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Nonprofit · EIN 87-2451980

BERGLUND-WEISS CHARITABLE FOUNDATION

Tax-exempt · WILMINGTON, DE 19809

Financials

−$67K$62K2023$49K$45K2024$162K$72K2025
Revenue Expenses · by fiscal year end
Financials of BERGLUND-WEISS CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$161,802$71,801$90,001$994,330$0$994,330
December 31, 2024990-PF$48,605$45,477$3,128$904,329$0$904,329
December 31, 2023990-PF-$67,264$62,152-$129,416$901,201$0$901,201
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$101,581
Dividends
$23,065
Interest
$423
Net gain from sales of assets
$36,733

Expenses

Grants and similar amounts paid
$55,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$65,957
Excise tax on investment income
$766

Balance sheet and other

Total assets, start of year
$904,329
Total assets, end of year
$994,330
Total liabilities, end of year
$0
Net assets, end of year
$994,330
Fair market value of assets
$1,082,107
Qualifying distributions
$65,957
Net investment income
$60,221

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
Karen Walcott
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Sec1$0
Roger Walcott
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Treas1$0
Lauren E Weiss
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec, Treas1$0
Mary B Weiss
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Lauren E Weiss
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec, Treas1$0
Mary B Weiss
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Lauren E Weiss
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec, Treas1$0
Mary B Weiss
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0

Address and contacts

Address (IRS master file)
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Mary Weiss, President
Phone
(800) 839-1754
Return prepared by
Foundation Source

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
87-2451980
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
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$994,330
Income (IRS master file)
$510,376

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$161,802$71,801$994,330IRS
990-PFDecember 2024$48,605$45,477$904,329XML
990-PFDecember 2023-$67,264$62,152$901,201XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$1,027,525$7,506$1,020,019IRS

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 87-2451980).

Questions about BERGLUND-WEISS CHARITABLE FOUNDATION

What is the EIN of BERGLUND-WEISS CHARITABLE FOUNDATION?
The employer identification number (EIN) of BERGLUND-WEISS CHARITABLE FOUNDATION is 87-2451980.
Is BERGLUND-WEISS CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to BERGLUND-WEISS CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERGLUND-WEISS CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERGLUND-WEISS CHARITABLE 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 BERGLUND-WEISS CHARITABLE 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 BERGLUND-WEISS CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does BERGLUND-WEISS CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $161,802, expenses of $71,801 and total assets of $994,330 at year end.

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