RRW & Florence Berglund Family
RRW & Florence Berglund Family is a private foundation, based in Roseville, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $10.0M in total assets. In 2025, it awarded 3 grants totaling $692K. Net investment income was $1.1M.
RRW & Florence Berglund Family at a glance
In short: RRW & Florence Berglund Family gave $692K across 3 grants in 2025 (avg $231K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $691,500
- +10.6% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $230,500
- -26.2% vs 2024
- Median grant
- $245,000
- Total assets
- $9,965,933
- +3.2% vs 2024
- Primary geography
- Minnesota (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who RRW & Florence Berglund Family funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Second Harvest Heartland ($385K). Together the top 3 received $692K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 3 grants of 14 (21%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How RRW & Florence Berglund Family gives
- Giving grew 26% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $472K (2020) to $692K (2025). In 2025 it made 3 grants totaling $692K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Second Harvest Heartland Saint Paul, MN | Support distribution of food to people in need (lease 3 commercial trailers) | $385,000 |
| True Friends Annandale, MN | Support Construction of a Gymnasium & Pool | $245,000 |
| Every Meal Roseville, MN | Combat Child Hunger | $61,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,965,933 | $1,132,036 | $819,321 | $691,500 | 3 | $726,815 | $1,073,621 | $746,556 |
| 2024 | $9,653,217 | $1,819,485 | $730,396 | $625,000 | 2 | $669,129 | $1,758,218 | $706,158 |
| 2023 | $8,564,128 | $348,743 | $680,000 | $602,100 | 3 | $622,638 | $297,523 | $617,778 |
| 2022 | $8,895,148 | $741,972 | $652,255 | $550,000 | 2 | $583,128 | $684,582 | $623,529 |
| 2021 | $8,816,926 | $848,615 | $688,404 | $590,350 | 4 | $623,496 | $783,556 | $680,875 |
| 2020 | $8,655,983 | $756,732 | $599,389 | $472,065 | 4 | — | $700,516 | $547,407 |
Under IRS private-foundation payout rules, RRW & Florence Berglund Family reported a distributable amount of $747K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
RRW & Florence Berglund Family is led by Stephen L. Nelson, Trustee & Manager on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Stephen L. Nelson
Trustee & Manager
On filings since 2020
10 hrs/week
$40K (2020) → $42K (2025)
Former officers (1)
- Former: Kenneth J. Berglund (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $42K, to Stephen Nelson (Trustee/MGR).
Frequently asked questions about RRW & Florence Berglund Family
How much does RRW & Florence Berglund Family give each year?
RRW & Florence Berglund Family gave $692K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $625K across 2 grants.
What is RRW & Florence Berglund Family's typical grant size?
RRW & Florence Berglund Family's median grant in 2025 was $245,000, and its average grant was $230,500, across 3 grants on its 2025 IRS Form 990-PF.
Where does RRW & Florence Berglund Family give grants?
RRW & Florence Berglund Family gives mostly in Minnesota: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does RRW & Florence Berglund Family give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on RRW & Florence Berglund Family's 2025 IRS Form 990-PF were described as general or operating support.
How large is RRW & Florence Berglund Family?
RRW & Florence Berglund Family reported $10.0M in total assets on its 2025 IRS Form 990-PF. It paid out $727K in qualifying distributions that year, against a required minimum of $747K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is RRW & Florence Berglund Family's EIN?
RRW & Florence Berglund Family's EIN (Employer Identification Number) is 20-6126546. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2020–2025
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