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California · Private foundation

The Berglund Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.1M
Granted FY2024(still arriving)
11
Grants FY2024
8
Organizations funded FY2023
38%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$100,000
Largest grant, FY2024
$276,667
Organizations funded a year
4 to 9
FY2019 to FY2023
States reached, FY2024
8
Total assets, FY2024
$15M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 38% of the organizations The Berglund Family Foundation funded were first-time grantees, receiving 9% of its grant dollars.

New vs renewed · share of each year

In FY2023, 91% of grant dollars renewed an existing relationship; $46k went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23
EnvironmentArts & CultureHealthEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving10$822k0%
FY20238$517k38%
FY20229$486k44%
FY20215$306k0%
FY20205$251k20%
FY20194$240kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

International$1.3MEnvironment$1.2MAnimals$870kEducation$212kArts & Culture$13k

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

WA
MT
MN
NJ
CT
CA
VA
AZ
NC
TX

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 11 grantees
All grantees of The Berglund Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Save The Children Federation Inc$1,106,66760%
Bat Conservation International$440,00061%
The Marine Mammal Center$430,00061%
Rural Health Care Initiative$218,300433%
The American Chestnut Foundation$160,50025%
American Prairie Foundation$40,00010%
Home Port Alliance for the Uss New Jersey Inc$10,00020%
Kids Need to Read$2,00020%
Washington County Historical Society$1,50030%
Montpelier Foundation$1,50020%
The Mountains to Sound Greenway Trust$1,00010%

What it could do for these grantees

Plus 1 recipient with no EIN on record ($210k), not named here.

Where it is load-bearing

The Berglund Family Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 11 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSave The Children Federation Inc: $1,106,667 over 6y, 0.0% of budgetBat Conservation International: $440,000 over 6y, 0.9% of budgetThe Marine Mammal Center: $430,000 over 6y, 0.5% of budgetRural Health Care Initiative: $218,300 over 4y, 33% of budgetThe American Chestnut Foundation: $160,500 over 2y, 4.7% of budgetAmerican Prairie Foundation: $40,000 over 1y, 0.2% of budgetHome Port Alliance for the Uss New Jersey Inc: $10,000 over 2y, 0.1% of budgetKids Need to Read: $2,000 over 2y, 0.2% of budgetWashington County Historical Society: $1,500 over 3y, 0.2% of budgetMontpelier Foundation: $1,500 over 2y, 0.0% of budgetThe Mountains to Sound Greenway Trust: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 11.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

American Online Giving Foundation IncDE8.3× affinity5 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Berglund Family Foundation with peer funders

About The Berglund Family Foundation

How much does The Berglund Family Foundation give?
The Berglund Family Foundation reported 11 grants totaling $1,071,567 in its FY2024 IRS filing. It funded between 4 and 9 organizations a year over FY2019 to FY2023.
What does The Berglund Family Foundation fund?
By grant dollars over FY2019 to FY2024, its largest causes are International (37%), Environment (33%), Animals (24%).
Who are The Berglund Family Foundation's largest grantees?
By total granted over FY2019 to FY2024: Save The Children Federation Inc ($1.1M), Bat Conservation International ($440k), The Marine Mammal Center ($430k).
Does The Berglund Family Foundation fund new organizations?
In FY2023, 38% of the organizations it funded were first-time grantees.
Does The Berglund Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Berglund Family Foundation?
Its strongest co-funders, measured against what their size predicts, include American Online Giving Foundation Inc, Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.
Where is The Berglund Family Foundation based?
The Berglund Family Foundation is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 13 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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