Rrw & Florence Berglund Family
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
Under IRS private-foundation payout rules, Rrw & Florence Berglund Family reported a distributable amount of $706K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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 | $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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Second Harvest Heartland ($500,000), True Friends ($125,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SECOND HARVEST HEARTLAND SAINT PAUL, MN | SUPPORT DISTRIBUTION OF FOOD TO PEOPLE IN NEED (LEASE 3 COMMERCIAL TRAILERS) | $500,000 |
| TRUE FRIENDS ANNANDALE, MN | SUPPORT CONSTRUCTION OF A GYMNASIUM & POOL | $125,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN NELSON | TRUSTEE/MGR | 5 | $53,089 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rrw & Florence Berglund Family?
Rrw & Florence Berglund Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROSEVILLE, MN. It holds $9.7M in total assets as of 2024.
How large is Rrw & Florence Berglund Family?
As of 2024, Rrw & Florence Berglund Family holds $9.7M in total assets with $1.8M in annual revenue. It awarded 2 grants totaling $625K in 2024.
Where does Rrw & Florence Berglund Family operate?
Rrw & Florence Berglund Family has awarded grants in Minnesota, Virginia, Wisconsin.
What size grants does Rrw & Florence Berglund Family award?
In 2024, Rrw & Florence Berglund Family awarded 2 grants totaling $625K — an average of about $313K per grant, based on its IRS Form 990 filings.
How much is Rrw & Florence Berglund Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rrw & Florence Berglund Family reported a distributable amount of $706K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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