Erik E and Edith H Bergstrom Foundation A Charitable Trust
Only null% goes to programs Strong reserves Growing revenue
Erik E and Edith H Bergstrom Foundation A Charitable Trust is a 501(c)(3) organization based in Palo Alto, California, registered in 2002, with $41,518,088 in FY2023 revenue. CharityIndex grades it C+.
Po Box 520, Palo Alto, CA, 94302 EIN 91-2155835 Since 2002
Revenue (FY2023)
$41.5M
▲ 219.6% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$14.4M
Net assets
$245.9M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Erik E and Edith H Bergstrom Foundation A Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating205 mo reserves · +65% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Erik E and Edith H Bergstrom Foundation A Charitable Trust: 205 mo reserves · +65% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Erik E and Edith H Bergstrom Foundation A Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Erik E and Edith H Bergstrom Foundation A Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 520, Palo Alto, CA, 94302
- City
- Palo Alto
- State
- California
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $10.5M (FY2014) to $41.5M (FY2023) across 10 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $10.1MNet assets $245.9M
Operating margin
65.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$256.0M
Total liabilities
$10.1M
Net assets
$245.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $41,518,088▲220% | $14,386,091▼9.6% | $245,874,885▲26.3% | $256,021,047▲25.9% | 990PF |
| 2022 | $12,990,841▼54.6% | $15,916,682▲56.6% | $194,665,489▲10.0% | $203,401,314▲11.6% | 990PF |
| 2021 | $28,602,799▲164% | $10,162,573▼9.1% | $177,002,325▼18.9% | $182,208,855▼19.1% | 990PF |
| 2020 | $10,834,938▼17.6% | $11,174,667▲33.2% | $218,326,760▲24.1% | $225,321,500▲23.2% | 990PF |
| 2019 | $13,150,451▼23.1% | $8,387,049▼8.7% | $175,986,371▲4.4% | $182,829,101▲4.0% | 990PF |
| 2018 | $17,096,749▲74.6% | $9,183,865▲1.7% | $168,605,395▲38.6% | $175,816,206▲36.9% | 990PF |
| 2017 | $9,791,293▼8.9% | $9,030,853▲54.4% | $121,625,796▲9.8% | $128,467,536▲10.9% | 990PF |
| 2016 | $10,744,494▼1.3% | $5,848,142▲4.8% | $110,795,000▲20.7% | $115,799,969▲16.3% | 990PF |
| 2015 | $10,888,046▲3.8% | $5,578,726▲108% | $91,803,007▲8.4% | $99,605,326▲7.8% | 990PF |
| 2014 | $10,490,575 | $2,686,976 | $84,718,013 | $92,356,237 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Erik E and Edith H Bergstrom Foundation A Charitable Trust a legitimate nonprofit?
- Yes. Erik E and Edith H Bergstrom Foundation A Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 91-2155835, based in Palo Alto, California. Donations are tax-deductible.
- What is Erik E and Edith H Bergstrom Foundation A Charitable Trust's EIN?
- Erik E and Edith H Bergstrom Foundation A Charitable Trust's Employer Identification Number (EIN) is 91-2155835.
- How much revenue does Erik E and Edith H Bergstrom Foundation A Charitable Trust report?
- Erik E and Edith H Bergstrom Foundation A Charitable Trust reported $41,518,088 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Erik E and Edith H Bergstrom Foundation A Charitable Trust have?
- CharityIndex grades Erik E and Edith H Bergstrom Foundation A Charitable Trust C+, based on financial health (reserves and operating margin).
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Data for Erik E and Edith H Bergstrom Foundation A Charitable Trust (EIN 91-2155835) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.