The Berglund-westlund Foundation
The Berglund-westlund Foundation is a private foundation, based in OMAHA, NE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $55K. Net investment income was $138K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+10.2% YoY
Annual Giving
$55K
-51.7% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$55K
+45.0% YoY
About The Berglund-westlund Foundation
Based on IRS filings
The Berglund-westlund Foundation is a private foundation, based in OMAHA, NE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $55K. Net investment income was $138K.
Ready to take the next step with The Berglund-westlund Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,144,208 | $1,038,075 | $1,071,658 |
| Revenue | $176,098 | $107,873 | $148,807 |
| Expenses | $93,346 | $141,431 | $129,510 |
| Qualifying Distributions | $54,700 | $113,200 | $101,000 |
| Net Investment Income | $138,452 | $79,642 | $120,297 |
| Distributable Amount | $113,369 | $97,425 | $113,043 |
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
10 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 |
|---|---|---|---|
| BRIDGES TRUST COMPANY | CO-TRUSTEE | 10 | $21,711 |
| STEVE KRAAZ | CO-TRUSTEE | 10 | $1,000 |
| TODD KRAAZ | CO-TRUSTEE | 10 | $1,000 |
| WILLIAM TORSON | CO-TRUSTEE | 10 | $1,000 |
| SCOTT LICKTEIG | CO-TRUSTEE | 10 | $1,000 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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