Bergstrom Foundation Tr, Bergstrom Graig G Ttee in Boston, Massachusetts (MA)

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Bergstrom Foundation Tr, Bergstrom Graig G Ttee
Employer Identification Number (EIN)066499658
Name of OrganizationBergstrom Foundation Tr
Secondary NameBergstrom Graig G Ttee
In Care of NameCraig Bergstrom
Address220 Boylston St Apt 1516, Boston, MA 02116-3951
SubsectionCharitable Organization
Ruling Date05/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period07/2013
Assets$5,000,000 to $9,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$7,808,502
Amount of Income$164,455
Form 990 Revenue Amount$171,462
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2013: $164,455 (it was $7,569,261 in 2012)
Bergstrom Foundation Tr, Bergstrom Graig G Ttee: 

 $164,455
Other organizations performing similar types of work: 

 $103,138

Assets in 2013: $7,808,502 (it was $8,045,505 in 2012)
This organization: 

 $7,808,502
Other organizations performing similar types of work: 

 $338,623

Expenses in 2012: $312,196
Bergstrom Foundation Tr, Bergstrom Graig G Ttee: 

 $312,196
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2012: 0.5
This organization: 

 0.5
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2012: 96.5%
Bergstrom Foundation Tr, Bergstrom Graig G Ttee: 

 96.5%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$6,129,737$217,111$0
Contributions, gifts, grants, etc., received$5,912,416
Interest on savings and temporary cash investments$109
Dividends and interest from securities$152,486
Gross rents$0
Gross profit from sales of goods$0
Other income$-38,154
Other$102,880
Total expenses and disbursements$312,196$0$0$269,376
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$42,856$0$36
Contributions, gifts, grants paid$269,340
Excess of revenue over expenses and disbursements$5,817,541
Net investment income$217,111
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$8,045,505$7,521,237
Cash - non-interest-bearing$1,404,335
Investments-U.S. and state government obligations$0
Investments-corporate stock$2,707,942
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$3,933,228
Total liabilities$0
Total liabilities and net assets/fund balances$8,045,505
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$102,880
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$4,342
Total credits and payments$4,631
2012 estimated tax payments and 2011 overpayment credited to 2012$3,631
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$1,000
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$9
Tax due$0
Overpayment$280
Amount to be credited to 2013 estimated tax$280
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?Yes
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$5,570,487
Net value of noncharitable-use assets$5,486,940
Minimum investment return$274,347
Distributable Amount (for 2012)
Distributable amount$269,083
Undistributed Income (for 2012)
Distributable amount for 2012$269,083
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$-42,835$0$-42,835
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$-42,835$0$-42,835
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2009)
Total deductions$550
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$550
Unrelated business taxable income$-43,385
Unrelated business taxable income before net operating loss deduction$-43,385
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-43,385
Specific deduction$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Yawkey Foundation Ii990 Washington St Ste 315, Dedham, MA 02026-6719MA1983-04$161,634,281
2The Linda@hammett Ory & Andrew Ory Charitable Trust, Andrew Ory TteePO BOX 6358, Lincoln, MA 01773-6358MA2013-10$64,278,135
3Melampy-Lawrence Charitable Trust1024 Main St, Dunstable, MA 01827-1119MA2013-09$44,752,336
4Stifler Family Foundation, Stifler Lawrence T P Ttee100 Codman Rd, Brookline, MA 02445-7555MA2004-02$32,304,040
5Casey & Family Foundation, Curtis W Marble TteePO BOX 623, Harvard, MA 01451-0623MA2010-02$22,639,176
6Wagner Family FoundationPO BOX 51400, Boston, MA 02205-1400MA2004-01$19,009,860
7Goldhirsh Yellin FoundationRinet 101 Federal St, Boston, MA 02110MA2010-08$16,900,879
8James M Rabb Charitable Trust10 Possum Rd, Weston, MA 02493-2318MA2014-05$10,561,076
9Tbl Charitable Foundation15 Charlesden Park, Newtonville, MA 02460-2207MA2006-02$9,272,639
10The Ashurst Foundation, Pozen Robert C Et Al Ttee9 Arlington Street, Boston, MA 02116-3410MA2004-12$7,907,374
11Samantha Becky Mark Foundation16 Boardman Ave, Manchester, MA 01944-1406MA2009-07$7,019,237
12Strategic Grant Partners Inc240 Newbury St Ste 2, Boston, MA 02116-2580MA2003-04$6,103,784
13Hamilton Company Charitable Foundation39 Brighton Ave, Allston, MA 02134-2301MA2014-03$5,571,735
14The Nooril-Iman Charitable Foundation Inc1 Highwood Dr, Tewksbury, MA 01876-1155MA2001-04$5,449,254
15Nuance Foundation Inc1 Wayside Rd, Burlington, MA 01803-4609MA2012-10$5,324,983
16Green Family Charitable Foundation2251 Head Of The Bay, Harwich, MA 02645MA2012-05$4,997,125
17James H & Irene M Hunter Charitable Tr, Susan W Hunnewell TteeC/O Ridgeway Partners 10 Post, Boston, MA 02109MA2011-02$4,925,434
18The Robert F Higgins Foundation, Higgins Robert F Ttee2 International Pl, Boston, MA 02110-4104MA2000-06$4,716,423
19The Robert And Michelle Cooke Atchinson Foundation, Atchinson Robert G Ttee115 Commonwealth Ave Apt 2, Boston, MA 02116-2332MA1999-07$4,251,138
20The Owens Family FoundationPO BOX 78, Norwell, MA 02061-0078MA2001-01$3,729,564
Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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