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
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.
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
Among its reported 2024 grants, the largest include First Covenant Church ($54,700).
| 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 |
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 |
Frequently Asked Questions
How large is The Berglund-westlund Foundation?
As of 2024, The Berglund-westlund Foundation holds $1.1M in total assets with $176K in annual revenue. It awarded 1 grants totaling $55K in 2024.
Where does The Berglund-westlund Foundation operate?
The Berglund-westlund Foundation has awarded grants in Nebraska.
What size grants does The Berglund-westlund Foundation award?
In 2024, The Berglund-westlund Foundation awarded 1 grants totaling $55K — an average of about $55K per grant, based on its IRS Form 990 filings.
How much is The Berglund-westlund Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berglund-westlund Foundation reported a distributable amount of $113K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Berglund-westlund Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.