Synergy Charitable Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Synergy Charitable Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 85-2787379

Foundation Overview

Based in Wayzata, MN, Synergy Charitable Foundation has awarded 14 grants totaling $3,625,000 to organizations in Minnesota, Maryland and 2 other states across the US. Individual grants range from $12,500 to $1,000,000, with a median award of $35,000.

Latest Tax Year
2024
Total Giving (all years)
$3,625,000
Total Assets
$21,541,819
Median Grant (all grants)
$35,000

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$1,000,000
% Median Grant Growth
+71% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Minnesota

71% of all grants are concentrated in Minnesota, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Minnesota, funding concentrates in Minneapolis (50%), St Paul (20%), Bloomington (10%).

Funding Trajectory
+567%

Strong 567% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Synergy Charitable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Minneapolis Foundation $1,000,000 Minneapolis, MN, US General Operating Fund 2024
Minneapolis Foundation $1,000,000 Minneapolis, MN, US General Operating Fund 2023
Ubs Optimum Foundation Fund $166,666 Jenkintown, PA, US General Operating Fund 2023
Minneapolis Foundation $925,000 Minneapolis, MN, US General Operating Fund 2022
One World Surgery $50,000 Deerfield, IL, US General Operating Fund 2022
Ubs Optimus Foundation Fund $333,334 Jenkintown, PA, US General Operating Fund 2022
Canvas Health $15,000 Bloomington, MN, US General Operating Fund 2021
Jesuit Retreat House $12,500 Lake Elmo, MN, US General Operating Fund 2021
Christo Rey Jesuit High School $12,500 Minneapolis, MN, US General Operating Fund 2021
Ignation Lay Volunteers $12,500 Baltimore, MD, US General Operating Fund 2021
Sharing Caring $12,500 Minneapolis, MN, US General Operating Fund 2021
Merrick Community Services $20,000 St Paul, MN, US General Operating Fund 2021
Make A Wish $50,000 St Paul, MN, US General Operating Fund 2021
Partners 4 Hope $15,000 Stillwater, MN, US General Operating Fund 2021

Foundations Similar to Synergy Charitable Foundation

Discover 5 foundations with comparable assets ($20,434,852-$21,908,127), similar grant patterns, and geographic focus in MN that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 41-1622611 | 123 grants awarded
$21,575,911
(≈ Similar)
$19,400
median grant
Eden Prairie, MN
Same state
100%
Excellent match

EIN: 27-1985444 | 83 grants awarded
$21,683,429
(≈ Similar)
$50,000
median grant
Minnetonka, MN
Same state
100%
Excellent match

EIN: 20-4973856 | 158 grants awarded
$21,908,127
(≈ Similar)
$23,917.5
median grant
Long Lake, MN
Same state
99%
Excellent match

EIN: 93-1220868 | 49 grants awarded
$20,923,583
(≈ Similar)
$25,000
median grant
Minneapolis, MN
Same state
99%
Excellent match

EIN: 81-6722062 | 89 grants awarded
$20,434,852
(≈ Similar)
$22,000
median grant
Minneapolis, MN
Same state
97%
Excellent match

Contact Information

Official contact details for Synergy Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 85-2787379
Website N/A
Address 861 LAKE ST N Wayzata, MN 55391-2180

Key People (3)

Board members, trustees, and key staff who oversee Synergy Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Director/secretary Paul J Dinzeo
Director/treasurer Tim Baer
President Peter F Pierce Jr

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Synergy Charitable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Application Status
Based on its IRS Form 990-PF filings, this foundation accepts unsolicited grant applications, meaning eligible organizations can apply directly without a prior relationship.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.