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← ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST

Form 990-PF for tax year 2024

Filed by ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST.

Totals

Total revenue
$44,192,745
Total expenses
$6,768,932
Contributions and grants received
$0
Contributions, gifts and grants paid
$4,126,365
Fair market value of assets, end of year
$266,054,410

Listed in Part VIII

  • Rodrigo Barillas

    Trustee

    Total calculated
    $32,100
    Compensation
    $32,100
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1

  • Jennifer Benz

    Trustee

    Total calculated
    $32,100
    Compensation
    $32,100
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1

  • Charles Cullom Davis

    Trustee

    Total calculated
    $32,100
    Compensation
    $32,100
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1

  • Janet W Greig

    Board Chair, Trustee

    Total calculated
    $32,100
    Compensation
    $32,100
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    2

  • Ndola Prata

    Trustee

    Total calculated
    $32,100
    Compensation
    $32,100
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1

  • Ann R Shulman

    Executive Dir

    Total calculated
    $439,594
    Compensation
    $359,574
    Benefit plans
    $80,020
    Expense account
    $0
    Hours/week
    40

Compensation is as filed in Part VIII of the Form 990-PF: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants paid on this return

Grants paid, cash basis (Part I, line 25, column (d))
$11,068,912
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$11,068,912
The foundation's own total of the grants it itemizes.

These are the grants the foundation paid during the year. The “Contributions, gifts and grants paid” total above is the figure on the foundation's books. This return marks the accrual method, under which a grant is recorded when the foundation commits to it rather than when it pays, so the books total need not agree with the cash figures in this section: a grant promised one year and paid in another is counted in different years.

  • WOMENS INTERNATIONAL NETWORK FOR GUATEMALAN SOLUTI

    $936,876

    DENVER, CO

    To support work in Guatemala and Uganda

  • PHILANTHROPIC VENTURES FOUNDATION

    $902,598

    OAKLAND, CA

    Erik E. & Edith H. Bergstrom Foundation Fund

  • IPPF - FOS FEMINISTA

    $660,000

    NEW YORK, NY

    To support work in Venezuela

  • IPPF - FOS FEMINISTA

    $591,855

    NEW YORK, NY

    To support work in Bolivia

  • MSI US

    $589,728

    WASHINGTON, DC

    To support work in Kenya

  • MSI US

    $579,910

    WASHINGTON, DC

    To support work in Uganda

  • ONE WORLD CHILDRENS FUND

    $565,315

    LOS ANGELES, CA

    To support work in Uganda

  • IPAS

    $534,406

    CHAPEL HILL, NC

    To support work in Mexico, Mozambique, Latin America, and the Carribean

  • IPPF - FOS FEMINISTA

    $492,379

    NEW YORK, NY

    To Support Work in Argentina

  • MSI US

    $484,984

    WASHINGTON, DC

    To support work in Bolivia

The 10 largest to organizations. The API serves every grant row.

Provenance

Return type
form_990_pf
Tax year
2024
Filed
24 March 2026
IRS schema version
2024v5.2
Source object
202621219349100217

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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