Nonprofit · EIN 33-0284355
WALTER V AND IDUN Y BERRY FOUNDATION
Tax-exempt · ESTES PARK, CO 80517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,202,744 | $666,905 | $535,839 | $10,181,720 | $0 | $10,181,720 |
| December 31, 2024 | 990-PF | $1,036,148 | $648,314 | $387,834 | $9,645,881 | $0 | $9,645,881 |
| December 31, 2023 | 990-PF | $539,255 | $649,893 | -$110,638 | $9,258,047 | $0 | $9,258,047 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $255,066
- Interest
- $68,504
- Net gain from sales of assets
- $879,174
Expenses
- Grants and similar amounts paid
- $500,000
- Compensation of officers, directors and key employees
- $4,500
- Disbursements for charitable purposes
- $500,000
- Excise tax on investment income
- $14,735
Balance sheet and other
- Total assets, start of year
- $9,645,881
- Total assets, end of year
- $10,181,720
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,181,720
- Fair market value of assets
- $12,252,463
- Qualifying distributions
- $500,000
- Net investment income
- $1,202,744
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ryan S McPhee 866 Chalcedony Street, San Diego, CA 92109 | Director | 1 | $1,500 |
| Walter Borneman PO Box 2437, Estes Park, CO 805172437 | President | 5 | $1,500 |
| Michael G Cruson 103 Normans Street, Golden, CO 804031956 | Vice President | 1 | $1,500 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ryan S McPhee 866 Chalcedony Street, San Diego, CA 92109 | Director | 1 | $1,500 |
| Walter Borneman PO Box 2437, Estes Park, CO 805172437 | President | 5 | $1,500 |
| Michael G Cruson 103 Normans Street, Golden, CO 804031956 | Vice President | 1 | $1,500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ryan S McPhee 866 Chalcedony Street, San Diego, CA 92109 | Director | 1 | $1,500 |
| Walter Borneman PO Box 2437, Estes Park, CO 805172437 | President | 1 | $1,500 |
| Michael G Cruson 103 Normans Street, Golden, CO 804031956 | Vice President | 1 | $1,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 2437, ESTES PARK, CO 80517-2437
- In care of
- % WALTER BORNEMAN
- Signed the 990-PF
- Walter Borneman, President
- Phone
- (970) 586-3181
- Return prepared by
- Valentine Seevers and Associates 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0284355
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,181,720
- Income (IRS master file)
- $4,738,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,202,744 | $666,905 | $10,181,720 | XML |
| 990-PF | December 2024 | $1,036,148 | $648,314 | $9,645,881 | XML |
| 990-PF | December 2023 | $539,255 | $649,893 | $9,258,047 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 33-0284355).
Questions about WALTER V AND IDUN Y BERRY FOUNDATION
- What is the EIN of WALTER V AND IDUN Y BERRY FOUNDATION?
- The employer identification number (EIN) of WALTER V AND IDUN Y BERRY FOUNDATION is 33-0284355.
- Is WALTER V AND IDUN Y BERRY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to WALTER V AND IDUN Y BERRY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER V AND IDUN Y BERRY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER V AND IDUN Y BERRY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTER V AND IDUN Y BERRY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WALTER V AND IDUN Y BERRY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $1,500 (Ryan S McPhee, Director).
- How much revenue does WALTER V AND IDUN Y BERRY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,202,744, expenses of $666,905 and total assets of $10,181,720 at year end.
Other nonprofits in ESTES PARK
- YMCA OF THE ROCKIES EIN 84-0404913 · last filed 990 for 2025
- REDHILL FOUNDATION-SAM AND JEAN ROTHBERG FAMILY CHARITABLE TRUST EIN 37-1217165 · last filed 990-PF for 2025
- ROCKY MOUNTAIN CONSERVANCY EIN 84-0472090 · last filed 990 for 2025
- AMERICAN HONDA EDUCATION CORPORATION EIN 33-0447685 · last filed 990 for 2025
- HARMONY FOUNDATION INC EIN 84-0594732 · last filed 990 for 2024
- WIND RIVER MINISTRIES INC EIN 75-2737796 · last filed 990 for 2024
- ESTES VALLEY LIBRARY FRIENDS & FOUNDATION EIN 74-2385213 · last filed 990 for 2025
- TORCHBEARERS INTERNATIONAL EIN 88-1219862 · last filed 990 for 2025