Berglund-Westlund Foundation
- Assets
- $1.1m
- Revenue
- $148.8k
- Investments
- $972.9k
- Employees
- 0
- Location
- Omaha, NE
- Founding
- 10/2007
- Data as of
- 06/2022
- EIN
- 26-1218343
Organization Overview
Berglund-Westlund Foundation is located in Omaha, NE. The organization was established in 2007. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. Berglund-Westlund Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Berglund-Westlund Foundation generated $148.8k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.3% each year . All expenses for the organization totaled $129.5k during the year ending 06/2022. While expenses have increased by 4.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Berglund-Westlund Foundation has awarded 28 individual grants totaling $571,750. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bridges Trust Company Co-Trustee | 10 | $21,855 | |
Steve Kraaz Co-Trustee | 10 | $2,000 | |
Todd Kraaz Co-Trustee | 10 | $1,000 | |
William Torson Co-Trustee | 10 | $500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $25,280 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $123,512 |
| Capital Gain Net Income | $123,512 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $15 |
| Total Revenue | $148,807 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $25,355 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,305 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $28,510 |
| Contributions, gifts, grants paid | $101,000 |
| Total expenses and disbursements | $129,510 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $98,763 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,071,658 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Berglund-Westlund Foundation has awarded $101,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Omaha, NE PURPOSE: SUMMER CAMP ACTIVITIES, FAMILY YOUTH OUTING, BUILDING FUND, SALARY FOR CHILDREN'S YOUTH PASTOR, ANNUAL RETREAT, SCHOLARSHIP FUNDING TO ATTEND CAMP | $36,000 |
Hordville, NE PURPOSE: BIBLE CAMP AND IMPROVEMENTS, FAMILY CENTER PROJECT, SCHOLARSHIP FUNDING TO ATTEND CAMP, OFFICE/WORSHIP SOUND EQUIPMENT | $35,000 |
Omaha, NE PURPOSE: HELP FOR BUILDING DREAMS SUMMER PROGRAM, EMPLOYABILITY PROGRAM, SCHOLARSHIP ASSISTANCE | $30,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Walter Scott Family Foundation Omaha, NE | $596,551,475 | $88,689,053 |
Crawford Taylor Foundation St Louis, MO | $738,101,888 | $69,635,068 |
Enterprise Holdings Foundation Saint Louis, MO | $398,583,830 | $68,157,541 |
Gates Family Foundation Denver, CO | $458,247,303 | $68,267,243 |
Hall Family Foundation Kansas City, MO | $1,171,646,854 | $87,869,006 |
Buffett Early Childhood Fund Omaha, NE | $9,728,090 | $31,407,344 |
El Pomar Foundation Colorado Springs, CO | $452,441,260 | $71,471,160 |
Centene Charitable Foundation St Louis, MO | $259,102,242 | $5,821,965 |
The Lozier Foundation Omaha, NE | $440,536,134 | $84,469,210 |
Catena Foundation Carbondale, CO | $397,661,850 | $217,833,912 |
Marion And Henry Bloch Family Foundation Kansas City, MO | $681,063,537 | $103,373,855 |
Temple Hoyne Buell Foundation Denver, CO | $377,422,437 | $27,172,510 |