2025-11-16T18:32:16-06:00 2024-12-31 920460586 PWC US TAX LLP 6 CARDINAL WAY STE 1100 ST LOUIS MO 631022809 990PF 2024-01-01 471426743 BERGES FAMILY FOUNDATION BERG 3147350085 5501 DELMAR BLVD G200 ST LOUIS MO 63112 JAMES BERGES SETTLOR & TRUSTEE 3147350085 2025-11-10 1 0 MARY KAY KREITLER P01311501 3142068500 2024 2025-03-06 01:10:19Z X 100699673 X X 373818 373818 2847858 2847858 18378736 503253 18378736 -54969 -999084 0 21545443 20601328 0 0 0 0 0 322877 161439 0 161439 44009 22005 0 22005 4521 4521 0 0 46675 46675 0 0 226130 212718 0 13413 1057000 0 0 0 6498 6498 0 0 63495 63495 0 0 1771205 517351 0 196857 16229105 16229105 18000310 517351 0 16425962 3545133 20083977 0 599606 15894970 15894970 86238728 84804703 84804703 86838334 100699673 100699673 0 0 X 0 0 0 0 86838334 100699673 86838334 100699673 86838334 100699673 86838334 3545133 10316206 100699673 0 100699673 WELLS FARGO #1176 P 2024-01-01 2024-12-31 502951 502951 502951 WELLS FARGO #1176 P 2023-01-01 2024-12-31 302 302 302 WELLS FARGO #0146 P 2023-01-01 2024-12-31 6748 -6748 -6748 CARLYLE REALTY PARTNERS VIII ASP FUND P 260438 260438 CD&R INVESTMENT HOLDINGS P -1545 -1545 CD&R ADVISOR FUND X, LP P 627658 627658 CD&R ASSOCIATES X WATERWORKS, L.P. P 11556367 11556367 CD&R INDIA ASSOCIATES II, LP P 3329 3329 CD& R FUND X ADVISOR WATERWORKS B P 1771321 1771321 CD&R CHINA ASSOCIATES V, LP P 1094 1094 CD&R ASSOCIATES FUND XII CO-INVEST, LP P 602788 602788 ORBIMED ASIA PARTNERS III ASP FUND P 334665 334665 RIVERSIDE CAPITAL APPRECIATION VII ASP FUND P 380080 380080 CD&R CHINA ASSOCIATES V, LP P 500 500 EXCESS GAIN ON CD&R ASSOCIATES X WATERWORKS, LP P 2326467 2326467 STEPSTONE UMB FUND SERVICES #5247 P 19069 19069 18378736 279167 0 279167 0 279167 292851 0 20000 0 312851 X 0 33684 33684 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL MO 1 0 1 0 0 1 BERGESFAMILYFOUNDATION.ORG KELLY POLLOCK 3147350085 5501 DELMAR BLVD SUITE G200 ST LOUIS MO 63112 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH MANNEN BERGES 21 MARKER WAY VERO BEACH FL 32963 TRUSTEE 0.00 0 0 0 JAMES G BERGES 21 MARKER WAY VERO BEACH FL 32963 SETTLOR AND TRUSTEE 0.00 0 0 0 KEVIN JAMES BERGES 126 MUIRFIELD CREST COURT ST CHARLES MO 63304 TRUSTEE 0.00 0 0 0 MICHAEL SILVER 8001 FORSYTH BLVD SUITE 1500 ST LOUIS MO 63105 TRUSTEE 0.00 0 0 0 MALORY CALTAGIRONE 10369 CLAYTON ROAD FRONTENAC MO 63131 TRUSTEE 0.00 0 0 0 KATHERINE WACKERMAN 3805 SOUTH TRAIL DRIVE JACKSON WY 83001 TRUSTEE 0.00 0 0 0 KRIS MANNEN 4 HACIENDA DR ST LOUIS MO 63124 TRUSTEE 0.00 0 0 0 KELLY POLLOCK 832 WENNEKER DR ST LOUIS MO 63124 CEO 40.00 322877 44009 0 0 WELLS FARGO 2801 MARKET STREET ST LOUIS MO 63103 CONSULTING 107840 0 0 75510783 6944170 10963068 93418021 0 0 93418021 1401270 92016751 4600838 4600838 279167 172187 451354 4149484 0 4149484 0 4149484 16425962 0 16425962 4149484 0 0 3578043 2726595 7101013 7091603 5455914 25953168 16425962 0 0 0 4149484 12276478 0 0 38229646 0 0 0 0 0 0 3578043 34651603 2726595 7101013 7091603 5455914 12276478 JAMES G BERGES BERGES FAMILY FOUNDATION 5501 DELMAR BLVD SUITE G200 ST LOUIS MO 63112 3147350085 ONLINE SUBMISSION AT BERGESFAMILYFOUNDATION.ORG THAT INCLUDES CONTACT INFORMATION, FUNDING AREA, TYPE OF FUND REQUESTED AND A DESCRIPTION OF THE REQUESTING ORGANIZATION/ PROJECT. NO SUBMISSION DEADLINES NO CASA OF ST LOUIS (FORMERLY VOICES FOR CHILDREN) 105 SOUTH CENTRAL AVENUE ST LOUIS MO 63105 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 245605 CONTEMPORARY ART MUSEUM 3750 WASHINGTON BOULEVARD ST LOUIS MO 63108 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 70000 DREAM BUILDERS 4 EQUITY 4220 DUNCAN AVENUE SUITE 201 ST LOUIS MO 63110 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 FOSTER & ADOPTIVE CARE COALITION 1750 SOUTH BRENTWOOD BLVD SUITE 210 ST LOUIS MO 63144 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 750000 GATEWAY ALLIANCE AGAINST 16105 SWINGLEY RIDGE RD 595 CHESTERFIELD MO 63017 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 30000 GATEWAY ARCH PARK FOUNDATION 1 SOUTH MEMORIAL DRIVE SUITE 700 ST LOUIS MO 63102 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 10000 GOOD SHEPHERD CHILDREN AND FAMILY SERVICES 1340 PARTRIDGE AVENUE ST LOUIS MO 63130 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 GREAT RIVERS GREENWAY 3745 FOUNDRY WAY SUITE 253 ST LOUIS MO 63110 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 1000000 GREATER ST LOUIS INC 211 N BROADWAY SUITE 2200 ST LOUIS MO 63102 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 MOOG CENTRE FOR DEAF 12300 S FORTY DR ST LOUIS MO 63141 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 NINE PBS 3655 OLIVE STREET ST LOUIS MO 63108 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 75000 NURSES FOR NEWBORNS 3 SUNNEN DR MAPLEWOOD MO 63143 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 125000 OPERA THEATRE OF SAINT LOUIS 210 HAZEL AVE ST LOUIS MO 63119 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 PARAQUAD 5240 OAKLAND AVENUE ST LOUIS MO 631101436 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 75000 READY READERS 10403 BAUR BLVD SUITE H ST LOUIS MO 63132 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 SOUTHSIDE EARLY 2101 S JEFFERSON AVE ST LOUIS MO 63104 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 75000 ST FRANCIS COMMUNITY SERVICES 4445 LINDELL BLVD ST LOUIS MO 63108 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 ST LOUIS BLACK REPERTORY THEATRE 6662 OLIVE BLVD UNIVERSITY CITY MO 63130 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 35000 ST LOUIS COUNTY LIBRARY FOUNDATION 1412 S SPOEDE RD ST LOUIS MO 63131 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 ST LOUIS POLICE FOUNDATION 9761 CLAYTON ROAD ST LOUIS MO 63122 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 250000 ST LOUIS SYMPHONY ORCHESTRA 718 N GRAND BLVD ST LOUIS MO 63103 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 4000000 URBAN SPROUTS 6757 OLIVE BLVD UNIVERSITY CITY MO 63130 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 1000000 YOUTH IN NEED 1815 BOONES LICK ROAD ST CHARLES MO 63301 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 DELMAR DIVINE 5501 DELMAR BLVD ST LOUIS MO 63112 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 20000 FOREST PARK FOREVER 5595 GRAND DRIVE IN FOREST PARK ST LOUIS MO 63112 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 500000 METROPOLITAN GOLF 10051 DOOLITTLE DRIVE OAKLAND CA 94603 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 500000 RANKEN TECHNICAL COLLEGE 4431 FINNEY AVE STLOUIS MO 63113 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 ST LOUIS COUNSELLING 12801 FLUSHING MEADOWS DRIVE SUITE 250 TOWN COUNTRY MO 63131 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 150000 SAINT LOUIS ZOO 1 GOVERNMENT DRIVE ST LOUIS MO 63110 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 1000000 TOWER GROVE PARK 4257 NORTHEAST DRIVE ST LOUIS MO 63110 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 250000 SVP2024 PARTNER CONTRIBUTION 1660 INTERNATIONAL DRIVE SUITE 600 MCLEAN VA 22102 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 5000 WYMAN CENTER 600 KIWANIS DRIVE EUREKA MO 63025 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 60000 LIFE WISE STL 1321 SOUTH 11TH STREET ST LOUIS MO 63104 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 25000 MERCY HEALTH FDN ST LOUIS 615 S NEW BALLAS RD ST LOUIS MO 63141 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 500000 UNIVERSITY OF MO ST LOUIS 1 UNIVERSITY BLVD ST LOUIS MO 631214400 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 95000 VETERAN ADVOCACY FOUNDATION 315 LAMAY FERRY ROAD ST LOUIS MO 63125 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 37500 COVENANT HOUSE MO 2727 KINGSHIGHWAY BLVD ST LOUIS MO 63113 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 200000 SSM HEALTH FOUNDATION 12800 CORPORATE HILL ST LOUIS MO 63131 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 300000 STL YOUTH JOBS 3016 LOCUST STREET SUITE 105 ST LOUIS MO 63103 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 25000 THE OPPORTUNITY TRUST 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 250000 THE COVERING HOUSE PO BOX 25 VALLEY PARK MO 63088 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 250000 CHADS COALITION FOR MENTAL HEALTH 4121 UNION ROAD SUITE 224 ST LOUIS MO 63129 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 JEWISH FAM SVC 6718 PATTERSON AVENUE RICHMOND VA 23226 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 84000 ST LOUIS CRISIS NURSERY 11710 ADMINISTRATION DR SUITE 18 ST LOUIS MO 63146 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 200000 ST LOUIS PUB LIBRARY FOUNDATION 1415 OLIVE STREET ST LOUIS MO 63103 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 25000 PREVENT ED 9354 OLIVE BLVD ST LOUIS MO 63132 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 130000 ST LOUIS SURVIVORS 2545 S HANLEY RD ST LOUIS MO 63144 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 75000 RANKEN JORDAN PEDIATRIC HOSPITAL 11365 DORSETT ROAD MARYLAND HEIGHTS MO 63043 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 ORV KIMBROUGH SCHOLARSHIP FUND 1301 CONCORD DR MANSFIELD TX 76063 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 5000 ST LOIUS FELDMAN HOLOCAUST MUS 36 MILLSTONE CAMPUS DRIVE ST LOUIS MO 63146 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 75000 ST LOUIS COMMUNITY FOUNDATION 2 OAKKNOLL PARK ST LOUIS MO 63105 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 125000 THE REPERTORY THEATRE OF ST LO 130 EDGAR ROAD ST LOUIS MO 63119 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 ST LOUIS UNIV HS ONE NORTH GRAND BLVD ST LOUIS MO 631032097 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 20000 PROF FIREFIGHTERS OF MAPLEWOOD 1530 COUNTY ROAD C EAST MAPLEWOOD MN 55109 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 32000 VETS COMMUNITY PROJECT 8900 TROOST AVENUE KANSAS CITY MO 64131 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 500000 ROOM AT THE INN 3415 BRIDGELAND DRIVE BRIDGETON MO 63044 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 ST LOUIS CHILDREN'S HOSPITAL FOUNDATION PO BOX 955423 ST LOUIS MO 631955423 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 2000000 16229105 0 14 373818 14 2847858 18 18378736 OTHER FLOW THRU 14 -999084 CD&R ASSOCIATES X WATERWORKS, LP 523940 944115 944115 20601328 0 21545443 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 46675 46675 0 0 WELLS FARGO #0146 FMV 32933092 32933092 WELLS FARGO #1176 FMV 25164898 25164898 CD&R K-1S FMV 10963068 10963068 WELLS FARGO #3352 FMV 8847031 8847031 WELLS FARGO #3352 FMV 3742319 3742319 WELLS FARGO #3352 FMV 3154295 3154295 LEGAL FEES 4521 4521 0 0 MISCELLANEOUS 63495 63495 0 0 OTHER FLOW THRU -999084 -999084 0 CD&R ASSOCIATES X WATERWORKS, LP 944115 0 UNREALIZED GAIN / PRIOR PERIOD ADJ 10316206 CONSULTING FEE 26825 13413 0 13413 ADVISORY FEES 107840 107840 0 0 BANK CHARGES 37054 37054 0 0 OPERATING EXPENSES 54411 54411 0 0 JAMES G BERGES REVOCABLE TRUST 21 MARKER WAY VERO BEACH FL 32963 UNITED STATES TREASURY 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