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Berglund Family Foundation is a private corporation based in CAPITOLA, CA. The foundation received its IRS ruling in 2008. It holds total assets of $15.4M. Annual income is reported at $6.3M. Total assets have grown from $1.6M in 2011 to $15.5M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Funding is distributed across 4 states, including California, Connecticut, Texas. According to available records, Berglund Family Foundation has made 25 grants totaling $1.8M, with a median grant of $40K. Annual giving has grown from $334K in 2020 to $769K in 2023. Individual grants have ranged from $500 to $260K, with an average award of $72K. The foundation has supported 13 unique organizations. The foundation primarily supports organizations in California, Connecticut, Texas, which account for 60% of all grants. Grantmaking reaches organizations across 10 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$11K
Median Grant
$53K
Average Grant
$56K
Largest Grant
$100K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Berglund Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 25 grants. Its grantmaking reaches organizations primarily in CA, CT, TX.
Berglund Family Foundation has distributed a total of $1.8M across 25 grants. The median grant size is $40K, with an average of $72K. Individual grants have ranged from $500 to $260K.
Berglund Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Berglund Family Foundation is headquartered in CAPITOLA, CA. While based in CA, the foundation distributes grants to organizations across 10 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Eric W Berglund | Director | $0 | $0 | N/A |
| Steven Berglund | CFO/Sec/Directr | $0 | $0 | N/A |
| Christopher A Berglund | Director | $0 | $0 | N/A |
| Sandra Berglund | President/Direc | $0 | $0 | N/A |
Total Giving
$879K
Total Assets
$15.5M
Fair Market Value
$16.5M
Net Worth
$15.5M
Grants Paid
$769K
Contributions
$17K
Net Investment Income
$2.1M
Distribution Amount
$797K
Total Grants
25
Total Giving
$1.8M
Average Grant
$72K
Median Grant
$40K
Unique Recipients
13
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Save The ChildrenContribution supporting charitable organization's exempt purpose. | Westport, CT | $260K | 2023 |
| The Nature ConservancyContribution supporting charitable organization's exempt purpose. | San Francisco, CA | $253K | 2023 |
| Bat Conservation InternationalContribution supporting charitable organization's exempt purpose. | Austin, TX | $100K | 2023 |
| Marine Mammal CenterContribution supporting charitable organization's exempt purpose. | Fort Cronkhite, CA | $75K | 2023 |
| American PrairieContribution supporting charitable organization's exempt purpose. | Bozeman, MT | $40K | 2023 |
| Eastside College PreparatoryContribution supporting charitable organization's exempt purpose. | East Palo Alto, CA | $35K | 2023 |
| Battleship New JerseyContribution supporting charitable organization's exempt purpose. | Camden, NJ | $5K | 2023 |
| Mountains To Sound Greenway TrustContribution supporting charitable organization's exempt purpose. | Seattle, WA | $1K | 2023 |
| Washington County Historical SocietContribution supporting charitable organization's exempt purpose. | Stillwater, MN | $500 | 2023 |
| Rural Health Care InitiativeContribution supporting charitable organization's exempt purpose. | Minneapolis, MN | $38K | 2022 |
| The American Chestnut FoundationContribution supporting charitable organization's exempt purpose. | Ashville, NC | $1K | 2022 |
| Kids Need To ReadContribution supporting charitable organization's exempt purpose. | Mesa, AZ | $1K | 2022 |
| Montpelier FoundationContribution supporting charitable organization's exempt purpose. | Montpelier Station, VA | $500 | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA