Borgen Family Trust

Private foundation · Grantmaker Henderson, NV EIN: 93-6333221

Borgen Family Trust is a private foundation focused on Human Services, based in Henderson, NV. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8K in total assets. Net investment income was $261.

Borgen Family Trust at a glance

Total assets
$8,119
+1.8% vs 2024
Revenue (2025)
$481
+37.0% vs 2024
Net investment income (2025)
$261
+65.2% vs 2024
Expenses (2025)
$340
-57.0% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Borgen Family Trust funds

How this funder distributes its grants

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Blanding

How Borgen Family Trust gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 140% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200$400$6001 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 0 grants2025

From 2020 to 2024, annual grant giving ranged from $500 (2020) to $500 (2024). In 2024 it made 1 grant totaling $500.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
1 grant to individuals Recipients not named —$500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$8,119$481$340———$261$349
2024$7,978$351$790$5001$500$158$356
2023$8,417$75$992$5001$500—$373
2022$9,334$-470$770$5001$500$143$450
2021$10,574$443$770$5001—$173$493
2020$10,901$511$770$5001—$241$445

Under IRS private-foundation payout rules, Borgen Family Trust reported a distributable amount of $349 for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Borgen Family Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Arlen Borgen

    Trustee

    On filings since 2020

    No compensation reported

  • Heather Borgen

    Trustee

    On filings since 2020

    No compensation reported

  • Heidi Melfi

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Borgen Family Trust

How large is Borgen Family Trust?

Borgen Family Trust reported $8K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $481.

What is Borgen Family Trust?

Borgen Family Trust is a private foundation focused on Human Services, based in Henderson, NV. It holds $8K in total assets as of 2025.

Where does Borgen Family Trust operate?

Borgen Family Trust has awarded grants in Utah.

How much is Borgen Family Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Borgen Family Trust reported a distributable amount of $349 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Borgen Family Trust's EIN?

Borgen Family Trust's EIN (Employer Identification Number) is 93-6333221. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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Browse active grant opportunities in Borgen Family Trust's focus areas in our free grants database

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Borgen Family Trust'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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