Funder DirectoryBERGERSON FAMILY FOUNDATION
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Private foundation (trust)EIN 814676184Est. 2019-04

BERGERSON FAMILY FOUNDATION

WAYZATA, MN 55391

Total Assets

$78K

FY 2024

Annual Giving

$200K

FY 2024

Grants Made

20

FY 2024

Avg Grant

$10K

FY 2024

Grant Range

$500–$25K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Expenses

$347K

Qualifying Distributions

$204K

Distributable Amount

$41K

Min. Investment Return

$41K

Undistributed Income

$24K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

20 grants

Grant sizes from minimum $500 through median $5K to maximum $25K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $811K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

84 grants

THE FAMILY PARTNERSHIP
$175K
4 grants
PROJECT FOR PRIDE IN LIVING
$175K
4 grants
TWIN CITIES RISE
$155K
4 grants
EAST SIDE NEIGHBORHOOD SERVICES
$125K
4 grants
WASHBURN MENTAL HEALTH CENTER
$115K
3 grants
INTERNATIONAL INSTITUTE OF MINNESOTA
$95K
4 grants
CLUES (HISPANIC COMMUNITY CENTER)
$85K
4 grants
CORNERSTONE DOMESTIC VIOLENCE
$85K
4 grants

Grant Size Distribution

84 grants

<$10K
47
grants
$10–50K
32
grants
$50–250K
5
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Minnesota
$1.4M
94% of total
Illinois
$55K
4% of total
Washington
$28K
2% of total
California
$6K
0% of total
Oklahoma
$1K
0% of total
Iowa
$200
0% of total

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