2024-11-15T08:59:00-06:00 2023-12-31 920460586 PWC US TAX LLP 6 CARDINAL WAY STE 1100 ST LOUIS MO 631022809 990PF 2023-01-01 471426743 BERGES FAMILY FOUNDATION BERG 3147350085 5501 DELMAR BLVD G200 ST LOUIS MO 63112 JAMES BERGES SETTLOR & TRUSTEE 3147350085 2024-11-13 1 0 MARY KAY KREITLER P01311501 3142068500 2023 2024-10-15 13:58:12Z X 86838334 X X 87778 87778 4203363 4203363 25162513 678262 25162513 2944266 378345 0 32397920 29831999 0 0 0 0 0 293597 146299 0 146298 43098 21549 0 21549 7533 7533 0 0 37035 37035 0 0 190867 142992 0 47875 1440402 0 0 0 6336 6336 0 0 3999 3999 0 0 2022867 365743 0 215722 7282717 7282717 9305584 365743 0 7498439 23092336 29466256 0 544766 599606 599606 55947940 86238728 86238728 56492706 86838334 86838334 0 0 X 0 0 0 0 56492706 86838334 56492706 86838334 56492706 86838334 56492706 23092336 7253292 86838334 0 86838334 WELLS FARGO #1176 P 2022-01-01 2023-12-31 665170 665170 665170 WELLS FARGO #1176 P 2023-01-01 2023-12-31 11876 11876 11876 WELLS FARGO #0146 P 2023-01-01 2023-12-31 1216 1216 1216 BREP ASIA II ASP FUND P 183 183 CD&R INVESTMENT HOLDINGS P 662924 662924 CD&R ASSOCIATES X WATERWORKS, L.P. P 21440405 21440405 CD&R INDIA ASSOCIATES II, LP P 20721 20721 CD& R FUND X ADVISOR WATERWORKS B P 2418179 2418179 COLONY DISTRESSED CREDIT IV P -12467 -12467 LANDMARK EQUITY PARTNERS XVI ASP FUND P 78849 78849 ORBIMED ASIA PARTNERS III ASP FUND P 32136 32136 RIVERSIDE CAPITAL APPRECIATION VII ASP FUND P -156679 -156679 25162513 409581 0 409581 0 409581 220432 0 400000 0 620432 X 0 210851 210851 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL MO 1 0 1 0 0 1 BERGESFAMILYFOUNDATION.ORG KELLY POLLOCK 3147350085 5501 DELMAR BLVD SUITE G200 ST LOUIS MO 63112 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 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 KELLY POLLOCK 832 WENNEKER DR ST LOUIS MO 63124 CEO 40.00 293597 43098 0 0 WELLS FARGO 2801 MARKET STREET ST LOUIS MO 63103 ADVISORY 84864 ST LOUIS COMMUNITY FOUNDATION 2 OAK KNOLL PARK CLAYTON MO 63105 CONSULTING 80000 0 0 48175405 1690606 10487526 60353537 0 0 60353537 905303 59448234 2972412 2972412 409581 520306 929887 2042525 0 2042525 0 2042525 7498439 0 7498439 2042525 0 0 1608672 3578043 2726595 7101013 7091603 22105926 7498439 0 0 0 2042525 5455914 0 0 27561840 0 0 0 0 0 0 1608672 25953168 3578043 2726595 7101013 7091603 5455914 JAMES G BERGES BERGES FAMILY FOUNDATION 5501 DELMAR BLVD SUITE G200 ST LOUIS MO 63112 3147350085 ONLINE SUBMISSION AT BERGESFAMILYFOUNDATION.ORG THAT INCLUDES CONTACT INFORMATION, FUNDING AREA, TYPE OF FUND REQUESTED AND A DESCRIPTION OF THE REQUESTING ORGANIZATION/ PROJECT. NO SUBMISSION DEADLINES NO ARCH GRANTS 911 WASHINGTON AVENUE SUITE 140 ST LOUIS MO 63101 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 110000 BOYS HOPE GIRLS HOPE OF ST LOUIS 8027 ELINOR AVENUE RICHMOND HEIGHTS MO 63117 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 162500 CASA OF ST LOUIS (FORMERLY VOICES FOR CHILDREN) 105 SOUTH CENTRAL AVENUE ST LOUIS MO 63105 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 175225 CHADS COALITION FOR MENTAL HEALTH 4121 UNION ROAD SUITE 224 ST LOUIS MO 63219 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 DREAM BUILDERS 4 EQUITY 4220 DUNCAN AVENUE SUITE 201 ST LOUIS MO 63110 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 FAMILY FORWARD 11358 VAN CLEVE AVENUE ST LOUIS MO 63114 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 FOSTER & ADOPTIVE CARE COALITION 1750 SOUTH BRENTWOOD BLVD SUITE 210 ST LOUIS MO 63144 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 GATEWAY ARCH PARK FOUNDATION 1 SOUTH MEMORIAL DRIVE SUITE 700 ST LOUIS MO 63102 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 10000 GOOD SHEPHERD CHILDREN AND FAMILY SERVICES 1340 PARTRIDGE AVENUE ST LOUIS MO 63130 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 75000 GREAT RIVERS GREENWAY 3745 FOUNDRY WAY SUITE 253 ST LOUIS MO 63110 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 1000000 MARIAN MIDDLE SCHOOL 4130 WYOMING STREET ST LOUIS MO 63116 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 125000 MISSOURI BAPTIST MEDICAL CTR 3015 NORTH BALLAS ST LOUIS MO 63131 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 137114 OPERA THEATRE OF SAINT LOUIS 210 HAZEL AVE ST LOUIS MO 63119 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 110000 PARAQUAD 5240 OAKLAND AVENUE ST LOUIS MO 631101436 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 REGIONAL BUSINESS COUNCIL 7701 FORSYTH BLVD UNIT 205 ST LOUIS MO 63105 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 5000 SLUH - CLAVIUS PROJECT 4970 OAKLAND AVENUE ST LOUIS MO 63110 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 30000 ST FRANCIS COMMUNITY SERVICES 4445 LINDELL BLVD ST LOUIS MO 63108 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 ST LOUIS BLACK REPERTORY THEATRE 6662 OLIVE BLVD UNIVERSITY CITY MO 63130 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 35000 ST LOUIS POLICE FOUNDATION 9761 CLAYTON ROAD ST LOUIS MO 63122 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 357500 ST LOUIS SYMPHONY ORCHESTRA 718 N GRAND BLVD ST LOUIS MO 63103 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 1100000 YOUTH IN NEED 1815 BOONES LICK ROAD ST CHARLES MO 63301 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 CITY ACADEMY 4175 KINGSHIGHWAY BLVD ST LOUIS MO 63115 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 GRAND CENTRE INC 3526 WASHINGTON AVE ST LOUIS MO 63103 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 75000 MOOG CENTRE FOR DEAF 12300 S FORTY DR ST LOUIS MO 63141 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 BEYOND HOUSING 6506 WRIGHT WAY ST LOUIS MO 63121 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 80000 BFF Q2 2023 DONATIONS 5501 DELMAR BLVD SUITE B580 ST LOUIS MO 63112 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 345834 CASA DE SALUD 3200 CHOUTEAU AVE ST LOUIS MO 63103 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 CITY GARDEN MONTESSORI 1618 TOWER GROVE AVE ST LOUIS MO 63110 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 375000 GREATER ST LOUIS INC 211 N BROADWAY SUITE 2200 ST LOUIS MO 63102 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 NURSES FOR NEWBORNS 3 SUNNEN DR MAPLEWOOD MO 63143 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 125000 SOUTHSIDE EARLY 2101 S JEFFERSON AVE ST LOUIS MO 63104 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 URBAN SPROUTS 6757 OLIVE BLVD UNIVERSITY CITY MO 63130 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 150000 EYE THRIVE 5501 DELMAR BLVD SUITE B580 ST LOUIS MO 63112 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 75000 CONTEMPORARY ART MUSEUM 3750 WASHINGTON BOULEVARD ST LOUIS MO 63108 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 70000 NINE PBS 3655 OLIVE STREET ST LOUIS MO 63108 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 READY READERS 10403 BAUR BLVD SUITE H ST LOUIS MO 63132 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 50000 CHRISTIAN HOSPITAL FOUNDATION 11133 DUNN ROAD ST LOUIS MO 63136 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 300000 GATEWAY ALLIANCE AGAINST 16105 SWINGLEY RIDGE RD 595 CHESTERFIELD MO 63017 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 40000 GIVE STL DAY OAK KNOLL PARK ST LOUIS MO 63105 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 THE REP ST LOUIS 130 EDGAR RD WEBSTER GROVES MO 63119 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 125000 GIRL SCOUTS OF EASTERN MISSOURI 2300 BALL DR ST LOUIS MO 63146 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 939544 ST LOUIS COUNTY LIBRARY FOUNDATION 1412 S SPOEDE RD ST LOUIS MO 63131 NONE 501(C)(3)EXEMPT GENERAL SUPPORT 100000 7282717 0 14 87778 14 4203363 18 25162513 CD&R ASSOCIATES X WATERWORKS, LP 523940 2565921 OTHER FLOW THRU 14 378345 2565921 29831999 0 32397920 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 37035 37035 0 0 WELLS FARGO #0146 55594683 55594683 WELLS FARGO #1176 20156518 20156518 CD&R K-1S 10487527 10487527 LEGAL FEES 7533 7533 0 0 MISCELLANEOUS 3999 3999 0 0 CD&R ASSOCIATES X WATERWORKS, LP 2565921 0 OTHER FLOW THRU 378345 378345 0 UNREALIZED GAIN / PRIOR PERIOD ADJ 7253292 CONSULTING FEE 95750 47875 0 47875 ADVISORY FEES 84864 84864 0 0 BANK CHARGES 0 0 0 0 OPERATING EXPENSES 10253 10253 0 0 JAMES G BERGES REVOCABLE TRUST 21 MARKER WAY VERO BEACH FL 32963 UNITED STATES TREASURY 1440402 0 0 0