Nonprofit · EIN 42-1461615
BERENSTEIN FAMILY FOUNDATION
Tax-exempt · SIOUX CITY, IA 51104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $30,449 | $21,544 | $8,905 | $225,851 | $0 | $225,851 |
| December 31, 2024 | 990-PF | $18,841 | $20,917 | -$2,076 | $216,946 | $0 | $216,946 |
| December 31, 2023 | 990-PF | $18,025 | $22,127 | -$4,102 | $219,022 | $0 | $219,022 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,346
- Net rental income
- -$235
- Net gain from sales of assets
- $12,103
Expenses
- Grants and similar amounts paid
- $16,820
- Compensation of officers, directors and key employees
- $2,500
- Disbursements for charitable purposes
- $16,820
- Excise tax on investment income
- $415
Balance sheet and other
- Total assets, start of year
- $216,946
- Total assets, end of year
- $225,851
- Total liabilities, end of year
- $0
- Net assets, end of year
- $225,851
- Fair market value of assets
- $432,840
- Qualifying distributions
- $16,820
- Net investment income
- $30,975
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 |
|---|---|---|---|
| GREG L BERENSTEIN 311 MAPLEWOOD PL, SIOUX CITY, IA 51104 | DIRECTOR | 10 | $2,500 |
| ZENA BERENSTEIN 310 PELLETIER DR, SIOUX CITY, IA 51104 | SEC.-DIRECTOR | 0 | $0 |
| CRAIG S BERENSTEIN 721 DEERFIELD DRIVE, SIOUX CITY, IA 51104 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG L BERENSTEIN 311 MAPLEWOOD PL, SIOUX CITY, IA 51104 | DIRECTOR | 10 | $2,500 |
| ZENA BERENSTEIN 310 PELLETIER DR, SIOUX CITY, IA 51104 | SEC.-DIRECTOR | 0 | $0 |
| CRAIG S BERENSTEIN 721 DEERFIELD DRIVE, SIOUX CITY, IA 51104 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG L BERENSTEIN 311 MAPLEWOOD PL, SIOUX CITY, IA 51104 | DIRECTOR | 10 | $2,500 |
| ZENA BERENSTEIN 310 PELLETIER DR, SIOUX CITY, IA 51104 | SEC.-DIRECTOR | 0 | $0 |
| CRAIG S BERENSTEIN 721 DEERFIELD DRIVE, SIOUX CITY, IA 51104 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 310 PELLETIER DR, SIOUX CITY, IA 51104-1346
- In care of
- % MARVIN S BERENSTEIN
- Signed the 990-PF
- GREG L BERENSTEIN, DIRECTOR
- Phone
- (712) 252-1756
- Return prepared by
- HENJES CONNER & WILLIAMS 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
- 42-1461615
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $225,851
- Income (IRS master file)
- $60,867
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $30,449 | $21,544 | $225,851 | IRS |
| 990-PF | December 2024 | $18,841 | $20,917 | $216,946 | IRS |
| 990-PF | December 2023 | $18,025 | $22,127 | $219,022 | 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 42-1461615).
Questions about BERENSTEIN FAMILY FOUNDATION
- What is the EIN of BERENSTEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of BERENSTEIN FAMILY FOUNDATION is 42-1461615.
- Is BERENSTEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BERENSTEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERENSTEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERENSTEIN FAMILY 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 BERENSTEIN FAMILY 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 BERENSTEIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $2,500 (GREG L BERENSTEIN, DIRECTOR).
- How much revenue does BERENSTEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,449, expenses of $21,544 and total assets of $225,851 at year end.
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