The Bergstrom Inc Charitable Foundation

Chicago, IL
Tax-exempt since Sept. 1979
EIN: 36-6692339

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$262k (2025)

Expenses

$963k (2025)

Total Assets

$2.51M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2025

Revenue

$261,934

Expenses

$962,651

Net Income

-$700,717

Net Assets

$2,505,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,399	33.4%
Sales of Assets	$167,452	63.9%
Other Income	$7,083	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$925,607	96.2%
Compensation of Officers*	$45,417	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,505,801
Total Liabilities	$0
Net Assets	$2,505,801

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$45,417	$0
David Rydell (Co Trustee)	$0	$0

990-PF

Filed on Aug. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2024

Revenue

$1,965,410

Expenses

$682,275

Net Income

$1,283,135

Net Assets

$3,206,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,352,968	68.8%
Interest Revenue	$0
Dividends	$78,265	4.0%
Sales of Assets	$534,177	27.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$639,121	93.7%
Compensation of Officers*	$43,509	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,206,516
Total Liabilities	$0
Net Assets	$3,206,516

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$43,509	$0
David Rydell (Co Trustee)	$0	$0

990-PF

Filed on March 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2023

Revenue

$2,472,113

Expenses

$566,170

Net Income

$1,905,943

Net Assets

$2,470,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,431,423	57.9%
Interest Revenue	$0
Dividends	$60,796	2.5%
Sales of Assets	$979,894	39.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$541,094	95.6%
Compensation of Officers*	$31,168	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,470,686
Total Liabilities	$0
Net Assets	$2,470,686

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$31,168	$0
David Rydell (Co Trustee)	$0	$0

990-PF

Filed on Feb. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2022

Revenue

$380,305

Expenses

$608,887

Net Income

-$228,582

Net Assets

$1,593,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,221	14.5%
Sales of Assets	$324,879	85.4%
Other Income	$205	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$589,977	96.9%
Compensation of Officers*	$29,503	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,593,502
Total Liabilities	$0
Net Assets	$1,593,502

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$29,503	$0
David Rydell (Co Trustee)	$0	$0

990-PF

Filed on March 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2021

Revenue

$162,200

Expenses

$557,295

Net Income

-$395,095

Net Assets

$1,799,077

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,570	23.8%
Sales of Assets	$120,816	74.5%
Other Income	$2,814	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$544,000	97.6%
Compensation of Officers*	$24,659	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,799,078
Total Liabilities	$1
Net Assets	$1,799,077

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$24,659	$0
David Rydell (Co Trustee)	$0	$0

990-PF

Filed on Dec. 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2020

Revenue

$128,203

Expenses

$602,188

Net Income

-$473,985

Net Assets

$2,194,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,743	13.1%
Interest Revenue	$0
Dividends	$57,815	45.1%
Sales of Assets	$53,645	41.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$580,563	96.4%
Compensation of Officers*	$23,665	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,194,555
Total Liabilities	$1
Net Assets	$2,194,554

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$23,665	$0

990-PF

Filed on Feb. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2019

Revenue

$606,093

Expenses

$609,416

Net Income

-$3,323

Net Assets

$2,669,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$114,289	18.9%
Interest Revenue	$0
Dividends	$57,941	9.6%
Sales of Assets	$431,975	71.3%
Other Income	$1,888	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$591,347	97.0%
Compensation of Officers*	$20,830	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,669,392
Total Liabilities	$1
Net Assets	$2,669,391

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$20,830	$0

990-PF

Filed on Feb. 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2018

Revenue

$783,833

Expenses

$642,898

Net Income

$140,935

Net Assets

$2,556,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$584,000	74.5%
Interest Revenue	$0
Dividends	$57,650	7.4%
Sales of Assets	$142,183	18.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$626,965	97.5%
Compensation of Officers*	$20,710	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,556,952
Total Liabilities	$0
Net Assets	$2,556,952

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$20,710	$0

990-PF

Filed on Nov. 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2016

Revenue

$416,811

Expenses

$566,393

Net Income

-$149,582

Net Assets

$2,440,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$354,000	84.9%
Interest Revenue	$0
Dividends	$59,662	14.3%
Sales of Assets	$602	0.1%
Other Income	$2,547	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$553,734	97.8%
Compensation of Officers*	$19,940	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,440,518
Total Liabilities	$0
Net Assets	$2,440,518

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2015

Revenue

$1,120,064

Expenses

$719,107

Net Income

$400,957

Net Assets

$2,551,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$914,878	81.7%
Interest Revenue	$0
Dividends	$51,636	4.6%
Sales of Assets	$153,550	13.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$698,057	97.1%
Compensation of Officers*	$18,168	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,551,733
Total Liabilities	$0
Net Assets	$2,551,733

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2014

Revenue

$963,366

Expenses

$321,980

Net Income

$641,386

Net Assets

$2,177,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$447,774	46.5%
Interest Revenue	$0
Dividends	$40,583	4.2%
Sales of Assets	$474,969	49.3%
Other Income	$40	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,644	87.8%
Compensation of Officers*	$14,515	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,177,200
Total Liabilities	$0
Net Assets	$2,177,200

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2013

Revenue

$869,834

Expenses

$360,425

Net Income

$509,409

Net Assets

$1,444,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$180,868	20.8%
Interest Revenue	$0
Dividends	$17,720	2.0%
Sales of Assets	$671,246	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$355,988	98.8%
Compensation of Officers*	$5,652	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,444,231
Total Liabilities	$0
Net Assets	$1,444,231

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2012

Revenue

$1,130,138

Expenses

$445,903

Net Income

$684,235

Net Assets

$934,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,130,000	100.0%
Interest Revenue	$130	0.0%
Dividends	$8	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$444,716	99.7%
Compensation of Officers*	$1,583	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$934,822
Total Liabilities	$1
Net Assets	$934,821

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Updated January 26, 2026

The Bergstrom Inc Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $262k (2025)

Expenses $963k (2025)

Total Assets $2.51M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$262k (2025)

Expenses

$963k (2025)

Total Assets

$2.51M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending April
2025

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003

Fiscal Year Ending April
2002