	$0
Net Assets	$4,290,439

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$151,374

Expenses

$159,965

Net Income

-$8,591

Net Assets

$4,162,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$150,492	99.4%
Sales of Assets	$882	0.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,200	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,162,114
Total Liabilities	$1
Net Assets	$4,162,113

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on June 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$617,902

Expenses

$269,436

Net Income

$348,466

Net Assets

$4,183,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$499,883	80.9%
Interest Revenue	$0
Dividends	$159,542	25.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,400	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,183,824
Total Liabilities	$1
Net Assets	$4,183,823

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$513,988

Expenses

$263,127

Net Income

$250,861

Net Assets

$3,837,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$389,942	75.9%
Interest Revenue	$0
Dividends	$125,462	24.4%
Sales of Assets	-$1,416
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,400	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,837,463
Total Liabilities	$0
Net Assets	$3,837,463

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$625,332

Expenses

$316,687

Net Income

$308,645

Net Assets

$3,611,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$349,812	55.9%
Interest Revenue	$0
Dividends	$118,512	19.0%
Sales of Assets	$157,008	25.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$308,979	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,611,035
Total Liabilities	$0
Net Assets	$3,611,035

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on May 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$305,705

Expenses

$710,841

Net Income

-$405,136

Net Assets

$3,265,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$192,844	63.1%
Interest Revenue	$0
Dividends	$102,890	33.7%
Sales of Assets	$9,971	3.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$693,828	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,265,931
Total Liabilities	$0
Net Assets	$3,265,931

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,352,437

Expenses

$628,260

Net Income

$724,177

Net Assets

$3,719,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,219,850	90.2%
Interest Revenue	$0
Dividends	$91,267	6.7%
Sales of Assets	$41,320	3.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$621,700	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,719,124
Total Liabilities	$0
Net Assets	$3,719,124

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on July 22, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$164,845

Expenses

$333,062

Net Income

-$168,217

Net Assets

$3,008,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,927	57.6%
Sales of Assets	$69,918	42.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$306,617	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,008,688
Total Liabilities	$0
Net Assets	$3,008,688

Compensation

Key Employees and Officers	Compensation	Other
Stephen Bergstrom (President/Chairman)	$0	$0
Debora Bergstrom (Vp & Treasurer)	$0	$0

990-PF

Filed on May 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$1,418,171

Expenses

$242,034

Net Income

$1,176,137

Net Assets

$3,167,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,062	70.5%
Interest Revenue	$0
Dividends	$69,044	4.9%
Sales of Assets	$349,065	24.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,285	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,167,451
Total Liabilities	$0
Net Assets	$3,167,451

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$560,101

Expenses

$240,607

Net Income

$319,494

Net Assets

$1,982,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$493,267	88.1%
Interest Revenue	$0
Dividends	$63,515	11.3%
Sales of Assets	$3,319	0.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$234,954	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,982,583
Total Liabilities	$0
Net Assets	$1,982,583

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$48,285

Expenses

$130,043

Net Income

-$81,758

Net Assets

$1,932,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,503	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,159	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,939,216
Total Liabilities	$7,000
Net Assets	$1,932,216

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Bergstrom Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.25M (2024)

Expenses $369k (2024)

Total Assets $5.38M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$2.25M (2024)

Expenses

$369k (2024)

Total Assets

$5.38M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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