Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 05-01-2024 , and ending 04-30-2025
Name of foundation
BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

36-6692339
B Telephone number (see instructions)

(800) 496-2583
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,733,212J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 87,399 86,666  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 167,452
b Gross sales price for all assets on line 6a 1,553,007
7 Capital gain net income (from Part IV, line 2)... 167,452
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,083    
12 Total. Add lines 1 through 11........ 261,934 254,118  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,417 22,825   22,592
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,219 1,064   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,651 23,889 0 22,607
25 Contributions, gifts, grants paid....... 903,000 903,000
26 Total expenses and disbursements. Add lines 24 and 25 962,651 23,889 0 925,607
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -700,717
b Net investment income (if negative, enter -0-) 230,229
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 8,903 6,710 6,710
2 Savings and temporary cash investments......... 15,907 16,781 16,781
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,512,755 Click to see attachment
List of Attached Documents:
// Content
1,224,667 		1,407,533
c Investments—corporate bonds (attach schedule)....... 1,069,785 Click to see attachment
List of Attached Documents:
// Content
739,001 		753,429
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 599,166 Click to see attachment
List of Attached Documents:
// Content
518,642 		548,759
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,206,516 2,505,801 2,733,212
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,206,516 2,505,801
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,206,516 2,505,801
30 Total liabilities and net assets/fund balances (see instructions). 3,206,516 2,505,801
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,206,516
2
Enter amount from Part I, line 27a .....................
2
-700,717
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9
4
Add lines 1, 2, and 3 ..........................
4
2,505,808
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,505,801
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 314.568 AMERICAN BEACON AHL MGD-R5   2021-11-24 2024-05-09
b 108.046 ARTISAN INTL VAL-INST   2023-09-14 2024-05-09
c 917.033 BLACKSTONE ALT MULTI-STRAT-Y   2019-04-22 2024-05-09
d 93.148 COHEN & STEERS RL EST-F   2022-07-21 2024-05-09
e 849.779 DODGE & COX INCOME FUND   2022-12-08 2024-05-09
184.248 FIDELITY INTL INDX   2022-09-06 2024-05-09
346.113 FIDELITY 500 INDEX FUND   2022-09-06 2024-05-09
23. INVESCO QQQ TRUST SERIES 1   2022-12-08 2024-05-09
24. INVESCO S&P 500 EQUAL WEIGHT   2023-11-20 2024-05-09
40. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-20 2024-05-09
104. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-02 2024-05-09
282. ISHARES CORE MSCI EMERGING   2022-07-21 2024-05-09
85. ISHARES MSCI JAPAN ETF   2022-07-21 2024-05-09
52. ISHARES MSCI UNITED KINGDOM   2024-04-04 2024-05-09
36. JPMORGAN BETABUILDERS CANADA   2023-08-01 2024-05-09
491.379 NEUBERGER BERM LNG SHRT-INST   2021-02-05 2024-05-09
1105.493 PIMCO TOTAL RETURN FIND   2020-12-11 2024-05-09
99.886 PARNASSUS EQTY INCOME FD-INS   2023-01-11 2024-05-09
332.345 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-02 2024-05-09
163.411 PIMCO COMMODITYPL STRAT-INS   2022-12-08 2024-05-09
121. SPDR EURO STOXX 50 ETF   2023-12-14 2024-05-09
3161.519 VANGUARD TTL BD MKT IDX-ADM   2022-07-21 2024-05-09
28. VANGUARD EUROPEAN ETF   2023-04-13 2024-05-09
53. VANGUARD EUROPEAN ETF   2023-04-13 2024-05-09
. CASH RECEIPT SECURITIES LITIGATION     2024-05-09
61.536 FIDELITY 500 INDEX FUND   2022-09-26 2024-05-14
89. INVESCO S&P 500 EQUAL WEIGHT   2023-11-20 2024-05-23
2789.577 VANGUARD TTL BD MKT IDX-ADM   2022-07-21 2024-05-23
262.86 COHEN & STEERS RL EST-F   2022-07-21 2024-06-06
29.298 FIDELITY INTL INDX   2022-12-08 2024-06-06
95.73 FIDELITY 500 INDEX FUND   2022-09-26 2024-06-06
8. INVESCO QQQ TRUST SERIES 1   2023-01-11 2024-06-06
99.352 T ROWE PR INST FLTNG RT-INST   2024-04-22 2024-06-06
19. SCHWAB U.S. TIPS ETF   2023-01-11 2024-06-06
85. INVESCO S&P 500 EQUAL WEIGHT   2023-11-20 2024-06-17
329. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-02 2024-07-12
19. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-02 2024-07-12
19. ISHARES TR NASDAQ BIOTECHNOLOGY IDX   2023-10-24 2024-07-12
89. ISHARES TR NASDAQ BIOTECHNOLOGY IDX   2023-02-03 2024-07-12
1. ISHARES TR NASDAQ BIOTECHNOLOGY IDX   2023-11-20 2024-07-12
6. ISHARES TR NASDAQ BIOTECHNOLOGY IDX   2023-11-20 2024-07-12
88.376 AMERICAN BEACON AHL MGD-R5   2022-07-21 2024-08-02
62.716 ARTISAN INTL VAL-INST   2023-09-14 2024-08-02
1230.381 COHEN & STEERS RL EST-F   2022-07-21 2024-08-02
421.608 DODGE & COX INCOME FUND   2023-10-27 2024-08-02
909.386 DODGE & COX INCOME FUND   2023-01-11 2024-08-02
101.615 FIDELITY INTL INDX   2022-12-08 2024-08-02
353.825 FIDELITY 500 INDEX FUND   2022-09-26 2024-08-02
1034.062 K2 ALTERNATIVE STRAT-R6   2023-10-27 2024-08-02
7. INVESCO QQQ TRUST SERIES 1   2023-01-11 2024-08-02
24. INVESCO S&P 500 EQUAL WEIGHT   2023-12-14 2024-08-02
113. ISHARES GOLD TRUST   2023-01-11 2024-08-02
50. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-20 2024-08-02
92. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-02 2024-08-02
65. ISHARES MSCI EUROPE FINANCIA   2024-06-17 2024-08-02
163. ISHARES CORE MSCI EMERGING   2022-09-06 2024-08-02
77. ISHARES MSCI JAPAN ETF   2022-09-06 2024-08-02
24. ISHARES MSCI UNITED KINGDOM   2024-04-04 2024-08-02
23. JPMORGAN BETABUILDERS CANADA   2023-08-01 2024-08-02
653.874 NEUBERGER BERM LNG SHRT-INST   2022-07-21 2024-08-02
957.769 PIMCO TOTAL RETURN FIND   2022-07-21 2024-08-02
118.832 PARNASSUS EQTY INCOME FD-INS   2023-01-11 2024-08-02
448.725 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-02 2024-08-02
340.066 T ROWE PR INST FLTNG RT-INST   2024-04-22 2024-08-02
68. SCHWAB U.S. TIPS ETF   2023-01-11 2024-08-02
18. AMEX CONSUMER SVC SELECT SPD   2023-10-24 2024-08-02
60. SECTOR SPDR TR   2024-05-23 2024-08-02
142. VANECK GOLD MINERS ETF   2023-01-11 2024-08-02
7. VANECK SEMICONDUCTOR ETF   2024-05-14 2024-08-02
5. VANECK OIL SERVICES ETF   2023-06-05 2024-08-02
5735.996 VANGUARD TTL BD MKT IDX-ADM   2022-07-21 2024-08-02
36. VANGUARD EUROPEAN ETF   2023-04-13 2024-08-02
39.949 FIDELITY 500 INDEX FUND   2022-12-08 2024-08-22
348.234 MATTHEWS CHINA FUND-INST   2023-10-24 2024-08-22
899.665 MATTHEWS CHINA FUND-INST   2022-01-14 2024-08-22
343. SCHWAB U.S. TIPS ETF   2023-01-11 2024-09-04
331. SCHWAB U.S. TIPS ETF   2023-10-24 2024-09-04
9. SCHWAB U.S. TIPS ETF   2023-06-05 2024-09-04
3134.809 VANGUARD TTL BD MKT IDX-ADM   2022-09-06 2024-09-17
3790.287 T ROWE PR INST FLTNG RT-INST   2024-04-22 2024-09-18
2347.427 VANGUARD TTL BD MKT IDX-ADM   2022-12-08 2024-09-18
90.101 FIDELITY 500 INDEX FUND   2022-12-08 2024-10-14
8. INVESCO QQQ TRUST SERIES 1   2023-01-11 2024-10-14
5. INVESCO S&P 500 EQUAL WEIGHT   2023-12-14 2024-10-14
138. ISHARES CORE MSCI EMERGING   2022-09-06 2024-10-14
17.83 PARNASSUS EQTY INCOME FD-INS   2023-06-05 2024-10-14
19. SECTOR SPDR TR   2024-05-23 2024-10-14
7. VANECK SEMICONDUCTOR ETF   2024-05-14 2024-10-14
39.808 ARTISAN INTL VAL-INST   2023-10-12 2024-10-15
559.261 BLACKROCK HIGH YIELD-K   2024-09-18 2024-10-15
446.407 COHEN & STEERS RL EST-F   2022-09-06 2024-10-15
842.949 DODGE & COX INCOME FUND   2023-11-06 2024-10-15
138.268 FIDELITY INTL INDX   2023-01-11 2024-10-15
222.476 FIDELITY 500 INDEX FUND   2023-01-11 2024-10-15
583.06 K2 ALTERNATIVE STRAT-R6   2023-11-20 2024-10-15
15. INVESCO QQQ TRUST SERIES 1   2023-01-11 2024-10-15
14. INVESCO S&P 500 EQUAL WEIGHT   2023-12-14 2024-10-15
85. ISHARES GOLD TRUST   2023-03-20 2024-10-15
57. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-02 2024-10-15
64. ISHARES MSCI EUROPE FINANCIA   2024-06-17 2024-10-15
151. ISHARES CORE MSCI EMERGING   2022-12-08 2024-10-15
103. ISHARES MSCI JAPAN ETF   2022-09-06 2024-10-15
23. ISHARES MSCI UNITED KINGDOM   2024-04-04 2024-10-15
33. JPMORGAN BETABUILDERS CANADA   2023-08-01 2024-10-15
454.22 NEUBERGER BERM LNG SHRT-INST   2022-09-06 2024-10-15
341.36 PIMCO TOTAL RETURN FIND   2022-09-06 2024-10-15
68.556 PARNASSUS EQTY INCOME FD-INS   2023-06-05 2024-10-15
236.333 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-02 2024-10-15
226.195 PIMCO COMMODITYPL STRAT-INS   2022-12-08 2024-10-15
118. SPDR EURO STOXX 50 ETF   2023-12-14 2024-10-15
7. AMEX CONSUMER SVC SELECT SPD   2023-10-24 2024-10-15
31. SECTOR SPDR TR   2024-05-23 2024-10-15
53. VANECK GOLD MINERS ETF   2023-02-23 2024-10-15
7. VANECK SEMICONDUCTOR ETF   2024-05-14 2024-10-15
4120.268 VANGUARD TTL BD MKT IDX-ADM   2022-12-08 2024-10-15
49. VANGUARD EUROPEAN ETF   2023-06-05 2024-10-15
127. SPDR EURO STOXX 50 ETF   2023-12-14 2024-10-17
711.322 PARNASSUS EQTY INCOME FD-INS   2023-10-24 2024-10-24
195.493 PARNASSUS EQTY INCOME FD-INS   2023-06-05 2024-10-24
339. ISHARES MSCI JAPAN ETF   2022-09-06 2024-11-25
1. ISHARES MSCI JAPAN ETF   2023-06-05 2024-11-25
48. SPDR EURO STOXX 50 ETF   2023-12-14 2024-11-25
38. AMEX CONSUMER SVC SELECT SPD   2023-10-27 2024-11-25
4380.33 VANGUARD TTL BD MKT IDX-ADM   2023-01-11 2024-11-25
158. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-20 2024-12-13
279.892 BLACKROCK HIGH YIELD-K   2024-09-18 2025-02-07
268.395 DODGE & COX INCOME FUND   2023-11-06 2025-02-07
190.676 FIDELITY 500 INDEX FUND   2023-02-23 2025-02-07
8. INVESCO S&P 500 EQUAL WEIGHT   2023-12-14 2025-02-07
85. ISHARES GOLD TRUST   2023-03-20 2025-02-07
61. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-20 2025-02-07
275. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-02 2025-02-07
69. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-06-05 2025-02-07
55. ISHARES MSCI EUROPE FINANCIA   2024-06-17 2025-02-07
75. ISHARES CORE MSCI EMERGING   2023-01-11 2025-02-07
51. ISHARES MSCI JAPAN ETF   2023-06-05 2025-02-07
598.565 NEUBERGER BERM LNG SHRT-INST   2022-12-08 2025-02-07
270.322 PIMCO TOTAL RETURN FIND   2022-09-06 2025-02-07
315.51 PIMCO UNCONSTRAINED BD FD INSTL CL*   2022-07-21 2025-02-07
296.372 PIMCO COMMODITYPL STRAT-INS   2022-12-08 2025-02-07
131. SPDR EURO STOXX 50 ETF   2023-12-14 2025-02-07
6. AMEX CONSUMER SVC SELECT SPD   2023-11-20 2025-02-07
497. VANECK GOLD MINERS ETF   2023-02-23 2025-02-07
50. VANECK SEMICONDUCTOR ETF   2024-05-14 2025-02-07
26. VANECK OIL SERVICES ETF   2023-06-05 2025-02-07
14. VANECK OIL SERVICES ETF   2024-04-04 2025-02-07
23. VANECK OIL SERVICES ETF   2023-11-20 2025-02-07
1762.502 VANGUARD TTL BD MKT IDX-ADM   2023-03-20 2025-02-07
19. VANGUARD EUROPEAN ETF   2023-06-05 2025-02-07
7. WISDOMTREE JAPAN HEDGED EQ   2024-11-25 2025-02-07
121.207 AMERICAN BEACON AHL MGD-R5   2022-07-21 2025-02-10
177.129 BLACKROCK HIGH YIELD-K   2024-09-18 2025-02-10
80.878 COHEN & STEERS RL EST-F   2022-09-06 2025-02-10
260.69 DODGE & COX INCOME FUND   2023-11-06 2025-02-10
28. ISHARES TR 7-10 YR TREAS INDEX FD   2023-06-05 2025-02-10
180.383 NEUBERGER BERM LNG SHRT-INST   2023-01-11 2025-02-10
231.791 PIMCO TOTAL RETURN FIND   2022-09-06 2025-02-10
77.556 PIMCO UNCONSTRAINED BD FD INSTL CL*   2022-07-21 2025-02-10
725.39 VANGUARD TTL BD MKT IDX-ADM   2023-03-20 2025-02-10
475.091 DODGE & COX INCOME FUND   2023-11-06 2025-02-27
48.535 FIDELITY INTL INDX   2023-01-11 2025-02-27
159. ISHARES TR 7-10 YR TREAS INDEX FD   2023-06-05 2025-02-27
61. ISHARES CORE MSCI EMERGING   2023-06-02 2025-02-27
358. ISHARES MSCI UNITED KINGDOM   2024-04-04 2025-02-27
790.086 PIMCO TOTAL RETURN FIND   2022-09-06 2025-02-27
375. SPDR EURO STOXX 50 ETF   2023-12-14 2025-02-27
196.67 VANGUARD TTL BD MKT IDX-ADM   2023-03-20 2025-02-27
232. WISDOMTREE JAPAN HEDGED EQ   2024-11-25 2025-02-27
69. ISHARES GOLD TRUST   2023-03-20 2025-03-12
59. ISHARES GOLD TRUST   2023-03-20 2025-03-12
519. ISHARES GOLD TRUST   2023-03-20 2025-03-12
2036.911 PIMCO COMMODITYPL STRAT-INS   2022-12-08 2025-03-12
485. ISHARES MSCI EUROPE FINANCIA   2024-06-17 2025-04-08
461. SPDR EURO STOXX 50 ETF   2024-01-02 2025-04-08
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,366   3,715 -349
b 5,314   4,779 535
c 9,977   9,831 146
d 1,488   1,632 -144
e 10,503   10,631 -128
9,236   7,221 2,015
62,716   45,971 16,745
10,124   6,521 3,603
3,949   3,506 443
3,698   3,954 -256
6,170   5,437 733
14,944   13,584 1,360
5,761   4,568 1,193
1,862   1,769 93
2,390   2,247 143
8,791   8,326 465
9,352   11,186 -1,834
5,936   4,889 1,047
3,267   3,593 -326
1,178   1,159 19
6,357   5,791 566
29,813   31,584 -1,771
1,910   1,767 143
3,615   3,345 270
50     50
11,223   7,834 3,389
14,669   13,001 1,668
26,278   27,868 -1,590
4,329   4,607 -278
1,505   1,251 254
17,832   12,187 5,645
3,703   2,210 1,493
942   939 3
989   998 -9
14,009   12,669 1,340
19,865   17,200 2,665
1,149   993 156
2,754   2,247 507
12,902   12,086 816
145   119 26
871   714 157
903   1,053 -150
3,123   2,766 357
22,110   21,459 651
5,439   4,959 480
11,731   11,335 396
4,990   4,354 636
65,737   48,005 17,732
12,068   11,250 818
3,141   1,934 1,207
4,002   3,781 221
5,202   4,175 1,027
4,883   4,943 -60
5,419   4,810 609
1,432   1,453 -21
8,524   7,748 776
4,977   3,998 979
851   817 34
1,498   1,436 62
11,717   11,065 652
8,419   8,632 -213
7,289   5,902 1,387
4,429   4,851 -422
3,214   3,214  
3,590   3,572 18
2,715   2,298 417
2,523   2,482 41
5,178   4,294 884
1,529   1,590 -61
1,534   1,339 195
56,270   56,010 260
2,394   2,209 185
7,741   5,511 2,230
3,956   4,235 -279
10,220   14,764 -4,544
18,193   18,014 179
17,553   16,754 799
477   473 4
31,160   29,873 1,287
35,856   35,818 38
23,263   22,770 493
18,342   12,420 5,922
3,980   2,210 1,770
906   788 118
7,951   6,616 1,335
1,181   931 250
889   786 103
1,829   1,590 239
2,041   1,714 327
4,027   4,043 -16
8,450   7,730 720
10,790   10,040 750
7,154   5,969 1,185
44,949   30,676 14,273
7,038   6,367 671
7,362   4,144 3,218
2,540   2,206 334
4,273   3,194 1,079
3,631   2,980 651
1,560   1,431 129
8,535   7,361 1,174
7,186   5,348 1,838
839   783 56
2,380   2,060 320
8,412   7,653 759
2,980   3,011 -31
4,516   3,581 935
2,359   2,422 -63
1,509   1,604 -95
6,045   5,647 398
1,074   872 202
1,462   1,282 180
2,145   1,448 697
1,733   1,590 143
40,173   39,967 206
3,376   3,000 376
6,483   6,078 405
46,449   38,154 8,295
12,766   10,211 2,555
23,195   19,432 3,763
68   62 6
2,301   2,297 4
5,524   4,815 709
42,183   42,477 -294
14,800   15,619 -819
2,001   2,024 -23
3,355   3,197 158
39,928   26,331 13,597
1,442   1,260 182
4,586   3,194 1,392
5,680   6,007 -327
17,609   13,808 3,801
4,419   3,377 1,042
1,411   1,230 181
4,022   3,757 265
3,492   3,152 340
11,540   10,052 1,488
2,311   2,384 -73
3,165   3,108 57
2,033   2,101 -68
6,869   6,269 600
878   775 103
20,299   14,973 5,326
12,258   11,430 828
7,161   7,874 -713
3,856   4,825 -969
6,335   7,238 -903
16,797   17,043 -246
1,287   1,163 124
757   773 -16
1,202   1,444 -242
1,266   1,281 -15
1,435   1,400 35
3,259   3,105 154
2,607   2,724 -117
3,492   2,843 649
1,982   2,044 -62
779   764 15
6,913   7,015 -102
6,034   5,658 376
2,485   2,095 390
15,070   15,470 -400
3,302   3,002 300
13,136   12,182 954
6,858   6,909 -51
20,220   17,898 2,322
1,898   1,893 5
25,228   25,622 -394
3,815   2,592 1,223
3,263   2,217 1,046
28,712   19,563 9,149
13,770   13,752 18
12,014   10,843 1,171
22,276   23,410 -1,134
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
      932
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -349
b       535
c       146
d       -144
e       -128
      2,015
      16,745
      3,603
      443
      -256
      733
      1,360
      1,193
      93
      143
      465
      -1,834
      1,047
      -326
      19
      566
      -1,771
      143
      270
      50
      3,389
      1,668
      -1,590
      -278
      254
      5,645
      1,493
      3
      -9
      1,340
      2,665
      156
      507
      816
      26
      157
      -150
      357
      651
      480
      396
      636
      17,732
      818
      1,207
      221
      1,027
      -60
      609
      -21
      776
      979
      34
      62
      652
      -213
      1,387
      -422
       
      18
      417
      41
      884
      -61
      195
      260
      185
      2,230
      -279
      -4,544
      179
      799
      4
      1,287
      38
      493
      5,922
      1,770
      118
      1,335
      250
      103
      239
      327
      -16
      720
      750
      1,185
      14,273
      671
      3,218
      334
      1,079
      651
      129
      1,174
      1,838
      56
      320
      759
      -31
      935
      -63
      -95
      398
      202
      180
      697
      143
      206
      376
      405
      8,295
      2,555
      3,763
      6
      4
      709
      -294
      -819
      -23
      158
      13,597
      182
      1,392
      -327
      3,801
      1,042
      181
      265
      340
      1,488
      -73
      57
      -68
      600
      103
      5,326
      828
      -713
      -969
      -903
      -246
      124
      -16
      -242
      -15
      35
      154
      -117
      649
      -62
      15
      -102
      376
      390
      -400
      300
      954
      -51
      2,322
      5
      -394
      1,223
      1,046
      9,149
      18
      1,171
      -1,134
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 167,452
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,200
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,200
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,200
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,152
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,152
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,952
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,200 Refundedright arrow 11 1,752
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJPMORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN IL1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		45,417    
10 S DEARBORN IL1-0111
CHICAGO,IL60603
David Rydell CO-TRUSTEE
1 		0    
Bergstrom Inc 2390 Blackhawk Road
Rockford,IL611093605
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,997,087
b
Average of monthly cash balances.......................
1b
26,110
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,023,197
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,023,197
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
45,348
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,977,849
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
148,892
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
148,892
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,200
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,200
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
145,692
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
145,692
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
145,692
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
925,607
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
925,607
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 145,692
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 460,803
b From 2020...... 444,260
c From 2021...... 499,128
d From 2022...... 453,335
e From 2023...... 500,594
f Total of lines 3a through e ........ 2,358,120
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 925,607
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 145,692
e Remaining amount distributed out of corpus 779,915
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,138,035
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		460,803
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,677,232
10 Analysis of line 9:
a Excess from 2020.... 444,260
b Excess from 2021.... 499,128
c Excess from 2022.... 453,335
d Excess from 2023.... 500,594
e Excess from 2024.... 779,915
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JP MORGAN CHASE BANK
10 S DEARBORN IL1-0111
CHICAGO,IL60603
(800) 496-2583
bThe form in which applications should be submitted and information and materials they should include:
WWW.JPMORGAN.COM/ONLINEGRANTS; OUTLINE PURPOSE OF PROPOSED GRANTS OR FUNDS INCLUDE COPY OF 501(C)(3) LETTER
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE TO IL RESIDENTS AND CHARITABLE ORGANIZATIONS OTHERS CONSIDERED FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

KFACT

318 NCHURCH STREET 3RD FLOOR
Rockford,IL61101 		NONE PC GENERAL SUPPORT 10,000

AMERICAN CANCER SOCIETY INC

250 WILLIAMS STREET NW
ATLANTA,GA30303 		NONE PC BERGSTROM CARES-FUNDRAISING 5,000

FAMILY PEACE CENTER

315 N MAIN STREET
ROCKFORD,IL61101 		NONE PC GENERAL 10,000

R2OC

3301 N MULFORD RD
ROCKFORD,IL61114 		NONE PC GENERAL 1,000

ROCK RIVER VALLEY PANTRY

421 SOUTH ROCKTON AVENUE
ROCKFORD,IL61102 		NONE PC GENERAL 12,500

ROY GAYLE PONY BASEBALL-SOFTBALL INC

PO BOX 1011
ROCKFORD,IL61105 		NONE PC GENERAL 5,000

Lisa's Little Rescue

4081 SAINT JOHN DR
Rockford,IL61102 		NONE PC GENERAL 1,000

Nikolas Ritschel Foundation

POBOX 8076
Rockford,IL61126 		NONE PC GENERAL SUPPORT 5,000

Rockford Alliance Against Sexual Expoita

P O BOX 17062
Rockford,IL61101 		NONE PC GENERAL SUPPORT 5,000

ALZHEIMER'S DISEASE AND RELATED DISORDER
ASS0CIATION
225 N MICHIGAN AVE
CHICAGO,IL60601 		NONE PC GENERAL 2,500

YWCA Northwestern Illinois

4490 EAST STATE STREET
Rockford,IL61108 		NONE PC GENERAL SUPPORT 2,500

VETERANS DROP - IN CENTER

1539 S 4TH ST
ROCKFORD,IL61104 		NONE PC GENERAL 1,000

ROCK RIVER DEVELOPMENT PARTNERSHIP

PO BOX 4244
ROCKFORD,IL61110 		NONE PC GENERAL 2,500

ALIGNMENT ROCKFORD

330 SPRING CREEK RD
ROCKFORD,IL61107 		NONE PC GENERAL 5,000

BRAVEHEARTS THERAPEUTIC RIDING

7319 MAXON RD
HARVARD,IL60033 		NONE PC GENERAL 7,500

BRIGHTPOINT

200 W MONROE STREET SUITE 2100
CHICAGO,IL60647 		NONE PC GENERAL 5,000

GIRL SCOUTS OF NORTHERN
ILLINOIS
12N124 COOMBS RD
ELGIN,IL60124 		NONE PC GENERAL 1,000

STATELINE YOUTH FOR CHRIST

1288 S ALPINE RD
ROCKFORD,IL61108 		NONE PC GENERAL 10,000

WESLEY WILLOWS A METHODIST RETIREMENT HO

4141 N ROCKTON AVE
ROCKFORD,IL61103 		NONE PC GENERAL 10,000

REGIONAL ACCESS MOBILIZATION
PROJECT INC
202 MARKET ST
ROCKFORD,IL61107 		NONE PC GENERAL 5,000

DISCOVERY CENTER MUSEUM OF ROCKFORD
INC
711 N MAIN STREET
ROCKFORD,IL61103 		NONE PC GENERAL 15,000

KLEHM ARBORETUM AND BOTANICAL
GARDEN INC
2715 S MAIN STREET
ROCKFORD,IL61102 		NONE PC GENERAL 5,000

ROCKFORD ROTARY CHARITABLE

PO BOX 1323
ROCKFORD,IL61105 		NONE PC GENERAL 3,000

KIWANIS CHARITIES OF ROCKFORD

PO BOX 8472
ROCKFORD,IL61126 		NONE PC GENERAL 1,250

LAURENT FOUNDATION INC

4949 HARRISON AVENUE
ROCKFORD,IL61108 		NONE PC GENERAL 5,000

ALPINE KIWANIS CHARITIES FUND

PO BOX 5132
ROCKFORD,IL61125 		NONE PC GENERAL 1,250

MARSHMALLOW'S HOPE

5062 SAFFORD RD
ROCKFORD,IL61101 		NONE PC GENERAL 1,000

HABITAT FOR HUMANITY

5183 HARLEM RD
LOVES PARK,IL611113448 		NONE PC GENERAL 40,000

YOUTH SERVICES NETWORK INC

15501 SAN FERNANDO MISSION BLV SUIT
MISSION HILLS,CA91345 		NONE PC GENERAL 5,000

AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATIO
GREATER CHICAGO CHAPTER
220 WEST HURON STREET - SUITE 4003
CHICAGO,IL60654 		NONE PC GENERAL 1,000

LIFE DECISIONS

3107 EAST STATE ST
ROCKFORD,IL61108 		NONE PC GENERAL 2,500

ROCK HOUSE KIDS

1325 7TH ST
ROCKFORD,IL61104 		NONE PC GENERAL 2,500

LUTHERAN OUTDOOR MINISTRIES
CENTER
1834 S IL ROUTE 2
OREGON,IL61061 		NONE PC GENERAL 2,500

AMERICAN RED CROSS ROCK

727 NORTH CHURCH STREET
ROCKFORD,IL61103 		NONE PC GENERAL 2,500

CRUSADERS HEALTH FOUNDATION

1200 W STATE ST
ROCKFORD,IL22112 		NONE PC GENERAL 7,500

WINNEBAGO COUNTY CASA

211 S COURT ST RM 258
ROCKFORD,IL61101 		NONE PC GENERAL 5,000

ROCKFORD ART MUSEUM

711 N MAIN ST
Rockford,IL61103 		NONE PC GENERAL 5,000

SWEDISHAMERICAN FOUNDATION

1415 E STATE ST
ROCKFORD,IL61104 		NONE PC GENERAL 12,500

GIGI'S PLAYHOUSE INC

2350 W HIGGINS RD
HOFFMAN ESTATES,IL60169 		NONE PC GENERAL 5,000

SOUNDS OF GOOD NEWS INC

2627 WOODMAR RD
ROCKFORD,IL61114 		NONE PC GENERAL 10,000

ROCKFORD SYMPHONY ORCHESTRA

711 N MAIN STREET
ROCKFORD,IL61103 		NONE PC GENERAL 10,000

ROCKFORD RESCUE MISSION MINISTRIES

PO BOX 4083
ROCKFORD,IL61110 		NONE PC GENERAL 12,500

ROCKFORD AREA ARTS COUNCIL

713 E STATE STREET
ROCKFORD,IL61104 		NONE PC GENERAL 3,500

ROCKFORD PARK DISTRICT

401 S MAIN ST
ROCKFORD,IL61101 		NONE PC GENERAL 60,000

ROSECRANCE FOUNDATION

3815 HARRISON AVENUE
ROCKFORD,IL61108 		NONE PC GENERAL 10,000

BOY SCOUTS OF AMERICA - BLACKHAWK
AREA COUNCIL
PO BOX 4085
ROCKFORD,IL61110 		NONE PC GENERAL 7,500

MILESTONE INC

4060 MCFARLAND ROAD
ROCKFORD,IL61111 		NONE PC GENERAL 5,000

AUGUSTANA COLLEGE

639 - 39TH STREET
ROCK ISLAND,IL61201 		NONE PC GENERAL 10,000

NORTHERN ILLINOIS FOOD BANK

320 S AVON STREET
ROCKFORD,IL61102 		NONE PC GENERAL 5,000

MOSAIC

225 S THIRD STREET
ROCKFORD,IL61104 		NONE PC GENERAL 110,000

LUTHERAN SOCIAL SERVICE OF
ILLINOIS
1001 E TOUHY
DES PLAINES,IL60018 		NONE PC GENERAL 12,500

GOLDEN APPLE FOUNDATION
OF ROCKFORD
7210 E STATE STREET
ROCKFORD,IL61108 		NONE PC GENERAL 16,500

PATRIOTS GATEWAY COMMUNITY
CENTER
615 S FIFTH STREET
ROCKFORD,IL61104 		NONE PC GENERAL 5,000

FRIENDS OF THE CORONADO

314 N MAIN STREET
ROCKFORD,IL61101 		NONE PC GENERAL 5,000

MIDWAY VILLAGE AND MUSEUM CENTER

6799 GUILFORD ROAD
ROCKFORD,IL61107 		NONE PC GENERAL 110,000

KIDS AROUND THE WORLD INC

2424 CHARLES STREET
ROCKFORD,IL61108 		NONE PC GENERAL 7,500

ILLINOIS GROWTH ENTERPRISES

6151 MONTAGUE ROAD
ROCKFORD,IL61102 		NONE PC GENERAL 5,000

BARBARA OLSON CENTER OF HOPE

3206 N CENTRAL AVENUE
ROCKFORD,IL61101 		NONE PC GENERAL 5,000

GOLDIE FLOBERG CENTER FOR CHILDREN

58 W ROCKTON ROAD
ROCKFORD,IL61072 		NONE PC GENERAL 5,000

YMCA OF ROCK RIVER VALLEY

200 Y BOULEVARD
ROCKFORD,IL61107 		NONE PC GENERAL 105,000

BOYS AND GIRLS CLUB OF
HARRISON COUNTY INCORPORATED
PO BOX 1716
ROCKFORD,IL61110 		NONE PC GENERAL 10,000

CARPENTERS PLACE

1149 RAILROAD AVE
ROCKFORD,IL61104 		NONE PC GENERAL 10,500

CENTER FOR SIGHT AND HEARING

8038 MACINTOSH LANE
ROCKFORD,IL61103 		NONE PC GENERAL 7,500

COMMUNITY FOUNDATION OF NORTHERN
ILLINOIS
946 NORTH SECOND STREET
ROCKFORD,IL61107 		NONE PC GENERAL 8,500

HARRY AND DELLA BURPEE
MUSEUM ASSOCIATION
737 N MAIN ST
ROCKFORD,IL611036971 		NONE PC GENERAL 5,000

THE UNIVERSITY OF ILLINOIS
COLLEGE OF MEDICINE
1835 W POLK ST
CHICAGO,IL60612 		NONE PC GENERAL 40,000

PHANTOM REGIMENT DRUM & BUGLE
CORPS
5050 E STATE STREET
ROCKFORD,IL61108 		NONE PC GENERAL 1,000

ROCKFORD UNIVERSITY

5050 E STATE ST
ROCKFORD,IL61108 		NONE PC GENERAL 12,500

ROCKFORD DANCE CO
SPECIAL GIFT FOR STUDIO PROJECT
711 N MAIN ST
Rockford,IL61103 		NONE PC GENERAL 3,500

FAMILY COUNSELING SERVICES OF
NORTHERN ILLINOIS
210 N LONGWOOD ST
Rockford,IL61107 		NONE PC GENERAL 2,500

REMEDIES RENEWING LIVES

516 GREEN ST
Rockford,IL61102 		NONE PC GENERAL 5,000

OSF HEALTHCARE SYSTEM
FOR GENERAL SUPPORT OF ST ANTHONY HOSPI
800 NE GLEN OAK
Avenue Peoria,IL61603 		NONE PC GENERAL 3,000

NORTHERN ILLINOIS HOSPICE
ASSOCIATION
4215 NEWBURG ROAD
ROCKFORD,IL61111 		NONE PC GENERAL 5,000

SHELTER CARE MINISTRIES

412 N CHURCH ST
ROCKFORD,IL61103 		NONE PC GENERAL 2,500

ANDERSON GARDENS

318 SPRING CREEK RD
ROCKFORD,IL61107 		NONE PC GENERAL 5,000

ROCK VALLEY COLLEGE FOUNDATION

3301 N MULFORD ROAD
ROCKFORD,IL61111 		NONE PC GENERAL 10,000

SALVATION ARMY

220 S MADISON STREET
ROCKFORD,IL61104 		NONE PC GENERAL 10,000

GOODWILL INDUSTRIES OF NORTHERN
ILLINOIS INC
615 N LONGWOOD STREET
Rockford,IL61110 		NONE PC GENERAL 2,500

ZION DEVELOPMENT CORPORATION

502 SEVENTH STREET
ROCKFORD,IL61104 		NONE PC GENERAL 10,000
Total .................................right arrow 3a 903,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 87,399  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 167,452  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 7,083  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   261,934  
13Total. Add line 12, columns (b), (d), and (e)..................
13
261,934
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
EIN:
36-6692339
Name of Bond End of Year Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME-I 153,074 156,162
921937603 VANGUARD TTL BD MKT 316,414 326,640
808524870 SCHWAB U.S. TIPS ETF    
693390700 PIMCO TOTAL RETURN F 90,028 93,314
464287440 ISHARES 7-10 YEAR TR 121,220 120,760
77958B402 T ROWE PR INST FLTNG    
09260B614 BLACKROCK HIGH YIELD 58,265 56,553

TY 2024 InvestmentsCorpStockSchedule
Name:
BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
EIN:
36-6692339
Name of Stock End of Year Book Value End of Year Fair Market Value
701769408 PARNASSUS CORE EQUIT    
315911727 FIDELITY INTL INDX 80,123 93,726
315911750 FIDELITY 500 INDEX F 533,027 644,519
46434G822 ISHARES MSCI JAPAN E 53,713 58,858
46090E103 INVESCO QQQ TRUST SE 120,609 136,935
46434G103 ISHARES CORE MSCI EM 120,708 130,929
92189F106 VANECK GOLD MINERS E    
81369Y209 HEALTH CARE SELECT S 12,065 11,940
577130818 MATTHEWS CHINA FUND-    
922042874 VANGUARD FTSE EUROPE 108,106 122,853
92189H607 VANECK OIL SERVICES    
464287507 ISHARES CORE S&P MID 20,449 22,252
464287556 ISHARES BIOTECHNOLOG    
04314H857 ARTISAN INTL VAL-INS 34,371 38,769
46137V357 INVESCO S&P 500 EQUA 28,432 29,769
46435G334 ISHARES MSCI UNITED    
46641Q225 JPMORGAN BETABUILDER 34,502 38,447
78463X202 SPDR EURO STOXX 50 E    
81369Y407 CONSUMER DISCRETIONA 6,833 6,115
81369Y506 ENERGY SELECT SECTOR 6,378 5,796
81369Y605 FINANCIAL SELECT SEC 27,276 29,744
81369Y704 INDUSTRIAL SELECT SE 6,747 6,167
46641Q233 JPMORGAN BETABUILDER 18,788 18,909
81369Y886 UTILITIES SELECT SEC 6,244 6,312
92189F676 VANECK SEMICONDUCTOR 6,296 5,493

TY 2024 InvestmentsOtherSchedule2
Name:
BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
EIN:
36-6692339
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 118,731 123,846
64128R608 NEUBERGER BERM LNG S AT COST 123,754 137,409
72201P175 PIMCO COMMODITYPL ST AT COST 20,334 19,028
191912708 COHEN & STEERS RL ES AT COST 94,523 109,128
72201M487 PIMCO DYNAMIC BOND-I AT COST 52,874 55,046
024525669 AMERICAN BEACON AHL AT COST 29,647 25,017
464285204 ISHARES GOLD TRUST      
35241W401 K2 ALTERNATIVE STRAT AT COST 44,783 43,264
00326A104 ABRDN PHYSICAL GOLD AT COST 20,445 22,959
22544R305 CREDIT SUISSE COMM R AT COST 13,551 13,062

TY 2024 OtherDecreasesSchedule
Name:
BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
EIN:
36-6692339
Description Amount
MUTUAL FUND ADJUSTMENT 7


TY 2024 OtherExpensesSchedule
Name:
BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
EIN:
36-6692339
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 15 0   15


TY 2024 OtherIncomeSchedule2
Name:
BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
EIN:
36-6692339
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 7,083 0  


TY 2024 OtherIncreasesSchedule
Name:
BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
EIN:
36-6692339
Description Amount
ROUNDING 9


TY 2024 TaxesSchedule
Name:
BERGSTROM INC CHARITABLE FOUNDATION XXXXX2008
EIN:
36-6692339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 13,155 0   0
FOREIGN TAXES ON QUALIFIED FOR 781 781   0
FOREIGN TAXES ON NONQUALIFIED 283 283   0