Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 82-2171925

BERGSTROM FOUNDATION INC

Tax-exempt (reinstated) · MCLEAN, VA 22101

Financials

$22K$364K2023$333K$290K2024$869K$378K2025
Revenue Expenses · by fiscal year end
Financials of BERGSTROM FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$869,019$378,480$490,539$6,661,313$0$6,661,313
December 31, 2024990-PF$332,623$290,064$42,559$6,171,133$0$6,171,133
December 31, 2023990-PF$21,694$364,352-$342,658$6,128,709$0$6,128,709
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$81,866
Net gain from sales of assets
$786,650
Other income
$503

Expenses

Grants and similar amounts paid
$290,000
Compensation of officers, directors and key employees
$18,000
Disbursements for charitable purposes
$315,027
Excise tax on investment income
$11,199

Balance sheet and other

Total assets, start of year
$6,171,133
Total assets, end of year
$6,661,313
Total liabilities, end of year
$0
Net assets, end of year
$6,661,313
Fair market value of assets
$7,173,915
Qualifying distributions
$315,027
Net investment income
$869,019

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.

NameTitleHours / weekCompensation
DAVID GUARD
2115 ELLIOTT AVENUE, MCLEAN, VA 22101
PRESIDENT3$10,000
ASHLEY F BERGSTROM
2115 ELLIOTT AVENUE, MCLEAN, VA 22101
CHAIRWOMAN2$8,000
HENRY A BERGSTROM JR
2115 ELLIOTT AVENUE, MCLEAN, VA 22101
VICE PRESIDENT2$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
HENRY A BERGSTROM JR
3018 JOHN MARSHALL DRIVE, ARLINGTON, VA 22207
VICE PRESIDENT1.5$6,000
ASHLEY F BERGSTROM
3018 JOHN MARSHALL DRIVE, ARLINGTON, VA 22207
CHAIRWOMAN2$6,000
DAVID GUARD
3018 JOHN MARSHALL DRIVE, ARLINGTON, VA 22207
PROGRAM OFFICER1.5$6,000
TARA JOHNSON
3018 JOHN MARSHALL DRIVE, ARLINGTON, VA 22207
PRESIDENT1$6,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
HENRY A BERGSTROM JR
3018 JOHN MARSHALL DRIVE, ARLINGTON, VA 22207
VICE PRESIDENT1.5$6,000
ASHLEY F BERGSTROM
3018 JOHN MARSHALL DRIVE, ARLINGTON, VA 22207
CHAIRWOMAN2$6,000
DAVID GUARD
3018 JOHN MARSHALL DRIVE, ARLINGTON, VA 22207
PROGRAM OFFICER1.5$6,000
TARA JOHNSON
3018 JOHN MARSHALL DRIVE, ARLINGTON, VA 22207
PRESIDENT1$6,000

Address and contacts

Address (IRS master file)
2115 ELLIOTT AVE, MCLEAN, VA 22101-5304
In care of
% ASHLEY F BERGSTROM
Signed the 990-PF
ASHLEY BERGSTROM, CHAIRWOMAN
Phone
(202) 550-1646
Return prepared by
ANDERSEN TAX 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-2171925
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,661,313
Income (IRS master file)
$4,813,846

Revocation and reinstatement

Exemption revoked
May 15, 2018
Posted by the IRS
June 23, 2018
Reinstated
Effective May 15, 2018

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$869,019$378,480$6,661,313IRS
990-PFDecember 2024$332,623$290,064$6,171,133IRS
990-PFDecember 2023$21,694$364,352$6,128,709XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 82-2171925).

Questions about BERGSTROM FOUNDATION INC

What is the EIN of BERGSTROM FOUNDATION INC?
The employer identification number (EIN) of BERGSTROM FOUNDATION INC is 82-2171925.
Is BERGSTROM FOUNDATION INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2018 and reinstated it effective May 15, 2018.
Are donations to BERGSTROM FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERGSTROM FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BERGSTROM FOUNDATION INC 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 INC 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 INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $10,000 (DAVID GUARD, PRESIDENT).
How much revenue does BERGSTROM FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $869,019, expenses of $378,480 and total assets of $6,661,313 at year end.

Other nonprofits in MCLEAN

All nonprofits in MCLEAN · Virginia · Philanthropy, voluntarism and grantmaking foundations