2025-09-05T19:55:03-04:00 2024-12-31 883376966 MBP & ASSOCIATES LLC PO BOX 526 ARVADA CO 80001 990PF 2024-01-01 461606256 BERGLUND FAMILY FOUNDATION BERG 3032212795 2 COUNTRYSIDE LANE LITTLETON CO 80121 JERRY BERGLUND DIRECTOR 3032212795 2025-05-07 true JOANNE MATHISEN P00181586 7202480204 2025-09-05 2024 2025-03-06 01:10:19Z X 1038489 X X 4937 4937 32638 25088 13230 442263 13230 1823 52628 43255 4650 3488 1162 6841 5131 1710 993 493 2874 15358 9112 2872 78005 78005 93363 9112 80877 -40735 34143 52008 50738 50738 549095 483837 606605 359161 383354 381146 960264 917929 1038489 13350 11750 13350 11750 X 946914 910829 -4650 946914 906179 960264 917929 946914 -40735 906179 906179 CHARLES SCHWAB S/T COVERED P 2024-01-01 2024-12-31 424191 415840 8351 8351 CHARLES SCHWAB L/T COVERED P 2023-01-01 2024-12-31 18072 13193 4879 4879 13230 8351 475 475 475 1000 1000 525 0 525 false false false false false false false true true true false false false false true N/A JERRY BERGLUND 3032212795 2 COUNTRYSIDE LANE LITTLETON CO 80121 false false false false false false false false false false false false false false false false false false false false JERRY BERGLUND 2 COUNTRYSIDE LANE LITTLETON CO 80121 DIRECTOR 000.00 0 0 0 MARTHA BERGLUND 2 COUNTRYSIDE LANE LITTLETON CO 80121 DIRECTOR 000.00 0 0 0 BEAU RUSSELL BERGLUND 2 COUNTRYSIDE LANE LITTLETON CO 80121 DIRECTOR 000.00 0 0 0 BRET RYAN BERGLUND 2 COUNTRYSIDE LANE LITTLETON CO 80121 DIRECTOR 000.00 0 0 0 NONE NONE N/A 1005409 46027 0 1051436 1051436 15772 1035664 51783 51783 475 475 51308 51308 51308 80877 80877 51308 9347 10885 11382 14522 46136 80877 51308 29569 75705 0 9347 66358 10885 11382 14522 29569 X ACE SCHOLARSHIPS 1201 E COLFAX AVE DENVER CO 80218 NONE PC SCHOLARSHIPS FOR EDUCATION 1500 ACT FOR AMERICA 1300 PENNSYLVANIA AVE NW WASHINGTON DC 20004 NONE PC PRESERVING AMERICA'S SOVERINE CULTUR 100 ANGEL TREE PO BOX 1550 MERRIFIELD VA 22116 NONE PC PRISON MINISTRY 300 BOYSTOWN 14100 CRAWFORD ST BOYS TOWN NE 68010 NONE PC HOPE & HEALITN FOR CHILDREN & FAMILI 200 CENTENNIAL INSTITUTE 8787 W ALAMEDA AVENUE LAKEWOOD CO 80226 NONE PC MOBILIZE IDEAS ON FAITH & FAMILY 1000 CENTER FOR URBAN RENEWAL & EDUCATIO 1317 F STREET NW SUITE 9 WASHINGTON DC 20004 NONE PC FIGHTING POVERTY, RESTORING DIGNITY 1500 CHERRY HILLS LAND PRESERVE PO BOX 522 ENGLEWOOD CO 80151 NONE PC INSPIRE NATURE CONSERVATION 250 CHRISTIAN LIFE MINISTRIES PO BOX 270279 FLOWER MOUND TX 75027 NONE PC PROCLAIM LOVE OF JESUS TO PEOPLE 1000 CITIZENS UNITED FOUNDATION 1006 PENSYLVANIA AVE DE WASHINGTON DC 20002 NONE PC PROMOTING TRADITIONAL AMERICAN VALUE 400 COLORADO UPLIFT 400 W 48TH AVE 250 DENVER CO 80216 NONE PC EDUCATIONAL & RELIGIOUS 10000 COLORADO YOUTH TENNIS FOUNDATION 3300 E BAYAUD 201 DENVER CO 80209 NONE PC PROMOTE PHYSICAL, EMOTIONAL & SOCIAL 500 COMMON SENSE INSTITUTE 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 NONE PC ECONOMY PROTECTION & PROMOTION 300 EAST WEST MINISTRIES 2001 W PLANO PKWY 3000 PLANO TX 75075 NONE PC RELIGIOUS MINISTRY 5000 ELEVATE CHARITIES 27101 PUERTA REAL STE 45 MISSION VIEJO CA 92691 NONE PC ELEVATE CONDITION & QUALITY OF LIFE 4000 FIRST LIBERTY INSTITUTE 2001 W PLANO PARKWAY PLANO TX 75075 NONE PC FIGHTING FOR RELIGIOUS LIBERTY 2000 FNDTN FOR LIBERTY & AMER GREATNESS 301 E LEMON ST SUITE B TARPON SPRINGS FL 34689 NONE PC CIVICS EDUCATION 500 DAVID HOROWITZ FREEDOM CENTER 14724 VENTURA BLVD S-820 SHERMAN OAKS CA 91403 NONE PC DEFEND FREE SOCIETIES UNDER ATTACK 10000 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE PC PROMOTE HIGHER EDUCATION 100 HOPE HAVEN 2417 N PERRY PARK RD SEDALIA CO 80135 NONE PC EDUCATIONAL & RELIGIOUS 5000 INNER CITY SCHOOL 3560 JOSEPHINE ST DENVER CO 80205 NONE PC ELEMENTARY EDUC FOR INNER CITY YOUTH 100 JEREMIAH'S HOPE PO BOX 3411 ABILENE TX 79604 NONE PC FAITH BASED JOB SKILLS TRAINING PROG 1500 JUDICIAL WATCH 425 THRID STREET SW WASHINGTON DC 20024 NONE PC PROMOTING INTEGRITY IN GOVERNMENT 300 K-LOVE 5700 WEST OAKS BLVD ROCKLIN CA 95765 NONE PC CHRISTIAN RADIO MINISTRY 500 LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON VA 22201 NONE PC PROMOTING CONSERVATIVE ACTIVISTS 300 MERCY CHEFS 711 WASHINGTON PORTSMOUTH VA 23704 NONE PC FAITH-BASED HUMANITARIAN RELIEF 2500 NEXTGEN EDUCATION FUND 450 KINGSDEET PT E MONUMENT CO 80132 NONE PC PROMOTE YOUTH CIVIC ENGAGEMENT 2500 PARENTS TELEVISION COUNCIL 707 WILSHIRE BLVD 2075 LOS ANGELES CA 90017 NONE PC ADVOCATING RESPONSIBLE ENTERTAINMENT 2000 PARKERS PLATOON 12525 US-34 GRAND LAKE CO 80447 NONE PC SUPPORT FOR SPECIAL OPS VETERANS 1000 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 NONE PC CONSERVATIVE DIGITAL MEDIA 4000 PRISON FELLOWSHIP 6085 W FLORIDA AVE LAKEWOOD CO 80232 NONE PC PRISON MINISTRY 250 PROJECT 127 14000 E JEWELL AVE AURORA CO 80012 NONE PC SUPPORTED FAMILY FOR EVERY CHILD 1500 PROJECT VERITAS PO BOX 98217 WASHINGTON DC 20090 NONE PC INVESTIGATE & EXPOSE MISCONDUCT IN G 500 PROMISE KEEPERS 10807 NEW ALLEGIANCE DR COLORADO SPRINGS CO 80921 NONE PC BUILDING UP GODLY MEN FOR A BETTER T 9000 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 NONE PC MEET WORLDWIDE HUMAN NEED W/ DIGNITY 500 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC RELIGIOUS MINISTRY 500 SIGMA CHI FOUNDATION 1714 HINMAN AVE EVANSTON IL 60201 NONE PC TRANSFORMATIVE LEADERSHIP EDUCTAION 100 THE OHIO FLAMES YOUTH FOOTBALL 626 REDWOOD AVE DAYTON OH 45405 NONE PC TEACHING YOUTH FUNDAMENTALS 715 TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC HONORING AMERICA'S FIRST RESPONDERS 2000 TURNING POINT USA 217 1/2 E ILLINOIS ST LEMONT IL 60439 NONE PC PROMOTE PRINCIP OF FISCAL RESPONSIBI 1000 VALOR SPAIN CAMINO 6068 S APOPKA-VINELAND RD ORLANDO FL 32819 NONE PC RELIGIOUS PILGRIMAGE MINISTRY 1500 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 NONE PC PROVIDE FOOD AND SHELTER FOR CHILDRE 840 YOUNG AMERICAN'S FOUNDATION 11480 COMMERCE PARK DR RESTON VA 20191 NONE PC PROMOTG CONSERVATIVE VALUES IN YOUTH 250 YOUTH FOR CHRIST 7670 VAUGHN CT ENGLEWOOD CO 80112 NONE PC REACHING YOUTH WITH HOPE OF JESUS 1000 78005 14 4937 14 25088 7550 18 8351 4879 FEDERAL TAX REFUND 1823 38376 14252 52628 false false false false false false false false false false 4650 3488 1162 PURCHASE US TREASURY BONDS 2,906 SH DIMNTL US CORE FXD INC 120831 119931 5,572 SH DIMNTL ST DRT FXD INC 262523 261215 1,238 SH AVANTIS US LRG CAP VAL 56927 82661 143 SH AVANTIS US LRG CAP VAL 650 SH AVANTIS US SM CAP VALUE 45918 62745 79 SH AVANTIS US SM CAP VALUE 947 SH DIMENTL EMERG MKTS VAL 22490 24821 2,007 SH DIMENTL INTR CORE EQ 2 47802 51871 2,027 SH DIMENTL INTR HIGH PRFT 47797 51141 1,167 SH DIMENTL INTR SM CAP VAL 28323 31007 7,998 SH DIMENTL US CORE EQ 2 212102 276651 922 SH DIMENTL US CORE EQ 2 670 SH SPDR INDX SHRS EMERG MKT 22478 25708 VANGUARD REAL ESTATE ETF EXPENSES MISCELLANEOUS 2874 FEDERAL TAX REFUND 1823 INVESTMENT MANAGEMENT FEES 6841 5131 1710 FOREIGN TAXES PAID 493 493 FEDERAL TAXES PAID 500