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
Under IRS private-foundation payout rules, Bergerson Family Foundation reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.
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
s:**
How to Apply
**
Ready to take the next step with Bergerson Family Foundation?
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
Among its reported 2024 grants, the largest include Project for Pride in Living ($25,000), The Family Partnership ($25,000), Clues (hispanic Community Center) ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BRECK SCHOOL GOLDEN VALLEY, MN | GENERAL CHARITABLE PURPOSES | $2,500 |
| BRIDGE FOR YOUTH MINNEAPOLIS, MN | GENERAL CHARITABLE PURPOSES | $5,000 |
| CLUES (HISPANIC COMMUNITY CENTER) MINNEAPOLIS, MN | GENERAL CHARITABLE PURPOSES | $20,000 |
| CORNERSTONE DOMESTIC VIOLENCE BLOOMINGTON, MN | GENERAL CHARITABLE PURPOSES | $20,000 |
| EAST SIDE NEIGHBORHOOD SERVICES MINNEAPOLIS, MN | GENERAL CHARITABLE PURPOSES | $20,000 |
| FACE TO FACE ST PAUL, MN | GENERAL CHARITABLE PURPOSES | $5,000 |
| INTERNATIONAL INSTITUTE OF MINNESOTA ST PAUL, MN | GENERAL CHARITABLE PURPOSES | $20,000 |
| JDRF-MINNESOTA & DAKOTA CHAPTER BLOOMINGTON, MN | GENERAL CHARITABLE PURPOSES | $1,010 |
| MIGIZI MINNEAPOLIS, MN | GENERAL CHARITABLE PURPOSES | $5,000 |
| NACDI - NATIVE AMERICAN COMMUNITY DEVELOPMENT INSTITUTE MINNEAPOLIS, MN | GENERAL CHARITABLE PURPOSES | $5,000 |
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
Frequently Asked Questions
What does Bergerson Family Foundation fund?
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
How do I apply for a grant from Bergerson Family Foundation?
**Grant Activity:** The foundation made 25 grants in 2024, with recent recipients including: • Project for Pride in Living: $25,000 • East Side Neighborhood Services: $20,000 • International Institute of Minnesota: $20,000 **Grant Sizes:** Typical grant awards range from $500 to $25,000. **Application Process:** No formal application process information is publicly available.
Where does Bergerson Family Foundation make grants?
The foundation primarily funds organizations in Minnesota and California.
What size grants does Bergerson Family Foundation award?
In 2024, Bergerson Family Foundation awarded 20 grants totaling $200K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Bergerson Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bergerson Family Foundation reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bergerson Family Foundation's EIN?
Bergerson Family Foundation's EIN (Employer Identification Number) is 81-4676184. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bergerson Family Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Spicola Family Foundation
MINNETONKA, MN
Assets
—
Grants
3
Total Given
$410K
Litchfield Student Anglers Club
LITCHFIELD, MN
Assets
$738
Grants
0
Total Given
—
The Geyer Family Foundation
EDINA, MN
Assets
—
Grants
7
Total Given
$35K
Love 4 One Another Charities
CHANHASSEN, MN
Assets
$8.5M
Grants
1
Total Given
$90K
Donald and Luella Zibell Family Foundation
NORTHFIELD, MN
Assets
—
Grants
8
Total Given
$80K
Minnesota Citizens Concerned
MINNEAPOLIS, MN
Assets
$745K
Grants
2
Total Given
$942K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Bergerson Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Bergerson Family Foundation to a real strategy.