Nonprofit · EIN 27-4011739
BERGUM FAMILY FOUNDATION
Tax-exempt · WINTER PARK, FL 32789
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $3,010 | $2,243 | $767 | $104 | $0 | $104 |
| December 31, 2024 | 990-EZ | $2,600 | $1,182 | $1,418 | $988 | $0 | $988 |
| December 31, 2023 | 990-EZ | $3,500 | $1,107 | $2,393 | $1,369 | $0 | $1,369 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $3,010
Expenses
- Grants and similar amounts paid
- $1,836
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $407
- Program services (functional)
- $1,836
Balance sheet and other
- Total assets, start of year
- $988
- Total assets, end of year
- $104
- Total liabilities, end of year
- $0
- Net assets, end of year
- $104
- Cash, savings and investments
- $104
- Gross receipts
- $3,010
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ronald Lee Bergum | CEO | 1 | $0 |
| Susan Latini-Powell | Secretary | 1 | $0 |
| Stanley Bergum | CFO | 1 | $0 |
| Loren Marjolojo | Board Member | 1 | $0 |
| Brayden Bergum | Board Member | 1 | $0 |
| Lance Powell | Board Member | 1 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ronald Lee Bergum | President | 1 | $0 |
| Susan Latini-Powell | Secretary | 1 | $0 |
| Loren Marjolojo | Treasurer | 1 | $0 |
| Lance Powell | Board Member | 1 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ronald Lee Bergum | President | 1 | $0 |
| Susan Latini-Powell | Secretary | 1 | $0 |
| Loren Marjolojo | Treasurer | 1 | $0 |
| Lance Powell | Board Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 444 BROADVIEW AVE, WINTER PARK, FL 32789-3670
- In care of
- % RON BERGUM
- Mailing address (990-N for 2025)
- 444 Broadview, WINTER PARK FL 32789
- Principal officer (990-N for 2025)
- Ronald Lee Bergum, 444 Broadview, WINTER PARK FL 32789
- Signed the 990-EZ
- Susan, Secretary
Mission
to help out the under served in our community
Program accomplishments
- Plan-It-Life DonationExpenses $800
- Save Our Youth SponsorshipExpenses $1,036
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 27-4011739
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $104
- Income (IRS master file)
- $3,010
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Ronald Lee Bergum | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2025 | $3,010 | $2,243 | $104 | XML |
| 990-N for 2024 Officer: Ronald Lee Bergum | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2024 | $2,600 | $1,182 | $988 | XML |
| 990-N for 2023 Officer: Ronald Lee Bergum | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2023 | $3,500 | $1,107 | $1,369 | XML |
| 990-N for 2022 Officer: Susan Latini-Powell | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2013 Officer: Ron Bergum | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 27-4011739).
Questions about BERGUM FAMILY FOUNDATION
- What is the EIN of BERGUM FAMILY FOUNDATION?
- The employer identification number (EIN) of BERGUM FAMILY FOUNDATION is 27-4011739.
- Is BERGUM FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to BERGUM FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERGUM FAMILY FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of BERGUM FAMILY FOUNDATION 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 BERGUM FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of BERGUM FAMILY FOUNDATION?
- The 990-N for 2025 names Ronald Lee Bergum.
- Who are the officers and directors of BERGUM FAMILY FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does BERGUM FAMILY FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $3,010, expenses of $2,243 and total assets of $104 at year end.
Other nonprofits in WINTER PARK
- SEFIROT FOUNDATION INC EIN 99-3311604 · last filed 990-PF for 2025
- JACARLENE FOUNDATION EIN 59-7188681 · last filed 990-PF for 2025
- SHARON GINSBURG FOUNDATION INC EIN 33-4286559 · last filed 990-PF for 2025
- ROBERT M GRACE FOUNDATION INC EIN 88-3571287 · last filed 990-PF for 2024
- GLENDA G MORGAN CHARITABLE FOUNDATION INC EIN 20-0525462 · last filed 990 for 2025
- AERAS FOUNDATION INC EIN 85-1405836 · last filed 990 for 2025
- MICHAEL A MENNELLO AND THE HONORABLE MARILYN LOGSDON MENNELLO EIN 33-2082169
- SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC EIN 20-8662831 · last filed 990-PF for 2024
All nonprofits in WINTER PARK · Florida · Philanthropy, voluntarism and grantmaking foundations