Sjostrom & Sons Foundation INC

Tax-deductible

Rockford, IL501(c)(3)EIN 36-3225935Revenue $73K in FY2025

On file with the IRSPo Box 5766, 61125-0766 · Rockford, ILTax-exempt since Sep 1993Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $12K a year · 23% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
4 mo
of spending, in cash
Looks good: 3.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$73K
+63% vs prior year
Spent
$63K
Net assets
$726K
By yearFY2021–FY2025
Revenue
$73K
FY2025▲ +63%
Tap a bar for its year
Revenue by fiscal year
FY2021$77K
FY2022$31K
FY2023$40K
FY2024$45K
FY2025$73K
Expenses
$63K
FY2025▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2021$67K
FY2022$68K
FY2023$66K
FY2024$65K
FY2025$63K
Net assets
$726K
FY2025▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2021$799K
FY2022$762K
FY2023$736K
FY2024$716K
FY2025$726K

From the FY2025 Form 990 (year ending July 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 73% · $46K Operating & administrative 27% · $17K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990-PF.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
See Sjostrom & Sons Foundation INC executive salaries →

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Programs and updates

A private foundation based in Rockford, IL.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 35 grants · $46K · 2024–2024
YMCA of Rock River ValleyFY2024$6,500
Rosecrance FoundationFY2024$5,000
United Way of Rock River ValleyFY2024$3,000
Trinity Lutheran ChurchFY2024$3,000
University of WisconsinFY2024$2,500
Burpee Natural History MuseumFY2024$2,500
Individual RecipientFY2024$2,000
Individual RecipientFY2024$2,000
Natural Land InstituteFY2024$1,500
Individual RecipientFY2024$1,250
Swedish Historical SocietyFY2024$1,000
Rock Valley CollegeFY2024$1,000
Individual RecipientFY2024$1,000
Lifescape Community ServicesFY2024$1,000
Ken-Rock Community CenterFY2024$1,000
Individual RecipientFY2024$1,000
Discovery CenterFY2024$1,000
Crusader ClinicFY2024$1,000
See all 35 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$1K
Median grantPart XV$1K
Largest grantPart XV$6K

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$73K
Investment income$73K
Money out
$63K
Grants paid$46K
Running costs$17K
Owns and owes
$726K
net assets
Cash and savings$20K
Total assets$726K
Liabilities$0
People
2
listed
Paid0
2In more detail
Revenue in detail
Investment income$73K
Total revenue$73K
Assets in detailEnd of year
Cash and savings together$20K
Total assets$726K
Liabilities$0
Net assets$726K
Operations
Fiscal year endsJuly

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $73K$63K$10K$726K 990 PDF
FY2024 $45K$65K−$20K$716K 990 PDF
FY2023 $40K$66K−$26K$736K 990 PDF
FY2022 $31K$68K−$37K$762K 990 PDF
FY2021 $77K$67K$10K$799K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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