Synergy Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAYZATA, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $20.2M in total assets. In 2024, it awarded 1 grants totaling $1.0M. Net investment income was $728K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$20.2M
-1.4% YoY
Annual Giving
$1.0M
-14.3% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$1.0M
+71.4% YoY
About Synergy Charitable Foundation
Based on IRS filings
Synergy Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAYZATA, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $20.2M in total assets. In 2024, it awarded 1 grants totaling $1.0M. Net investment income was $728K.
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 | $20,209,710 | $20,494,451 | $21,093,291 |
| Revenue | $809,854 | $619,121 | $8,194,828 |
| Expenses | $1,092,653 | $1,216,041 | $1,320,002 |
| Qualifying Distributions | $1,001,750 | $1,166,666 | $1,308,334 |
| Net Investment Income | $728,274 | $769,867 | $200,345 |
| Distributable Amount | $1,072,679 | $1,028,828 | $709,500 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL J DINZEO | DIRECTOR/SECRETARY | 1 | — |
| TIM BAER | DIRECTOR/TREASURER | 1 | — |
| PETER F PIERCE JR | PRESIDENT | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Love 4 One Another Charities
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Assets
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Total Given
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Donald and Luella Zibell Family Foundation
NORTHFIELD, MN
Assets
—
Grants
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Total Given
$80K
Minnesota Citizens Concerned
MINNEAPOLIS, MN
Assets
$745K
Grants
2
Total Given
$942K
Clearway Minnesota (sm)
MINNEAPOLIS, MN
Assets
—
Grants
6
Total Given
$442K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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