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Nonprofit · EIN 26-1218343

BERGLUND-WESTLUND FOUNDATION

Tax-exempt · OMAHA, NE 68154

Financials

$95K$72K2023$176K$93K2024$210K$147K2025
Revenue Expenses · by fiscal year end
Financials of BERGLUND-WESTLUND FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$209,802$146,634$63,168$1,207,376$0$1,207,376
December 31, 2024990-PF$176,098$93,346$82,752$1,144,208$0$1,144,208
December 31, 2023990-PF$95,226$71,845$23,381$1,061,456$0$1,061,456
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$155,303
Dividends
$37,441
Net gain from sales of assets
$17,058

Expenses

Grants and similar amounts paid
$115,000
Compensation of officers, directors and key employees
$27,259
Disbursements for charitable purposes
$115,000
Excise tax on investment income
$332

Balance sheet and other

Total assets, start of year
$1,144,208
Total assets, end of year
$1,207,376
Total liabilities, end of year
$0
Net assets, end of year
$1,207,376
Fair market value of assets
$2,603,252
Qualifying distributions
$115,000
Net investment income
$54,499

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.

NameTitleHours / weekCompensation
BRIDGES TRUST COMPANY
13333 CALIFORNIA STREET SUITE 500, OMAHA, NE 68154
CO-TRUSTEE10$24,759
TODD KRAAZ
9118 S 168TH AVE CIR, OMAHA, NE 68136
CO-TRUSTEE10$1,000
SCOTT LICKTEIG
201 N 90TH ST, OMAHA, NE 68114
CO-TRUSTEE10$1,000
WILLIAM TORSON
8610 BROADMOOR DR, OMAHA, NE 68114
CO-TRUSTEE10$500
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
BRIDGES TRUST COMPANY
13333 CALIFORNIA STREET SUITE 500, OMAHA, NE 68154
CO-TRUSTEE10$21,711
STEVE KRAAZ
4220 N 136TH ST, OMAHA, NE 68164
CO-TRUSTEE10$1,000
TODD KRAAZ
9118 S 168TH AVE CIR, OMAHA, NE 68136
CO-TRUSTEE10$1,000
WILLIAM TORSON
8610 BROADMOOR DR, OMAHA, NE 68114
CO-TRUSTEE10$1,000
SCOTT LICKTEIG
201 N 90TH ST, OMAHA, NE 68114
CO-TRUSTEE10$1,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BRIDGES TRUST COMPANY
13333 CALIFORNIA STREET SUITE 500, OMAHA, NE 68154
CO-TRUSTEE10$9,952
STEVE KRAAZ
4220 N 136TH ST, OMAHA, NE 68164
CO-TRUSTEE10$1,000
TODD KRAAZ
9118 S 168TH AVE CIR, OMAHA, NE 68136
CO-TRUSTEE10$500
WILLIAM TORSON
8610 BROADMOOR DR, OMAHA, NE 68114
CO-TRUSTEE10$500

Address and contacts

Address (IRS master file)
PO BOX 542021, OMAHA, NE 68154-8021
Signed the 990-PF
BRIDGES TRUST COMPANY, CO-TRUSTEE
Phone
(402) 493-1215
Return prepared by
HBE LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-1218343
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Exempt since
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,207,376
Income (IRS master file)
$284,940

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$209,802$146,634$1,207,376XML
990-PFDecember 2024$176,098$93,346$1,144,208XML
990-PFDecember 2023$95,226$71,845$1,061,456XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––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 26-1218343).

Questions about BERGLUND-WESTLUND FOUNDATION

What is the EIN of BERGLUND-WESTLUND FOUNDATION?
The employer identification number (EIN) of BERGLUND-WESTLUND FOUNDATION is 26-1218343.
Is BERGLUND-WESTLUND FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Which annual return does BERGLUND-WESTLUND FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERGLUND-WESTLUND 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 BERGLUND-WESTLUND 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 BERGLUND-WESTLUND FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $24,759 (BRIDGES TRUST COMPANY, CO-TRUSTEE).
How much revenue does BERGLUND-WESTLUND FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $209,802, expenses of $146,634 and total assets of $1,207,376 at year end.

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