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Private Foundation · CA · Private Grantmaking Foundations

Berglund Family Foundation

Capitola, CA  ·  EIN 261350411  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$15.4M

Total Giving

$689K

Grants on File

10

Average Grant

$69K

Giving Radius

Where Berglund Family Foundation Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — $1K across 1 grant CA — $313K across 3 grants CO — no grants on file CT — $260K across 1 grant DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — $39K across 2 grants MO — no grants on file MS — no grants on file MT — no grants on file NC — $1K across 1 grant ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — $75K across 1 grant UT — no grants on file VA — $500 across 1 grant VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 10 recipients across 7 states. Top concentrations: Westport ($260K, 1 grant), San Francisco ($203K, 1 grant), Austin ($75K, 1 grant), Fort Cronkhite ($75K, 1 grant), Minneapolis ($38K, 1 grant).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
Washington County Historical Societ $500 2022
Montpelier Foundation $500 2022
Rural Health Care Initiative $38K 2022
Kids Need to Read $1K 2022
The American Chestnut Foundation $1K 2022
Marine Mammal Center $75K 2022
Bat Conservation International $75K 2022
The Nature Conservancy $203K 2022
Save the Children $260K 2022
Eastside College Preparatory $35K 2022

10 grants total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $15.5M $797K $-41,507 $879K
2022 $14.1M $702K $3.3M $872K
2021 $13.6M $595K $5.6M $438K
2020 $4.8M $451K $957K $352K
2019 $4.3M $298K $3.2M $331K
2015 $2.4M $162K $285K $218K
2014 $2.3M $176K $366K $194K
2013 $2.2M $157K $503K $160K
2012 $2.0M $140K $474K $197K
2011 $1.6M $115K $616K $142K

Section VII

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