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Tua A Bergstrom Charitable Tr

  • Dallas, TX
  • Tax-exempt since July 1971
  • EIN: 91-6093356

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$37.9k (2025)

Expenses
$28.7k (2025)

Total Assets
$390k (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2011 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 July
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,928
Expenses
$28,703
Net Income
$9,225
Net Assets
$390,297
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,988
29.0%
Sales of Assets $26,940
71.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,788
79.4%
Compensation of Officers* $7,365
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $390,297
Total Liabilities $0
Net Assets $390,297
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $7,365 $0

Document Links

990-PF
Filed on Oct. 2, 2025

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

View Filing
XML

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,157
Expenses
$25,862
Net Income
-$11,705
Net Assets
$383,928
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,455
73.9%
Sales of Assets $2,751
19.4%
Other Income $951
6.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,555
79.5%
Compensation of Officers* $6,760
26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $383,928
Total Liabilities $0
Net Assets $383,928
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $6,760 $0

Document Links

990-PF
Filed on Nov. 1, 2024

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

View Filing
XML

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$3,460
Expenses
$25,908
Net Income
-$29,368
Net Assets
$383,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,527
Sales of Assets -$11,987
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,142
73.9%
Compensation of Officers* $6,329
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $383,842
Total Liabilities $0
Net Assets $383,842
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $6,329 $0

Document Links

990-PF
Filed on Sept. 29, 2023

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

View Filing
PDF XML

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,505
Expenses
$32,115
Net Income
$49,390
Net Assets
$406,647
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,530
10.5%
Sales of Assets $72,975
89.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,383
82.2%
Compensation of Officers* $6,785
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $406,647
Total Liabilities $0
Net Assets $406,647
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $6,785 $0

Document Links

990-PF
Filed on Nov. 30, 2022

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

View Filing
PDF XML

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,457
Expenses
$25,519
Net Income
$5,938
Net Assets
$421,440
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,039
22.4%
Sales of Assets $24,418
77.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,962
78.2%
Compensation of Officers* $6,578
25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $421,441
Total Liabilities $1
Net Assets $421,440
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,578 $0

Document Links

990-PF
Filed on Nov. 18, 2021

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

View Filing
XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,475
Expenses
$23,720
Net Income
$1,755
Net Assets
$356,242
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,509
33.4%
Sales of Assets $16,966
66.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,966
80.0%
Compensation of Officers* $6,211
26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $356,243
Total Liabilities $1
Net Assets $356,242
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,211 $0

Document Links

990-PF
Filed on Nov. 17, 2020

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

View Filing
PDF XML

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,623
Expenses
$26,211
Net Income
-$2,588
Net Assets
$363,421
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,928
33.6%
Sales of Assets $15,695
66.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,410
77.9%
Compensation of Officers* $6,197
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $363,421
Total Liabilities $0
Net Assets $363,421
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,197 $0

Document Links

990-PF
Filed on Oct. 8, 2019

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

View Filing
PDF XML

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,125
Expenses
$24,711
Net Income
$12,414
Net Assets
$370,444
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,686
20.7%
Sales of Assets $29,439
79.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,525
79.0%
Compensation of Officers* $6,170
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $370,444
Total Liabilities $0
Net Assets $370,444
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,170 $0

Document Links

990-PF
Filed on Oct. 30, 2018

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

View Filing
XML

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,763
Expenses
$21,692
Net Income
-$4,929
Net Assets
$357,470
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,837
46.8%
Sales of Assets $8,926
53.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,879
77.8%
Compensation of Officers* $6,180
28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $357,470
Total Liabilities $0
Net Assets $357,470
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,180 $0

Document Links

990-PF
Filed on Aug. 31, 2017

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

View Filing
PDF XML

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,878
Expenses
$23,490
Net Income
-$19,612
Net Assets
$354,686
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,870
> 100%
Sales of Assets -$4,992
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,324
82.3%
Compensation of Officers* $6,207
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $354,686
Total Liabilities $0
Net Assets $354,686
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,207 $0

Document Links

990-PF
Filed on Oct. 3, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,983
Expenses
$24,819
Net Income
-$11,836
Net Assets
$377,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,355
64.4%
Sales of Assets $4,141
31.9%
Other Income $487
3.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,758
83.6%
Compensation of Officers* $6,317
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $377,506
Total Liabilities $0
Net Assets $377,506
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,317 $0

Document Links

990-PF
Filed on Sept. 9, 2015

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

View Filing
PDF XML

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,654
Expenses
$40,365
Net Income
-$30,711
Net Assets
$385,153
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,320
75.8%
Sales of Assets $2,334
24.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,296
87.4%
Compensation of Officers* $6,296
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $385,153
Total Liabilities $0
Net Assets $385,153

Document Links

990-PF

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

PDF

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,477
Expenses
$22,786
Net Income
$39,691
Net Assets
$406,602
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,773
15.6%
Sales of Assets $52,704
84.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,689
86.4%
Compensation of Officers* $4,935
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $406,602
Total Liabilities $0
Net Assets $406,602

Document Links

990-PF

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

PDF

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,344
Expenses
$22,300
Net Income
-$14,956
Net Assets
$368,177
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,565
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,650
88.1%
Compensation of Officers* $3,929
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $368,177
Total Liabilities $0
Net Assets $368,177

Document Links

990-PF

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

PDF

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,595
Expenses
$7,511
Net Income
$4,084
Net Assets
$382,977
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,706
75.1%
Sales of Assets $2,889
24.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,105
68.0%
Compensation of Officers* $3,636
48.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $382,977
Total Liabilities $0
Net Assets $382,977

Document Links

990-PF

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

PDF

Fiscal Year Ending July
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending July
2009

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending July
2008

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2007

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2006

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2005

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending July
2004

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2003

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2002

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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