Rrw & Florence Berglund Family

ROSEVILLE, MN EIN: 20-6126546

Rrw & Florence Berglund Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROSEVILLE, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.7M in total assets. In 2024, it awarded 2 grants totaling $625K. Net investment income was $1.8M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.7M

+12.7% YoY

Annual Giving

$625K

+3.8% YoY

Grant Count

2

-33.3% YoY

Avg Grant Size

$313K

+55.7% YoY

About Rrw & Florence Berglund Family

Based on IRS filings

Rrw & Florence Berglund Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROSEVILLE, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.7M in total assets. In 2024, it awarded 2 grants totaling $625K. Net investment income was $1.8M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AlexandriaAnnandaleCoon RapidsHudsonMoorheadSaint PaulSt Paul

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$9,653,217$8,564,128$8,895,148
Revenue$1,819,485$348,743$741,972
Expenses$730,396$680,000$652,255
Qualifying Distributions$669,129$622,638$583,128
Net Investment Income$1,758,218$297,523$684,582
Distributable Amount$706,158$617,778$623,529

Giving Over Time

Total grant dollars and number of grants per year

$0$156K$313K$469K$625K4 grants20204 grants20212 grants20223 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SECOND HARVEST HEARTLAND$500KTRUE FRIENDS$125K

Grant Size Distribution

15 grants across all recorded years

5<$50K3$50–100K2$100–250K3$250–500K2$500K–1M$1–5M$5M+

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

STEPHEN NELSONTRUSTEE/MGR$53K

From 2024 filing

NameTitleHoursCompensation
STEPHEN NELSONTRUSTEE/MGR5$53,089

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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