Bergerson Family Foundation

Foundation · Grantmaker Wayzata, MN EIN: 81-4676184

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.

Key facts about Bergerson Family Foundation

EIN: 81-4676184
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $200,010
Grants made (2024): 20
Average grant: $10,001
Median grant: $5,000
New grantees (estimate): 10% first-time grantees (2 of 20, 2024)
Total assets: $77,761
Primary geography: Minnesota (100% of itemized 2024 grant dollars)
How to apply: No formal application process information is publicly available. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Bergerson Family Foundation funds

By grant dollars, the top recipient states for Bergerson Family Foundation's 20 itemized 2024 grants were Minnesota (100%). The most frequent recipient cities were Minneapolis, MN (12 grants), St Paul, MN (4 grants) and Bloomington, MN (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is Bergerson Family Foundation open to new grantees?

10%

first-time grantees, 2024

In 2024, 2 of 20 grantees (10%) were first-time recipients. First grants averaged $5K; repeat grants $11K. How we count

Medians: $5K first-time, $5K repeat.

90% of 2024 grantees were also funded in 2023. Method
Giving fell 72% from 2021 to 2024. Method
In 2024 it paid out 499% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Bergerson Family Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$78K

-89.6% YoY

Annual Giving

$200K

-11.9% YoY

Grant Count

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

Grant Range

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How to Apply

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Minnesota and California.

Grant Distribution by State

Minnesota $200K (100%)

California $500 (0%)

Share of all 20 itemized 2024 grant dollars.

States

California Iowa Illinois Minnesota Oklahoma Washington

Cities

MinneapolisSt PaulBloomingtonGolden ValleyMoundChicagoDes MoinesHighland ParkIndian WellsOwassoSan FranciscoSeattle

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

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 recipients include Project for Pride in Living ($25,000), The Family Partnership ($25,000), Clues (Hispanic Community Center) ($20,000).

Recipient	Purpose	Amount
PROJECT FOR PRIDE IN LIVING Minneapolis, MN	GENERAL CHARITABLE PURPOSES	$25,000
THE FAMILY PARTNERSHIP Minneapolis, MN	GENERAL CHARITABLE PURPOSES	$25,000
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
INTERNATIONAL INSTITUTE OF MINNESOTA St Paul, MN	GENERAL CHARITABLE PURPOSES	$20,000
TWIN CITIES RISE Minneapolis, MN	GENERAL CHARITABLE PURPOSES	$10,000
WALK-IN COUNSELING CENTER Minneapolis, MN	GENERAL CHARITABLE PURPOSES	$10,000
WASHBURN CENTER FOR CHILDREN Minneapolis, MN	GENERAL CHARITABLE PURPOSES	$10,000
BRIDGE FOR YOUTH 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

No officer or director reported compensation in the available filings.

From 2024 IRS 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

Philanthropy, Voluntarism & Grantmaking

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?

No formal application process information is publicly available. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.