Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 35-2238435

STEPHEN BREEN MEMORIAL FOUNDATION INC

Tax-exempt · FORT WORTH, TX 76110

Financials

$295K$245K2023$348K$252K2024$399K$331K2025
Revenue Expenses · by fiscal year end
Financials of STEPHEN BREEN MEMORIAL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$398,645$330,589$68,056$1,425,190$0$1,425,190
December 31, 2024990$347,921$252,280$95,641$1,358,260$0$1,358,260
December 31, 2023990$295,491$244,914$50,577$1,262,945$0$1,262,945
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$372,472
Program service revenue
$0
Investment income
$58,894
Net gain from sales of assets
$21
Net income from fundraising events
-$32,721
Other revenue
-$32,721

Expenses

Grants and similar amounts paid
$325,686
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,250
Program services (functional)
$325,686
Management and general (functional)
$4,903

Balance sheet and other

Total assets, start of year
$1,358,260
Total assets, end of year
$1,425,190
Total liabilities, end of year
$0
Net assets, end of year
$1,425,190
Gross receipts
$431,366
Employees
0
Year formed
2005
State of legal domicile
TX

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JIM BREENPRESIDENT
Trustee or director, Officer
10$0
JIM LEITOTREASURER
Trustee or director
1$0
KATHY BREENSECRETARY
Trustee or director
10$0
FRANK POESCHELDIRECTOR
Trustee or director
1$0
SHARON SMITHDIRECTOR
Trustee or director
1$0
MIKE FLYNNDIRECTOR
Trustee or director
1$0
ANN PENNEBAKERDIRECTOR
Trustee or director
1$0
LISA FISCHERDIRECTOR
Trustee or director
1$0
CONNIE BROWNDIRECTOR
Trustee or director
1$0
GINGER BERGMANDIRECTOR
Trustee or director
10$0
990 for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensation
JIM LEITOTREASURER
Trustee or director
1$0
KATHY BREENSECRETARY
Trustee or director
10$0
FRANK POESCHELDIRECTOR
Trustee or director
1$0
SHARON SMITHDIRECTOR
Trustee or director
1$0
MIKE FLYNNDIRECTOR
Trustee or director
1$0
ANN PENNEBAKERDIRECTOR
Trustee or director
1$0
LISA FISCHERDIRECTOR
Trustee or director
1$0
CONNIE BROWNDIRECTOR
Trustee or director
1$0
GINGER BERGMANDIRECTOR
Trustee or director
10$0
JIM BREENPRESIDENT
Trustee or director, Officer
10$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
ANN PENNEBAKERDIRECTOR
Trustee or director
1$0
MIKE FLYNNDIRECTOR
Trustee or director
1$0
LISA FISCHERDIRECTOR
Trustee or director
1$0
GINGER BERGMANDIRECTOR
Trustee or director
10$0
CONNIE BROWNDIRECTOR
Trustee or director
1$0
KATHY BREENSECRETARY
Trustee or director
10$0
JIM LEITOTREASURER
Trustee or director
1$0
SHARON SMITHDIRECTOR
Trustee or director
1$0
FRANK POESCHELDIRECTOR
Trustee or director
1$0
JIM BREENPRESIDENT
Trustee or director, Officer
10$0

Address and contacts

Address (IRS master file)
1940 WARNER RD, FORT WORTH, TX 76110-1255
In care of
% JAMES BREEN
Principal officer (990 for 2025)
JIM BREEN, 1940 WARNER RD, Fort Worth, TX 76110
Signed the 990
JAMES BREEN, PRESIDENT
Phone
(817) 846-6887
Return prepared by
GEORGE LEWIS CPA PC

Mission

THE FOUNDATION PROVIDES FINANCIAL AID TO CHILDREN WHO SEEK THE STRENGTH AND VALUES OF A CATHOLIC EDUCATION AND TO THOSE CHILDREN AND THEIR FAMILIES WHO ARE AFFLICTED BY CANCER.

990 for the year ended December 31, 2025

Program accomplishments

  • THE FOUNDATION PROVIDES FINANCIAL AID TO LOCAL CHILDREN WHO SEEK THE STRENGTH AND VALUES OF A CATHOLIC EDUCATION. DURING 2025, EDUCATIONAL GRANTS WERE PROVIDED TO AROUND 214 PEOPLE.
    Expenses $295,331 · grants $295,331
  • THE FOUNDATION PROVIDES FINANCIAL AID TO THOSE COURAGEOUS CHILDREN AND THEIR FAMILIES WHOSE LIVES ARE AFFLICTED BY CANCER. DURING 2025, CANCER AID WAS PROVIDED TO 21 PEOPLE.
    Expenses $30,355 · grants $30,355

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-2238435
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2005
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,425,190
Income (IRS master file)
$431,366

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$398,645$330,589$1,425,190XML
990December 2024$347,921$252,280$1,358,260XML
990December 2023$295,491$244,914$1,262,945XML
990December 2022$246,252$170,911$1,208,855IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––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 35-2238435).

Questions about STEPHEN BREEN MEMORIAL FOUNDATION INC

What is the EIN of STEPHEN BREEN MEMORIAL FOUNDATION INC?
The employer identification number (EIN) of STEPHEN BREEN MEMORIAL FOUNDATION INC is 35-2238435.
Is STEPHEN BREEN MEMORIAL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to STEPHEN BREEN MEMORIAL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does STEPHEN BREEN MEMORIAL FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of STEPHEN BREEN MEMORIAL FOUNDATION INC 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 STEPHEN BREEN MEMORIAL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of STEPHEN BREEN MEMORIAL FOUNDATION INC?
The 990 for the year ended December 31, 2025 names JIM BREEN.
Who are the officers and directors of STEPHEN BREEN MEMORIAL FOUNDATION INC?
The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does STEPHEN BREEN MEMORIAL FOUNDATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $398,645, expenses of $330,589 and total assets of $1,425,190 at year end.

Other nonprofits in FORT WORTH

All nonprofits in FORT WORTH · Texas · Education