Nonprofit · EIN 20-8001242
WILLIAM A BERRY FAMILY FOUNDATION
Tax-exempt · OKLAHOMA CITY, OK 73116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $26,180 | $11,727 | $14,453 | $122,200 | $0 | $122,200 |
| September 30, 2024 | 990-PF | $14,193 | $10,756 | $3,437 | $109,592 | $1,845 | $107,747 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,840
- Dividends
- $4,691
- Interest
- $311
- Net gain from sales of assets
- $19,225
- Other income
- $113
Expenses
- Grants and similar amounts paid
- $8,000
- Disbursements for charitable purposes
- $9,935
- Excise tax on investment income
- $316
Balance sheet and other
- Total assets, start of year
- $109,592
- Total assets, end of year
- $122,200
- Total liabilities, end of year
- $0
- Net assets, end of year
- $122,200
- Fair market value of assets
- $165,131
- Qualifying distributions
- $9,935
- Net investment income
- $24,340
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH BERRY PAYNE 1700 GUILFORD LANE, OKLAHOMA CITY, OK 73120 | PRESIDENT | 0.25 | $0 |
| NICHOLS BURWELL BERRY 1812 W WILSHIRE, OKLAHOMA CITY, OK 73116 | VICE-PRESIDE | 0.25 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH BERRY PAYNE 1700 GUILFORD LANE, OKLAHOMA CITY, OK 73120 | PRESIDENT | 0.25 | $0 |
| NICHOLS BURWELL BERRY 1812 W WILSHIRE, OKLAHOMA CITY, OK 73116 | VICE-PRESIDE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 805 NW 63RD ST, OKLAHOMA CITY, OK 73116-7603
- In care of
- % CAROLYN BURWELL BERRY
- Signed the 990-PF
- ELIZABETH BERRY PAYNE, PRESIDENT
- Phone
- (405) 235-7700
- Return prepared by
- PETERS & CHANDLER PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 20-8001242
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $122,200
- Income (IRS master file)
- $43,357
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $26,180 | $11,727 | $122,200 | XML |
| 990-PF | September 2024 | $14,193 | $10,756 | $109,592 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8001242).
Questions about WILLIAM A BERRY FAMILY FOUNDATION
- What is the EIN of WILLIAM A BERRY FAMILY FOUNDATION?
- The employer identification number (EIN) of WILLIAM A BERRY FAMILY FOUNDATION is 20-8001242.
- Is WILLIAM A BERRY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WILLIAM A BERRY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM A BERRY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM A BERRY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM A BERRY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WILLIAM A BERRY FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WILLIAM A BERRY FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $26,180, expenses of $11,727 and total assets of $122,200 at year end.
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All nonprofits in OKLAHOMA CITY · Oklahoma · Philanthropy, voluntarism and grantmaking foundations