Nonprofit · EIN 20-6126546
RRW & FLORENCE BERGLUND FAMILY FDTN
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,132,036 | $819,321 | $312,715 | $9,965,933 | $0 | $9,965,933 |
| December 31, 2024 | 990-PF | $1,819,485 | $730,396 | $1,089,089 | $9,653,217 | $0 | $9,653,217 |
| December 31, 2023 | 990-PF | $348,743 | $680,000 | -$331,257 | $8,564,128 | $0 | $8,564,128 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $279,133
- Net gain from sales of assets
- $852,903
Expenses
- Grants and similar amounts paid
- $691,500
- Compensation of officers, directors and key employees
- $42,183
- Disbursements for charitable purposes
- $726,815
- Excise tax on investment income
- $14,923
Balance sheet and other
- Total assets, start of year
- $9,653,217
- Total assets, end of year
- $9,965,933
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,965,933
- Fair market value of assets
- $15,691,607
- Qualifying distributions
- $726,815
- Net investment income
- $1,132,036
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 |
|---|---|---|---|
| STEPHEN NELSON 1700 HIGHWAY 36 WEST STE 600, ROSEVILLE, MN 55113 | TRUSTEE/MGR | 10 | $42,183 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN NELSON 1700 HIGHWAY 36 WEST STE 600, ROSEVILLE, MN 55113 | TRUSTEE/MGR | 5 | $53,089 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN NELSON 1700 HIGHWAY 36 WEST STE 600, ROSEVILLE, MN 55113 | TRUSTEE/MGR | 5 | $23,630 |
Address and contacts
- Address (IRS master file)
- 1700 HIGHWAY 36 WEST 600, ROSEVILLE, MN 55113-0000
- In care of
- % S NELSON & K BERGLUND CO-TTEES
- Signed the 990-PF
- STEPHEN NELSON, TRUSTEE
- Phone
- (651) 646-5000
- Return prepared by
- CPA KPA 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 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
- 20-6126546
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,965,933
- Income (IRS master file)
- $2,557,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,132,036 | $819,321 | $9,965,933 | XML |
| 990-PF | December 2024 | $1,819,485 | $730,396 | $9,653,217 | IRS |
| 990-PF | December 2023 | $348,743 | $680,000 | $8,564,128 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-6126546).
Questions about RRW & FLORENCE BERGLUND FAMILY FDTN
- What is the EIN of RRW & FLORENCE BERGLUND FAMILY FDTN?
- The employer identification number (EIN) of RRW & FLORENCE BERGLUND FAMILY FDTN is 20-6126546.
- Is RRW & FLORENCE BERGLUND FAMILY FDTN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to RRW & FLORENCE BERGLUND FAMILY FDTN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RRW & FLORENCE BERGLUND FAMILY FDTN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RRW & FLORENCE BERGLUND FAMILY FDTN 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 RRW & FLORENCE BERGLUND FAMILY FDTN 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 RRW & FLORENCE BERGLUND FAMILY FDTN?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $42,183 (STEPHEN NELSON, TRUSTEE/MGR).
- How much revenue does RRW & FLORENCE BERGLUND FAMILY FDTN have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,132,036, expenses of $819,321 and total assets of $9,965,933 at year end.
Other nonprofits in ROSEVILLE
- CONVERGENCE EVENTS INC EIN 27-1445975 · last filed 990 for 2024
- ROSEVILLE AREA COMMUNITY FOUNDATION EIN 41-1408909 · last filed 990 for 2025
- HILLSWOOD FOUNDATION EIN 41-1948564 · last filed 990-PF for 2025
- TAREEN FOUNDATION EIN 93-4918261 · last filed 990-PF for 2025
- FREIER FAMILY FOUNDATION EIN 41-1990257 · last filed 990-PF for 2025
- PARK DENTAL FOUNDATION EIN 47-2996372 · last filed 990-PF for 2025
- TERHULY FOUNDATION EIN 41-1818562 · last filed 990-PF for 2025
- FAIRVIEW FOUNDATION EIN 36-3632069 · last filed 990-PF for 2025
All nonprofits in ROSEVILLE · Minnesota · Philanthropy, voluntarism and grantmaking foundations