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 grant totaling $55K. Net investment income was $138K.
The Berglund-Westlund Foundation at a glance
In short: The Berglund-Westlund Foundation gave $55K across 1 grant in 2024 (avg $55K), mostly in Nebraska. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $54,700
- -51.7% vs 2023
- Grants made (2024)
- 1
- -66.7% vs 2023
- Average grant
- $54,700
- +45.0% vs 2023
- Median grant
- $54,700
- Total assets
- $1,144,208
- +10.2% vs 2023
- Primary geography
- Nebraska (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Berglund-Westlund Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was First Covenant Church ($55K).
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 9 grants of 10 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The Berglund-Westlund Foundation gives
- Giving fell 39% from 2021 to 2024. Method
- In 2024 it paid out 48% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $55K (2024) to $113K (2023). In 2024 it made 1 grant totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Covenant Church Omaha, NE | Summer camp activities, family youth outing, building fund, salary for children's youth pastor, annual retreat, scholarship funding to attend camp | $54,700 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,144,208 | $176,098 | $93,346 | $54,700 | 1 | $54,700 | $138,452 | $113,369 |
| 2023 | $1,038,075 | $107,873 | $141,431 | $113,200 | 3 | $113,200 | $79,642 | $97,425 |
| 2022 | $1,071,658 | $148,807 | $129,510 | $101,000 | 3 | $101,000 | $120,297 | $113,043 |
| 2021 | $1,052,383 | $138,919 | $111,939 | $89,950 | 3 | — | $116,930 | $102,374 |
Under IRS private-foundation payout rules, The Berglund-Westlund Foundation reported a distributable amount of $113K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Berglund-Westlund Foundation's 2024 filing lists 5 officers; all 5 officers listed in 2024 are compensated.
Officers on the 2024 filing
Bridges Trust Company
Co-Trustee
On filings since 2021
10 hrs/week
$15K (2021) → $22K (2024)
Steve Kraaz
Co-Trustee
On filings since 2021
10 hrs/week
$2K (2021) → $1K (2024)
Todd Kraaz
Co-Trustee
On filings since 2021
10 hrs/week
$1K (2021) → $1K (2024)
William Torson
Co-Trustee
On filings since 2022
10 hrs/week
$500 (2022) → $1K (2024)
Scott Lickteig
Co-Trustee
New on the 2024 filing
10 hrs/week
$1K (2024)
Former officers (1)
- Former: Duane Brackenbury (2021) — Co-Trustee
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $22K, to Bridges Trust Company (Co-Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about The Berglund-Westlund Foundation
How much does The Berglund-Westlund Foundation give each year?
The Berglund-Westlund Foundation gave $55K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $113K across 3 grants.
How large is The Berglund-Westlund Foundation?
The Berglund-Westlund Foundation reported $1.1M in total assets on its 2024 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $113K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Berglund-Westlund Foundation operate?
The Berglund-Westlund Foundation has awarded grants in Nebraska.
What is The Berglund-Westlund Foundation's EIN?
The Berglund-Westlund Foundation's EIN (Employer Identification Number) is 26-1218343. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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