B & H Way Foundation

Private foundation · Grantmaker Wayzata, MN EIN: 41-1955405

B & H Way Foundation is a private foundation based in Wayzata, Minnesota. Its 2025 filing shows grants to charitable organizations, including organizations working with youth, affordable housing, people with disabilities, and grieving children and families.

Key facts about B & H Way Foundation

In short: B & H Way Foundation gave $573K across 10 grants in 2025 (avg $57K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.

EIN
41-1955405
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$573,250
Grants made (2025)
10
Average grant
$57,325
Median grant
$50,000
Total assets
$2,523,760
Primary geography
Minnesota (89% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.5M

-9.6% YoY

Annual Giving

$573K

+11365.0% YoY

Grant Count

10

+900.0% YoY

Avg Grant Size

$57K

+1046.5% YoY

Under IRS private-foundation payout rules, B & H Way Foundation reported a distributable amount of $238K for 2025 — the minimum it must pay out in qualifying distributions.

How B & H Way Foundation gives

  • Giving grew 27% from 2022 to 2025. Method
  • In 2025 it paid out 240% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No foundation mission statement is provided. Its 2025 grantees describe their own missions as follows: YouthLink works to support young people pursuing self-reliance; CommonBond Communities builds and sustains affordable homes with services; Invest in Kids supports evidence-based programs for young children and their families; Hammer Residences provides opportunities for people with intellectual and other disabilities; and The Grief Club of Minnesota offers connection and support to grieving children, teens, and families.

Grantmaking

In filing year 2025, the foundation gave $573,250 through 10 grants. Grant amounts ranged from $5,000 to $110,000, with a median of $50,000. Notable grants included $110,000 to YouthLink, $100,000 to CommonBond Communities, $100,000 to YMCA of the North, $75,000 to IOCP Housing, and $50,000 each to Hammer Residences, Interfaith Outreach & Community Fund, and Invest in Kids. All 10 grants were reported for general fund purposes.

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Geographic Focus

Where this funder awards grants

The foundation’s 2025 filing reports that 89% of grant dollars went to Minnesota recipients, 9% to Colorado recipients, and 3% to Wisconsin recipients. The listed grants went to organizations in those three states.

Grant Distribution by State

4states

Share of 2025 grant dollars across all 10 itemized grants.

Cities

DenverMinneapolisPlymouthSt. PaulEden PrairieChanhassenHaywardWayzataBoca GrandeBoulderMaplewoodSt Louis Park

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K9 grants2020 3 grants2021 12 grants2022 8 grants2023 1 grant2024 10 grants2025

From 2020 to 2025, annual grant giving ranged from $5K (2024) to $573K (2025). In 2025 it made 10 grants totaling $573K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Youthlink: $110KYouthlink$110KCommonbond Communities: $100KCommonbond Communities$100KYMCA of the North: $100KYMCA of the North$100KIocp Housing: $75KIocp Housing$75KHammer Residences: $50KHammer Residences$50KInterfaith Outreach & Community Fund: $50KInterfaith Outreach &Community Fund$50KInvest in Kids: $50KInvest in Kids$50KJewish Family Services: $18KJewish Family Services$18KCourte Oreilles Lake Association: $15KCourte Oreilles LakeAssociation$15KThe Grief Club of Minnesota: $5KThe Grief Club of Minnesota$5K

The largest 2025 recipient was Youthlink ($110K). Together the top 10 received $573K.

Grant Size Distribution

34 grants across all recorded years

16<$50K15$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 34 (47%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Youthlink Minneapolis, MNGeneral Fund$110,000
Commonbond Communities St. Paul, MNGeneral Fund$100,000
YMCA of the North Minneapolis, MNGeneral Fund$100,000
Iocp Housing Plymouth, MNGeneral Fund$75,000
Hammer Residences Wayzata, MNGeneral Fund$50,000
Interfaith Outreach & Community Fund Plymouth, MNGeneral Fund$50,000
Invest in Kids Denver, COGeneral Fund$50,000
Jewish Family Services St. Paul, MNGeneral Fund$18,250
Courte Oreilles Lake Association Hayward, WIGeneral Fund$15,000
The Grief Club of Minnesota Chanhassen, MNGeneral Fund$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $2,523,760 $338,421 $602,783 $573,250 (10 grants)
2024 $2,792,154 $233,447 $34,610 $5,000 (1 grant)
2023 $2,593,292 $246,331 $308,808 $285,000 (8 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,523,760$2,792,154$2,593,292
Revenue$338,421$233,447$246,331
Expenses$602,783$34,610$308,808
Qualifying Distributions$573,250$5,000$285,861
Net Investment Income$311,888$207,837$223,384
Distributable Amount$238,394$227,415$197,478

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 13, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS July 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 14, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS July 29, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Kristen A Berg as president and director; Megan E Neisius as vice president and director; Dan Koch as treasurer and director; and Ty Amass, John Berg, Nancy Berg, Cinthia Koch, Mark J Neisius, and Sophia Koch as directors.

B & H Way Foundation is led by Kristen A. Berg, President & Director on every filing since 2020; none of the 9 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Kristen A. Berg

    President & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Cinthia Koch

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Dan Koch

    Treasurer & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • John Berg

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Mark J. Neisius

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Megan E. Neisius

    Vice President & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nancy Berg

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ty Amass

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Sophia Koch

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 205 Bushaway Road, Wayzata, MN 55391
Phone: (612) 316-3358

Frequently asked questions about B & H Way Foundation

How much does B & H Way Foundation give each year?

B & H Way Foundation gave $573K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.

What is B & H Way Foundation's typical grant size?

B & H Way Foundation's median grant in 2025 was $50,000, and its average grant was $57,325, across 10 grants on its 2025 IRS Form 990-PF.

Where does B & H Way Foundation give grants?

B & H Way Foundation gives mostly in Minnesota: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (9%). The most frequent recipient cities were Minneapolis, MN (2 grants), Plymouth, MN (2 grants) and St. Paul, MN (2 grants).

Does B & H Way Foundation give general operating support?

Yes: 100% of B & H Way Foundation's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are B & H Way Foundation's largest grantees?

B & H Way Foundation's largest 2025 grantees include Youthlink ($110,000), Commonbond Communities ($100,000) and YMCA of the North ($100,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.

How large is B & H Way Foundation?

B & H Way Foundation reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $573K in qualifying distributions that year, against a required minimum of $238K (roughly 5% of its investment assets).

What does B & H Way Foundation fund?

No foundation mission statement is provided. See mission & focus areas ↑

How do I apply for a grant from B & H Way Foundation?

The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is B & H Way Foundation's EIN?

B & H Way Foundation's EIN (Employer Identification Number) is 41-1955405. IRS Form 990 filing data is available on this page for 2020–2025.

Does B & H Way Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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