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Nonprofit · EIN 36-6123561

KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION

Tax-exempt · DALLAS, TX 75265

Financials

$22K$42K2023$54K$21K2024
Revenue Expenses · by fiscal year end
Financials of KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$54,367$20,625$33,742$595,442$0$595,442
April 30, 2024990-PF$22,045$42,226-$20,181$564,800$0$564,800
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$17,419
Net gain from sales of assets
$36,948

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$9,852
Disbursements for charitable purposes
$12,000
Excise tax on investment income
$643

Balance sheet and other

Total assets, start of year
$564,800
Total assets, end of year
$595,442
Total liabilities, end of year
$0
Net assets, end of year
$595,442
Fair market value of assets
$697,441
Qualifying distributions
$12,000
Net investment income
$53,783

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$9,852
DR ERNEST GUTMAN
7164 VICTORIA CIR, UNIVERSITY PARK, FL 342012312
CHAIRMAN1$0
DR ENRIQUE GARCIA
PO BOX 653067, DALLAS, TX 752653067
COMMITTEE MEMBER1$0
DR CLARK FEDERER
PO BOX 653067, DALLAS, TX 752653067
COMMITTEE MEMBER1$0
DR IRIS COSNOW
PO BOX 653067, DALLAS, TX 752653067
COMMITTEE MEMBER1$0
990-PF for the year ended April 30, 2024: 5 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$9,102
DR ERNEST GUTMAN
7164 VICTORIA CIR, UNIVERSITY PARK, FL 342012312
CHAIRMAN1$0
DR ENRIQUE GARCIA
PO BOX 653067, DALLAS, TX 752653067
COMMITTEE MEMBER1$0
DR CLARK FEDERER
PO BOX 653067, DALLAS, TX 752653067
COMMITTEE MEMBER1$0
DR IRIS COSNOW
PO BOX 653067, DALLAS, TX 752653067
COMMITTEE MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA NA
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
36-6123561
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
1969
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$595,442
Income (IRS master file)
$111,211

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$54,367$20,625$595,442XML
990-PFApril 2024$22,045$42,226$564,800XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––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 36-6123561).

Questions about KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION

What is the EIN of KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION?
The employer identification number (EIN) of KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION is 36-6123561.
Is KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION?
The 990-PF for the year ended April 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $9,852 (BANK OF AMERICA, TRUSTEE).
How much revenue does KATHERINE AND LOUIS BRIES MEDICAL FOUNDATION have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $54,367, expenses of $20,625 and total assets of $595,442 at year end.

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