Nonprofit · EIN 47-1426743
BERGES FAMILY FOUNDATION
Tax-exempt · VERO BEACH, FL 32963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $21,545,443 | $18,000,310 | $3,545,133 | $100,699,673 | $0 | $100,699,673 |
| December 31, 2023 | 990-PF | $32,397,920 | $9,305,584 | $23,092,336 | $86,838,334 | $0 | $86,838,334 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,847,858
- Interest
- $373,818
- Net gain from sales of assets
- $18,378,736
- Other income
- -$54,969
Expenses
- Grants and similar amounts paid
- $16,229,105
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $322,877
- Disbursements for charitable purposes
- $16,425,962
- Excise tax on investment income
- $279,167
Balance sheet and other
- Total assets, start of year
- $86,838,334
- Total assets, end of year
- $100,699,673
- Total liabilities, end of year
- $0
- Net assets, end of year
- $100,699,673
- Fair market value of assets
- $100,699,673
- Qualifying distributions
- $16,425,962
- Net investment income
- $20,601,328
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLY POLLOCK 832 WENNEKER DR, ST LOUIS, MO 63124 | CEO Highest-paid employee | 40 | $322,877 | $44,009 |
| ELIZABETH MANNEN BERGES 21 MARKER WAY, VERO BEACH, FL 32963 | TRUSTEE | 0 | $0 | $0 |
| JAMES G BERGES 21 MARKER WAY, VERO BEACH, FL 32963 | SETTLOR AND TRUSTEE | 0 | $0 | $0 |
| KEVIN JAMES BERGES 126 MUIRFIELD CREST COURT, ST CHARLES, MO 63304 | TRUSTEE | 0 | $0 | $0 |
| MICHAEL SILVER 8001 FORSYTH BLVD SUITE 1500, ST LOUIS, MO 63105 | TRUSTEE | 0 | $0 | $0 |
| MALORY CALTAGIRONE 10369 CLAYTON ROAD, FRONTENAC, MO 63131 | TRUSTEE | 0 | $0 | $0 |
| KATHERINE WACKERMAN 3805 SOUTH TRAIL DRIVE, JACKSON, WY 83001 | TRUSTEE | 0 | $0 | $0 |
| KRIS MANNEN 4 HACIENDA DR, ST LOUIS, MO 63124 | TRUSTEE | 0 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLY POLLOCK 832 WENNEKER DR, ST LOUIS, MO 63124 | CEO Highest-paid employee | 40 | $293,597 | $43,098 |
| ELIZABETH MANNEN BERGES 21 MARKER WAY, VERO BEACH, FL 32963 | TRUSTEE | 0 | $0 | $0 |
| JAMES G BERGES 21 MARKER WAY, VERO BEACH, FL 32963 | SETTLOR AND TRUSTEE | 0 | $0 | $0 |
| KEVIN JAMES BERGES 126 MUIRFIELD CREST COURT, ST CHARLES, MO 63304 | TRUSTEE | 0 | $0 | $0 |
| MICHAEL SILVER 8001 FORSYTH BLVD SUITE 1500, ST LOUIS, MO 63105 | TRUSTEE | 0 | $0 | $0 |
| MALORY CALTAGIRONE 10369 CLAYTON ROAD, FRONTENAC, MO 63131 | TRUSTEE | 0 | $0 | $0 |
| KATHERINE WACKERMAN 3805 SOUTH TRAIL DRIVE, JACKSON, WY 83001 | TRUSTEE | 0 | $0 | $0 |
| KRIS MANNEN 4 HACIENDA DR, ST LOUIS, MO 63124 | TRUSTEE | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 21 MARKER WAY, VERO BEACH, FL 32963-4406
- Signed the 990-PF
- JAMES BERGES, SETTLOR & TRUSTEE
- Phone
- (314) 735-0085
- Website
- BERGESFAMILYFOUNDATION.ORG
- Return prepared by
- PWC US TAX 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 47-1426743
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W99)
- Assets (IRS master file)
- $100,699,673
- Income (IRS master file)
- $3,669,960
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $21,545,443 | $18,000,310 | $100,699,673 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $32,397,920 | $9,305,584 | $86,838,334 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 47-1426743).
Questions about BERGES FAMILY FOUNDATION
- What is the EIN of BERGES FAMILY FOUNDATION?
- The employer identification number (EIN) of BERGES FAMILY FOUNDATION is 47-1426743.
- Is BERGES FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BERGES FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGES FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGES FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERGES FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERGES FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $322,877 (KELLY POLLOCK, CEO).
- How much revenue does BERGES FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,545,443, expenses of $18,000,310 and total assets of $100,699,673 at year end.
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All nonprofits in VERO BEACH · Florida · Public and societal benefit