Nonprofit · EIN 23-7422064
LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION
Tax-exempt · MINNEAPOLIS, MN 55402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $120,084 | $108,292 | $11,792 | $1,566,871 | $0 | $1,566,871 |
| September 30, 2024 | 990-PF | $87,680 | $104,039 | -$16,359 | $1,555,079 | $0 | $1,555,079 |
| September 30, 2023 | 990-PF | $36,029 | $109,756 | -$73,727 | $1,571,438 | $0 | $1,571,438 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $38,255
- Net gain from sales of assets
- $81,829
Expenses
- Grants and similar amounts paid
- $83,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $85,465
- Excise tax on investment income
- $1,385
Balance sheet and other
- Total assets, start of year
- $1,555,079
- Total assets, end of year
- $1,566,871
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,566,871
- Fair market value of assets
- $1,910,100
- Qualifying distributions
- $85,465
- Net investment income
- $120,084
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY A THOMPSON 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | PRESIDENT, CHAIR OF EXEC & NOM CMTEES | 0 | $0 |
| NANCY D WILSON ANKENY 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | BOARD MEMBER | 0 | $0 |
| STEVEN P KURTZ 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | BOARD MEMBER | 0 | $0 |
| PAOLA GARRETT 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | BOARD MEMBER | 0 | $0 |
| BREN IRAMINA 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | GRANTS ADMINISTRATOR | 0 | $0 |
| ABBEY PAYEUR 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY A THOMPSON 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | PRESIDENT, CHAIR OF EXEC & NOM CMTEES | 0 | $0 |
| TANYA N SCHALLY 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | SECRETARY/TREASURER | 0 | $0 |
| NANCY D WILSON ANKENY 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | BOARD MEMBER | 0 | $0 |
| STEVEN P KURTZ 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | BOARD MEMBER | 0 | $0 |
| PAOLA GARRETT 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | BOARD MEMBER | 0 | $0 |
| BREN IRAMINA 80 SOUTH 8TH STREET SUITE 240, MINNEAPOLIS, MN 55402 | GRANTS ADMINISTRATOR | 0 | $0 |
990-PF for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY A THOMPSON 3500 BELDEN DRIVE, MINNEAPOLIS, MN 55418 | PRESIDENT, CHAIR OF EXEC & NOM CMTEES | 0 | $0 |
| GREGORY J DEWITT 10808 122ND STREET NORTH, HUGO, MN 55038 | VICE PRESIDENT | 0 | $0 |
| TANYA N SCHALLY 428 MARNIE STREET, MAPLEWOOD, MN 55119 | SECRETARY/TREASURER | 0 | $0 |
| NANCY D WILSON ANKENY 2130 ROBLYN AVENUE, SAINT PAUL, MN 55104 | BOARD MEMBER | 0 | $0 |
| STEVEN P KURTZ 5940 RUSSELL AVENUE SOUTH, MINNEAPOLIS, MN 55410 | BOARD MEMBER | 0 | $0 |
| PAOLA GARRETT 568 STATE ST UNIT E, SAINT PAUL, MN 55107 | BOARD MEMBER | 0 | $0 |
| PAULA STUMNE 80 S 8TH ST STE 240, MINNEAPOLIS, MN 55402 | GRANTS ADMINISTRATOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 80 S 8TH ST STE 240, MINNEAPOLIS, MN 55402-2113
- In care of
- % SECURIAN TRUST CO
- Signed the 990-PF
- SALLY THOMPSON, PRESIDENT
- Phone
- (612) 373-4249
- Return prepared by
- MAHONEY ULBRICH CHRISTIANSEN & RUSS PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 23-7422064
- 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
- 1974
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,566,871
- Income (IRS master file)
- $789,787
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $120,084 | $108,292 | $1,566,871 | XML |
| 990-PF | September 2024 | $87,680 | $104,039 | $1,555,079 | XML |
| 990-PF | September 2023 | $36,029 | $109,756 | $1,571,438 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 23-7422064).
Questions about LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION
- What is the EIN of LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION?
- The employer identification number (EIN) of LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION is 23-7422064.
- Is LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LILLIAN WRIGHT AND C EMIL BERGLUND FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $120,084, expenses of $108,292 and total assets of $1,566,871 at year end.
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