Dorothea Berggren Charitable Foundation
Dorothea Berggren Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.8M in total assets. In 2024, it awarded 5 grants totaling $332K. Net investment income was $370K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.8M
+0.3% YoY
Annual Giving
$332K
+28.7% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$66K
-22.8% YoY
Under IRS private-foundation payout rules, Dorothea Berggren Charitable Foundation reported a distributable amount of $896K for 2024 — the minimum it must pay out in qualifying distributions.
About Dorothea Berggren Charitable Foundation
Based on IRS filings
Dorothea Berggren Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.8M in total assets. In 2024, it awarded 5 grants totaling $332K. Net investment income was $370K.
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 | $7,835,420 | $7,809,692 | $7,980,101 |
| Revenue | $370,453 | $90,231 | $251,933 |
| Expenses | $344,725 | $260,640 | $627,880 |
| Qualifying Distributions | $332,198 | $258,100 | $624,440 |
| Net Investment Income | $370,453 | $90,231 | $241,337 |
| Distributable Amount | $895,656 | $589,334 | $519,579 |
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
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mayo Clinic ($254,620), Mayo Clinic ($50,000), Arizona State University ($14,978).
| Recipient | Purpose | Amount |
|---|---|---|
| MAYO CLINIC ROCHESTER, MN | MEDICAL SCHOLARSHIP | $254,620 |
| NORTHWESTERN UNIVERSITY EVANSTON, IL | GENERAL OPERATIONS | $10,000 |
| MAYO CLINIC ROCHESTER, MN | ENT COMMUNITY OUTREACH | $50,000 |
| ARIZONA STATE UNIVERSITY TEMPE, AZ | MEDICAL SCHOLARSHIP | $14,978 |
| UNIVERSITY OF HAWAII FOUNDATION HONOLULU, HI | ASTRONOMY EDUCATIONAL OUTREACH EQUIPMENT FUND | $2,600 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DOROTHEA L BERGGREN | PRESIDENT, DIRECTOR | — | — |
| TONY PORTO | DIRECTOR | — | — |
| RICK C STEINER | SECRETARY, TREASURER,DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Dorothea Berggren Charitable Foundation?
Dorothea Berggren Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. It holds $7.8M in total assets as of 2024.
How large is Dorothea Berggren Charitable Foundation?
As of 2024, Dorothea Berggren Charitable Foundation holds $7.8M in total assets with $370K in annual revenue. It awarded 5 grants totaling $332K in 2024.
Where does Dorothea Berggren Charitable Foundation operate?
Dorothea Berggren Charitable Foundation has awarded grants in Arizona, Hawaii, Illinois, Minnesota, New York.
What size grants does Dorothea Berggren Charitable Foundation award?
In 2024, Dorothea Berggren Charitable Foundation awarded 5 grants totaling $332K — an average of about $66K per grant, based on its IRS Form 990 filings.
How much is Dorothea Berggren Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dorothea Berggren Charitable Foundation reported a distributable amount of $896K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dorothea Berggren Charitable 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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