Nonprofit · EIN 34-1298875
MERVIN B AND BERENICE R FRANCE FOUNDATION
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $173,339 | $104,128 | $69,211 | $816,125 | $0 | $816,125 |
| November 30, 2023 | 990-PF | $85,137 | $97,953 | -$12,816 | $746,911 | $0 | $746,911 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $46,608
- Net gain from sales of assets
- $126,731
Expenses
- Grants and similar amounts paid
- $91,742
- Disbursements for charitable purposes
- $92,869
- Excise tax on investment income
- $2,246
Balance sheet and other
- Total assets, start of year
- $746,911
- Total assets, end of year
- $816,125
- Total liabilities, end of year
- $0
- Net assets, end of year
- $816,125
- Fair market value of assets
- $2,352,159
- Qualifying distributions
- $92,869
- Net investment income
- $171,794
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL DUNN 27381 OAK KNOLL DR, BONITA SPRINGS, FL 34134 | TRUSTEE | 1 | $0 |
| KATHLEEN FRANCE DUNN 27381 OAK KNOLL DR, BONITA SPRINGS, FL 34134 | TRUSTEE | 1 | $0 |
| DAVID B DUNN 4013 GRAMERCY ST, HOUSTON, TX 77025 | TRUSTEE | 1 | $0 |
| WILLIAM M FRANCE JR 9625 TALL TRL, CINCINNATI, OH 45242 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL DUNN 27381 OAK KNOLL DR, BONITA SPRINGS, FL 34134 | TRUSTEE | 1 | $0 |
| KATHLEEN FRANCE DUNN 27381 OAK KNOLL DR, BONITA SPRINGS, FL 34134 | TRUSTEE | 1 | $0 |
| DAVID B DUNN 4013 GRAMERCY ST, HOUSTON, TX 77025 | TRUSTEE | 1 | $0 |
| WILLIAM M FRANCE JR 9625 TALL TRL, CINCINNATI, OH 45242 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEYBANK NA
- Signed the 990-PF
- TRUSTEE, TRUSTEE
- Phone
- (419) 259-8392
- Return prepared by
- PWC US TAX 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 | Not 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
- 34-1298875
- 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
- 1980
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $816,125
- Income (IRS master file)
- $311,619
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $173,339 | $104,128 | $816,125 | XML |
| 990-PF | November 2023 | $85,137 | $97,953 | $746,911 | 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 34-1298875).
Questions about MERVIN B AND BERENICE R FRANCE FOUNDATION
- What is the EIN of MERVIN B AND BERENICE R FRANCE FOUNDATION?
- The employer identification number (EIN) of MERVIN B AND BERENICE R FRANCE FOUNDATION is 34-1298875.
- Is MERVIN B AND BERENICE R FRANCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to MERVIN B AND BERENICE R FRANCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERVIN B AND BERENICE R FRANCE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERVIN B AND BERENICE R FRANCE FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERVIN B AND BERENICE R FRANCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of MERVIN B AND BERENICE R FRANCE FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does MERVIN B AND BERENICE R FRANCE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $173,339, expenses of $104,128 and total assets of $816,125 at year end.
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