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Nonprofit · EIN 91-1621484

BERGQUIST FOUNDATION

Tax-exempt · SPOKANE, WA 99201

Financials

$57K$267K2023$165K$296K2024$84K$295K2025
Revenue Expenses · by fiscal year end
Financials of BERGQUIST FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$84,076$294,549-$210,473$1,746,110$0$1,746,110
December 31, 2024990-PF$164,640$295,524-$130,884$1,956,583$0$1,956,583
December 31, 2023990-PF$57,435$267,082-$209,647$2,087,467$0$2,087,467
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$51,213
Interest
$240
Net gain from sales of assets
$32,623

Expenses

Grants and similar amounts paid
$248,500
Compensation of officers, directors and key employees
$18,000
Disbursements for charitable purposes
$259,538
Excise tax on investment income
$693

Balance sheet and other

Total assets, start of year
$1,956,583
Total assets, end of year
$1,746,110
Total liabilities, end of year
$0
Net assets, end of year
$1,746,110
Fair market value of assets
$2,346,570
Qualifying distributions
$259,538
Net investment income
$84,076

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
Kenneth Roberts
717 W Sprague Suite 1200, Spokane, WA 99201
President/Director1.3$6,500
Scott Simpson
717 W Sprague Suite 1200, Spokane, WA 99201
Director1.3$6,500
Maxine Lammers
717 W Sprague Suite 1200, Spokane, WA 99201
Director1$5,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Kenneth Roberts
717 W Sprague Suite 1200, Spokane, WA 99201
President/Director1.3$6,500
Scott Simpson
717 W Sprague Suite 1200, Spokane, WA 99201
Director1.3$6,500
Maxine Lammers
717 W Sprague Suite 1200, Spokane, WA 99201
Director1$5,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Kenneth Roberts
717 W Sprague Suite 1200, Spokane, WA 99201
President/Director1.3$6,500
Scott Simpson
717 W Sprague Suite 1200, Spokane, WA 99201
Director1.3$6,500
Maxine Lammers
717 W Sprague Suite 1200, Spokane, WA 99201
Director1$5,000

Address and contacts

Address (IRS master file)
717 W SPRAGUE AVE STE 1200, SPOKANE, WA 99201-3905
In care of
% S SIMPSON
Signed the 990-PF
Kenneth Roberts, President
Phone
(509) 455-6000
Return prepared by
Eide Bailly 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 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
91-1621484
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,746,110
Income (IRS master file)
$394,687

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$84,076$294,549$1,746,110IRS
990-PFDecember 2024$164,640$295,524$1,956,583XML
990-PFDecember 2023$57,435$267,082$2,087,467XML
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 91-1621484).

Questions about BERGQUIST FOUNDATION

What is the EIN of BERGQUIST FOUNDATION?
The employer identification number (EIN) of BERGQUIST FOUNDATION is 91-1621484.
Is BERGQUIST FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to BERGQUIST FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERGQUIST FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERGQUIST 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 BERGQUIST 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 BERGQUIST FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $6,500 (Kenneth Roberts, President/Director).
How much revenue does BERGQUIST FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $84,076, expenses of $294,549 and total assets of $1,746,110 at year end.

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