Bergholz Fdn-Unrestricted Enodw Ima
Public records show a registered, tax-exempt organization in good standing.
What it says it does
TO FOSTER COMMUNITY PRIDE AND ENRICH THE LIVES OF THE RESIDENTS OF BERGHOLZ AND THE SURROUNDING AREA THROUGH LEADERSHIP AND FINANCIAL ASSISTANCE IN THE AREAS OF SAFETY, RELIGION, EDUCATION, CULTURE AND RECREATION
- Income
- $312,245
- Spending
- $218,694
- Spent on programs
- 65%
- Reserves
- Over 10 years of spending
- Largest source of income
- investment income, 84%
- Employees
- 0
- Volunteers
- 10
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 78 out of 100. Higher than 41% of charities in its peer group (philanthropy, $250k to $1m).
Reserves
35 of 35Spendable reserves would cover more than ten years of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
15 of 15Income exceeded spending by 30% of income.
Income trend
0 of 15Income fell 83% on the year before.
Spending floor
8 of 1565% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Fair: 59 out of 100. Higher than 28% of charities in its peer group (philanthropy, $250k to $1m).
Independent board
25 of 259 of 9 voting board members are independent.
Conflict of interest policy
0 of 15Reports no written conflict of interest policy.
Whistleblower policy
0 of 8Reports no written whistleblower policy.
Record keeping policy
0 of 7Reports no written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Independent check of accounts
6 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $142,044 spent. THE COMMUNITY FOUNDATION SUPPORTS THE BERGHOLZ VOLUNTEER FIRE DEPARTMENT, FAITH COMMUNITY CHURCH, TRINITY UNITED PRESBYTERIAN CHURCH, THE CHRISTIAN EMERGENCY FUND, AND BERGHOLZ EMS. IT ALSO PUBLISHES A FREE NEWSLETTER, SUPPORTS THE LOCAL FOOD PANTRY AND OTHER NONPROFIT ORGANIZATIONS, ASSISTS LOCAL SCHOOLS, AND PROVIDES SCHOLARSHIPS TO LOCAL STUDENTS. THE FOUNDATION MAINTAINS A FREE COMMUNITY PARK, FUNDS GRANTS TO THE VILLAGE OF BERGHOLZ FOR POLICE PROTECTION, SURVEILLANCE CAMERAS, AND OTHER UNFUNDED PROJECTS, AND OPERATES A MEDICAL BUILDING THAT HELPS RESIDENTS ACCESS NEEDED HEALTHCARE LOCALLY. IT IS ALSO COMPLETING A BUILDING THAT WILL OPEN AS A PUBLIC LIBRARY AS PART OF A BROADER REVITALIZATION EFFORT THAT INCLUDES GREEN SPACE, AN OUTDOOR COURTYARD, A COMMUNITY INTERNET HOTSPOT, AND BEAUTIFICATION IMPROVEMENTS. IN ADDITION, THE FOUNDATION RECENTLY SPONSORED A GRANT-WRITING SEMINAR FOR LOCAL NONPROFITS, WHICH HAS HELPED BRING IN MORE THAN $1,000,000 IN LOCAL GRANT FUNDING
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since March 1994.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.