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Farrell Foundation

ROANOKE, VA EIN: 54-1475736 Website

The Farrell Foundation is a private foundation based in Roanoke, Virginia, established in 1988. It operates as a 501(c)(3) organization with no employees, functioning as a grantmaking foundation. The foundation is also known as the Berglund Foundation.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.3M

-26.9% YoY

Annual Giving

$2.0M

+388.1% YoY

Grant Count

16

-61.9% YoY

Avg Grant Size

$128K

+1181.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Farrell Foundation supports a diverse range of subject areas including:

  • Arts and culture
  • Education
  • Health
  • Public safety
  • Community development
  • Religion, with particular emphasis on Catholicism
  • Museums
  • Brain and nervous system disorders
  • Crime prevention and law enforcement

Grantmaking

The foundation made 15 grants totaling approximately $202,360 in documented grants, including:

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Geographic Focus

Where this funder awards grants

The foundation funds initiatives across multiple U.S. cities, with documented giving in:

  • Roanoke, Virginia
  • New York
  • Denver
  • Other locations across the United States

Grant Distribution by State

10states
+2 more states

Cities

CaryCharlottesvilleDenverDes MoinesDunwoodyGlen AllenGreenwichHardyNaplesNew YorkRichmondRoanokeRocky MountSalemSaratog SpringsSewanneTroutvilleWakefieldWilliamsburgWinston Salem

Financial History

Multi-year comparison from IRS filings

2023 Financial Summary:

Metric Amount
Total Assets $8,595,095
Total Revenues $533,791
Total Expenses $427,415
Grants & Contributions $508,000
Investment Income & Dividends $25,791

2022 Comparison:

  • Total Revenues: $501,789
  • Total Grants & Contributions: $500,000

The foundation experienced a 6.4% increase in revenues from 2022 to 2023, with investment income and dividends increasing significantly by 1,341.6%.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$565K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$6,282,696$8,595,095$9,009,380
Revenue$1,164,581$533,791$501,789
Expenses$2,054,668$427,415$327,824
Qualifying Distributions$2,049,000$422,960$327,787
Net Investment Income$152,581$21,741$1,764
Distributable Amount$248,388$422,582$415,160

Giving Over Time

Total grant dollars and number of grants per year

$0$511K$1M$2M$2M42 grants202036 grants202133 grants202242 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CARILION CLINIC FOUNDATION$2.0MOLPH$10KBRADLEY FREE CLINIC$5KRESTORATION HOUSING$5KTSF WAKEFIELD$5KFAITH CHRISTIAN SCHOOL$3KCOOL CRUISERS$3KROANOKE GREEK FESTIVAL$3KUNIVERSITY OF VIRGINIA O…$2KROANOKE CATHOLIC GOLF TO…$2K

Grant Size Distribution

169 grants across all recorded years

161<$50K6$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Bruce M. Farrell serves as CEO of the foundation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BRUCE M FARRELLCEO1
William J Farrell IIPresident, Treasurer1
Lucy B FarrellDirector1
Kevin OddoSecretary1

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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