Berg Memorial Fund Trust 000922

NEW ULM, MN EIN: 68-6242758

Berg Memorial Fund Trust 000922 is a private foundation, based in NEW ULM, MN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $461K in total assets. In 2024, it awarded 1 grants totaling $27K. Net investment income was $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$461K

-1.2% YoY

Annual Giving

$27K

+6.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$27K

+6.5% YoY

Under IRS private-foundation payout rules, Berg Memorial Fund Trust 000922 reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Berg Memorial Fund Trust 000922

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $109K (100%)

States

Minnesota

Cities

Springfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$460,748	$466,518	$491,663
Revenue	$24,579	$9,989	$28,639
Expenses	$33,506	$32,004	$32,103
Qualifying Distributions	$29,870	$27,992	$29,035
Net Investment Income	$20,904	$12,350	$25,756
Distributable Amount	$24,914	$24,038	$25,170

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Church of St Raphael ($27,331).

Recipient	Purpose	Amount
Church of St Raphael Springfield, MN	GENERAL FUND OF THE CHURCH	$27,331

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Berg Memorial Fund Trust 000922?

As of 2024, Berg Memorial Fund Trust 000922 holds $461K in total assets with $25K in annual revenue. It awarded 1 grants totaling $27K in 2024.

Where does Berg Memorial Fund Trust 000922 operate?

Berg Memorial Fund Trust 000922 has awarded grants in Minnesota.

What size grants does Berg Memorial Fund Trust 000922 award?

In 2024, Berg Memorial Fund Trust 000922 awarded 1 grants totaling $27K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Berg Memorial Fund Trust 000922 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Berg Memorial Fund Trust 000922 reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Berg Memorial Fund Trust 000922's EIN?

Berg Memorial Fund Trust 000922's EIN (Employer Identification Number) is 68-6242758. IRS Form 990 filing data is available on this page for 2021–2024.