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· 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 FY2024still arriving
11
Grants FY2024still arriving
8
States reached
$277k
Largest
01What it funds
01100% 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
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k4 grants · $8k
  • $10k–50k1 grant · $35k
  • $50k–250k4 grants · $502k
  • $250k+2 grants · $527k
$100,000
Median grant
8
States reached
$15M
Total assets
Largest grants
RecipientAmount
Save the Children$276,667
The Nature Conservancy$250,000
The American Chestnut Foundation$159,500
Marine Mammal Center$125,000
Rural Health Care Initiative$117,900
Bat Conservation International$100,000
Eastside College Preparatory$35,000
Battleship New Jersey$5,000
Kids Need to Read$1,000
Montpelier Foundation$1,000
Washington County Historical Societ$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY19–24) land where the poverty rate runs at 10%, against an area that typically sits at 8%. 79% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%Kids Need to Read: $1k → 11%Washington County Historical Societ: $500 → 6%Rural Health Care Initiative: $118k → 11%Eastside College Preparatory: $35k → 8%Marine Mammal Center: $125k → 8%The Nature Conservancy: $253k → 10%Save the Children: $277k → 9%The American Chestnut Foundation: $160k → 12%Mountains to Sound Greenway Trust: $1k → 9%Battleship New Jersey: $5k → 12%Montpelier Foundation: $1k → 10%Kids Need to Read: $1k → 11%Washington County Historical Societ: $500 → 6%Rural Health Care Initiative: $51k → 11%Eastside College Preparatory: $35k → 8%Marine Mammal Center: $75k → 8%The Nature Conservancy: $250k → 10%Save the Children: $260k → 9%The American Chestnut Foundation: $1k → 12%Battleship New Jersey: $5k → 12%Montpelier Foundation: $500 → 10%Washington County Historical Societ: $500 → 6%Rural Health Care Initiative: $38k → 11%Eastside College Preparatory: $35k → 8%Marine Mammal Center: $75k → 8%The Nature Conservancy: $203k → 10%Save the Children: $260k → 9%Rural Health Care Initiative: $11k → 11%Eastside College Preparatory: $35k → 8%Marine Mammal Center: $55k → 8%The Nature Conservancy: $103k → 10%Save the Children: $110k → 9%Eastside College Preparatory: $35k → 8%Marine Mammal Center: $55k → 8%The Nature Conservancy: $83k → 10%Save the Children: $100k → 9%Eastside College Preparatory: $35k → 8%Marine Mammal Center: $45k → 8%The Nature Conservancy: $83k → 10%Save the Children: $100k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
MT
MN
NJ
CT
CA
VA
AZ
NC
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

98%of every dollar goes to organizations it has funded before.
$2.6M · 10 repeat orgs$41k to everyone else

10 repeat relationships: 10 still active in FY2024, 0 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

10
2

Total granted

$2.6M
$41k

Median revenue growth · since first grant

+31%
+79%

Still filing today

90%
100%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

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

’19’20’21’22’23’24
EnvironmentArts & CultureInternationalAnimalsHealthEducationOther
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.

Backed again, and grew

  • Save The Children Federation Inc
    6× · 2019–2024 · $1.1M · revenue +18%
  • BAT CONSERVATION INTERNATIONAL
    6× · 2019–2024 · $440k · revenue +105%
  • TM
    THE MARINE MAMMAL CENTER
    6× · 2019–2024 · $430k · revenue +22%

Funded once

  • AP
    AMERICAN PRAIRIE FOUNDATIONgraduated
    one grant, 2023 · $40k · revenue +79%
  • TM
    The Mountains to Sound Greenway Trust
    one grant, 2023 · $1k · revenue +13%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Rainforest Trust

Rainforest trust saves endangered wildlife and protects our planet by creating rainforest reserves through partnerships, community engagement, and donor support.

International
2
Native Plant Trust Inc

The organization's mission is to conserve and promote new england's native plants to ensure healthy, biologically diverse landscapes.

Environment
3
Eastern National

Eastern national promotes the public's understanding and support of america's national parks and other public trust partners by providing quality educational experiences, products and services.

Recreation & Sports
4
Amazon Conservation Association

Amazon conservation unites science, people, and innovation to protect the amazon - the greatest wild forest on earth. as guardians of the most iconic forest on the planet, we bring together the power of the latest science and technology…

Environment
5
Delaware Museum of Nature and Science Inc

The museum is an educational corporation formed to ignite a life-long passion for exploring, discovering, and valuing nature and science.

—
6
Great Peninsula Conservancy

Preserve in perpetuity the natural habitats, rural landscapes, and open spaces of the great peninsula of washington's puget sound.

Environment
7
Fsc I&P

Fsc i&p promotes environmentally appropriate, socially beneficial, and economically viable management of the world's forests. this mission aligns with the forest stewardship council (fsc), its network of offices, and other organizations.…

Philanthropy
8
Wildcoast

The mission of wildcoast is to conserve coastal and marine ecosystems and address climate change through natural solutions. our staff is dedicated to conserving threatened and endangered coastlines and wildlife in california and mexico.…

Environment
9
Marine Megafauna Foundation

Save threatened marine life using pioneering research, education, and sustainable conservation solutions

International
10
NatureServe

NatureServe's mission is to leverage the power of science, data, and technology to guide biodiversity conservation and stewardship. We activate our mission by working with a network of 60+ partners located in states and provinces across…

Environment
11
Conservation X Labs Inc

To improve the efficacy, speed, cost, sustainability, and scaling of conservation solutions through harnessing exponential technology, innovation, and entrepreneurship to prevent human-induced extinction.

Animals
12
Wildlife Conservation Network Inc

Connect conservationists and supporters, deploy resources to the field, provide conservationists with tools and support they need to succeed.

Animals
How this is measured
The grantee most central to the portfolio’s shape is The American Chestnut Foundation; the most unlike its peers is Washington County Historical Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

12 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 12 of the 13 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
12/12
Grantees still filing
11/12
Grew since first funded

Where the money sits, by cause and then by grantee

THE NATURE CONSERVANCY: $975,515 · OtherTHE NATURE CONSERVANCYBAT CONSERVATION INTERNATIONAL: $440,000 · OtherBAT CONSERVATION INTERNATIONALEastside College Preparatory: $210,000 · OtherEastside College Preparatory+1 more: $1,500 · OtherSave The Children Federation Inc: $1,106,667 · InternationalSave The Children Federation IncTHE MARINE MAMMAL CENTER: $430,000 · AnimalsTHE MARINE MA…RURAL HEALTH CARE INITIATIVE: $218,300 · HealthTHE AMERICAN CHESTNUT FOUNDATION: $160,500 · EnvironmentAMERICAN PRAIRIE FOUNDATION: $40,000 · Environment+1 more: $1,000 · EnvironmentHOME PORT ALLIANCE FOR THE USS NEW JERSEY INC: $10,000 · Arts & CultureMONTPELIER FOUNDATION: $1,500 · Arts & CultureKIDS NEED TO READ: $2,000 · Education
Other$1,627,015International$1,106,667Animals$430,000Health$218,300Environment$201,500Arts & Culture$11,500Education$2,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetTHE NATURE CONSERVANCY: $975,515 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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.

How much its grantees rely on government

Each dot is one organization The Berglund Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Berglund Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 30%
  • Save the Children Federation Inc: 30% of income from government
no gov moneyreceives it· size = income
0get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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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