Nonprofit · EIN 04-3485593
FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC
Tax-exempt · WAKEFIELD, MA 01880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $248,044 | $227,781 | $20,263 | $3,502,365 | $0 | $3,502,365 |
| April 30, 2025 | 990-PF | $223,110 | $210,080 | $13,030 | $3,482,102 | $0 | $3,482,102 |
| April 30, 2024 | 990-PF | $225,887 | $185,611 | $40,276 | $3,500,116 | $0 | $3,500,116 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $97,688
- Interest
- $2,703
- Net gain from sales of assets
- $147,653
Expenses
- Grants and similar amounts paid
- $126,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $126,200
- Excise tax on investment income
- $3,448
Balance sheet and other
- Total assets, start of year
- $3,482,102
- Total assets, end of year
- $3,502,365
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,502,365
- Fair market value of assets
- $5,143,028
- Qualifying distributions
- $126,200
- Net investment income
- $248,044
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE RICE CO MAHONEY FIORENTINO 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 2 | $0 |
| STEFAN RICE CO MAHONEY FIORENTINO 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 1 | $0 |
| BRANDT E RICE CO MAHONEY FIORENTINO 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 1 | $0 |
| FRANK FIORENTINO CO MAHONEY FIORENT 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 2 | $0 |
990-PF for the year ended April 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE RICE CO MAHONEY FIORENTINO 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 2 | $0 |
| STEFAN RICE CO MAHONEY FIORENTINO 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 1 | $0 |
| BRANDT E RICE CO MAHONEY FIORENTINO 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 1 | $0 |
| FRANK FIORENTINO CO MAHONEY FIORENT 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 2 | $0 |
990-PF for the year ended April 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE RICE CO MAHONEY FIORENTINO 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 2 | $0 |
| STEFAN RICE CO MAHONEY FIORENTINO 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 1 | $0 |
| BRANDT E RICE CO MAHONEY FIORENTINO 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 1 | $0 |
| FRANK FIORENTINO CO MAHONEY FIORENT 607 NORTH AVE STE 16, WAKEFIELD, MA 01880 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- MAHONEY FIORENTINO 607 N AVE 16, WAKEFIELD, MA 01880-0000
- In care of
- % MAHONEY FIORENTINO
- Signed the 990-PF
- FRANK FIORENTINO CO MF CO, PRESIDENT
- Phone
- (781) 246-0275
- Return prepared by
- MAHONEY FIORENTINO CO PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3485593
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,502,365
- Income (IRS master file)
- $100,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $248,044 | $227,781 | $3,502,365 | XML |
| 990-PF | April 2025 | $223,110 | $210,080 | $3,482,102 | XML |
| 990-PF | April 2024 | $225,887 | $185,611 | $3,500,116 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3485593).
Questions about FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC
- What is the EIN of FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC?
- The employer identification number (EIN) of FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC is 04-3485593.
- Is FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC?
- The 990-PF for the year ended April 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $248,044, expenses of $227,781 and total assets of $3,502,365 at year end.
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