Nonprofit · EIN 46-4591289
BERGSTROM FOUNDATION
Tax-exempt · KEY COL BCH, FL 33051
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $313,713 | $2,248,543 | -$1,934,830 | $1,901,590 | $0 | $1,901,590 |
| December 31, 2024 | 990-PF | $753,437 | $608,034 | $145,403 | $3,144,695 | $0 | $3,144,695 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $66,964
- Net gain from sales of assets
- $246,749
Expenses
- Grants and similar amounts paid
- $2,230,067
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,236,615
- Excise tax on investment income
- $4,322
Balance sheet and other
- Total assets, start of year
- $3,144,695
- Total assets, end of year
- $1,901,590
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,901,590
- Fair market value of assets
- $3,931,573
- Qualifying distributions
- $2,236,615
- Net investment income
- $313,713
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 |
|---|---|---|---|
| KELLEY A BERGSTROM PO BOX 510023, KEY COLONY BEACH, FL 33051 | PRESIDENT/DIRECTOR | 1 | $0 |
| JOAN L BERGSTROM PO BOX 510023, KEY COLONY BEACH, FL 33051 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| ALLISON L BERGSTROM 1542 W WOLFRAM STREET UNIT 2, CHICAGO, IL 60657 | SECRETARY/DIRECTOR | 1 | $0 |
| MELISSA A MUNRO 29 CHARLOU CIRCLE, CHERRY HILLS VILLAGE, CO 80111 | TREASURER/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelley A Bergstrom PO Box 510023, Key Colony Beach, FL 33051 | President/Director | 1 | $0 |
| Joan L Bergstrom PO Box 510023, Key Colony Beach, FL 33051 | Vice President/Director | 1 | $0 |
| Allison L Bergstrom 1542 W Wolfram Street Unit 2, Chicago, IL 60657 | Secretary/Director | 1 | $0 |
| Melissa A Munro 29 Charlou Circle, Cherry Hills Village, CO 80111 | Treasurer/Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 510023, KEY COL BCH, FL 33051-0023
- Signed the 990-PF
- ALLISON L BERGSTROM, SECRETARY/DIRECTOR
- Phone
- (847) 256-9870
- Return prepared by
- RSM US LLP
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
- 46-4591289
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $1,901,590
- Income (IRS master file)
- $1,574,543
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $313,713 | $2,248,543 | $1,901,590 | IRS |
| 990-PF | December 2024 | $753,437 | $608,034 | $3,144,695 | XML |
| 990-PF | December 2023 | $593,000 | $275,372 | $3,118,827 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BERGSTROM FOUNDATION
- What is the EIN of BERGSTROM FOUNDATION?
- The employer identification number (EIN) of BERGSTROM FOUNDATION is 46-4591289.
- Is BERGSTROM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BERGSTROM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGSTROM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGSTROM 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 BERGSTROM FOUNDATION 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 BERGSTROM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BERGSTROM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $313,713, expenses of $2,248,543 and total assets of $1,901,590 at year end.
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All nonprofits in KEY COL BCH · Florida · Philanthropy, voluntarism and grantmaking foundations