BERGSTROM FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BERGSTROM FAMILY FOUNDATION (EIN 76-0563582)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202531289349100503
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T08:47:48-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAGBY STREET SUITE 4500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760563582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERGSTROM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERG | BusinessNameControlTxt |
| Phone | 7138650381 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 ELOQUENCE WAY | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77382 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN BERGSTROM | PersonNm |
| Person Title | PRESIDENT/CHAIRMAN | PersonTitleTxt |
| Phone | 7138650381 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RINDA CORBIN | PreparerPersonNm |
| PTIN | P00747421 | PTIN |
| Phone | 7139822000 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,959,750 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,004,116 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $186,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,818 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,054,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,362,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,054,148 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,245,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,240,966 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,132 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $356,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $356,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,876,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,228,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,853 | CashBOYAmt |
| Cash EOY | $9,860 | CashEOYAmt |
| Cash EOYFMV | $9,860 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,293,374 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,367,396 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,949,890 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,306,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,377,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,959,750 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,306,227 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,377,256 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,306,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,377,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,306,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,377,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,306,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,876,110 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,182,337 | SubtotalAmt |
| Other Decreases | $805,081 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,377,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE INC. | P | 2017-01-12 | 2024-06-10 | $48,553 | $11,598 | $36,955 | $36,955 |
| AMAZON.COM INC | P | 2017-12-12 | 2024-06-10 | $71,125 | $22,702 | $48,423 | $48,423 |
| BLACKSTONE INC CL A | P | 2016-07-13 | 2024-06-10 | $353,754 | $55,137 | $298,617 | $298,617 |
| DOUBLE LINE TOTAL RETURN FUND N | P | 2017-01-26 | 2024-05-09 | $3,120 | $3,120 | $0 | $0 |
| EATON VANCE LTD DURATION INCOME FUND | P | 2019-11-19 | 2024-05-09 | $705 | $1,009 | -$304 | -$304 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2014-01-22 | 2024-09-19 | $22,548 | $5,310 | $17,238 | $17,238 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2015-12-07 | 2024-09-19 | $277,604 | $76,860 | $200,744 | $200,744 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2015-12-07 | 2024-12-05 | $56,862 | $14,328 | $42,534 | $42,534 |
| MICROSOFT CORP | P | 2017-01-12 | 2024-06-10 | $109,899 | $16,261 | $93,638 | $93,638 |
| MICROSOFT CORP | P | 2018-04-02 | 2024-06-10 | $48,609 | $10,277 | $38,332 | $38,332 |
| MICROSOFT CORP | P | 2018-06-07 | 2024-06-10 | $69,744 | $16,954 | $52,790 | $52,790 |
| MICROSOFT CORP | P | 2018-07-31 | 2024-06-10 | $49,877 | $12,685 | $37,192 | $37,192 |
| PEPSICO INC COMMON STOCK | P | 2003-05-14 | 2024-06-10 | $176,815 | $46,330 | $130,485 | $130,485 |
| THERMO FISHER SCIENTIFIC INC | P | 2016-02-12 | 2024-06-10 | $73,626 | $16,122 | $57,504 | $57,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,054,148 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,076 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,076 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,076 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN BERGSTROM | IndividualWithBooksNm |
| Phone | 7138650381 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 ELOQUENCE WAY | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN BERGSTROM | ||||||||
| 23 ELOQUENCE WAY | THE WOODLANDS | TX | 77382 | PRESIDENT/CHAIRMAN | 0.00 | $0 | $0 | $0 |
| DEBORA BERGSTROM | ||||||||
| 23 ELOQUENCE WAY | THE WOODLANDS | TX | 77382 | VP & TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,724,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,739,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,739,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,638,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,076 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,076 | TotalTaxAmt |
| Distributable Before Adj | $314,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $314,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $314,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $356,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $314,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,780 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $46,780 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $356,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $314,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,632 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,412 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $46,780 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $41,632 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANKENY DONOR FOUNDATION | |||||||
| 1555 SE DELAWARE AVE SUITE J | ANKENY | IA | 50021 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 |
| BOYS & GIRLS CLUB (NW COLORADO) | |||||||
| PO BOX 1251 | CRAIG | CO | 80477 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $4,000 |
| IOWA SPECIALIST HOSPITAL | |||||||
| 1316 S MAIN ST | CLARION | IA | 50525 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2229 LINCOLN WAY | AMES | IA | 50014 | N/A | OTHER PUBLIC CHARITY | ISU CYCLONE CLUB / OPERATING FUND | $30,000 |
| MD ANDERSON | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $10,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 3550 N CENTRAL AVE STE 300 | PHOENIX | AZ | 85012 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $2,000 |
| MEALS ON WHEELS | |||||||
| 121 WEST NYACK ROAD | NANUET | NY | 10954 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $2,000 |
| MONTGOMERY COUNTY FOOD BANK | |||||||
| 1 FOOD FOR LIFE WAY | CONROE | TX | 77385 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $2,000 |
| NODCC | |||||||
| 18032 LEMON DR | YORBA LINDA | CA | 92886 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW STE 1200 | WASHINGTON DC | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $500 |
| STRINGS MUSIC FESTIVAL | |||||||
| 900 STRINGS RD | STEAMBOAT SPRINGS | CO | 80487 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| TEXAS CHILDREN'S HOST | |||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $15,000 |
| THE WOODLANDS UNITED METHODIST CHURCH | |||||||
| 2200 LAKE WOODLANDS DRIVE | THE WOODLANDS | TX | 77380 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $16,000 |
| UNITED WAY | |||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $90,000 |
| WE WILL COLLECTIVE | |||||||
| PO BOX 41126 | DES MOINES | IA | 50311 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $356,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,818 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,054,148 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,240,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,240,966 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STEPHEN BERGSTROM | ||||||
| 1 | 23 ELOQUENCE WAY | THE WOODLANDS | TX | 77382 | $69,000 | Yes (X) |
| STEPHEN BERGSTROM | ||||||
| 2 | 23 ELOQUENCE WAY | THE WOODLANDS | TX | 77382 | $50,630 | Yes (X) |
| STEPHEN BERGSTROM | ||||||
| 3 | 23 ELOQUENCE WAY | THE WOODLANDS | TX | 77382 | $69,315 | Yes (X) |
| STEPHEN BERGSTROM | ||||||
| 4 | 23 ELOQUENCE WAY | THE WOODLANDS | TX | 77382 | $266,009 | Yes (X) |
| STEPHEN BERGSTROM | ||||||
| 5 | 23 ELOQUENCE WAY | THE WOODLANDS | TX | 77382 | $185,018 | Yes (X) |
| STEPHEN BERGSTROM | ||||||
| 6 | 23 ELOQUENCE WAY | THE WOODLANDS | TX | 77382 | $359,757 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 385 SHARES AMZN STOCK | $69,000 | 2024-04-18 |
| 2 | 107 SHARES ADBE STOCK | $50,630 | 2024-04-18 |
| 3 | 128 SHARES TMO STOCK | $69,315 | 2024-04-18 |
| 4 | 658 SHARES MSFT STOCK | $266,009 | 2024-04-18 |
| 5 | 1074 SHARES PEP STOCK | $185,018 | 2024-04-18 |
| 6 | 2990 SHARES BX STOCK | $359,757 | 2024-04-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $7,340 | Amt |
| Net Investment Income | $7,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS ACCOUNTS | StockNm |
| EOY Book Value | $5,367,396 | EOYBookValueAmt |
| EOYFMV | $6,949,890 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCES | $9,031 |
| BUILT IN GAIN ON CONTRIBUTED ASSETS | $796,050 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $5,132 | Amt |
| Net Investment Income | $5,132 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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