The Berglund Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAPITOLA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15.4M in total assets. In 2024, it awarded 11 grants totaling $1.1M. Net investment income was $916K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.4M
-0.5% YoY
Annual Giving
$1.1M
+39.3% YoY
Grant Count
11
+22.2% YoY
Avg Grant Size
$97K
+13.9% YoY
Under IRS private-foundation payout rules, The Berglund Family Foundation reported a distributable amount of $830K for 2024 — the minimum it must pay out in qualifying distributions.
About The Berglund Family Foundation
Based on IRS filings
The Berglund Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAPITOLA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15.4M in total assets. In 2024, it awarded 11 grants totaling $1.1M. Net investment income was $916K.
Focus Areas
Ready to take the next step with The Berglund Family Foundation?
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 | $15,400,532 | $15,471,681 | $14,088,124 |
| Revenue | $1,532,161 | $-41,507 | $3,260,155 |
| Expenses | $1,216,797 | $879,093 | $872,417 |
| Qualifying Distributions | $1,071,567 | $769,450 | $689,350 |
| Net Investment Income | $915,688 | $2,138,788 | $230,623 |
| Distributable Amount | $829,725 | $797,071 | $701,917 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
42 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Save the Children ($276,667), The Nature Conservancy ($250,000), The American Chestnut Foundation ($159,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Eastside College Preparatory East Palo Alto, CA | Contribution supporting charitable organization's exempt purpose. | $35,000 |
| Save the Children Westport, CT | Contribution supporting charitable organization's exempt purpose. | $276,667 |
| Battleship New Jersey Camden, NJ | Contribution supporting charitable organization's exempt purpose. | $5,000 |
| Marine Mammal Center Fort Cronkhite, CA | Contribution supporting charitable organization's exempt purpose. | $125,000 |
| Bat Conservation International Austin, TX | Contribution supporting charitable organization's exempt purpose. | $100,000 |
| The Nature Conservancy San Francisco, CA | Contribution supporting charitable organization's exempt purpose. | $250,000 |
| Rural Health Care Initiative Minneapolis, MN | Contribution supporting charitable organization's exempt purpose. | $117,900 |
| Kids Need to Read Mesa, AZ | Contribution supporting charitable organization's exempt purpose. | $1,000 |
| The American Chestnut Foundation Ashville, NC | Contribution supporting charitable organization's exempt purpose. | $159,500 |
| Washington County Historical Societ Stillwater, MN | Contribution supporting charitable organization's exempt purpose. | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Steven Berglund | CFO/Sec/Directr | 1 | — |
| Sandra Berglund | President/Direc | 1 | — |
| Eric W Berglund | Director | 1 | — |
| Christopher A Berglund | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Berglund Family Foundation?
The Berglund Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAPITOLA, CA. It holds $15.4M in total assets as of 2024.
How large is The Berglund Family Foundation?
As of 2024, The Berglund Family Foundation holds $15.4M in total assets with $1.5M in annual revenue. It awarded 11 grants totaling $1.1M in 2024.
Where does The Berglund Family Foundation operate?
The Berglund Family Foundation has awarded grants in Arizona, California, Connecticut, Minnesota, Montana, North Carolina, New Jersey, Texas, Virginia, Washington.
What size grants does The Berglund Family Foundation award?
In 2024, The Berglund Family Foundation awarded 11 grants totaling $1.1M — an average of about $97K per grant, based on its IRS Form 990 filings.
How much is The Berglund Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berglund Family Foundation reported a distributable amount of $830K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Berglund Family Foundation's EIN?
The Berglund Family Foundation's EIN (Employer Identification Number) is 26-1350411. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Berglund Family Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Gochnauer Family Foundation
CORONA DEL MAR, CA
Assets
$15.2M
Grants
39
Total Given
$313K
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Berglund Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Berglund Family Foundation to a real strategy.