Bergerson Family Foundation
The Bergerson Family Foundation is a private foundation based in Wayzata, Minnesota. In its 2024 filing, it reported 20 grants totaling $200,010, all to organizations in Minnesota. Its listed grant purposes were general charitable purposes.
Bergerson Family Foundation at a glance
In short: Bergerson Family Foundation gave $200K across 20 grants in 2024 (avg $10K), mostly in Minnesota. 10% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $200,010
- -11.9% vs 2023
- Grants made (2024)
- 20
- +5.3% vs 2023
- Average grant
- $10,001
- -16.3% vs 2023
- Median grant
- $5,000
- Total assets
- $77,761
- -89.6% vs 2023
- New grantees (estimate)
- 10% first-time grantees (2 of 20, 2024; small sample)
- Primary geography
- Minnesota (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bergerson Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 2845 Little Orchard Way, Wayzata, MN 55391
Phone: (952) 994-9956
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bergerson Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Project for Pride in Living ($25K). Together the top 10 received $165K.
Grant Size Distribution
109 grants across all recorded years
The most common grant size was under $50K: 96 grants of 109 (88%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2024 went to recipients in Minnesota.
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
Cities
Is Bergerson Family Foundation open to new grantees?
10%
first-time grantees, 2024
In 2024, 2 of 20 grantees (10%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. 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 grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $200K (2024) to $811K (2020). In 2024 it made 20 grants totaling $200K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with Bergerson Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $77,761 | $-325,080 | $347,358 | $200,010 | 20 | $203,999 | — | $40,853 |
| 2023 | $750,199 | $-7,223,622 | $333,455 | $227,010 | 19 | $232,944 | $111,224 | $207,556 |
| 2022 | $8,307,276 | $5,246,119 | $778,906 | $246,000 | 20 | $251,034 | $4,788,247 | $251,079 |
| 2021 | $3,840,062 | $-1,324,250 | $1,254,083 | $709,000 | 25 | $718,252 | — | $222,116 |
| 2020 | $6,413,488 | $-9,786,651 | $813,310 | $811,214 | 25 | — | $36,363 | $711,668 |
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 September 2026.
Mission & Focus Areas
No formal foundation mission is stated in the available information. Its 2024 grantees include organizations working in areas such as family support, housing and employment, community equity, services for new Americans, mental health, and youth support. These descriptions reflect the grantees’ missions: for example, The Family Partnership describes its work as building strong families and vital communities, while Project for Pride in Living describes providing affordable housing, resident services, and career-readiness programs.
Grantmaking
In 2024, the foundation made 20 grants totaling $200,010. Grant amounts ranged from $500 to $25,000, with a median of $5,000. Among the largest awards were $25,000 each to Project for Pride in Living and The Family Partnership; $20,000 each to CLUES, Cornerstone Domestic Violence, East Side Neighborhood Services, and the International Institute of Minnesota; and $10,000 each to Twin Cities RISE, Walk-In Counseling Center, and Washburn Center for Children. The grants were listed for general charitable purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Shawn Bergerson as president, treasurer, and secretary. Annelie Bergerson and Daniel Bergerson are listed as directors.
Bergerson Family Foundation is led by Shawn Bergerson, President, Treasurer & Secretary on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Shawn Bergerson
President, Treasurer & Secretary
On filings since 2020
10 hrs/week
No compensation reported
Annelie Bergerson
Director
On filings since 2020
1 hr/week
No compensation reported
Daniel Bergerson
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bergerson Family Foundation
How much does Bergerson Family Foundation give each year?
Bergerson Family Foundation gave $200K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $227K across 19 grants.
What is Bergerson Family Foundation's typical grant size?
Bergerson Family Foundation's median grant in 2024 was $5,000, and its average grant was $10,001, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Bergerson Family Foundation that year got $5K on average.
Where does Bergerson Family Foundation give grants?
Bergerson Family Foundation gives mostly in Minnesota: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Minneapolis, MN (12 grants), St. Paul, MN (4 grants) and Bloomington, MN (2 grants).
Does Bergerson Family Foundation give general operating support?
Yes: 100% of Bergerson Family Foundation's 2024 grants with a stated purpose (20 of 20) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Bergerson Family Foundation's largest grantees?
Bergerson Family Foundation's largest 2024 grantees include Project for Pride in Living ($25,000), The Family Partnership ($25,000) and Clues (Hispanic Community Center) ($20,000), according to its 2024 IRS Form 990-PF. Together they received 35% of its itemized 2024 grant dollars.
How large is Bergerson Family Foundation?
Bergerson Family Foundation reported $78K in total assets on its 2024 IRS Form 990-PF. It paid out $204K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).
What does Bergerson Family Foundation fund?
No formal foundation mission is stated in the available information. Its 2024 grantees include organizations working in areas such as family support, housing and employment, community equity, services for new Americans, mental health, and youth support. See mission & focus areas ↑
How do I apply for a grant from Bergerson Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Bergerson Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Bergerson Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Bergerson Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bergerson Family Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/bergerson-family-foundation-morg_3d4c3c5221db41cc80f74221cf1961a0
BibTeX
@misc{grantable_814676184_2026,
author = {{Grantable}},
title = {{Bergerson Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bergerson-family-foundation-morg_3d4c3c5221db41cc80f74221cf1961a0},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bergerson Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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