Private foundation (trust)EIN 261350411Est. 2008-12
The Berglund Family Foundation
Capitola, CA 95010
Total Assets
$17.5M
FY 2024
Annual Giving
$1.1M
FY 2024
Grants Made
11
FY 2024
Avg Grant
$97K
FY 2024
Grant Range
$500–$277K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$1.5M
Total Expenses
$1.2M
Qualifying Distributions
$1.1M
Distributable Amount
$830K
Min. Investment Return
$842K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
11 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
42 grants
Grant Size Distribution
42 grants
Geographic Focus
10 states
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