2026-05-01T10:30:55-04:00 2025-09-30 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-10-01 912155835 Erik E and Edith H Bergstrom Foundation A Charitable Trust % Foundation Source ERIK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Janet W Greig Trustee 8008391754 2026-03-24 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X X 266054410 X 0 X 259221 259221 13850497 13841598 29806850 120165723 27883737 276177 44192745 41984556 520074 16050 504024 84986 84986 141991 141991 59156 0 0 70347 114507 0 0 122484 997865 446971 609635 577783 656 0 1050 1200 53249 90772 91250 124 121513 2642567 463145 0 1746952 4126365 11068912 6768932 463145 0 12815864 37423813 41521411 0 7529943 9051556 9051556 25158 230805 230805 219861160 228055301 228055301 28603365 28715983 28715983 1967 1202 1421 765 765 256021047 266054410 266054410 233675 37030 9143239 2200695 769248 248000 10146162 2485725 X 217271520 234852702 28603365 28715983 245874885 263568685 256021047 266054410 245874885 37423813 112618 283411316 19842631 263568685 Publicly-traded Securities 120165723 92281986 27883737 27883737 27883737 577148 577148 577148 701147 0 701147 X 635 123364 123364 false false false false false false false true true CA true false false false true true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false true false false false false false false false false false false false false Rodrigo Barillas Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 32100 0 0 Jennifer Benz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 32100 0 0 Charles Cullom Davis Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 32100 0 0 Janet W Greig Foundation Source 501 Silverside Rd Wilmington DE 198091377 Board Chair, Trustee 2.0 32100 0 0 Ndola Prata Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 32100 0 0 Ann R Shulman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Executive Dir 40.0 359574 80020 0 JULIA R BOLOUS 1001 CARDIFF LN REDWOOD CITY CA 94061 SPEC ADVISR TO BOARD 40.0 84986 34121 Aspiriant LLC 50 California Street Suite 2600 San Francisco CA 94111 Investment Mgmt 579928 Libby DeMeo 125 Sunnydale Ave San Carlos CA 94070 Philnthrpc & Invstmt 236325 1892 Consulting LLC 3114 NW THURMAN ST PORTLAND OR 97210 Philanthropic 176933 WISE Advise and Assist Team 412 Bayshore Drive Venice FL 34285 Philnthrpc & Invstmt 95990 Maria Antonieta Alcalde Castro Patricio Sanz 609 Depto 402 Mexico City MX 03103 Philanthropic 75000 4 214599991 11230642 0 225830633 0 225830633 3387459 222443174 11122159 11122159 577148 577148 10545011 10545011 10545011 12815864 0 0 0 0 12815864 10545011 138244 1292719 2229418 1462047 5122428 12815864 10545011 2270853 7393281 0 7393281 138244 1292719 2229418 1462047 2270853 NONE X AFRICAN PARKS FOUNDATION OF AMERICA 2020 PENNSYLVANIA AVE NW 254 WASHINGTON DC 20006 N/A PC To support work in African Parks 30000 DKT INTERNATIONAL INC 1001 CONNECTICUT AVE NW STE 800 WASHINGTON DC 20036 N/A PC To support work in Mozambique 367490 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in Paraguay 249700 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in Bolivia 591855 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in Eastern Uganda 245140 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To Support Work in Argentina 492379 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in Venezuela 660000 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC For IPPF audit of Mexfam 5150 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in Tanzania 271272 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support educational services for youth and adolescents 268525 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in Nicaragua 255552 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC Small Grants Initiative & Learning Cohort 200000 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To Support Work in Guatemala 74750 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in Haiti 11500 IMPERIAL COUNTY HISTORICAL SOCIETY 373 E ATEN RD IMPERIAL CA 92251 N/A PC General support 15000 INT'L PLANNED PARENTHOOD FEDERATION - WORLDWIDE PO BOX 33787 WASHINGTON DC 20033 N/A SO I To support educational services in Ecuador 78480 IPAS PO BOX 9990 CHAPEL HILL NC 27515 N/A PC To support work in Mexico, Mozambique, Latin America, and the Carribean 534406 MSI US PO BOX 35528 WASHINGTON DC 20033 N/A SO I To support work in Bolivia 484984 MSI US PO BOX 35528 WASHINGTON DC 20033 N/A SO I To support work in Kenya 589728 MSI US PO BOX 35528 WASHINGTON DC 20033 N/A SO I To support work in Uganda 579910 MSI US PO BOX 35528 WASHINGTON DC 20033 N/A SO I To support work in Malawi 250000 MYRIAD USA INC 551 FIFTH AVE SUITE 2400 NEW YORK NY 10176 N/A PC Erik E. and Edith H. Bergstrom Foundation Fund 174040 MYRIAD USA INC 551 FIFTH AVE SUITE 2400 NEW YORK NY 10176 N/A PC Erik E. & Edith H. Bergstrom Foundation Fund 5250 MYRIAD USA INC 551 FIFTH AVE SUITE 2400 NEW YORK NY 10176 N/A PC Erik E. & Edith H. Bergstrom Foundation Fund 72131 ONE WORLD CHILDRENS FUND 3108 GLENDALE BLVD 506 LOS ANGELES CA 90039 N/A PC Health education and cancer screening project 36400 ONE WORLD CHILDRENS FUND 3108 GLENDALE BLVD 506 LOS ANGELES CA 90039 N/A PC To support work in Uganda 565315 PATHFINDER INTERNATIONAL 1015 15TH ST NW STE 1100 WASHINGTON DC 20005 N/A PC To support work in Tanzania 235000 PATHFINDER INTERNATIONAL 1015 15TH ST NW STE 1100 WASHINGTON DC 20005 N/A PC To support work in Tanzania 250000 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 N/A PC To support educational services in Bolivia 183600 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 N/A PC Erik E. & Edith H. Bergstrom Foundation Fund 902598 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 N/A PC To support educational services in Uganda 313079 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 N/A PC To support educational services in Mexico 122910 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 N/A PC To support WVD 2025 Annual Event 40800 PLANNED PARENTHOOD MAR MONTE INC 1691 THE ALAMEDA SAN JOSE CA 95126 N/A PC General Support 30000 PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH 1117 TIETON DR YAKIMA WA 98902 N/A PC General support 30000 POPULATION INSTITUTE 105 2ND ST NE WASHINGTON DC 20002 N/A PC General Support 30000 POPULATION SERVICES INTERNATIONAL 1120 19TH ST NW STE 600 WASHINGTON DC 20036 N/A PC To support work in Uganda 132000 POPULATION SERVICES INTERNATIONAL 1120 19TH ST NW STE 600 WASHINGTON DC 20036 N/A PC To support work in Uganda 207132 PRO MUJER INC 240 WEST 35TH ST SUITE 404 NEW YORK NY 10001 N/A PC General Support 30000 SHINE TOGETHER INC 508 VALLEY WAY MILPITAS CA 95035 N/A PC General Support 30000 UNIVERSITY OF WYOMING FOUNDATION 222 S 22ND ST LARAMIE WY 82070 N/A PC Sharon Love Harrod and Annabelle Harrod Youtsler Memorial Scholarship Fund 15000 WHITMAN COLLEGE BOARD OF TRUSTEES 345 BOYER AVE WALLA WALLA WA 99362 N/A PC Erik E. and Edith H. Bergstrom Foundation Scholarship Endowment Fund 30000 WOMENS INTERNATIONAL NETWORK FOR GUATEMALAN SOLUTI PO BOX 561678 DENVER CO 80256 N/A PC To support work in Guatemala and Uganda 936876 YAKIMA VALLEY MUSEUM & HIST ASSN 2105 TIETON DR YAKIMA WA 98902 N/A PC General Support 15000 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in Mexico 116600 IPPF - WORLDWIDE 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in rural Colombia 77000 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 N/A PC To support work in Ecuador 74140 ONE WORLD CHILDRENS FUND 3108 GLENDALE BLVD 506 LOS ANGELES CA 90039 N/A PC To support work in Kenya 150000 ONE WORLD CHILDRENS FUND 3108 GLENDALE BLVD 506 LOS ANGELES CA 90039 N/A PC To support work in Kenya and Uganda 3120 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 N/A PC To support work in Latin America 5100 11068912 DKT International 1001 CONNECTICUT AVE NW STE 800 WASHINGTON DC 20036 N/A PC Family Planning Mobile Clinic Outreach & Permanent Method and Abortion referral services in Quelimane District, Zambezia 97129 IPAS PO BOX 9990 chapel hill NC 27515 N/A Ipas LAC Expanding Access to Legal Abortion in Oaxaca: Strengthening Grassroots Organizations, Accessible Information, and Collaboration with the State Health System 60000 IPPF Worldwide PO BOX 33787 WASHINGTON DC 20005 n/a PC IPPF Worldwide/Profamilia 161841 Pathfinder International 1015 15TH ST NW STE 1100 WASHINGTON DC 20005 n/a Maamuzi Yako-Kesho Yako Phase IV 180000 INTERNATIONAL PLANNED PARENTHOOD FEDERATION PO BOX 33787 WASHINGTON DC 20033 N/A PC For education and services in the departments of Potosi, Oruro, and Cochabamba Bolivia 63679 IPAS PO BOX 9990 chapel hill NC 27515 N/A PC Improving Sexual and Reproductive Health and Rights in Mozambique's Nampula, Zambezia and Niassa Provinces through Enhanced Access to and Use of Contraceptive Care and Safe Abortion and Sexual Gender-Based Violence Services 100000 MYRIAD USA INC 551 FIFTH AVE SUITE 2400 new york NY 10176 N/A PC Erik E. and Edith H. Bergstrom Foundation Fund 174040 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL new york NY 10038 N/A PC Small Grants Initiative & Learning Cohort 92500 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL new york NY 10038 N/A PC Promoviendo el ejercicio de salud sexual y salud reproductiva en 9 municipios rurales del departamento de La Paz, Bolivia 330380 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL new york NY 10038 N/A PC Acceso a servicios de salud sexual y reproductiva (IVE-MAC) en poblaciones desatendidas en ARGENTINA Caracas y los estados Miranda, La Guaira, Carabobo, Lara, Tchira y Falcn; Venezuela 28522 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL new york NY 10038 N/A PC Ampliando el acceso a la salud sexual y reproductiva a mujeres y hombres de zonas rurales, fronterizas y periurbanas de la Gran Caracas y los estados Miranda, La Guaira, Carabobo, Lara, Tchira y Falcn; Venezuela 317900 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL new york NY 10038 N/A PC Breaking Barriers to Accessing FP Services Project-Phase III 372860 IPPF - FOS FEMINISTA 125 MAIDEN LANE 9TH FL new york NY 10038 N/A PC Scaling up Access to Integrated SRH Services in public health facilities through Outreach Approaches in Kigoma - UMKOBA Project Phase III 143364 INTERNATIONAL PLANNED PARENTHOOD FEDERATION PO BOX 33787 WASHINGTON DC 20033 N/A PC For education and services in underserved communities in la Sierra del Ecuador 78480 2200695 14 259221 14 13850497 18 29806850 DECREASE IN DEFERRED EXCISE TAXES 01 276177 44192745 44192745 false false false false false false false false false false Audit Fees 45837 45837 General Consultations 50295 58272 Tax Return Preparation/Review 18375 18375 APPLE COMPUTER 2023-12-06 1967 546 SL 3 656 0 AQR LARGE CAP DEFENSIVE STYLE 5255382 5255382 BLACKROCK EVENT DRIVEN EQUITY 7774243 7774243 DFA EMERGING MARKETS CORE EQ P 6178024 6178024 DFA EMERGING MARKETS VALUE POR 6003272 6003272 DFA INTERNATIONAL CORE EQUITY 21792014 21792014 DFA INTERNATIONAL SMALL CAP VA 8443066 8443066 DOUBLELINE TOTAL RETURN BOND 14702559 14702559 EATON VANCE GLOBAL MACRO ABSOL 8203714 8203714 GMO BENCHMARK FREE ALLOCATIONS 16586002 16586002 GMO QUALITY FUND 27328284 27328284 ISHARES CORE US VALUE 10084755 10084755 ISHARES EDGE MSCI MIN VOL GLOB 20897979 20897979 ISHARES S&P 500 INDEX FD 9631896 9631896 JPMORGAN GLOBAL ALLOCATION FUN 8296522 8296522 METROPOLITAN WEST RETURN BOND 14860328 14860328 VANGUARD DIVIDEND GROWTH FD 5916465 5916465 VANGUARD SMALL-CAP VALUE ETF 16370795 16370795 VANGUARD TOTAL BOND MARKET IND 19730001 19730001 BENEFICIAL INTEREST IN REMAIND 23209684 23209684 LONG TERM CONTRIBUTIONS RECEIV 5506299 5506299 APPLE COMPUTER 1967 1202 765 765 General Consultations 59156 70347 UNREALIZED LOSS ON SECURITIES 19842631 Administrative Fees 64504 64504 Bank Charges 124 124 Computers/Electronic Devices 601 601 Digital Subscriptions 3350 3527 Equipment/Furniture Purchase 915 915 Foundation Dues & Memberships 30 30 Office Supplies 928 891 Payroll Processing Fees 15233 15233 Postage/Delivery Service 11 11 Website Hosting/Support 5554 7313 ANNUAL GRANTMAKER PLATFORM 0 28488 Decrease in deferred excise taxes 276177 UNREALIZED GAIN ON INVESTMENTS IN TRUSTS 112618 DEFERRED TAXES PAYABLE 769248 248000 Administration of Foundation 336767 333820 Investment Management Services 446971 446971 Philanthropic Consulting Srvcs 190245 251933 IT SUPPORT SERVICES 23381 23381 TRANSLATION SERVICES 501 501 990-PF TAX FOR FYE 9.30.25 577783