Funder DirectoryDOROTHEA BERGGREN CHARITABLE FOUNDATION
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Private foundation (trust)EIN 200266874Est. 2004-04

DOROTHEA BERGGREN CHARITABLE FOUNDATION

WAUKESHA, WI 53188

Total Assets

$20.9M

FY 2024

Annual Giving

$332K

FY 2024

Grants Made

5

FY 2024

Avg Grant

$66K

FY 2024

Grant Range

$3K–$255K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$370K

Total Expenses

$345K

Qualifying Distributions

$332K

Distributable Amount

$896K

Min. Investment Return

$901K

Payout rate 37%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.37%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $3K through median $15K to maximum $255K, 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

6 years

Giving over time from 2018 to 2024. Peak $624K in 2022. Hover bars for details.

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

Top Recipients

18 grants

MAYO CLINIC
$1.7M
7 grants
LURIE CHILDRENS HOSPITAL
$505K
2 grants
NORTHWESTERN UNIVERSITY
$30K
3 grants
SURGERYSOS
$20K
1 grant
ARIZONA STATE UNIVERSITY
$15K
1 grant
MAGNUM FOUNDATION
$3K
1 grant
UNIVERSITY OF HAWAII FOUNDATION
$3K
1 grant
RUTH PAGE CENTER FOR THE ARTS
$1K
2 grants

Grant Size Distribution

18 grants

<$10K
7
grants
$10–50K
3
grants
$50–250K
3
grants
$250K–1M
5
grants
$1–5M
$5M+

Geographic Focus

5 states

Minnesota
$1.7M
74% of total
Illinois
$556K
25% of total
Arizona
$15K
1% of total
New York
$3K
0% of total
Hawaii
$3K
0% of total

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DOROTHEA BERGGREN CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo