Birch Ridge Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 1 grants totaling $140K. Net investment income was $1.2M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.0M
+36.6% YoY
Annual Giving
$140K
+6.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$140K
+6.9% YoY
Under IRS private-foundation payout rules, Birch Ridge Foundation reported a distributable amount of $161K for 2024 — the minimum it must pay out in qualifying distributions.
About Birch Ridge Foundation
Based on IRS filings
Birch Ridge Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 1 grants totaling $140K. Net investment income was $1.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,016,050 | $2,940,336 | $2,979,931 |
| Revenue | $1,788,780 | $110,569 | $42,212 |
| Expenses | $171,726 | $150,164 | $18,103 |
| Qualifying Distributions | $155,092 | $147,914 | $17,949 |
| Net Investment Income | $1,194,481 | $110,419 | $42,062 |
| Distributable Amount | $161,245 | $152,294 | $147,255 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fidelity Investments Charitable Gif ($140,073).
| Recipient | Purpose | Amount |
|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIF MINNEAPOLIS, MN | GENERAL PURPOSE TO BE DETERMINED BY THE GRANTEE | $140,073 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HEATHER J NIELSEN | DIR, SEC | 1 | — |
| KIRK NIELSEN | DIR, PRES, TREAS | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Birch Ridge Foundation?
Birch Ridge Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. It holds $4.0M in total assets as of 2024.
How large is Birch Ridge Foundation?
As of 2024, Birch Ridge Foundation holds $4.0M in total assets with $1.8M in annual revenue. It awarded 1 grants totaling $140K in 2024.
Where does Birch Ridge Foundation operate?
Birch Ridge Foundation has awarded grants in Massachusetts, Minnesota.
What size grants does Birch Ridge Foundation award?
In 2024, Birch Ridge Foundation awarded 1 grants totaling $140K — an average of about $140K per grant, based on its IRS Form 990 filings.
How much is Birch Ridge Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Birch Ridge Foundation reported a distributable amount of $161K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Birch Ridge Foundation's EIN?
Birch Ridge Foundation's EIN (Employer Identification Number) is 86-1248222. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Birch Ridge Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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