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ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST
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ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST
PALO ALTO, CA, US
•
501(c)(3)
•
EIN
91-2155835
•
Private Foundation
Family Foundation
Regional Funder
ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST
Sign up to claim this org
PALO ALTO, CA, US
•
501(c)(3)
•
EIN
91-2155835
•
Private Foundation
Family Foundation
Regional Funder
Overview
Programs
990s
Income Statement
Balance Sheet
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Board & Team
Financials
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Funding
Funders
Grants Received
Grantmaking
Giving Insights
Grantees
Grants Given
Overlap
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Balance Sheet
Fiscal Year Start:
Oct 1
Assets in
2024
(Year End)
$256,021,047
Investments
86%
Other Assets
11%
Cash & Equivalents
3%
Prepaid Expenses
<1%
Property, Plant, & Equipment (net)
<1%
Receivables (Non-Related)
0%
Related-Party Receivables
0%
Inventories
0%
Liabilities in
2024
(Year End)
$10,146,162
Grants Payable
90%
Other Liabilities
8%
Payables & Accruals
2%
Deferred Revenue
0%
Tax-Exempt Bond Liabilities
0%
Custodial & Escrow Liabilities
0%
Notes Payable / Debt (Non-Related)
0%
Related-Party Payables
0%
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Assets
2023
2024
Change
Cash & Equivalents
$3,580,197
$7,529,943
+110%
Receivables (Non-Related)
-
-
-
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
$211,362
$25,158
-88%
Investments
$176,148,782
$219,861,160
+25%
Property, Plant, & Equipment (net)
-
$1,421
-
Other Assets
$23,460,973
$28,603,365
+22%
Total Assets
$203,401,314
$256,021,047
+26%
Liabilities
2023
2024
Change
Payables & Accruals
$128,101
$233,675
+82%
Grants Payable
$8,345,470
$9,143,239
+10%
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
N/A
N/A
N/A
Custodial & Escrow Liabilities
N/A
N/A
N/A
Notes Payable / Debt (Non-Related)
-
-
-
Related-Party Payables
-
-
-
Other Liabilities
$262,254
$769,248
+193%
Total Liabilities
$8,735,825
$10,146,162
+16%
Net assets
2023
2024
Change
Restricted Net Assets
$23,460,973
$28,603,365
+22%
Unrestricted Net Assets
$171,204,516
$217,271,520
+27%
Net assets
2023
2024
Change
Net assets
+$194,665,489
+$245,874,885
+26%
Balance Sheet
