Nonprofit · EIN 03-0370623
BERGERON FAMILY FOUNDATIONS
Tax-exempt · NEEDHAM, MA 02492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $172,813 | $126,416 | $46,397 | $1,982,366 | $0 | $1,982,366 |
| December 31, 2024 | 990-PF | $177,118 | $164,227 | $12,891 | $1,935,969 | $0 | $1,935,969 |
| December 31, 2023 | 990-PF | $41,412 | $161,740 | -$120,328 | $1,923,078 | $0 | $1,923,078 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $36,056
- Net gain from sales of assets
- $136,757
Expenses
- Grants and similar amounts paid
- $95,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $97,625
- Excise tax on investment income
- $2,065
Balance sheet and other
- Total assets, start of year
- $1,935,969
- Total assets, end of year
- $1,982,366
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,982,366
- Fair market value of assets
- $2,342,124
- Qualifying distributions
- $97,625
- Net investment income
- $172,813
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE B GUYETTE PO BOX 920135, NEEDHAM, MA 02492 | TRUSTEE - AS REQUIRED | 0 | $0 |
| JAY BERGERON PO BOX 920135, NEEDHAM, MA 02492 | TRUSTEE - AS REQUIRED | 0 | $0 |
| MATTHEW BERGERON PO BOX 920135, NEEDHAM, MA 02492 | TRUSTEE - AS REQUIRED | 0 | $0 |
| JENNIFER CARLSON PO BOX 920135, NEEDHAM, MA 02492 | TRUSTEE - AS REQUIRED | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE B GUYETTE 79 Alexis Drive, PO Box 4397, Burlington, VT 05408 | TRUSTEE - AS REQUIRED | 0 | $0 |
| JAY BERGERON 337 Great Plains Avenue, PO Box 4397, Needham, MA 02492 | TRUSTEE - AS REQUIRED | 0 | $0 |
| MATTHEW BERGERON PO Box 4397, Burlington, VT 054064397 | TRUSTEE - AS REQUIRED | 0 | $0 |
| JENNIFER CARLSON PO Box 4397, Burlington, VT 054064397 | TRUSTEE - AS REQUIRED | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE B GUYETTE 79 Alexis Drive, PO Box 4397, Burlington, VT 05408 | TRUSTEE - AS REQUIRED | 0 | $0 |
| JAY BERGERON 337 Great Plains Avenue, PO Box 4397, Needham, MA 02492 | TRUSTEE - AS REQUIRED | 0 | $0 |
| MATTHEW BERGERON PO Box 4397, Burlington, VT 054064397 | TRUSTEE - AS REQUIRED | 0 | $0 |
| JENNIFER CARLSON PO Box 4397, Burlington, VT 054064397 | TRUSTEE - AS REQUIRED | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 920135, NEEDHAM, MA 02492-0002
- In care of
- % JANE B GUYETTE
- Signed the 990-PF
- JAY BERGERON, TRUSTEE
- Phone
- (781) 752-9161
- Return prepared by
- PROSPERITY PARTNERS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-0370623
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,982,366
- Income (IRS master file)
- $1,108,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $172,813 | $126,416 | $1,982,366 | IRS |
| 990-PF | December 2024 | $177,118 | $164,227 | $1,935,969 | IRS |
| 990-PF | December 2023 | $41,412 | $161,740 | $1,923,078 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0370623).
Questions about BERGERON FAMILY FOUNDATIONS
- What is the EIN of BERGERON FAMILY FOUNDATIONS?
- The employer identification number (EIN) of BERGERON FAMILY FOUNDATIONS is 03-0370623.
- Is BERGERON FAMILY FOUNDATIONS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BERGERON FAMILY FOUNDATIONS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGERON FAMILY FOUNDATIONS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGERON FAMILY FOUNDATIONS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERGERON FAMILY FOUNDATIONS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERGERON FAMILY FOUNDATIONS?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BERGERON FAMILY FOUNDATIONS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $172,813, expenses of $126,416 and total assets of $1,982,366 at year end.
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All nonprofits in NEEDHAM · Massachusetts · Philanthropy, voluntarism and grantmaking foundations