The Berglund Family Foundation
The Berglund Family Foundation is a private foundation based in Capitola, California. In filing year 2024, it reported 11 grants totaling $1,071,567 to charitable organizations.
Key facts about The Berglund Family Foundation
In short: The Berglund Family Foundation gave $1.1M across 11 grants in 2024 (avg $97K), top state California. 0% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 26-1350411
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,071,567
- Grants made (2024)
- 11
- Average grant
- $97,415
- Median grant
- $100,000
- New grantees (estimate)
- 0% first-time grantees (0 of 11, 2024; small sample)
- Total assets
- $15,400,532
- Primary geography
- California (38% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
Is The Berglund Family Foundation open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 11 grantees (0%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. How we count
- 64% of 2024 grantees were also funded in 2023. Method
- Giving grew 162% from 2021 to 2024. Method
- In 2024 it paid out 129% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grantees included organizations with varied missions. The American Chestnut Foundation says its mission is to return the iconic American chestnut to its native range. Rural Health Care Initiative says it works in rural Sierra Leone to reduce maternal and child mortality through services including birth waiting homes, mobile clinics, health-worker training, transportation, and food security programs. Bat Conservation International describes its mission as conserving bats and their ecosystems.
Other 2024 grantees include Eastside College Preparatory, which says it works to open doors to higher education for students historically underrepresented in it; Kids Need to Read, which provides books and literacy programs for children; and Montpelier Foundation, which describes itself as a memorial to James Madison and the enslaved community, a museum of American history, and a center for constitutional education.
Grantmaking
In 2024, the foundation made 11 grants totaling $1,071,567. Grant amounts ranged from $500 to $276,667, with a median of $100,000.
The largest reported grants were $276,667 to Save the Children, $250,000 to The Nature Conservancy, $159,500 to The American Chestnut Foundation, $125,000 to Marine Mammal Center, $117,900 to Rural Health Care Initiative, and $100,000 to Bat Conservation International. Other grants included $35,000 to Eastside College Preparatory; $5,000 to Battleship New Jersey; $1,000 each to Kids Need to Read and Montpelier Foundation; and $500 to Washington County Historical Society.
How to Apply
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
Ready to take the next step with The Berglund Family Foundation?
Geographic Focus
Where this funder awards grants
The 2024 grants went to recipients in several states. The reported shares of grant dollars by recipient state were California, 38%; Connecticut, 26%; North Carolina, 15%; Minnesota, 11%; and Texas, 9%.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $334K (2020) to $1.1M (2024). In 2024 it made 11 grants totaling $1.1M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Save the Children ($277K). Together the top 10 received $1.1M.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 19 grants of 42 (45%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Save the Children Westport, CT | Contribution supporting charitable organization's exempt purpose. | $276,667 |
| The Nature Conservancy San Francisco, CA | Contribution supporting charitable organization's exempt purpose. | $250,000 |
| The American Chestnut Foundation Ashville, NC | Contribution supporting charitable organization's exempt purpose. | $159,500 |
| Marine Mammal Center Fort Cronkhite, CA | Contribution supporting charitable organization's exempt purpose. | $125,000 |
| Rural Health Care Initiative Minneapolis, MN | Contribution supporting charitable organization's exempt purpose. | $117,900 |
| Bat Conservation International Austin, TX | Contribution supporting charitable organization's exempt purpose. | $100,000 |
| Eastside College Preparatory East Palo Alto, CA | Contribution supporting charitable organization's exempt purpose. | $35,000 |
| Battleship New Jersey Camden, NJ | Contribution supporting charitable organization's exempt purpose. | $5,000 |
| Kids Need to Read Mesa, AZ | Contribution supporting charitable organization's exempt purpose. | $1,000 |
| Montpelier Foundation Montpelier Station, VA | Contribution supporting charitable organization's exempt purpose. | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $15,400,532 | $1,532,161 | $1,216,797 | $1,071,567 |
| 2023 | $15,471,681 | -$41,507 | $879,093 | $769,450 |
| 2022 | $14,088,124 | $3,260,155 | $872,417 | $689,350 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Steven Berglund as CFO, secretary, and director; Sandra Berglund as president and director; and Eric W. Berglund and Christopher A. Berglund as directors.
The Berglund Family Foundation is led by Sandra Berglund, President & Director on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Sandra Berglund
President & Director
On filings since 2020
1 hr/week
No compensation reported
Christopher A Berglund
Director
Associate Director → Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Eric W Berglund
Director
On filings since 2020
1 hr/week
No compensation reported
Steven Berglund
CFO, Secretary & Directr
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Kari D Berglund (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: PO Box 1725, Capitola, CA 95010
Phone: (408) 977-7090
Frequently asked questions about The Berglund Family Foundation
How much does The Berglund Family Foundation give each year?
The Berglund Family Foundation gave $1.1M across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $769K across 9 grants.
What is The Berglund Family Foundation's typical grant size?
The Berglund Family Foundation's median grant in 2024 was $100,000, and its average grant was $97,415, across 11 grants on its 2024 IRS Form 990-PF.
Where does The Berglund Family Foundation give grants?
The Berglund Family Foundation's top state is California, with 38% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Connecticut (26%) and North Carolina (15%).
Does The Berglund Family Foundation give general operating support?
Not in 2024: none of the 11 grants with a stated purpose on The Berglund Family Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are The Berglund Family Foundation's largest grantees?
The Berglund Family Foundation's largest 2024 grantees include Save the Children ($276,667), The Nature Conservancy ($250,000) and The American Chestnut Foundation ($159,500), according to its 2024 IRS Form 990-PF. Together they received 64% of its itemized 2024 grant dollars.
How large is The Berglund Family Foundation?
The Berglund Family Foundation reported $15.4M in total assets on its 2024 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $830K (roughly 5% of its investment assets).
What does The Berglund Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grantees included organizations with varied missions. The American Chestnut Foundation says its mission is to return the iconic American chestnut to its native range. See mission & focus areas ↑
How do I apply for a grant from The Berglund Family Foundation?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does The Berglund Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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