Nonprofit · EIN 91-2155835
ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST
Tax-exempt · WILMINGTON, DE 19809
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $44,192,745 | $6,768,932 | $37,423,813 | $266,054,410 | $2,485,725 | $263,568,685 |
| September 30, 2024 | 990-PF | $41,518,088 | $14,386,091 | $27,131,997 | $256,021,047 | $10,146,162 | $245,874,885 |
| September 30, 2023 | 990-PF | $12,990,841 | $15,916,682 | -$2,925,841 | $203,401,314 | $8,735,825 | $194,665,489 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $13,850,497
- Interest
- $259,221
- Net gain from sales of assets
- $29,806,850
- Other income
- $276,177
Expenses
- Grants and similar amounts paid
- $4,126,365
- Compensation of officers, directors and key employees
- $520,074
- Salaries, compensation and benefits (total)
- $84,986
- Disbursements for charitable purposes
- $12,815,864
- Excise tax on investment income
- $577,148
Balance sheet and other
- Total assets, start of year
- $256,021,047
- Total assets, end of year
- $266,054,410
- Total liabilities, end of year
- $2,485,725
- Net assets, end of year
- $263,568,685
- Fair market value of assets
- $266,054,410
- Qualifying distributions
- $12,815,864
- Net investment income
- $41,984,556
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ann R Shulman Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Executive Dir | 40 | $359,574 | $80,020 |
| JULIA R BOLOUS 1001 CARDIFF LN, REDWOOD CITY, CA 94061 | SPEC ADVISR TO BOARD Highest-paid employee | 40 | $84,986 | $34,121 |
| Rodrigo Barillas Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $32,100 | $0 |
| Jennifer Benz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $32,100 | $0 |
| Charles Cullom Davis Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $32,100 | $0 |
| Janet W Greig Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Board Chair, Trustee | 2 | $32,100 | $0 |
| Ndola Prata Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $32,100 | $0 |
990-PF for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANN REBECCA SHULMAN PO BOX 520, PALO ALTO, CA 94302 | EXECUTIVE DIRECTOR | 40 | $305,477 | $72,385 |
| JULIA BOLOUS PO BOX 520, PALO ALTO, CA 94302 | SPECIAL ADVISOR TO T Highest-paid employee | 40 | $273,229 | $29,786 |
| ALEXIS BARAB PO BOX 520, PALO ALTO, CA 94302 | PROGRAM OFFICER Highest-paid employee | 40 | $161,057 | $15,837 |
| ANJALI UPADHYAY PO BOX 520, PALO ALTO, CA 94302 | SENIOR PROGRAM ASSOC Highest-paid employee | 40 | $120,634 | $2,350 |
| CLAIRE KNIGHTLY PO BOX 520, PALO ALTO, CA 94302 | DATA & ACCOUNTING AS Highest-paid employee | 40 | $105,369 | $14,713 |
| MAGEN MARIE KRAGE PO BOX 520, PALO ALTO, CA 94302 | EA PROGRAM ASSOCIATE Highest-paid employee | 40 | $76,206 | $11,704 |
| RODRIGO BARILLAS PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE | 1 | $31,250 | $0 |
| JENNIFER BENZ PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE | 1 | $31,250 | $0 |
| JANET W GREIG PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE | 2 | $31,250 | $0 |
| DOUGLAS WYLIE GREIG PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE | 1 | $18,235 | $0 |
| CULLY DAVIS PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE | 1 | $13,015 | $0 |
| NDOLA PRATA PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE | 1 | $13,015 | $0 |
990-PF for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIA R BOLOUS PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE/CHIEF OPERATING OFFICER | 40 | $285,654 | $30,958 |
| ALEXIS BARAB PO BOX 520, PALO ALTO, CA 94302 | PROGRAM OFFICER Highest-paid employee | 40 | $121,617 | $17,482 |
| ANJALI UPADHYAY PO BOX 520, PALO ALTO, CA 94302 | SENIOR PROGRAM ASSOC Highest-paid employee | 40 | $92,525 | $2,784 |
| CLAIRE KNIGHTLY PO BOX 520, PALO ALTO, CA 94302 | DATA & ACCOUNTING AS Highest-paid employee | 40 | $80,929 | $16,367 |
| ANA ISABEL FREID PO BOX 520, PALO ALTO, CA 94302 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $72,557 | $1,236 |
| JANET GREIG PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE | 2 | $30,000 | $0 |
| WYLIE GREIG PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE | 2 | $30,000 | $0 |
| RODRIGO BARILLAS PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE | 2 | $15,000 | $0 |
| EDITH H BERGSTROM PO BOX 520, PALO ALTO, CA 94302 | TRUSTEE/CO-FOUNDER | 2 | $7,500 | $0 |
Address and contacts
- Address (IRS master file)
- FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Janet W Greig, Trustee
- Phone
- (800) 839-1754
- Return prepared by
- Foundation Source
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 91-2155835
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $266,054,410
- Income (IRS master file)
- $134,551,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $44,192,745 | $6,768,932 | $266,054,410 | IRS |
| 990-PF | September 2024 | $41,518,088 | $14,386,091 | $256,021,047 | IRS |
| 990-PF | September 2023 | $12,990,841 | $15,916,682 | $203,401,314 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-2155835).
Questions about ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST
- What is the EIN of ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST?
- The employer identification number (EIN) of ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST is 91-2155835.
- Is ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 7 people; 7 received compensation from the organization, the highest $359,574 (Ann R Shulman, Executive Dir).
- How much revenue does ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $44,192,745, expenses of $6,768,932 and total assets of $266,054,410 at year end.
Other nonprofits in WILMINGTON
- SHELBY CULLOM DAVIS CHARITABLE FUND INC EIN 20-3734688 · last filed 990-PF for 2024
- FEIGIN FOUNDATION EIN 33-6443165 · last filed 990-PF for 2025
- SMILOW FOUNDATION INC EIN 92-1388481 · last filed 990-PF for 2024
- AMERICAN GIFT FUND EIN 51-6506426 · last filed 990 for 2024
- JOHN & TAMI MARICK FOUNDATION INC EIN 46-2345457 · last filed 990-PF for 2024
- ESSEX AVENUE FOUNDATION EIN 85-1891431 · last filed 990-PF for 2024
- THE GRATEFUL LIVES FOUNDATION EIN 32-6402383 · last filed 990 for 2024
- DELAWARE COMMUNITY FOUNDATION EIN 22-2804785 · last filed 990 for 2025
All nonprofits in WILMINGTON · Delaware · Philanthropy, voluntarism and grantmaking foundations