Nonprofit · EIN 26-1350411
BERGLUND FAMILY FOUNDATION
Tax-exempt · CAPITOLA, CA 95010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,532,161 | $1,216,797 | $315,364 | $15,400,532 | $168,706 | $15,231,826 |
| December 31, 2023 | 990-PF | -$41,507 | $879,093 | -$920,600 | $15,471,681 | $13,823 | $15,457,858 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $509,511
- Dividends
- $696,223
- Net gain from sales of assets
- $371,736
- Other income
- -$45,309
Expenses
- Grants and similar amounts paid
- $1,071,567
- Disbursements for charitable purposes
- $1,071,567
- Excise tax on investment income
- $12,728
Balance sheet and other
- Total assets, start of year
- $15,471,681
- Total assets, end of year
- $15,400,532
- Total liabilities, end of year
- $168,706
- Net assets, end of year
- $15,231,826
- Fair market value of assets
- $17,465,735
- Qualifying distributions
- $1,071,567
- Net investment income
- $1,022,650
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven Berglund PO Box 1725, Capitola, CA 95010 | CFO/Sec/Directr | 1 | $0 |
| Sandra Berglund PO Box 1725, Capitola, CA 95010 | President/Direc | 1 | $0 |
| Eric W Berglund PO Box 1725, Capitola, CA 95010 | Director | 1 | $0 |
| Christopher A Berglund PO Box 1725, Capitola, CA 95010 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven Berglund PO Box 1725, Capitola, CA 95010 | CFO/Sec/Directr | 1 | $0 |
| Sandra Berglund PO Box 1725, Capitola, CA 95010 | President/Direc | 1 | $0 |
| Eric W Berglund PO Box 1725, Capitola, CA 95010 | Director | 1 | $0 |
| Christopher A Berglund PO Box 1725, Capitola, CA 95010 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1725, CAPITOLA, CA 95010-1725
- Signed the 990-PF
- Sandra Berglund, President/Direc
- Phone
- (408) 977-7090
- Return prepared by
- McCABE & TOTAH LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-1350411 or by the name BERGLUND FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 26-1350411
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $15,400,532
- Income (IRS master file)
- $6,268,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,532,161 | $1,216,797 | $15,400,532 | XML |
| 990-PF | December 2023 | -$41,507 | $879,093 | $15,471,681 | 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 26-1350411).
Questions about BERGLUND FAMILY FOUNDATION
- What is the EIN of BERGLUND FAMILY FOUNDATION?
- The employer identification number (EIN) of BERGLUND FAMILY FOUNDATION is 26-1350411.
- Is BERGLUND FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to BERGLUND FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGLUND FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGLUND FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERGLUND FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERGLUND FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does BERGLUND FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,532,161, expenses of $1,216,797 and total assets of $15,400,532 at year end.
Other nonprofits in CAPITOLA
- UNITED WAY OF SANTA CRUZ COUNTY EIN 94-1422471 · last filed 990 for 2025
- FABRIS FAMILY CHARITABLE FOUNDATION EIN 77-0472489 · last filed 990-PF for 2025
- EDUCATING TANZANIA FOUNDATION EIN 47-4203679 · last filed 990 for 2025
- RANDOM ACTS OF CAPITOLA KINDNESS EIN 99-2673896 · last filed 990-N for 2025
- ROBERT & JOAN MURPHY FAMILY FOUNDATION EIN 27-0089322 · last filed 990-EZ for 2025
- EDUCATE N MORE EIN 94-3290232 · last filed 990-N for 2025
- NEW HORIZONS AFFORDABLE HOUSING AND DEVELOPMENT INC EIN 85-1207604 · last filed 990 for 2025
- NONPROFIT BENEFITS TR EIN 30-6560313 · last filed 990 for 2025
All nonprofits in CAPITOLA · California · Philanthropy, voluntarism and grantmaking foundations