Nonprofit · EIN 45-5082239
BERGELECTRIC CHARITABLE FOUNDATION
Tax-exempt · CARLSBAD, CA 92010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $581,507 | $625,698 | -$44,191 | $678,642 | $0 | $678,642 |
| December 31, 2024 | 990-PF | $520,488 | $451,800 | $68,688 | $722,833 | $0 | $722,833 |
| December 31, 2023 | 990-PF | $595,645 | $420,844 | $174,801 | $654,145 | $0 | $654,145 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $556,082
- Interest
- $25,425
Expenses
- Grants and similar amounts paid
- $613,075
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $613,075
- Excise tax on investment income
- $353
Balance sheet and other
- Total assets, start of year
- $722,833
- Total assets, end of year
- $678,642
- Total liabilities, end of year
- $0
- Net assets, end of year
- $678,642
- Fair market value of assets
- $678,642
- Qualifying distributions
- $613,075
- Net investment income
- $25,425
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 |
|---|---|---|---|
| DAVID TRIVOLI 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | CFO | 1 | $0 |
| TOMASA TREJO 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | SECRETARY | 1 | $0 |
| JUSTIN KNIPPEL 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | CHAIRMAN OF THE BOARD | 1 | $0 |
| TAMI LAWSON 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
| CHERYL RUSSELL 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
| LINH PAULL 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
| HANS ERICKSON 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID TRIVOLI 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | CFO | 1 | $0 |
| TOMASA TREJO 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | SECRETARY | 1 | $0 |
| JUSTIN KNIPPEL 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | CHAIRMAN OF THE BOARD | 1 | $0 |
| TAMI LAWSON 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
| CHERYL RUSSELL 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
| LINH PAULL 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
| HANS ERICKSON 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETE CASAZZA 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | CHAIRMAN OF THE BOARD | 1 | $0 |
| DAVID TRIVOLI 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | CFO | 1 | $0 |
| TOMASA COLLAZO 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | SECRETARY | 1 | $0 |
| JUSTIN KNIPPEL 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
| TAMI LAWSON 3182 LIONSHEAD AVENUE, CARLSBAD, CA 92010 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3182 LIONSHEAD AVE, CARLSBAD, CA 92010-4701
- Signed the 990-PF
- DAVID TRIVOLI, CFO
- Phone
- (760) 638-2374
- Return prepared by
- ALDRICH CPAS AND ADVISORS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-5082239 or by the name BERGELECTRIC CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 45-5082239
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $678,642
- Income (IRS master file)
- $581,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $581,507 | $625,698 | $678,642 | XML |
| 990-PF | December 2024 | $520,488 | $451,800 | $722,833 | IRS |
| 990-PF | December 2023 | $595,645 | $420,844 | $654,145 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 45-5082239).
Questions about BERGELECTRIC CHARITABLE FOUNDATION
- What is the EIN of BERGELECTRIC CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BERGELECTRIC CHARITABLE FOUNDATION is 45-5082239.
- Is BERGELECTRIC CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to BERGELECTRIC CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGELECTRIC CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGELECTRIC CHARITABLE 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 BERGELECTRIC CHARITABLE 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 BERGELECTRIC CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does BERGELECTRIC CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $581,507, expenses of $625,698 and total assets of $678,642 at year end.
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