Nonprofit · EIN 81-4592834
BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC
Tax-exempt · WEST PALM BCH, FL 33401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $161,408 | $95,052 | $66,356 | $2,612,501 | $0 | $2,612,501 |
| November 30, 2024 | 990-PF | $98,643 | $138,454 | -$39,811 | $2,546,145 | $0 | $2,546,145 |
| November 30, 2023 | 990-PF | $69,055 | $192,958 | -$123,903 | $2,585,956 | $0 | $2,585,956 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $100,000
- Interest
- $61,408
Expenses
- Grants and similar amounts paid
- $89,100
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $89,100
- Excise tax on investment income
- $771
Balance sheet and other
- Total assets, start of year
- $2,546,145
- Total assets, end of year
- $2,612,501
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,612,501
- Fair market value of assets
- $2,642,501
- Qualifying distributions
- $89,100
- Net investment income
- $61,408
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE A KJELLGREN 400 N FLAGLER DRIVE APT 805, WEST PALM BEACH, FL 33401 | PRESIDENT/DIRECTOR | 1 | $0 |
| JENNIFER L KJELLGREN 400 N FLAGLER DRIVE APT 805, WEST PALM BEACH, FL 33401 | SECRETARY/DIRECTOR | 0.5 | $0 |
| SUSAN M ASKINS 400 N FLAGLER DRIVE APT 805, WEST PALM BEACH, FL 33401 | TREASURER/DIRECTOR | 0.5 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE A KJELLGREN 400 N FLAGLER DRIVE APT 805, WEST PALM BEACH, FL 33401 | PRESIDENT/DIRECTOR | 1 | $0 |
| JENNIFER L KJELLGREN 400 N FLAGLER DRIVE APT 805, WEST PALM BEACH, FL 33401 | SECRETARY/DIRECTOR | 0.5 | $0 |
| SUSAN M ASKINS 400 N FLAGLER DRIVE APT 805, WEST PALM BEACH, FL 33401 | TREASURER/DIRECTOR | 0.5 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joyce Kjellgren 400 N Flagler Drive Apt 805, West Palm Beach, FL 33401 | President/Director | 1 | $0 |
| Jennifer L Kjellgren 400 N Flagler Drive Apt 805, West Palm Beach, FL 33401 | Secretary/Director | 0.5 | $0 |
| Susan M Askins 400 N Flagler Drive Apt 805, West Palm Beach, FL 33401 | Treasurer/Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 400 N FLAGLER DR APT 805, WEST PALM BCH, FL 33401-4314
- In care of
- % CHRISTINE BIALCZAK ESQ
- Signed the 990-PF
- JOYCE A KJELLGREN, PRESIDENT
- Phone
- (561) 659-1770
- Return prepared by
- ALLEY MAASS ROGERS & LINDSAY PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4592834
- 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
- 2019
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,612,501
- Income (IRS master file)
- $161,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $161,408 | $95,052 | $2,612,501 | IRS |
| 990-PF | November 2024 | $98,643 | $138,454 | $2,546,145 | XML |
| 990-PF | November 2023 | $69,055 | $192,958 | $2,585,956 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 81-4592834).
Questions about BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC
- What is the EIN of BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC is 81-4592834.
- Is BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BERTIL & JOYCE KJELLGREN FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $161,408, expenses of $95,052 and total assets of $2,612,501 at year end.
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