BERGES FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BERGES FAMILY FOUNDATION (EIN 47-1426743)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202403209349101980
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T08:59:00-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	920460586	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PWC US TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6 CARDINAL WAY STE 1100	AddressLine1Txt
City	ST LOUIS	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	631022809	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	471426743	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BERGES FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BERG	BusinessNameControlTxt
Phone	3147350085	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5501 DELMAR BLVD G200	AddressLine1Txt
City	ST LOUIS	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63112	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES BERGES	PersonNm
Person Title	SETTLOR & TRUSTEE	PersonTitleTxt
Phone	3147350085	PhoneNum
Signature	2024-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY KAY KREITLER	PreparerPersonNm
PTIN	P01311501	PTIN
Phone	3142068500	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$86,838,334	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$87,778	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$87,778	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$4,203,363	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$4,203,363	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$25,162,513	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$678,262	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$25,162,513	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2,944,266	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$378,345	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$32,397,920	TotalRevAndExpnssAmt
Total Net Invst Incm	$29,831,999	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$293,597	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$146,299	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$146,298	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$43,098	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$21,549	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$21,549	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$7,533	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$7,533	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$37,035	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$37,035	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$190,867	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$142,992	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$47,875	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,440,402	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$6,336	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$6,336	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$0	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$0	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$3,999	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,999	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,022,867	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$365,743	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$215,722	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,282,717	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,282,717	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,305,584	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$365,743	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$7,498,439	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$23,092,336	ExcessRevenueOverExpensesAmt
Net Investment Income	$29,466,256	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$544,766	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$599,606	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$599,606	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$55,947,940	CorporateStockBOYAmt
Corporate Stock EOY	$86,238,728	CorporateStockEOYAmt
Corporate Stock EOYFMV	$86,238,728	CorporateStockEOYFMVAmt
Total Assets BOY	$56,492,706	TotalAssetsBOYAmt
Total Assets EOY	$86,838,334	TotalAssetsEOYAmt
Total Assets EOYFMV	$86,838,334	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$56,492,706	RetainedEarningBOYAmt
Retained Earning EOY	$86,838,334	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$56,492,706	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$86,838,334	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$56,492,706	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$86,838,334	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$56,492,706	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$23,092,336	ExcessRevenueOverExpensesAmt
Other Increases	$7,253,292	OtherIncreasesAmt
Subtotal	$86,838,334	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$86,838,334	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO #1176	P	2022-01-01	2023-12-31	$665,170	$665,170	$665,170
WELLS FARGO #1176	P	2023-01-01	2023-12-31	$11,876	$11,876	$11,876
WELLS FARGO #0146	P	2023-01-01	2023-12-31	$1,216	$1,216	$1,216
BREP ASIA II ASP FUND	P				$183	$183
CD&R INVESTMENT HOLDINGS	P				$662,924	$662,924
CD&R ASSOCIATES X WATERWORKS, L.P.	P				$21,440,405	$21,440,405
CD&R INDIA ASSOCIATES II, LP	P				$20,721	$20,721
CD& R FUND X ADVISOR WATERWORKS B	P				$2,418,179	$2,418,179
COLONY DISTRESSED CREDIT IV	P				-$12,467	-$12,467
LANDMARK EQUITY PARTNERS XVI ASP FUND	P				$78,849	$78,849
ORBIMED ASIA PARTNERS III ASP FUND	P				$32,136	$32,136
RIVERSIDE CAPITAL APPRECIATION VII ASP FUND	P				-$156,679	-$156,679

Field	Value	IRS element (for citing)
Capital Gain Net Income	$25,162,513	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$409,581	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$409,581	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$409,581	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$220,432	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$400,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$620,432	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$210,851	OverpaymentAmt
Applied To ES Tax	$210,851	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Org Report Or Register State	MO	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	BERGESFAMILYFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	KELLY POLLOCK	IndividualWithBooksNm
Phone	3147350085	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5501 DELMAR BLVD SUITE G200	AddressLine1Txt
City	ST LOUIS	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63112	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	Yes (1)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH MANNEN BERGES
21 MARKER WAY	VERO BEACH	FL	32963	TRUSTEE	0.00	$0	$0	$0
JAMES G BERGES
21 MARKER WAY	VERO BEACH	FL	32963	SETTLOR AND TRUSTEE	0.00	$0	$0	$0
KEVIN JAMES BERGES
126 MUIRFIELD CREST COURT	ST CHARLES	MO	63304	TRUSTEE	0.00	$0	$0	$0
MICHAEL SILVER
8001 FORSYTH BLVD SUITE 1500	ST LOUIS	MO	63105	TRUSTEE	0.00	$0	$0	$0
MALORY CALTAGIRONE
10369 CLAYTON ROAD	FRONTENAC	MO	63131	TRUSTEE	0.00	$0	$0	$0
KATHERINE WACKERMAN
3805 SOUTH TRAIL DRIVE	JACKSON	WY	83001	TRUSTEE	0.00	$0	$0	$0
KRIS MANNEN
4 HACIENDA DR	ST LOUIS	MO	63124	TRUSTEE	0.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	KELLY POLLOCK	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	832 WENNEKER DR	AddressLine1Txt
City	ST LOUIS	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63124	ZIPCd

Field	Value	IRS element (for citing)
Title	CEO	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$293,597	CompensationAmt
Employee Benefits	$43,098	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
WELLS FARGO
2801 MARKET STREET	ST LOUIS	MO	63103	ADVISORY	$84,864
ST LOUIS COMMUNITY FOUNDATION
2 OAK KNOLL PARK	CLAYTON	MO	63105	CONSULTING	$80,000

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$48,175,405	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,690,606	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$10,487,526	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$60,353,537	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$60,353,537	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$905,303	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$59,448,234	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,972,412	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,972,412	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$409,581	TaxBasedOnInvestmentIncomeAmt
Income Tax	$520,306	IncomeTaxAmt
Total Tax	$929,887	TotalTaxAmt
Distributable Before Adj	$2,042,525	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,042,525	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,042,525	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,498,439	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$7,498,439	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,042,525	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,608,672	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$3,578,043	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,726,595	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$7,101,013	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$7,091,603	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$22,105,926	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,498,439	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,042,525	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$5,455,914	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$27,561,840	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$1,608,672	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$25,953,168	ExcessDistriCyovToNextYrAmt
Excess From Year4	$3,578,043	ExcessFromYear4Amt
Excess From Year3	$2,726,595	ExcessFromYear3Amt
Excess From Year2	$7,101,013	ExcessFromYear2Amt
Excess From Year1	$7,091,603	ExcessFromYear1Amt
Excess From Current Year	$5,455,914	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES G BERGES	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	BERGES FAMILY FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	5501 DELMAR BLVD SUITE G200	AddressLine1Txt
City	ST LOUIS	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63112	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3147350085	RecipientPhoneNum
Form And Info And Materials	ONLINE SUBMISSION AT BERGESFAMILYFOUNDATION.ORG THAT INCLUDES CONTACT INFORMATION, FUNDING AREA, TYPE OF FUND REQUESTED AND A DESCRIPTION OF THE REQUESTING ORGANIZATION/ PROJECT.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NO SUBMISSION DEADLINES	SubmissionDeadlinesTxt
Restrictions On Awards	NO	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARCH GRANTS
911 WASHINGTON AVENUE SUITE 140	ST LOUIS	MO	63101	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$110,000
BOYS HOPE GIRLS HOPE OF ST LOUIS
8027 ELINOR AVENUE	RICHMOND HEIGHTS	MO	63117	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$162,500
CASA OF ST LOUIS (FORMERLY VOICES FOR CHILDREN)
105 SOUTH CENTRAL AVENUE	ST LOUIS	MO	63105	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$175,225
CHADS COALITION FOR MENTAL HEALTH
4121 UNION ROAD SUITE 224	ST LOUIS	MO	63219	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$100,000
DREAM BUILDERS 4 EQUITY
4220 DUNCAN AVENUE SUITE 201	ST LOUIS	MO	63110	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$50,000
FAMILY FORWARD
11358 VAN CLEVE AVENUE	ST LOUIS	MO	63114	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$50,000
FOSTER & ADOPTIVE CARE COALITION
1750 SOUTH BRENTWOOD BLVD SUITE 210	ST LOUIS	MO	63144	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$100,000
GATEWAY ARCH PARK FOUNDATION
1 SOUTH MEMORIAL DRIVE SUITE 700	ST LOUIS	MO	63102	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$10,000
GOOD SHEPHERD CHILDREN AND FAMILY SERVICES
1340 PARTRIDGE AVENUE	ST LOUIS	MO	63130	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$75,000
GREAT RIVERS GREENWAY
3745 FOUNDRY WAY SUITE 253	ST LOUIS	MO	63110	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$1,000,000
MARIAN MIDDLE SCHOOL
4130 WYOMING STREET	ST LOUIS	MO	63116	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$125,000
MISSOURI BAPTIST MEDICAL CTR
3015 NORTH BALLAS	ST LOUIS	MO	63131	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$137,114
OPERA THEATRE OF SAINT LOUIS
210 HAZEL AVE	ST LOUIS	MO	63119	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$110,000
PARAQUAD
5240 OAKLAND AVENUE	ST LOUIS	MO	631101436	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$50,000
REGIONAL BUSINESS COUNCIL
7701 FORSYTH BLVD UNIT 205	ST LOUIS	MO	63105	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$5,000
SLUH - CLAVIUS PROJECT
4970 OAKLAND AVENUE	ST LOUIS	MO	63110	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$30,000
ST FRANCIS COMMUNITY SERVICES
4445 LINDELL BLVD	ST LOUIS	MO	63108	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$50,000
ST LOUIS BLACK REPERTORY THEATRE
6662 OLIVE BLVD	UNIVERSITY CITY	MO	63130	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$35,000
ST LOUIS POLICE FOUNDATION
9761 CLAYTON ROAD	ST LOUIS	MO	63122	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$357,500
ST LOUIS SYMPHONY ORCHESTRA
718 N GRAND BLVD	ST LOUIS	MO	63103	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$1,100,000
YOUTH IN NEED
1815 BOONES LICK ROAD	ST CHARLES	MO	63301	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$50,000
CITY ACADEMY
4175 KINGSHIGHWAY BLVD	ST LOUIS	MO	63115	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$50,000
GRAND CENTRE INC
3526 WASHINGTON AVE	ST LOUIS	MO	63103	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$75,000
MOOG CENTRE FOR DEAF
12300 S FORTY DR	ST LOUIS	MO	63141	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$50,000
BEYOND HOUSING
6506 WRIGHT WAY	ST LOUIS	MO	63121	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$80,000
BFF Q2 2023 DONATIONS
5501 DELMAR BLVD SUITE B580	ST LOUIS	MO	63112	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$345,834
CASA DE SALUD
3200 CHOUTEAU AVE	ST LOUIS	MO	63103	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$50,000
CITY GARDEN MONTESSORI
1618 TOWER GROVE AVE	ST LOUIS	MO	63110	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$375,000
GREATER ST LOUIS INC
211 N BROADWAY SUITE 2200	ST LOUIS	MO	63102	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$100,000
NURSES FOR NEWBORNS
3 SUNNEN DR	MAPLEWOOD	MO	63143	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$125,000
SOUTHSIDE EARLY
2101 S JEFFERSON AVE	ST LOUIS	MO	63104	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$100,000
URBAN SPROUTS
6757 OLIVE BLVD	UNIVERSITY CITY	MO	63130	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$150,000
EYE THRIVE
5501 DELMAR BLVD SUITE B580	ST LOUIS	MO	63112	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$75,000
CONTEMPORARY ART MUSEUM
3750 WASHINGTON BOULEVARD	ST LOUIS	MO	63108	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$70,000
NINE PBS
3655 OLIVE STREET	ST LOUIS	MO	63108	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$100,000
READY READERS
10403 BAUR BLVD SUITE H	ST LOUIS	MO	63132	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$50,000
CHRISTIAN HOSPITAL FOUNDATION
11133 DUNN ROAD	ST LOUIS	MO	63136	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$300,000
GATEWAY ALLIANCE AGAINST
16105 SWINGLEY RIDGE RD 595	CHESTERFIELD	MO	63017	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$40,000
GIVE STL DAY
OAK KNOLL PARK	ST LOUIS	MO	63105	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$100,000
THE REP ST LOUIS
130 EDGAR RD	WEBSTER GROVES	MO	63119	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$125,000
GIRL SCOUTS OF EASTERN MISSOURI
2300 BALL DR	ST LOUIS	MO	63146	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$939,544
ST LOUIS COUNTY LIBRARY FOUNDATION
1412 S SPOEDE RD	ST LOUIS	MO	63131	NONE	501(C)(3)EXEMPT	GENERAL SUPPORT	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,282,717	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$87,778	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,203,363	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$25,162,513	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
CD&R ASSOCIATES X WATERWORKS, LP	523940	$2,565,921
OTHER FLOW THRU			14	$378,345

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$2,565,921	UnrelatedBusinessTaxblIncmAmt
Exclusion	$29,831,999	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$32,397,920	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$37,035	Amt
Net Investment Income	$37,035	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
WELLS FARGO #0146	$55,594,683	$55,594,683
WELLS FARGO #1176	$20,156,518	$20,156,518
CD&R K-1S	$10,487,527	$10,487,527

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$7,533	LegalFeesAmt
Net Investment Income	$7,533	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Revenue And Expenses Per Books	$3,999	RevenueAndExpensesPerBooksAmt
Net Investment Income	$3,999	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Net Investment IncomeNetInvestmentIncomeAmt
CD&R ASSOCIATES X WATERWORKS, LP	$2,565,921	$0
OTHER FLOW THRU	$378,345	$0	$378,345

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN / PRIOR PERIOD ADJ	Desc
Amt	$7,253,292	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEE	$95,750	$47,875	$0	$47,875
ADVISORY FEES	$84,864	$84,864	$0	$0
BANK CHARGES	$0	$0	$0	$0
OPERATING EXPENSES	$10,253	$10,253	$0	$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	JAMES G BERGES REVOCABLE TRUST	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	21 MARKER WAY	AddressLine1Txt
City	VERO BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32963	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	UNITED STATES TREASURY	CategoryTxt
Amt	$1,440,402	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt