Nonprofit · EIN 20-6368876
THE KJELLSTROM FAMILY FOUNDATION
Tax-exempt · ROCKFORD, IL 61108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,306,154 | $810,739 | $1,495,415 | $10,472,080 | $0 | $10,472,080 |
| December 31, 2024 | 990-PF | $990,680 | $809,263 | $181,417 | $8,976,665 | $0 | $8,976,665 |
| December 31, 2023 | 990-PF | $417,335 | $726,475 | -$309,140 | $8,795,248 | $0 | $8,795,248 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $132,068
- Dividends
- $376,633
- Net gain from sales of assets
- $1,797,453
Expenses
- Grants and similar amounts paid
- $710,460
- Compensation of officers, directors and key employees
- $29,500
- Disbursements for charitable purposes
- $710,460
- Excise tax on investment income
- $29,291
Balance sheet and other
- Total assets, start of year
- $8,976,665
- Total assets, end of year
- $10,472,080
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,472,080
- Fair market value of assets
- $12,243,604
- Qualifying distributions
- $710,460
- Net investment income
- $2,174,086
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAM CLARK REIDENBACH 8500 EAST STATE STREET, ROCKFORD, IL 61108 | TRUSTEE | 0.5 | $26,500 |
| DAN ROSS 946 N 2ND STREET, ROCKFORD, IL 61107 | TRUSTEE | 0.5 | $1,500 |
| JULIE BOSMA 612 N MAIN ST, ROCKFORD, IL 61103 | TRUSTEE | 0.5 | $1,500 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAM CLARK REIDENBACH 8500 EAST STATE STREET, ROCKFORD, IL 61108 | TRUSTEE | 0.5 | $26,500 |
| DAN ROSS 946 N 2ND STREET, ROCKFORD, IL 61107 | TRUSTEE | 0.5 | $1,500 |
| JULIE BOSMA 612 N MAIN ST, ROCKFORD, IL 61103 | TRUSTEE | 0.5 | $1,500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAM CLARK REIDENBACH 8500 EAST STATE STREET, ROCKFORD, IL 61108 | TRUSTEE | 0.5 | $26,500 |
| DAN ROSS 946 N 2ND STREET, ROCKFORD, IL 61107 | TRUSTEE | 0.5 | $1,500 |
| JULIE BOSMA 612 N MAIN ST, ROCKFORD, IL 61103 | TRUSTEE | 0.5 | $1,500 |
Address and contacts
- Address (IRS master file)
- 8500 E STATE ST, ROCKFORD, IL 61108-2736
- In care of
- % JANET ANNKJELLSTROM
- Signed the 990-PF
- PAM CLARK REIDENBACH, TRUSTEE
- Phone
- (815) 753-8733
- Return prepared by
- EMBERSON & BERGSTROM LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6368876
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,472,080
- Income (IRS master file)
- $8,364,530
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,306,154 | $810,739 | $10,472,080 | IRS |
| 990-PF | December 2024 | $990,680 | $809,263 | $8,976,665 | IRS |
| 990-PF | December 2023 | $417,335 | $726,475 | $8,795,248 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-6368876).
Questions about THE KJELLSTROM FAMILY FOUNDATION
- What is the EIN of THE KJELLSTROM FAMILY FOUNDATION?
- The employer identification number (EIN) of THE KJELLSTROM FAMILY FOUNDATION is 20-6368876.
- Is THE KJELLSTROM FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE KJELLSTROM FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE KJELLSTROM FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE KJELLSTROM FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE KJELLSTROM FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE KJELLSTROM FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $26,500 (PAM CLARK REIDENBACH, TRUSTEE).
- How much revenue does THE KJELLSTROM FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,306,154, expenses of $810,739 and total assets of $10,472,080 at year end.
Other nonprofits in ROCKFORD
- MERCY HEALTH CORPORATION EIN 47-2158680 · last filed 990 for 2025
- COMMUNITY FOUNDATION OF NORTHERN ILLINOIS EIN 36-4402089 · last filed 990 for 2024
- MERCYHEALTH DEVELOPMENT FOUNDATION INC EIN 36-3197918 · last filed 990 for 2025
- ROSECRANCE FOUNDATION EIN 36-4167891 · last filed 990 for 2025
- ISAAD FOUNDATION EIN 84-2855909 · last filed 990 for 2025
- UNITED WAY OF ROCK RIVER VALLEY EIN 36-2167843 · last filed 990 for 2025
- EMPLOYERS COALITION ON HEALTH INC EIN 36-3943539 · last filed 990 for 2025
- JOHN & LINDA ANDERSON CHARITABLE FOUNDATION EIN 36-4332910 · last filed 990-PF for 2024
All nonprofits in ROCKFORD · Illinois · Philanthropy, voluntarism and grantmaking foundations