Dorothea Berggren Charitable Foundation
Dorothea Berggren Charitable Foundation is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $11.6M in total assets. In 2025, it awarded 4 grants totaling $4.4M. Net investment income was $8.2M.
Key facts about Dorothea Berggren Charitable Foundation
In short: Dorothea Berggren Charitable Foundation gave $4.4M across 4 grants in 2025 (avg $1.1M), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- EIN
- 20-0266874
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $4,353,377
- Grants made (2025)
- 4
- Average grant
- $1,088,344
- Median grant
- $50,314
- Total assets
- $11,638,333
- Primary geography
- Illinois (98% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$11.6M
+48.5% YoY
Annual Giving
$4.4M
+1210.5% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$1.1M
+1538.1% YoY
Under IRS private-foundation payout rules, Dorothea Berggren Charitable Foundation reported a distributable amount of $848K for 2025 — the minimum it must pay out in qualifying distributions.
How Dorothea Berggren Charitable Foundation gives
- Giving grew 597% from 2022 to 2025. Method
- In 2025 it paid out 513% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $258K (2023) to $4.4M (2025). In 2025 it made 4 grants totaling $4.4M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was The University of Chicago ($4.3M). Together the top 4 received $4.4M.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 9 grants of 17 (53%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The University of Chicago Chicago, IL | Quantum Center | $4,250,250 |
| Mayo Clinic Rochester, MN | Medical Scholarship | $96,960 |
| Arizona State University Tempe, AZ | Medical Scholarship | $3,667 |
| Tapestry 360 Health Chicago, IL | General Operations | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $11,638,333 | $7,835,420 | $7,809,692 |
| Revenue | $8,163,634 | $370,453 | $90,231 |
| Expenses | $4,360,945 | $344,725 | $260,640 |
| Qualifying Distributions | $4,353,377 | $332,198 | $258,100 |
| Net Investment Income | $8,163,634 | $370,453 | $90,231 |
| Distributable Amount | $848,308 | $895,656 | $589,334 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 24, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 9, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Dorothea Berggren Charitable Foundation is led by Dorothea L. Berggren, President & Director on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dorothea L. Berggren
President & Director
On filings since 2019
No compensation reported
Rick C. Steiner
Secretary, Treasurer & Director
On filings since 2019
No compensation reported
Tony Porto
Director
On filings since 2020
No compensation reported
Former officers (1)
- Former: Jonathan Heintzelman (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "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 Dorothea Berggren Charitable Foundation
How much does Dorothea Berggren Charitable Foundation give each year?
Dorothea Berggren Charitable Foundation gave $4.4M across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $332K across 5 grants.
What is Dorothea Berggren Charitable Foundation's typical grant size?
Dorothea Berggren Charitable Foundation's median grant in 2025 was $50,314, and its average grant was $1,088,344, across 4 grants on its 2025 IRS Form 990-PF.
Where does Dorothea Berggren Charitable Foundation give grants?
Dorothea Berggren Charitable Foundation gives mostly in Illinois: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Chicago, IL (2 grants).
Does Dorothea Berggren Charitable Foundation give general operating support?
Yes: 25% of Dorothea Berggren Charitable Foundation's 2025 grants with a stated purpose (1 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Dorothea Berggren Charitable Foundation?
Dorothea Berggren Charitable Foundation reported $11.6M in total assets on its 2025 IRS Form 990-PF. It paid out $4.4M in qualifying distributions that year, against a required minimum of $848K (roughly 5% of its investment assets).
What is Dorothea Berggren Charitable Foundation's EIN?
Dorothea Berggren Charitable Foundation's EIN (Employer Identification Number) is 20-0266874. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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