2025-10-15T12:05:34-05:00 2024-12-31 410943845 MOSS & BARNETT PA 150 S 5TH STREET SUITE 1200 MINNEAPOLIS MN 55402 990PF 2024-01-01 814676184 BERGERSON FAMILY FOUNDATION BERG 9529949956 2845 LITTLE ORCHARD WAY WAYZATA MN 55391 SHAWN BERGERSON PRESIDENT 9529449956 2025-10-15 1 0 CINDY J ACKERMAN P00771663 6128775000 2024 2025-03-06 01:10:19Z X 77761 X X 90393 90393 940 940 -416413 0 -325080 91333 0 0 0 3989 0 3989 143359 143359 0 147348 143359 3989 200010 200010 347358 143359 203999 -672438 0 44587 3980 3980 1020 704592 73781 73781 750199 77761 77761 0 0 X 0 0 0 0 750199 77761 750199 77761 750199 77761 750199 -672438 0 77761 0 77761 SECTION 475 MARK TO MARKET LOSS -855350 -855350 WATERSTONE REDEMPTIONS IN EXCESS OF BASIS 162500 162500 SECTION 475 MARK TO MARKET LOSS IN EXCESS OF BASIS SUSPENDED 276437 276437 -416413 0 0 0 0 0 11289 0 0 0 11289 0 11289 0 11289 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A SHAWN BERGERSON 9529449956 2845 LITTLE ORCHARD WAY WAYZATA MN 55391 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHAWN BERGERSON 2845 LITTLE ORCHARD WAY WAYZATA MN 55391 PRESIDENT, TREASURER, SECR 10.00 0 0 0 ANNELIE BERGERSON 2845 LITTLE ORCHARD WAY WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 DANIEL BERGERSON 2845 LITTLE ORCHARD WAY WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 766911 62600 0 829511 0 0 829511 12443 817068 40853 40853 0 40853 0 40853 0 40853 203999 0 203999 40853 187310 0 0 203999 187310 0 0 16689 0 0 0 0 0 0 0 0 24164 0 0 0 SHAWN BERGERSON X BRECK SCHOOL 123 OTTAWA AVENUE NORTH GOLDEN VALLEY MN 55422 SCHOOL GENERAL CHARITABLE PURPOSES 2500 BRIDGE FOR YOUTH 1111 WEST 22ND STREET MINNEAPOLIS MN 55405 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 CLUES (HISPANIC COMMUNITY CENTER) 720 EAST LAKE STREET MINNEAPOLIS MN 55407 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 20000 CORNERSTONE DOMESTIC VIOLENCE 1000 EAST 80TH STREET BLOOMINGTON MN 55420 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 20000 EAST SIDE NEIGHBORHOOD SERVICES 1700 NE SECOND STREET MINNEAPOLIS MN 55413 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 20000 FACE TO FACE 1165 ARCADE STREET ST PAUL MN 55106 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 INTERNATIONAL INSTITUTE OF MINNESOTA 1694 COMO AVENUE ST PAUL MN 55108 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 20000 JDRF-MINNESOTA & DAKOTA CHAPTER 3001 METRO DRIVE SUITE 100 BLOOMINGTON MN 55425 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1010 MIGIZI 1845 E LAKE STREET MINNEAPOLIS MN 55407 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 NACDI - NATIVE AMERICAN COMMUNITY DEVELOPMENT INSTITUTE 1414 E FRANKLIN AVENUE MINNEAPOLIS MN 55404 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 PEOPLE SERVING PEOPLE 614 SOUTH THIRD STREET MINNEAPOLIS MN 55415 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 PROJECT FOR PRIDE IN LIVING 1035 EAST FRANKLIN AVENUE MINNEAPOLIS MN 55405 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 25000 RISE - REVIVING THE ISLAMIC SISTERHOOD 1007 WEST BROADWAY WAY MINNEAPOLIS MN 55411 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 ST PAUL YOUTH SERVICES 2100 WILSON AVENUE ST PAUL MN 55119 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 THE FAMILY PARTNERSHIP 414 SOUTH EIGHTH STREET MINNEAPOLIS MN 55404 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 25000 THE FORT - FRED WELLS TENNIS AND EDUCATION CENTER 100 FEDERAL DRIVE ST PAUL MN 55111 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1000 TWIN CITIES RISE 1301 BRYANT AVENUE NORTH MINNEAPOLIS MN 55411 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 WALK-IN COUNSELING CENTER 2421 CHICAGO AVENUE MINNEAPOLIS MN 55404 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 WASHBURN CENTER FOR CHILDREN 1100 GLENWOOD AVENUE MINNEAPOLIS MN 55405 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 THE DESERT COMMUNITY FOUNDATION SCHOLARSHIP FUND THE RESERV CLUB 49 - 400 DESERT BUTTE TRAIL INDIAN WELLS CA 92210 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 200010 0 14 90393 14 940 18 -416413 0 -325080 0 -325080 0 0 0 0 0 0 0 0 0 0 WATERSTONE OFFSHORE FEEDER FUND FMV 73781 73781 MOSS & BARNETT 3989 0 3989 WATERSTONE K-1 INVESTMENT INTEREST EXPENSE 124857 124857 0 WATERSTONE K-1 OTHER DEDUCTIONS 18502 18502 0