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 2019 through 2025. As of 2025, the organization holds $434K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $15K.
Berg Memorial Fund Trust 000922 at a glance
In short: Berg Memorial Fund Trust 000922 gave $10K across 1 grant in 2025 (avg $10K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,440
- -61.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $10,440
- -61.8% vs 2024
- Median grant
- $10,440
- Total assets
- $433,637
- -5.9% vs 2024
- Primary geography
- Minnesota (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Berg Memorial Fund Trust 000922 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Church of St Raphael ($10K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Berg Memorial Fund Trust 000922 gives
- Giving fell 58% from 2022 to 2025. Method
- In 2025 it paid out 50% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2025) to $44K (2019). In 2025 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Church of St Raphael Springfield, MN | General Fund of the Church | $10,440 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $433,637 | $8,722 | $16,299 | $10,440 | 1 | $12,494 | $14,626 | $25,240 |
| 2024 | $460,748 | $24,579 | $33,506 | $27,331 | 1 | $29,870 | $20,904 | $24,914 |
| 2023 | $466,518 | $9,989 | $32,004 | $25,651 | 1 | $27,992 | $12,350 | $24,038 |
| 2022 | $491,663 | $28,639 | $32,103 | $24,882 | 1 | $29,035 | $25,756 | $25,170 |
| 2021 | $507,176 | $35,376 | $37,765 | $30,895 | 1 | $33,724 | $31,335 | $30,423 |
| 2019 | $514,813 | $15,870 | $51,805 | $43,848 | 1 | — | $11,594 | $27,658 |
Under IRS private-foundation payout rules, Berg Memorial Fund Trust 000922 reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Berg Memorial Fund Trust 000922's only listed officer is Frandsen Bank & Trust, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Frandsen Bank & Trust
Trustee
On filings since 2019
2 hrs/week
$3K (2019) → $2K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Frandsen Bank (Trustee).
Frequently asked questions about Berg Memorial Fund Trust 000922
How much does Berg Memorial Fund Trust 000922 give each year?
Berg Memorial Fund Trust 000922 gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 1 grant.
How large is Berg Memorial Fund Trust 000922?
Berg Memorial Fund Trust 000922 reported $434K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Berg Memorial Fund Trust 000922 operate?
Berg Memorial Fund Trust 000922 has awarded grants in Minnesota.
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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