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Berglund Family Foundation

  • Cherry Hl Vlg, CO
  • Tax-exempt since July 2015
  • EIN: 46-1606256

Organization summary

Type of Nonprofit

Designated as a 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 / Philanthropy, Charity, Voluntarism Promotion, General (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$52.6k (2024)

Expenses
$93.4k (2024)

Total Assets
$918k (2024)

Total Liabilities
$11.8k (2024)

Years with missing data
Source: Form 990 tax filings from 2014 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,628
Expenses
$93,363
Net Income
-$40,735
Net Assets
$906,179
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,937
9.4%
Dividends $32,638
62.0%
Sales of Assets $13,230
25.1%
Other Income $1,823
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,877
86.6%
Compensation of Officers* $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 $917,929
Total Liabilities $11,750
Net Assets $906,179
Compensation
Key Employees and Officers Compensation Other
Jerry Berglund (Director) $0 $0
Martha Berglund (Director) $0 $0
Beau Russell Berglund (Director) $0 $0
Bret Ryan Berglund (Director) $0 $0
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Document Links

990-PF
Filed on Sept. 5, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,382
Expenses
$73,024
Net Income
$4,358
Net Assets
$946,914
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17,547
22.7%
Dividends $13,121
17.0%
Sales of Assets $46,714
60.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,027
86.3%
Compensation of Officers* $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 $960,264
Total Liabilities $13,350
Net Assets $946,914
Compensation
Key Employees and Officers Compensation Other
Jerry Berglund (Director) $0 $0
Martha Berglund (Director) $0 $0
Beau Russell Berglund (Director) $0 $0
Bret Ryan Berglund (Director) $0 $0
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Document Links

990-PF
Filed on June 27, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$129,572
Expenses
$77,072
Net Income
-$206,644
Net Assets
$942,556
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,681
Dividends $12,109
Sales of Assets -$144,362
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,437
82.3%
Compensation of Officers* $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 $956,356
Total Liabilities $13,800
Net Assets $942,556
Compensation
Key Employees and Officers Compensation Other
Jerry Berglund (Director) $0 $0
Martha Berglund (Director) $0 $0
Beau Russell Berglund (Director) $0 $0
Bret Ryan Berglund (Director) $0 $0
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Document Links

990-PF
Filed on June 26, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$232,622
Expenses
$83,506
Net Income
$149,116
Net Assets
$1,149,200
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $20,566
8.8%
Sales of Assets $212,054
91.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,350
80.7%
Compensation of Officers* $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 $1,160,600
Total Liabilities $11,400
Net Assets $1,149,200
Compensation
Key Employees and Officers Compensation Other
Jerry Berglund (Director) $0 $0
Martha Berglund (Director) $0 $0
Anna Berglund Brick (Director) $0 $0
Beau Russell Berglund (Director) $0 $0
Bret Ryan Berglund (Director) $0 $0
Janna Claire Berglund (Director) $0 $0
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Document Links

990-PF
Filed on June 21, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,397
Expenses
$53,491
Net Income
-$1,094
Net Assets
$1,000,084
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.0%
Dividends $24,797
47.3%
Sales of Assets $27,240
52.0%
Other Income $351
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,570
83.3%
Compensation of Officers* $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 $1,012,284
Total Liabilities $12,200
Net Assets $1,000,084
Compensation
Key Employees and Officers Compensation Other
Jerry Berglund (Director) $0 $0
Martha Berglund (Director) $0 $0
Anna Berglund Brick (Director) $0 $0
Beau Russell Berglund (Director) $0 $0
Bret Ryan Berglund (Director) $0 $0
Janna Claire Berglund (Director) $0 $0
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Document Links

990-PF
Filed on April 28, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,333
Expenses
$76,307
Net Income
-$26,974
Net Assets
$1,001,178
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000
2.0%
Interest Revenue $90
0.2%
Dividends $32,277
65.4%
Sales of Assets $15,966
32.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,035
85.2%
Compensation of Officers* $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 $1,004,378
Total Liabilities $3,200
Net Assets $1,001,178
Compensation
Key Employees and Officers Compensation Other
Jerry Berglund (Director) $0 $0
Martha Berglund (Director) $0 $0
Anna Berglund Brick (Director) $0 $0
Beau Russell Berglund (Director) $0 $0
Bret Ryan Berglund (Director) $0 $0
Janna Claire Berglund (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 10, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,434
Expenses
$61,218
Net Income
-$35,784
Net Assets
$1,028,152
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22
0.1%
Dividends $31,977
> 100%
Sales of Assets -$6,565
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,161
81.9%
Compensation of Officers* $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 $1,033,052
Total Liabilities $4,900
Net Assets $1,028,152
Compensation
Key Employees and Officers Compensation Other
Jerry Berglund (Director) $0 $0
Martha Berglund (Director) $0 $0
Anna Berglund Brick (Director) $0 $0
Beau Russell Berglund (Director) $0 $0
Bret Ryan Berglund (Director) $0 $0
Janna Claire Berglund (Director) $0 $0
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Document Links

990-PF
Filed on May 30, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,851
Expenses
$66,479
Net Income
-$22,628
Net Assets
$1,082,268
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,830
70.3%
Sales of Assets $8,261
18.8%
Other Income $4,760
10.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,214
89.1%
Compensation of Officers* $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 $1,094,783
Total Liabilities $12,515
Net Assets $1,082,268
Compensation
Key Employees and Officers Compensation Other
Jerry Berglund (Director) $0 $0
Martha Berglund (Director) $0 $0
Anna Berglund Brick (Director) $0 $0
Beau Russell Berglund (Director) $0 $0
Bret Ryan Berglund (Director) $0 $0
Janna Claire Berglund (Director) $0 $0
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Document Links

990-PF
Filed on May 10, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,034
Expenses
$71,086
Net Income
-$31,052
Net Assets
$1,104,896
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,094
92.7%
Sales of Assets $2,940
7.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,424
86.4%
Compensation of Officers* $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 $1,112,896
Total Liabilities $8,000
Net Assets $1,104,896
Compensation
Key Employees and Officers Compensation Other
Jerry Berglund (Director) $0 $0
Martha Berglund (Director) $0 $0
Anna Berglund Brick (Director) $0 $0
Beau Russell Berglund (Director) $0 $0
Bret Ryan Berglund (Director) $0 $0
Janna Claire Berglund (Director) $0 $0
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Document Links

990-PF
Filed on May 16, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,287
Expenses
$80,989
Net Income
-$44,702
Net Assets
$1,135,948
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,929
88.0%
Sales of Assets $4,358
12.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,108
76.7%
Compensation of Officers* $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 $1,147,916
Total Liabilities $11,968
Net Assets $1,135,948

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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