Ulla & Bertil Brunk Foundation Inc
Ulla & Bertil Brunk Foundation Inc is a private foundation, based in Lake Geneva, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 8 grants totaling $80K. Net investment income was $65K.
Ulla & Bertil Brunk Foundation Inc at a glance
In short: Ulla & Bertil Brunk Foundation Inc gave $80K across 8 grants in 2025 (avg $10K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $80,000
- +17.6% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $10,000
- +17.6% vs 2024
- Median grant
- $10,000
- Total assets
- $1,062,980
- -1.4% vs 2024
- Primary geography
- Wisconsin (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ulla & Bertil Brunk Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Swedish American Museum ($30K). Together the top 8 received $80K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Ulla & Bertil Brunk Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $55K (2021) to $80K (2025). In 2025 it made 8 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Swedish American Museum Chicago, IL | Program Support | $30,000 |
| Holiday Home Camp Williams Bay, WI | Program Support | $15,000 |
| Forbeck Foundation Carbondale, CO | Program Support | $10,000 |
| Tree House Child and Family Center Inc Elkhorn, WI | Program Support | $10,000 |
| Open Arms Free Clinic Elkhorn, WI | Program Support | $10,000 |
| Covenant Harbor Lake Geneva, WI | Program Support | $3,000 |
| Agape House Walworth, WI | Program Support | $1,000 |
| Geneva Lakes Family YMCA Lake Geneva, WI | Program Support | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,062,980 | $78,440 | $93,471 | $80,000 | 8 | $80,000 | $64,969 | $70,173 |
| 2024 | $1,078,011 | $61,661 | $74,375 | $68,000 | 8 | $68,000 | $55,286 | $65,970 |
| 2023 | $1,090,725 | $-35,402 | $68,471 | $64,000 | 6 | $64,000 | $32,239 | $60,692 |
| 2022 | $1,194,598 | $45,696 | $87,742 | $70,000 | 7 | $71,230 | $35,184 | $63,947 |
| 2021 | $1,236,644 | $287,952 | $62,779 | $55,000 | 6 | $55,000 | $282,013 | $67,786 |
| 2020 | $1,011,471 | $73,462 | $68,261 | $60,000 | 7 | — | $66,061 | $58,156 |
| 2019 | $1,006,270 | $46,270 | $68,122 | $60,000 | 6 | — | $39,020 | $59,473 |
Under IRS private-foundation payout rules, Ulla & Bertil Brunk Foundation Inc reported a distributable amount of $70K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ulla & Bertil Brunk Foundation Inc is led by Anne E. Brunk Peterson, President on every filing since 2019; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Anne E. Brunk Peterson
President
On filings since 2019
1 hr/week
No compensation reported
Ulla Brunk
Chairperson
On filings since 2019
1 hr/week
No compensation reported
Annette Seaberg
Director
On filings since 2019
1 hr/week
No compensation reported
Jaime M. Ward
Director
On filings since 2019
1 hr/week
No compensation reported
Lars E. Brunk
Director
On filings since 2019
1 hr/week
No compensation reported
Michael Black
Secretary & Treasurer
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Ulla & Bertil Brunk Foundation Inc
How much does Ulla & Bertil Brunk Foundation Inc give each year?
Ulla & Bertil Brunk Foundation Inc gave $80K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $68K across 8 grants.
What is Ulla & Bertil Brunk Foundation Inc's typical grant size?
Ulla & Bertil Brunk Foundation Inc's median grant in 2025 was $10,000, and its average grant was $10,000, across 8 grants on its 2025 IRS Form 990-PF.
Where does Ulla & Bertil Brunk Foundation Inc give grants?
Ulla & Bertil Brunk Foundation Inc gives mostly in Wisconsin: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (38%) and Colorado (13%). The most frequent recipient cities were Elkhorn, WI (2 grants) and Lake Geneva, WI (2 grants).
Does Ulla & Bertil Brunk Foundation Inc give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Ulla & Bertil Brunk Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (8 grants).
Who are Ulla & Bertil Brunk Foundation Inc's largest grantees?
Ulla & Bertil Brunk Foundation Inc's largest 2025 grantees include Swedish American Museum ($30,000), Holiday Home Camp ($15,000) and Forbeck Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 69% of its itemized 2025 grant dollars.
How large is Ulla & Bertil Brunk Foundation Inc?
Ulla & Bertil Brunk Foundation Inc reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $80K in qualifying distributions that year, against a required minimum of $70K (roughly 5% of its investment assets).
What is Ulla & Bertil Brunk Foundation Inc's EIN?
Ulla & Bertil Brunk Foundation Inc's EIN (Employer Identification Number) is 46-0696000. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 6, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 27, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2019–2024
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