Berg Memorial Fund Trust 000922
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
1
+0.0% YoY
Avg Grant Size
$27K
+6.5% YoY
About Berg Memorial Fund Trust 000922
Based on IRS filings
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.
Ready to take the next step with Berg Memorial Fund Trust 000922?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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