Berglund Family Foundation
- Assets
- $15.5m
- Revenue
- -$41.5k
- Investments
- $13.0m
- Employees
- 0
- Location
- Capitola, CA
- Founding
- 12/2008
- Data as of
- 12/2023
- EIN
- 26-1350411
Organization Overview
Berglund Family Foundation is located in Capitola, CA. The organization was established in 2008. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Berglund Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2019, Berglund Family Foundation has awarded 36 individual grants totaling $2,525,415. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steven Berglund Cfo/sec/directr | 1 | $0 | |
Sandra Berglund President/direc | 1 | $0 | |
Eric W Berglund Director | 1 | $0 | |
Christopher A Berglund Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $16,768 |
| Interest on Savings | $0 |
| Dividends & Interest | $509,693 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$507,381 |
| Capital Gain Net Income | $1,723,205 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$60,587 |
| Total Revenue | -$41,507 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $516 |
| Taxes | $59,964 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $109,643 |
| Contributions, gifts, grants paid | $769,450 |
| Total expenses and disbursements | $879,093 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $395,897 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $2,072,533 |
| Total assets | $15,471,681 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $13,823 |
| Total liabilities | $13,823 |
Grants Awarded
Over the last fiscal year, Berglund Family Foundation has awarded $769,450 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
EASTSIDE COLLEGE PREPARATORY PURPOSE: CONTRIBUTION SUPPORTING CHARITABLE ORGANIZATION'S EXEMPT PURPOSE. | $35,000 |
SAVE THE CHILDREN PURPOSE: CONTRIBUTION SUPPORTING CHARITABLE ORGANIZATION'S EXEMPT PURPOSE. | $260,000 |
BATTLESHIP NEW JERSEY PURPOSE: CONTRIBUTION SUPPORTING CHARITABLE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
MARINE MAMMAL CENTER PURPOSE: CONTRIBUTION SUPPORTING CHARITABLE ORGANIZATION'S EXEMPT PURPOSE. | $75,000 |
BAT CONSERVATION INTERNATIONAL PURPOSE: CONTRIBUTION SUPPORTING CHARITABLE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
WASHINGTON COUNTY HISTORICAL SOCIET PURPOSE: CONTRIBUTION SUPPORTING CHARITABLE ORGANIZATION'S EXEMPT PURPOSE. | $500 |