The Berglund Family Foundation
EIN 261350411Total Given 2019–2024
$3.6M
47 grants · $599K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$51K
typical mid grants · $23K–$100K
grant size
86%
deep partner · 12/14 multi-year
repeat
$17.5M
Assets (2024)
14
Distinct Recipients
About
The IRS and California Governor Gavin Newsom announced that individuals and businesses residing in specific CA counties (one of them being Santa Cruz County which the taxpayer resides)impacted by the 2022-23 winter storms now have until November 16, 2023, to file various 2022 individual and business tax returns and make tax payments.The November 16, 2023, deadline also applies to the fourth quarter estimated tax payment, normally due December 15, 2022. Therefore there should be no underpayment penalty associated with the fourth quarter estimated tax payment as it has been paid with the filing of the return due November 16, 2023.The underpayment penalty shown on Form 2220 relates to not having paid in a sufficient estimated tax payment at the fourth quarter, which based on the explanation above is being waived by the IRS.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
Eastside College Preparatory
Phone
(408) 977-7090
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $323K | $9.0M | $3.2M | 5 |
| 2020 | $334K | $12.2M | $957K | 6 |
| 2021 | $409K | $14.8M | $5.6M | 6 |
| 2022 | $689K | $16.4M | $3.3M | 10 |
| 2023 | $769K | $16.5M | $-42K | 9 |
| 2024 | $1.1M | $17.5M | $1.5M | 11 |
Grant Size Distribution
Based on 47 grants on record
Minimum
$500
25th Pctl
$23K
Median
$51K
Average
$77K
75th Pctl
$100K
Maximum
$277K
Geographic Distribution
Officers & Directors
SB
Sandra Berglund
6+ yrs
President/Direc
Leadership
SB
Steven Berglund
6+ yrs
CFO/Sec/Directr
CB
Christopher A Berglund
6+ yrs
Director
EB
Eric W Berglund
6+ yrs
Director
SB
Sandra Berglund
6+ yrs
President/Direc
Leadership
SB
Steven Berglund
6+ yrs
CFO/Sec/Directr
CB
Christopher A Berglund
6+ yrs
Director
EB
Eric W Berglund
6+ yrs
Director
SB
Sandra Berglund
6+ yrs
President/Direc
Leadership
SB
Steven Berglund
6+ yrs
CFO/Sec/Directr
CB
Christopher A Berglund
6+ yrs
Director
EB
Eric W Berglund
6+ yrs
Director
SB
Sandra Berglund
6+ yrs
President/Direc
Leadership
SB
Steven Berglund
6+ yrs
CFO/Sec/Directr
KB
Kari D Berglund
3 yrs
Director
EB
Eric W Berglund
6+ yrs
Director
CB
Christopher A Berglund
6+ yrs
Associate Direc
SB
Sandra Berglund
6+ yrs
President/Direc
Leadership
SB
Steven Berglund
6+ yrs
CFO/Sec/Directr
KB
Kari D Berglund
3 yrs
Director
EB
Eric W Berglund
6+ yrs
Director
CB
Christopher A Berglund
6+ yrs
Associate Direc
SB
Sandra Berglund
6+ yrs
President/Direc
Leadership
SB
Steven Berglund
6+ yrs
CFO/Sec/Directr
KB
Kari D Berglund
3 yrs
Director
EB
Eric W Berglund
6+ yrs
Director
CB
Christopher A Berglund
6+ yrs
Associate Direc
Grants Awarded (47 total)
| Purpose | ||||
|---|---|---|---|---|
| Save the Children | Westport, CT | $276,667 | Contribution supporting charitable organization's exempt purpose. | 2024 |
| Save the Children | Westport, CT | $260,000 | Contribution supporting charitable organization's exempt purpose. | 2022 |
| Save the Children | Westport, CT | $260,000 | Contribution supporting charitable organization's exempt purpose. | 2023 |
| The Nature Conservancy | San Francisco, CA | $252,950 | Contribution supporting charitable organization's exempt purpose. | 2023 |
| The Nature Conservancy | San Francisco, CA | $250,000 | Contribution supporting charitable organization's exempt purpose. | 2024 |
| The Nature Conservancy | San Francisco, CA | $202,950 | Contribution supporting charitable organization's exempt purpose. | 2022 |
| The American Chestnut Foundation | Ashville, NC | $159,500 | Contribution supporting charitable organization's exempt purpose. | 2024 |
| Marine Mammal Center | Fort Cronkhite, CA | $125,000 | Contribution supporting charitable organization's exempt purpose. | 2024 |
| Rural Health Care Initiative | Minneapolis, MN | $117,900 | Contribution supporting charitable organization's exempt purpose. | 2024 |
| Save the Children | Westport, CT | $110,000 | Contribution supporting charitable organization's exempt purpose. | 2019 |
| The Nature Conservancy | San Francisco, CA | $102,950 | Contribution supporting charitable organization's exempt purpose. | 2021 |
| Save the Children | Westport, CT | $100,000 | Contribution supporting charitable organization's exempt purpose. | 2020 |
| Save the Children | Westport, CT | $100,000 | Contribution supporting charitable organization's exempt purpose. | 2021 |
| Bat Conservation International | Austin, TX | $100,000 | Contribution supporting charitable organization's exempt purpose. | 2023 |
| Bat Conservation International | Austin, TX | $100,000 | Contribution supporting charitable organization's exempt purpose. | 2024 |
| The Nature Conservancy | San Francisco, CA | $83,333 | Contribution supporting charitable organization's exempt purpose. | 2019 |
| The Nature Conservancy | San Francisco, CA | $83,332 | Contribution supporting charitable organization's exempt purpose. | 2020 |
| Marine Mammal Center | Fort Cronkhite, CA | $75,000 | Contribution supporting charitable organization's exempt purpose. | 2022 |
| Bat Conservation International | Austin, TX | $75,000 | Contribution supporting charitable organization's exempt purpose. | 2022 |
| Marine Mammal Center | Fort Cronkhite, CA | $75,000 | Contribution supporting charitable organization's exempt purpose. | 2023 |
| Bat Conservation International | Austin, TX | $65,000 | Contribution supporting charitable organization's exempt purpose. | 2021 |
| Marine Mammal Center | Fort Cronkhite, CA | $55,000 | Contribution supporting charitable organization's exempt purpose. | 2020 |
| Marine Mammal Center | Fort Cronkhite, CA | $55,000 | Contribution supporting charitable organization's exempt purpose. | 2021 |
| Rural Health Care Initiative | Minneapolis, MN | $51,000 | Contribution supporting charitable organization's exempt purpose. | 2021 |
| Bat Conservation International | Austin, TX | $50,000 | Contribution supporting charitable organization's exempt purpose. | 2020 |