Civic Intelligence

The Bergstrom Foundation

EIN 06-6499658 • Boston, MA

125 High Street 16th FLBoston, MA 02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-2534%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-9.5%

Faster asset growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,894,657

Down $515,304 (-9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,894,657

Down $515,304 (-9.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Down

$20,335

Down $51,870 (-72%) from 2023

Expenses

Up

$535,573

Up $106,870 (+25%) from 2023

Net Income

Down

-$515,238

Down $158,740 (-45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $2,227,963Liabilities 2011: $02011Assets 2012: $8,045,505Liabilities 2012: $02012Assets 2013: $7,808,502Liabilities 2013: $02013Assets 2014: $7,723,180Liabilities 2014: $02014Assets 2015: $7,492,377Liabilities 2015: $02015Assets 2019: $6,391,250Liabilities 2019: $0Net Assets 2019: $6,391,2502019Assets 2020: $5,967,369Liabilities 2020: $0Net Assets 2020: $5,967,3692020Assets 2021: $5,757,522Liabilities 2021: $0Net Assets 2021: $5,757,5222021Assets 2022: $5,954,002Liabilities 2022: $0Net Assets 2022: $5,954,0022022Assets 2023: $5,409,961Liabilities 2023: $0Net Assets 2023: $5,409,9612023Assets 2024: $4,894,657Liabilities 2024: $0Net Assets 2024: $4,894,6572024

Highlighted filing

2024

Assets$4,894,657
Liabilities$0
Net Assets$4,894,657
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $171,462Expenses 2011: $177,910Net Income 2011: -$6,4482011Revenue 2012: $6,129,737Expenses 2012: $312,196Net Income 2012: $5,817,5412012Revenue 2013: $236,293Expenses 2013: $473,294Net Income 2013: -$237,0012013Revenue 2014: $359,479Expenses 2014: $444,801Net Income 2014: -$85,3222014Revenue 2015: $187,734Expenses 2015: $418,537Net Income 2015: -$230,8032015Revenue 2019: $369,780Expenses 2019: $395,532Net Income 2019: -$25,7522019Revenue 2020: $16,223Expenses 2020: $440,104Net Income 2020: -$423,8812020Revenue 2021: $153,989Expenses 2021: $363,836Net Income 2021: -$209,8472021Revenue 2022: $619,875Expenses 2022: $423,395Net Income 2022: $196,4802022Revenue 2023: $72,205Expenses 2023: $428,703Net Income 2023: -$356,4982023Revenue 2024: $20,335Expenses 2024: $535,573Net Income 2024: -$515,2382024

Highlighted filing

2024

Revenue$20,335
Expenses$535,573
Net Income-$515,238
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,894,657
Liabilities
$0
Net assets
$4,894,657
Revenue
$20,335
Expenses
$535,573
Net income
-$515,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.02$0.54$0.52
2023Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.07$0.43$0.36
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.62$0.42$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.15$0.36$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.02$0.44$0.42
2019Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.37$0.40$0.03
2015Summary only. Only limited summary data is available for this year.$7.49$0.00$0.19$0.42$0.23
2014Summary only. Only limited summary data is available for this year.$7.72$0.00$0.36$0.44$0.09
2013Summary only. Only limited summary data is available for this year.$7.81$0.00$0.24$0.47$0.24
2012Summary only. Only limited summary data is available for this year.$8.05$0.00$6.13$0.31$5.82
2011Summary only. Only limited summary data is available for this year.$2.23$0.00$0.17$0.18$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 20, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG G BERGSTROMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bergstrom Foundation
EIN
06-6499658
Phone
2122874690
Address
125 HIGH STREET 16TH FL, BOSTON, MA 02110

Signing Officer

Name
Craig G Bergstrom
Title
Trustee
Phone
2122874690
Signed
2025-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
125 HIGH STREET, BOSTON, MA 02110
Preparer
Dan Canfield
Phone
6172928400
Raw XML Appendix381 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PRESIDENT AND FELLOWS OF HARVARD COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TECHNOLOGY EXCHANGE LABS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TRUSTEES OF DARTMOUTH COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ST HILDAS & ST HUGHS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8MARTIN TRUST CENTER FOR MIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9TRINITY SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1120 BROADWAY 20TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21033 MASSACHUSETTS AVE SUITE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4178 COOLIDGE HILL ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61005 SECRET COVE DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81 AMHERST STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710025
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0408601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt024526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt052520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt024526
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027994
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0384075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027994
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052520
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt066
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAXES WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04472
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0129801
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0129801
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG G BERGSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02122874690
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERGSTROM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ANDERSEN TAC
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0066499658
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 HIGH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172928400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN CANFIELD
ReturnHeader/ReturnTs02025-06-27T12:43:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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