Civic Intelligence

World Giving Foundation

990 • Fiscal year 2023 • EIN 84-2428151

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileN/A
5901 College Boulevard Suite 100Overland Park, KS 66211-1503

(913) 319-0300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-38%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$8,313,873

Up $1,345,756 (+19%) from 2022

Net Assets

Up

$8,313,873

Up $1,345,756 (+19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin91st percentile

Revenue

Down

$3,459,475

Down $2,146,910 (-38%) from 2022

Expenses

Up

$1,714,498

Up $1,539,628 (+880%) from 2022

Net Income

Down

$1,744,977

Down $3,686,538 (-68%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2021: $3,203,389Liabilities 2021: $0Net Assets 2021: $3,203,3892021Assets 2022: $6,968,117Liabilities 2022: $0Net Assets 2022: $6,968,1172022Assets 2023: $8,313,873Liabilities 2023: $0Net Assets 2023: $8,313,8732023Assets 2024: $15,347,528Liabilities 2024: $0Net Assets 2024: $15,347,5282024

Highlighted filing

2023

Assets$8,313,873
Liabilities$0
Net Assets$8,313,873
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2021: $3,249,095Expenses 2021: $15,542Net Income 2021: $3,233,5532021Revenue 2022: $5,606,385Expenses 2022: $174,870Net Income 2022: $5,431,5152022Revenue 2023: $3,459,475Expenses 2023: $1,714,498Net Income 2023: $1,744,9772023Revenue 2024: $3,618,770Expenses 2024: $1,546,255Net Income 2024: $2,072,5152024

Highlighted filing

2023

Revenue$3,459,475
Expenses$1,714,498
Net Income$1,744,977
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$4,909,123
Mission and Program Overview

Mission

Create a lasting, tangible difference in the world by giving members of society the opportunity to contribute inexpensively, quickly, and tax-efficiently to the charitable organization for which they have passions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,968,117$8,313,873▲ $1,345,756
Investments in Publicly Traded Securities$2,679,583$5,300,127▲ $2,620,544
Savings and Temporary Cash Investments$4,288,534$2,887,187▼ $1,401,347
Other Notes and Loans Receivable, Net-$126,559-
Total Assets$6,968,117$8,313,873▲ $1,345,756
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,968,117$8,313,873▲ $1,345,756
Total Liabilities and Net Assets / Fund Balance$6,968,117$8,313,873▲ $1,345,756

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,268,571$230,718▲ $75,368-$2,229,177
2022$904,897$2,388,062▲ $15,944-$3,268,571
2021-$904,897--$904,897
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
-Director
Revenue and Support

Revenue Composition

Contributions and Grants
$2,899,122
Program Service Revenue
$0
Investment Income
$560,353
Other Revenue
$0
All Other Contributions
$2,899,122
Change in Net Assets
$1,744,977

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Closely Held Stock4$429,050
Total Noncash Contributions4$429,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,671,220
Salaries, Compensation, and Employee Benefits$36,698
Other Expenses$6,580
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,671,220--$1,671,220
Current Officers, Directors, Trustees, and Key Employees-$36,698-$36,698
Fees for Services Legal-$4,822-$4,822
Fees for Services Accounting-$926-$926
All Other Expenses-$832-$832
Total Functional Expenses$1,671,220$43,278$0$1,714,498
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Covenant Christian SchoolSt Louis, MO501(c)(3)-$1,000,000
Overland Park Historical SocietyOverland Park, KS501(c)(3)-$100,000
Vancouver St Vincent De Paul Society ConferenceVancouver, WA501(c)(3)-$60,000
Arms of Grace Dba Center of GraceOlathe, KS501(c)(3)Unrestricted Gift$58,020
Immanuel Classical SchoolYakima, WA501(c)(3)-$50,000
Monroe County Christian SchoolColumbia, IL501(c)(3)-$50,000
North County Christian SchoolFlorissant, MO501(c)(3)-$50,000
South City Community SchoolSt Louis, MO501(c)(3)-$50,000
The Freedom SchoolSt Louis, MO501(c)(3)-$50,000
Unity of Kansas City NorthKansas City, MO501(c)(3)-$35,000
Greater Manhattan Community FoundationManhattan, KS501(c)(3)-$30,000
Central Christian SchoolClayton, MO501(c)(3)-$25,000
Hope Academy GsoGreensboro, NC501(c)(3)-$25,000
Promise Christian AcademyTown and Country, MO501(c)(3)-$25,000
Ahearn Excellence FundManhattan, KS501(c)(3)-$19,200
Church of RessurectionLeawood, KS501(c)(3)Unrestricted Gift$13,000
Acrux KcKansas City, MO501(c)(3)-$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Father and son: bradley a. Bergman and will bergman”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The governing body is a corporate trustee and therefore has written actions made during the year.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The governing body is a corporate trustee and therefore has written actions made during the year.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee reviews all underlying monetary and factual information before the irs form 990 is filed.”

Form 990, Page 6, Part VI, Line 19

“No other documents are available to the public”

Filing and Contact Details

Filer

Filer Name
World Giving Foundation
EIN
84-2428151
Phone
9133190300
Address
5901 COLLEGE BOULEVARD SUITE 100, OVERLAND PARK, KS 66211-1503

Signing Officer

Name
Will Bergman
Title
Board Member
Phone
9133190300
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
2021
Legal Domicile
Ks
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Lyle J Mohler
Phone
4012282600
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“OTHER GRANTS”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference ($13,382.14), transfers between accounts $3,885.33, sales timing difference $54,984.29, tax to mv for securities donated ($421,929.22), purchased accrued interest ($878.95), roc $417.96 and adjustment for partnership income ($22,269.00)”

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

“This fund shall be restricted as to the beneficiary charities that may receive distributions. Distributions shall be made only to charities that provide scholarships for tuition and fees to children enrolled in christian private elementary schools, grades kindergarten through sixth grade.”

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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0127440
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt01338000
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt04
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01176050
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS FUND SHALL BE RESTRICTED AS TO THE BENEFICIARY CHARITIES THAT MAY RECEIVE DISTRIBUTIONS. DISTRIBUTIONS SHALL BE MADE ONLY TO CHARITIES THAT PROVIDE SCHOLARSHIPS FOR TUITION AND FEES TO CHILDREN ENROLLED IN CHRISTIAN PRIVATE ELEMENTARY SCHOOLS, GRADES KINDERGARTEN THROUGH SIXTH GRADE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02721
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt058020
IRS990ScheduleI/RecipientTable/CashGrantAmt113000
IRS990ScheduleI/RecipientTable/CashGrantAmt21000000
IRS990ScheduleI/RecipientTable/CashGrantAmt319200
IRS990ScheduleI/RecipientTable/CashGrantAmt4100000
IRS990ScheduleI/RecipientTable/CashGrantAmt535000
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt725000
IRS990ScheduleI/RecipientTable/CashGrantAmt825000
IRS990ScheduleI/RecipientTable/CashGrantAmt950000
IRS990ScheduleI/RecipientTable/CashGrantAmt1050000
IRS990ScheduleI/RecipientTable/CashGrantAmt1150000
IRS990ScheduleI/RecipientTable/CashGrantAmt1250000
IRS990ScheduleI/RecipientTable/CashGrantAmt137500
IRS990ScheduleI/RecipientTable/CashGrantAmt1450000
IRS990ScheduleI/RecipientTable/CashGrantAmt1530000
IRS990ScheduleI/RecipientTable/CashGrantAmt1660000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED GIFT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UNRESTRICTED GIFT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARMS OF GRACE DBA CENTER OF GRACE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHURCH OF RESSURECTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COVENANT CHRISTIAN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3AHEARN EXCELLENCE FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4OVERLAND PARK HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5UNITY OF KANSAS CITY NORTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6CENTRAL CHRISTIAN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7HOPE ACADEMY GSO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8PROMISE CHRISTIAN ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9IMMANUEL CLASSICAL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10MONROE COUNTY CHRISTIAN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11SOUTH CITY COMMUNITY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12NORTH COUNTY CHRISTIAN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13ACRUX KC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14THE FREEDOM SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15GREATER MANHATTAN COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16VANCOUVER ST VINCENT DE PAUL SOCIETY CONFERENCE
IRS990ScheduleI/RecipientTable/RecipientEIN0486098838
IRS990ScheduleI/RecipientTable/RecipientEIN1911312923
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0520 S HARRISON ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt113720 ROE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22145 NORTH BALLAS RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31800 COLLEGE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt47319 W 79TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51000 NE BERRY RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6700 S HANLEY ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71403 W FLORIDA ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt813260 SOUTH OUTER FORTY RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9225 N 2ND ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt109273 COACH STOP RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt114926 REBER PLACE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12845 DUNN RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt136675 HOLMES RD STE 470
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt141483 82ND BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15555 POYNTZ AVENUE SUITE 269
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt162456 NE STAPLETON ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OLATHE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LEAWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ST LOUIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MANHATTAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm4OVERLAND PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm5KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm6CLAYTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm7GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm8TOWN AND COUNTRY
IRS990ScheduleI/RecipientTable/USAddress/CityNm9YAKIMA
IRS990ScheduleI/RecipientTable/USAddress/CityNm10COLUMBIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm11ST LOUIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm12FLORISSANT
IRS990ScheduleI/RecipientTable/USAddress/CityNm13KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm14ST LOUIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm15MANHATTAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm16VANCOUVER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1KS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3KS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4KS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd13MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd14MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd15KS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd16WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd066061
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd166224
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd263131
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd366502
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd466211
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd564155
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd663105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd727403
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd863017
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd998901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1062236
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1163139
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1263031
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1364131
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1463132
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1566502
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1698661
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SENDS OUT A REQUEST ASKING FOR WHAT THE GRANT WAS USED. IF THE RECIPIENT DOES NOT USE THE FUNDS FOR THE REASON STATED IN THEIR GRANT REQUEST, THEY ARE ASKED TO RETURN THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt04
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt0429050
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER GRANTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FATHER AND SON: BRADLEY A. BERGMAN AND WILL BERGMAN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY IS A CORPORATE TRUSTEE AND THEREFORE HAS WRITTEN ACTIONS MADE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY IS A CORPORATE TRUSTEE AND THEREFORE HAS WRITTEN ACTIONS MADE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING DIFFERENCE ($13,382.14), TRANSFERS BETWEEN ACCOUNTS $3,885.33, SALES TIMING DIFFERENCE $54,984.29, TAX TO MV FOR SECURITIES DONATED ($421,929.22), PURCHASED ACCRUED INTEREST ($878.95), ROC $417.96 AND ADJUSTMENT FOR PARTNERSHIP INCOME ($22,269.00)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,313,873
Liabilities
$0
Net assets
$8,313,873
Revenue
$3,459,475
Expenses
$1,714,498
Net income
$1,744,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$3.62$1.55$2.07
2023Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$3.46$1.71$1.74
2022Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$5.61$0.17$5.43
2021Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$3.25$0.02$3.23