The Bergstrom Foundation

990PF • Fiscal year 2022 • EIN 06-6499658

Aug 01, 2021 to Jul 31, 2022 • Filed on Feb 27, 2023

Organization Profile

220 Boylston Street 1516Boston, MA 02116

(212) 287-4690

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

32%

Higher net margin than 78% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

3.4%

Faster asset growth than 62% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

303%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets24th percentile

Assets

$5,954,002

Up $196,480 (+3.4%) from 2021

Net Assets

$5,954,002

Up $196,480 (+3.4%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin78th percentile

Revenue

$619,875

Up $465,886 (+303%) from 2021

Expenses

$423,395

Up $59,559 (+16%) from 2021

Net Income

$196,480

Up $406,327 (+194%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$5,954,002

Liabilities$0

Net Assets$5,954,002

Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$619,875

Expenses$423,395

Net Income$196,480

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2021 to Jul 31, 2022
Signed: Feb 27, 2023
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CRAIG G BERGSTROM	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Bergstrom Foundation
EIN: 06-6499658
Phone: 2122874690
Address: 220 BOYLSTON STREET 1516, BOSTON, MA 02116

Signing Officer

Name: Craig G Bergstrom
Title: Trustee
Phone: 2122874690
Signed: 2023-02-27
Discuss with paid preparer: Yes

Preparer

Firm: Andersen Tax LLC
Address: 125 HIGH STREET, BOSTON, MA 02110
Preparer: Daniel Veillette
Phone: 6172928400

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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/RecipientBusinessName/BusinessNameLine1Txt	2	THE TECHNOLOGY EXCHANGE LAB INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	TRINITY EPISCOPAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	TRUSTEES OF TUFTS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	TRUSTEES OF TUFTS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	LUTYENS TRUST AMERICA INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	77 MASSACHUSETTS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	619 W 114TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	2 BRIDLE PATH LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	150 HARRISON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	150 HARRISON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	1005 SECRET COVE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	BEVERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	SUGAR HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	02142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	01915
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	02111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	02111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	30518
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	372000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	375801
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	380520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	4719
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	35742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	39794
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	4719
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	35075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	35742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	35742
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	375801
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	70817
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	75536
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FOREIGN TAXES WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	3731
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	3731
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3731
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	2099
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FLOWTHROUGH OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	2099
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	2099
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	26344
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	26344
TaxesSchedule/TaxesDetail/Amt	0	70
TaxesSchedule/TaxesDetail/CategoryTxt	0	MA FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	70
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CRAIG G BERGSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2122874690
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE BERGSTROM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O GARY BERGSTROM
ReturnHeader/Filer/BusinessNameControlTxt	0	BERG
ReturnHeader/Filer/EIN	0	066499658
ReturnHeader/Filer/PhoneNum	0	2122874690
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	220 BOYLSTON STREET 1516
ReturnHeader/Filer/USAddress/CityNm	0	BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	125 HIGH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02110
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6172928400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DANIEL VEILLETTE
ReturnHeader/ReturnTs	0	2023-03-14T21:38:11-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	CRAIG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BERGSTROM
ReturnHeader/TaxPeriodBeginDt	0	2021-08-01
ReturnHeader/TaxPeriodEndDt	0	2022-07-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,954,002
Liabilities: $0
Net assets: $5,954,002
Revenue: $619,875
Expenses: $423,395
Net income: $196,480

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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