Nonprofit · EIN 27-0600726
THE BERENS FOUNDATION
Tax-exempt · GLENVIEW, IL 60025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF (amended) | $3,594,415 | $2,731,702 | $862,713 | $86,381,313 | $625 | $86,380,688 |
| November 30, 2024 | 990-PF | $87,936,270 | $1,200,388 | $86,735,882 | $85,519,570 | $666 | $85,518,904 |
| November 30, 2023 | 990-PF | $591,347 | $546,774 | $44,573 | $630,845 | $1,847,739 | -$1,216,894 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $1,210,532
- Dividends
- $2,285,380
- Net gain from sales of assets
- $98,503
Expenses
- Grants and similar amounts paid
- $2,156,404
- Compensation of officers, directors and key employees
- $149,761
- Disbursements for charitable purposes
- $2,352,200
- Excise tax on investment income
- $29,179
Balance sheet and other
- Total assets, start of year
- $85,519,570
- Total assets, end of year
- $86,381,313
- Total liabilities, end of year
- $625
- Net assets, end of year
- $86,380,688
- Fair market value of assets
- $94,523,991
- Qualifying distributions
- $2,352,200
- Net investment income
- $2,383,883
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN M BERENS 1243 WAUKEGAN RD, GLENVIEW, IL 60025 | DIRECTOR | 40 | $93,877 | $764 |
| MICHAEL M BERENS 1243 WAUKEGAN RD, GLENVIEW, IL 60025 | PRESIDENT | 30 | $43,083 | $0 |
| LISA M BERENS 1243 WAUKEGAN RD, GLENVIEW, IL 60025 | SECRETARY & TREASURER | 6 | $6,000 | $0 |
| DANIEL M BERENS 1243 WAUKEGAN RD, GLENVIEW, IL 60025 | DIRECTOR | 4 | $5,013 | $49 |
| PAUL J BERENS 1243 WAUKEGAN RD, GLENVIEW, IL 60025 | DIRECTOR | 2 | $1,788 | $0 |
| THOMAS M BERENS 1243 WAUKEGAN RD, GLENVIEW, IL 60025 | DIRECTOR | 3 | $0 | $0 |
| JAMES M BERENS 1243 WAUKEGAN RD, GLENVIEW, IL 60025 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended November 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN M BERENS 342 W HARVARD, GILBERT, AZ 85233 | DIRECTOR | 40 | $57,330 | $2,293 |
| DANIEL M BERENS 1720 MAPLE AVE UNIT 301, EVANSTON, IL 60201 | DIRECTOR | 4 | $6,450 | $258 |
| PAUL J BERENS 9797 RENEE LANE, MCCORDSVILLE, IN 46055 | DIRECTOR | 2 | $2,350 | $0 |
| LISA M BERENS 1243 WAUKEGAN RD, GLENVIEW, IL 60025 | SECRETARY & TREASURER | 3 | $500 | $0 |
| MICHAEL M BERENS 11631 MERSINGTON LN, CHARLOTTE, NC 28277 | PRESIDENT | 4 | $0 | $0 |
| THOMAS M BERENS 1185 E PRINCETON AVE, SALT LAKE CITY, UT 84105 | DIRECTOR | 3 | $0 | $0 |
| JAMES M BERENS 8321 W SAHARA APT 2099, LAS VEGAS, NV 89117 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended November 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE M BERENS 342 W HARVARD, GILBERT, AZ 85233 | CHIEF INFORMATION OFFICER | 39 | $68,400 | $2,736 |
| MARK H BERENS 1660 NORTH LANE, NORTHBROOK, IL 60062 | CHIEF EXECUTIVE OFFICER | 8 | $56,000 | $2,240 |
| MARY JO RICE 4545 N LONG, CHICAGO, IL 60630 | TREASURER | 8 | $30,000 | $1,200 |
| DANIEL M BERENS 1243 WAUKEGAN ROAD, GLENVIEW, IL 60025 | CHIEF FINANCIAL OFFICER | 1 | $5,663 | $227 |
| PAUL J BERENS 9897 BROOK WOOD DR, MCCORDSVILLE, IN 46055 | DIRECTOR | 1 | $1,475 | $0 |
Address and contacts
- Address (IRS master file)
- 1243 WAUKEGAN RD, GLENVIEW, IL 60025-3019
- In care of
- % MARK H BERENS
- Signed the 990-PF
- LISA BERENS, SECRETARY & TREASURER
- Phone
- (847) 306-9577
- Website
- BERENSFOUNDATION.ORG
- Return prepared by
- WARADY & DAVIS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-0600726
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2010
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Social science (V05)
- Assets (IRS master file)
- $86,381,313
- Income (IRS master file)
- $11,041,222
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $3,594,415 | $2,731,702 | $86,381,313 | XML |
| 990-PF | November 2024 | $87,936,270 | $1,200,388 | $85,519,570 | XML |
| 990-PF | November 2023 | $591,347 | $546,774 | $630,845 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 27-0600726).
Questions about THE BERENS FOUNDATION
- What is the EIN of THE BERENS FOUNDATION?
- The employer identification number (EIN) of THE BERENS FOUNDATION is 27-0600726.
- Is THE BERENS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to THE BERENS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does THE BERENS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BERENS FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BERENS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of THE BERENS FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 7 people; 5 received compensation from the organization, the highest $93,877 (STEPHEN M BERENS, DIRECTOR).
- How much revenue does THE BERENS FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $3,594,415, expenses of $2,731,702 and total assets of $86,381,313 at year end.
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