The Bergerson Family Foundation is a private independent foundation based in Wayzata, Minnesota. Established in 2019, it operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$78K
-89.6% YoY
Annual Giving
$200K
-11.9% YoY
Grant Count
20
+5.3% YoY
Avg Grant Size
$10K
-16.3% YoY
Mission & Focus Areas
The foundation has not publicly provided a formal mission statement. Based on recent grantmaking activity, the foundation supports general charitable purposes with a focus on:
- Human services
- Nonprofit capacity building
- Community development
- Education
Grantmaking
The foundation made 25 grants in 2024, with recent recipients including:
Grant Range
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Minnesota and California.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent (2024):
- Total Assets: $77,761
- Total Revenues: -$325,080
- Total Expenses: $347,358
- Total Giving: $200,010
Historical (2023):
- Total Assets: $750,000
- Total Revenues: -$7.22 million
- Total Expenses: $333,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $77,761 | $750,199 | $8,307,276 |
| Revenue | $-325,080 | $-7,223,622 | $5,246,119 |
| Expenses | $347,358 | $333,455 | $778,906 |
| Qualifying Distributions | $203,999 | $232,944 | $251,034 |
| Net Investment Income | — | $111,224 | $4,788,247 |
| Distributable Amount | $40,853 | $207,556 | $251,079 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
109 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Shawn Bergerson serves as President, Treasurer, and Secretary of the foundation. Additional board members include Annelie Bergerson and Daniel Bergerson, both serving as Directors.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHAWN BERGERSON | PRESIDENT, TREASURER, SECR | 10 | — |
| ANNELIE BERGERSON | DIRECTOR | 1 | — |
| DANIEL BERGERSON | DIRECTOR | 1 | — |
Contact Information
Address: 2845 Little Orchard Way Wayzata, MN 55391-8301
Phone: 952-994-9956
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Spicola Family Foundation
MINNETONKA, MN
Assets
—
Grants
3
Total Given
$410K
The Geyer Family Foundation
EDINA, MN
Assets
—
Grants
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Total Given
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Love 4 One Another Charities
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Assets
$8.5M
Grants
1
Total Given
$90K
Donald and Luella Zibell Family Foundation
NORTHFIELD, MN
Assets
—
Grants
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Total Given
$80K
Minnesota Citizens Concerned
MINNEAPOLIS, MN
Assets
$745K
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Total Given
$942K
Clearway Minnesota (sm)
MINNEAPOLIS, MN
Assets
—
Grants
6
Total Given
$442K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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