Synergy Charitable Foundation

WAYZATA, MN EIN: 85-2787379

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$20.2M

-1.4% YoY

Annual Giving

$1.0M

-14.3% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$1.0M

+71.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$5M$7M$9M20202021202220232024
Metric202420232022
Total Assets$20,209,710$20,494,451$21,093,291
Revenue$809,854$619,121$8,194,828
Expenses$1,092,653$1,216,041$1,320,002
Qualifying Distributions$1,001,750$1,166,666$1,308,334
Net Investment Income$728,274$769,867$200,345
Distributable Amount$1,072,679$1,028,828$709,500

Giving Over Time

Total grant dollars and number of grants per year

$0$327K$654K$981K$1M0 grants20208 grants20213 grants20222 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

MINNEAPOLIS FOUNDATION$1.0M

Grant Size Distribution

14 grants across all recorded years

7<$50K2$50–100K1$100–250K1$250–500K1$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Synergy Charitable Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PAUL J DINZEODIRECTOR/SECRETARY1
TIM BAERDIRECTOR/TREASURER1
PETER F PIERCE JRPRESIDENT1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

4states

Cities

BaltimoreBloomingtonDeerfieldJenkintownLake ElmoMinneapolisSt PaulStillwater

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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