The Berglund Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Berglund Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 26-1350411
Foundation Overview
Based in Capitola, CA, The Berglund Family Foundation has awarded 63 grants totaling $5,034,566 to organizations in California, Connecticut and 8 other states across the US. Individual grants range from $500 to $276,667, with a median award of $51,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 22 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
Grants are geographically diversified with 33% in California and funding distributed across 10 total locations. This foundation values broad geographic impact and diverse community partnerships. Within California, funding concentrates in East Palo Alto (33%), Fort Cronkhite (33%), San Francisco (33%).
Funding Trajectory
Strong 221% growth in annual giving over 4 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Berglund Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Eastside College Preparatory | $35,000 | East Palo Alto, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Save The Children | $276,667 | Westport, CT, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Battleship New Jersey | $5,000 | Camden, NJ, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Marine Mammal Center | $125,000 | Fort Cronkhite, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Bat Conservation International | $100,000 | Austin, TX, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| The Nature Conservancy | $250,000 | San Francisco, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Rural Health Care Initiative | $117,900 | Minneapolis, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Kids Need To Read | $1,000 | Mesa, AZ, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| The American Chestnut Foundation | $159,500 | Ashville, NC, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Washington County Historical Societ | $500 | Stillwater, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Montpelier Foundation | $1,000 | Montpelier Station, VA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Eastside College Preparatory | $35,000 | East Palo Alto, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Save The Children | $276,667 | Westport, CT, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Battleship New Jersey | $5,000 | Camden, NJ, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Marine Mammal Center | $125,000 | Fort Cronkhite, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Bat Conservation International | $100,000 | Austin, TX, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| The Nature Conservancy | $250,000 | San Francisco, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Rural Health Care Initiative | $117,900 | Minneapolis, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Kids Need To Read | $1,000 | Mesa, AZ, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| The American Chestnut Foundation | $159,500 | Ashville, NC, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Washington County Historical Societ | $500 | Stillwater, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Montpelier Foundation | $1,000 | Montpelier Station, VA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2024 |
| Eastside College Preparatory | $35,000 | East Palo Alto, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2023 |
| Save The Children | $260,000 | Westport, CT, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2023 |
| Battleship New Jersey | $5,000 | Camden, NJ, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2023 |
| Marine Mammal Center | $75,000 | Fort Cronkhite, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2023 |
| Bat Conservation International | $100,000 | Austin, TX, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2023 |
| The Nature Conservancy | $252,950 | San Francisco, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2023 |
| Washington County Historical Societ | $500 | Stillwater, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2023 |
| Mountains To Sound Greenway Trust | $1,000 | Seattle, WA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2023 |
| American Prairie | $40,000 | Bozeman, MT, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2023 |
| Eastside College Preparatory | $35,000 | East Palo Alto, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Save The Children | $260,000 | Westport, CT, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Marine Mammal Center | $75,000 | Fort Cronkhite, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Bat Conservation International | $75,000 | Austin, TX, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| The Nature Conservancy | $202,950 | San Francisco, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Rural Health Care Initiative | $38,400 | Minneapolis, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Kids Need To Read | $1,000 | Mesa, AZ, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| The American Chestnut Foundation | $1,000 | Ashville, NC, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Washington County Historical Societ | $500 | Stillwater, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Montpelier Foundation | $500 | Montpelier Station, VA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Eastside College Preparatory | $35,000 | East Palo Alto, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Save The Children | $260,000 | Westport, CT, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Marine Mammal Center | $75,000 | Fort Cronkhite, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Bat Conservation International | $75,000 | Austin, TX, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| The Nature Conservancy | $202,950 | San Francisco, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Rural Health Care Initiative | $38,400 | Minneapolis, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Kids Need To Read | $1,000 | Mesa, AZ, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| The American Chestnut Foundation | $1,000 | Ashville, NC, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Washington County Historical Societ | $500 | Stillwater, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Montpelier Foundation | $500 | Montpelier Station, VA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2022 |
| Eastside College Preparatory | $35,000 | East Palo Alto, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2021 |
| Save The Children | $100,000 | Westport, CT, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2021 |
| Marine Mammal Center | $55,000 | Fort Cronkhite, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2021 |
| Bat Conservation International | $65,000 | Austin, TX, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2021 |
| The Nature Conservancy | $102,950 | San Francisco, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2021 |
| Rural Health Care Initiative | $51,000 | Minneapolis, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2021 |
| Eastside College Preparatory | $35,000 | East Palo Alto, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2020 |
| Save The Children | $100,000 | Westport, CT, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2020 |
| Marine Mammal Center | $55,000 | Fort Cronkhite, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2020 |
| Bat Conservation International | $50,000 | Austin, TX, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2020 |
| The Nature Conservancy | $83,332 | San Francisco, CA, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2020 |
| Rural Health Care Initiative | $11,000 | Minneapolis, MN, US | Contribution Supporting Charitable Organization's Exempt Purpose. | 2020 |
Foundations Similar to The Berglund Family Foundation
Discover 5 foundations with comparable assets ($17,240,584-$17,682,449), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
David B Costa Private Foundation Uad 030222
EIN: 88-0779454 | 44 grants awarded |
$17,441,542
(≈ Similar) |
$55,000
median grant |
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|
G Andrew Bjurman Foundation
EIN: 20-5132800 | 7 grants awarded |
$17,517,226
(≈ Similar) |
$50,000
median grant |
Los Angeles, CA
Same state |
|
|
The Mary Oakley Foundation Inc
EIN: 77-0391113 | 55 grants awarded |
$17,591,244
(≈ Similar) |
$100,000
median grant |
Thousand Oaks, CA
Same state |
|
|
Vani Kola 2015 Charitable Trust
EIN: 47-6974741 | 5 grants awarded |
$17,682,449
(≈ Similar) |
$70,000
median grant |
Santa Monica, CA
Same state |
|
|
Navigage Foundation
EIN: 95-1660821 | 101 grants awarded |
$17,240,584
(≈ Similar) |
$45,000
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Contact Information
Official contact details for The Berglund Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 26-1350411 |
| Website | N/A |
| Address | PO BOX 1725 Capitola, CA 95010-0000 |
Key People (4)
Board members, trustees, and key staff who oversee The Berglund Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Cfo/sec/directr | Steven Berglund |
|---|---|
| President/direc | Sandra Berglund |
| Director | Eric W Berglund |
| Director | Christopher A Berglund |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Berglund Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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