Nonprofit · EIN 41-1955405
B & H WAY FOUNDATION
Tax-exempt · WAYZATA, MN 55391
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $338,421 | $602,783 | -$264,362 | $2,523,760 | $0 | $2,523,760 |
| December 31, 2024 | 990-PF | $233,447 | $34,610 | $198,837 | $2,792,154 | $4,032 | $2,788,122 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $87,618
- Net gain from sales of assets
- $250,803
Expenses
- Grants and similar amounts paid
- $573,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $573,250
- Excise tax on investment income
- $4,335
Balance sheet and other
- Total assets, start of year
- $2,792,154
- Total assets, end of year
- $2,523,760
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,523,760
- Fair market value of assets
- $5,141,548
- Qualifying distributions
- $573,250
- Net investment income
- $338,421
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 |
|---|---|---|---|
| KRISTEN A BERG 718 SOUTH CORONA STREET, DENVER, CO 80209 | PRESIDENT, DIRECTOR | 1 | $0 |
| MEGAN E NEISIUS 6856 INLAND LANE NORTH, MAPLE GROVE, MN 55311 | VICE PRESIDENT, DIRECTOR | 1 | $0 |
| TY AMASS 718 SOUTH CORONA STREET, DENVER, CO 80209 | DIRECTOR | 1 | $0 |
| JOHN BERG 721 EAST RICE STREET, WAYZATA, MN 55391 | DIRECTOR | 1 | $0 |
| DAN KOCH 205 BUSHAWAY ROAD, WAYZATA, MN 55391 | TREASURER, DIRECTOR | 1 | $0 |
| NANCY BERG 721 EAST RICE STREET, WAYZATA, MN 55391 | DIRECTOR | 1 | $0 |
| CINTHIA KOCH 205 BUSHAWAY ROAD, WAYZATA, MN 55391 | DIRECTOR | 1 | $0 |
| MARK J NEISIUS 6856 INLAND LANE NORTH, MAPLE GROVE, MN 55311 | DIRECTOR | 1 | $0 |
| SOPHIA KOCH 205 BUSHAWAY ROAD, WAYZATA, MN 55391 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN A BERG 718 SOUTH CORONA STREET, DENVER, CO 80209 | PRESIDENT, DIRECTOR | 1 | $0 |
| MEGAN E NEISIUS 6856 INLAND LANE NORTH, MAPLE GROVE, MN 55311 | VICE PRESIDENT, DIRECTOR | 1 | $0 |
| TY AMASS 718 SOUTH CORONA STREET, DENVER, CO 80209 | DIRECTOR | 1 | $0 |
| JOHN BERG 721 EAST RICE STREET, WAYZATA, MN 55391 | DIRECTOR | 1 | $0 |
| DAN KOCH 205 BUSHAWAY ROAD, WAYZATA, MN 55391 | TREASURER, DIRECTOR | 1 | $0 |
| NANCY BERG 721 EAST RICE STREET, WAYZATA, MN 55391 | DIRECTOR | 1 | $0 |
| CINTHIA KOCH 205 BUSHAWAY ROAD, WAYZATA, MN 55391 | DIRECTOR | 1 | $0 |
| MARK J NEISIUS 6856 INLAND LANE NORTH, MAPLE GROVE, MN 55311 | DIRECTOR | 1 | $0 |
| SOPHIA KOCH 205 BUSHAWAY ROAD, WAYZATA, MN 55391 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 205 BUSHAWAY RD, WAYZATA, MN 55391-1906
- Signed the 990-PF
- DAN KOCH, TREASURER
- Phone
- (612) 316-3358
- Return prepared by
- COPELAND BUHL & COMPANY PLLP
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
- 41-1955405
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,523,760
- Income (IRS master file)
- $500,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $246,331 | $308,808 | $2,593,292 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about B & H WAY FOUNDATION
- What is the EIN of B & H WAY FOUNDATION?
- The employer identification number (EIN) of B & H WAY FOUNDATION is 41-1955405.
- Is B & H WAY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to B & H WAY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does B & H WAY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of B & H WAY 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 B & H WAY 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 B & H WAY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does B & H WAY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $338,421, expenses of $602,783 and total assets of $2,523,760 at year end.
Other nonprofits in WAYZATA
- HOPE CHEST FOR BREAST CANCER FOUNDATION EIN 41-2019565 · last filed 990 for 2024
- WAYZATA SAILING FOUNDATION EIN 41-1986402 · last filed 990 for 2024
- ROTARY 5950 FOUNDATION EIN 20-1365543 · last filed 990 for 2025
- THE FAZENDIN FOUNDATION EIN 84-3743236 · last filed 990-N for 2025
- GATEWAY COMMUNITY RESOURCES EIN 45-3356417 · last filed 990-N for 2025
- MICK AND SANDY LEE FAMILY FOUNDATION EIN 45-3685879 · last filed 990-PF for 2024
- ELLIE HOLDEN FOUNDATION EIN 83-2672282 · last filed 990-PF for 2025
- SYNERGY CHARITABLE FOUNDATION EIN 85-2787379 · last filed 990-PF for 2024
All nonprofits in WAYZATA · Minnesota · Philanthropy, voluntarism and grantmaking foundations