Rrw & Florence Berglund Family Fdtn

Roseville, MN
Tax-exempt since Oct. 2004
EIN: 20-6126546

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.82M (2024)

Expenses

$730k (2024)

Total Assets

$9.65M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,819,485

Expenses

$730,396

Net Income

$1,089,089

Net Assets

$9,653,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$255,131	14.0%
Sales of Assets	$1,564,321	86.0%
Other Income	$33	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$669,129	91.6%
Compensation of Officers*	$53,089	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,653,217
Total Liabilities	$0
Net Assets	$9,653,217

Compensation

Key Employees and Officers	Compensation	Other
Stephen Nelson (Trustee/Mgr)	$53,089	$0

990-PF

Filed on May 1, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$348,743

Expenses

$680,000

Net Income

-$331,257

Net Assets

$8,564,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$217,772	62.4%
Sales of Assets	$130,846	37.5%
Other Income	$125	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$622,638	91.6%
Compensation of Officers*	$23,630	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,564,128
Total Liabilities	$0
Net Assets	$8,564,128

Compensation

Key Employees and Officers	Compensation	Other
Stephen Nelson (Trustee/Mgr)	$23,630	$0

990-PF

Filed on April 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$741,972

Expenses

$652,255

Net Income

$89,717

Net Assets

$8,895,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$201,803	27.2%
Sales of Assets	$540,169	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$583,128	89.4%
Compensation of Officers*	$38,725	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,895,148
Total Liabilities	$0
Net Assets	$8,895,148

Compensation

Key Employees and Officers	Compensation	Other
Stephen Nelson (Trustee/Mgr)	$38,725	$0

990-PF

Filed on Oct. 24, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$848,615

Expenses

$688,404

Net Income

$160,211

Net Assets

$8,816,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$192,354	22.7%
Sales of Assets	$655,938	77.3%
Other Income	$323	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$623,496	90.6%
Compensation of Officers*	$39,173	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,816,926
Total Liabilities	$0
Net Assets	$8,816,926

Compensation

Key Employees and Officers	Compensation	Other
Stephen L Nelson (Trustee/Mgr)	$39,173	$0
Kenneth J Berglund (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$756,732

Expenses

$599,389

Net Income

$157,343

Net Assets

$8,655,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$184,314	24.4%
Sales of Assets	$571,952	75.6%
Other Income	$466	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$509,534	85.0%
Compensation of Officers*	$39,950	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,655,983
Total Liabilities	$1
Net Assets	$8,655,982

Compensation

Key Employees and Officers	Compensation	Other
Stephen L Nelson (Trustee/Mgr)	$39,950	$1,778
Kenneth J Berglund (Trustee)	$0	$0

990-PF

Filed on Sept. 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$1,178,220

Expenses

$606,441

Net Income

$571,779

Net Assets

$8,501,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,078	1.4%
Dividends	$219,507	18.6%
Sales of Assets	$942,470	80.0%
Other Income	$165	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$512,359	84.5%
Compensation of Officers*	$56,260	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,501,509
Total Liabilities	$1
Net Assets	$8,501,508

Compensation

Key Employees and Officers	Compensation	Other
Stephen L Nelson (Trustee/Mgr)	$56,260	$0
Kenneth J Berglund (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$619,613

Expenses

$627,319

Net Income

-$7,706

Net Assets

$7,892,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,126	2.3%
Dividends	$221,874	35.8%
Sales of Assets	$383,613	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$527,765	84.1%
Compensation of Officers*	$37,592	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,892,846
Total Liabilities	$0
Net Assets	$7,892,846

Compensation

Key Employees and Officers	Compensation	Other
Stephen L Nelson (Trustee/Mgr)	$37,592	$0
Kenneth J Berglund (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$767,797

Expenses

$591,242

Net Income

$176,555

Net Assets

$7,795,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,252	1.5%
Dividends	$206,169	26.9%
Sales of Assets	$550,234	71.7%
Other Income	$142	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$505,167	85.4%
Compensation of Officers*	$47,013	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,795,738
Total Liabilities	$0
Net Assets	$7,795,738

Compensation

Key Employees and Officers	Compensation	Other
Stephen L Nelson (Trustee/Mgr)	$47,013	$0
Kenneth J Berglund (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$630,703

Expenses

$553,402

Net Income

$77,301

Net Assets

$7,724,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,809	1.6%
Dividends	$204,989	32.5%
Sales of Assets	$415,108	65.8%
Other Income	$797	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475,733	86.0%
Compensation of Officers*	$23,596	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,724,600
Total Liabilities	$0
Net Assets	$7,724,600

Compensation

Key Employees and Officers	Compensation	Other
Stephen L Nelson (Trustee/Mgr)	$23,596	$0
Kenneth J Berglund (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$752,643

Expenses

$578,635

Net Income

$174,008

Net Assets

$7,736,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58	0.0%
Dividends	$200,957	26.7%
Sales of Assets	$551,054	73.2%
Other Income	$574	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$481,637	83.2%
Compensation of Officers*	$50,672	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,736,490
Total Liabilities	$0
Net Assets	$7,736,490

Compensation

Key Employees and Officers	Compensation	Other
Stephen L Nelson (Trustee/Mgr)	$50,672	$0
Kenneth J Berglund (Trustee)	$0	$0

990-PF

Filed on July 6, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$792,823

Expenses

$532,199

Net Income

$260,624

Net Assets

$7,670,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,075	1.4%
Dividends	$208,318	26.3%
Sales of Assets	$572,750	72.2%
Other Income	$680	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$432,386	81.2%
Compensation of Officers*	$41,813	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,670,272
Total Liabilities	$0
Net Assets	$7,670,272

Compensation

Key Employees and Officers	Compensation	Other
Stephen L Nelson (Trustee/Mgr)	$41,813	$0
Kenneth J Berglund (Trustee)	$0	$0

990-PF

Filed on Oct. 26, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$876,607

Expenses

$466,475

Net Income

$410,132

Net Assets

$9,945,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$183,458	20.9%
Sales of Assets	$692,884	79.0%
Other Income	$265	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$379,404	81.3%
Compensation of Officers*	$53,100	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,945,830
Total Liabilities	$0
Net Assets	$9,945,830

Compensation

Key Employees and Officers	Compensation	Other
Stephen L Nelson (Trustee/Mgr)	$53,100	$0
Kenneth J Berglund (Trustee)	$0	$0

990-PF

Filed on July 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$359,962

Expenses

$529,558

Net Income

-$169,596

Net Assets

$8,285,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$204,425	56.8%
Sales of Assets	$154,131	42.8%
Other Income	$1,406	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$445,000	84.0%
Compensation of Officers*	$45,090	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,285,085
Total Liabilities	$1
Net Assets	$8,285,084

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$340,512

Expenses

$429,148

Net Income

-$88,636

Net Assets

$7,567,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$184,440	54.2%
Sales of Assets	$155,442	45.6%
Other Income	$630	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$359,426	83.8%
Compensation of Officers*	$29,824	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,567,935
Total Liabilities	$1
Net Assets	$7,567,934

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Rrw & Florence Berglund Family Fdtn

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.82M (2024)

Expenses $730k (2024)

Total Assets $9.65M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.82M (2024)

Expenses

$730k (2024)

Total Assets

$9.65M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

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Fiscal Year Ending Dec.
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