Curt & Adele Berklund Foundation
Curt & Adele Berklund Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LYNNWOOD, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $910K in total assets. In 2024, it awarded 5 grants totaling $37K. Net investment income was $109K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$910K
+8.3% YoY
Annual Giving
$37K
-5.8% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$7K
-24.6% YoY
About Curt & Adele Berklund Foundation
Based on IRS filings
Curt & Adele Berklund Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LYNNWOOD, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $910K in total assets. In 2024, it awarded 5 grants totaling $37K. Net investment income was $109K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $909,813 | $840,114 | $846,725 |
| Revenue | $119,279 | $51,571 | $53,904 |
| Expenses | $55,904 | $57,125 | $75,488 |
| Qualifying Distributions | $45,227 | $50,155 | $66,685 |
| Net Investment Income | $108,602 | $44,601 | $41,452 |
| Distributable Amount | $53,432 | $50,265 | $53,316 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REBECCA B BAKER | PRESIDENT/TREASURER, DIRECTOR | 7 | — |
| MARIAN A CHAMBERS | VICE PRESIDENT/SECRETARY, DIRECTOR | 1 | — |
| DIANNE J WILSON | VICE PRESIDENT, DIRECTOR | 1 | — |
| JON C BERKLUND | VICE PRESIDENT, DIRECTOR | 1 | — |
| MS RUTH GEER | DIRECTOR (THRU OCT 22, 2024) | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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