Nonprofit · EIN 06-6499658
BERGSTROM FOUNDATION TR
Also known as BERGSTROM GRAIG G TTEE
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $23,996 | $341,849 | -$317,853 | $4,576,804 | $0 | $4,576,804 |
| July 31, 2024 | 990-PF | $20,335 | $535,573 | -$515,238 | $4,894,657 | $0 | $4,894,657 |
| July 31, 2023 | 990-PF | $72,205 | $428,703 | -$356,498 | $5,409,961 | $0 | $5,409,961 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $137,547
- Net gain from sales of assets
- -$113,551
Expenses
- Grants and similar amounts paid
- $330,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $330,000
- Excise tax on investment income
- $1,879
Balance sheet and other
- Total assets, start of year
- $4,894,657
- Total assets, end of year
- $4,576,804
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,576,804
- Fair market value of assets
- $4,576,804
- Qualifying distributions
- $330,000
- Net investment income
- $137,547
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG G BERGSTROM 164 EAST 72ND STREET APT 11C, NEW YORK, NY 10021 | TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG G BERGSTROM 164 EAST 72ND STREET APT 11C, NEW YORK, NY 10021 | TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG G BERGSTROM 164 EAST 72ND STREET APT 11C, NEW YORK, NY 10021 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 220 BOYLSTON ST APT 1516, BOSTON, MA 02116-3951
- In care of
- % CRAIG BERGSTROM
- Signed the 990-PF
- CRAIG G BERGSTROM, TRUSTEE
- Phone
- (212) 287-4690
- Return prepared by
- ANDERSEN TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6499658
- 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
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,576,804
- Income (IRS master file)
- $517,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $23,996 | $341,849 | $4,576,804 | XML |
| 990-PF | July 2024 | $20,335 | $535,573 | $4,894,657 | XML |
| 990-PF | July 2023 | $72,205 | $428,703 | $5,409,961 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 06-6499658).
Questions about BERGSTROM FOUNDATION TR
- What is the EIN of BERGSTROM FOUNDATION TR?
- The employer identification number (EIN) of BERGSTROM FOUNDATION TR is 06-6499658.
- Is BERGSTROM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BERGSTROM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGSTROM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGSTROM FOUNDATION TR due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERGSTROM FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of BERGSTROM FOUNDATION TR?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BERGSTROM FOUNDATION TR have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $23,996, expenses of $341,849 and total assets of $4,576,804 at year end.
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