EIN 26-1350411

The Berglund Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2008
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Berglund Family Foundation is a private foundation that primarily funds contributions supporting charitable organization's exempt purpose. The Foundation's grantees include Save the Children and others. Last year, the Foundation made six grants. The Foundation is located in Capitola, CA.
Total revenues
$-41,507
2023
Total expenses
$879,093
2023
Total assets
$15,471,681
2023
Num. employees
0
2023

Grants made by The Berglund Family Foundation

GranteeGrant descriptionAmount
Bat Conservation InternationalContribution Supporting Charitable Organization's Exempt Purpose.$100,000
American Prairie (APR)Contribution Supporting Charitable Organization's Exempt Purpose.$40,000
Eastside College Preparatory SchoolContribution Supporting Charitable Organization's Exempt Purpose.$35,000
...and 2 more grants made

Personnel at The Berglund Family Foundation

NameTitleCompensation
Steven BerglundChief Financial Officer and Secretary and Directr$0
Sandra BerglundPresident and Director$0

Financials for The Berglund Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$16,768
Investment income and dividends$509,693
Net rental income$0
Net gain from sale of non-inventory assets$-507,381
Gross sales of inventory$0
Miscellaneous revenues$-60,587
Total revenues$-41,507

Form 990s for The Berglund Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-04990PFView PDF
2022-122023-10-30990PFView PDF
2021-122022-05-17990PFView PDF
2020-122021-06-02990PFView PDF
2019-122021-06-14990PFView PDF
...and 7 more Form 990s
Data update history
December 29, 2023
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 12, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 3, 2022
Posted financials
Added Form 990PF for fiscal year 2019
September 27, 2021
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 1725
Capitola, CA 95010
Metro area
Santa Cruz-Watsonville, CA
County
Santa Cruz County, CA
Phone
(408) 977-7090
IRS details
EIN
26-1350411
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2008
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
CT0158175
FTB Entity ID
3052624
AB 488 data last updated ("as-of") date
2024-12-31
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