Nonprofit · EIN 46-5434359
R4 FOUNDATION
Tax-exempt · FORT WORTH, TX 76109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $680,590 | $1,353,029 | -$672,439 | $16,226,329 | $3,028 | $16,223,301 |
| December 31, 2023 | 990-PF | $1,340,184 | $1,367,592 | -$27,408 | $16,898,680 | $2,940 | $16,895,740 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $532,309
- Interest
- $11,390
- Net gain from sales of assets
- $125,001
- Other income
- $11,890
Expenses
- Grants and similar amounts paid
- $921,500
- Compensation of officers, directors and key employees
- $184,999
- Salaries, compensation and benefits (total)
- $10,000
- Disbursements for charitable purposes
- $1,158,695
- Excise tax on investment income
- $7,124
Balance sheet and other
- Total assets, start of year
- $16,898,680
- Total assets, end of year
- $16,226,329
- Total liabilities, end of year
- $3,028
- Net assets, end of year
- $16,223,301
- Fair market value of assets
- $26,965,754
- Qualifying distributions
- $1,158,695
- Net investment income
- $678,870
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRET HELMER 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | PRESIDENT/CEO | 40 | $160,000 | $20,770 |
| LAUREN PAVELL 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | SEC/TREASURER | 2 | $25,000 | $750 |
| WALTER REYNOLDS 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | DIRECTOR | 0.25 | $0 | $0 |
| CLAIRE REYNOLDS 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | DIRECTOR | 0.25 | $0 | $0 |
| DONALD REYNOLDS 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | DIRECTOR | 0.25 | $0 | $0 |
| FANTASY REYNOLDS 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | DIRECTOR | 0.25 | $0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRET HELMER 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | PRESIDENT/CEO | 40 | $150,000 | $25,402 |
| LAUREN PAVELL 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | SEC/TREASURER | 2 | $25,000 | $750 |
| WALTER REYNOLDS 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | DIRECTOR | 0.25 | $0 | $0 |
| CLAIRE REYNOLDS 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | DIRECTOR | 0.25 | $0 | $0 |
| DONALD REYNOLDS 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | DIRECTOR | 0.25 | $0 | $0 |
| FANTASY REYNOLDS 5804 EDWARDS RANCH ROAD, FORT WORTH, TX 76109 | DIRECTOR | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5804 EDWARDS RANCH RD, FORT WORTH, TX 76109-4121
- In care of
- % BRET HELMER
- Signed the 990-PF
- BRET HELMER, President
- Phone
- (817) 336-6500
- Website
- R4FOUNDATION.ORG
- Return prepared by
- Forvis Mazars 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 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 | Not 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
- 46-5434359
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $16,226,329
- Income (IRS master file)
- $2,214,132
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $680,590 | $1,353,029 | $16,226,329 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,340,184 | $1,367,592 | $16,898,680 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 R4 FOUNDATION
- What is the EIN of R4 FOUNDATION?
- The employer identification number (EIN) of R4 FOUNDATION is 46-5434359.
- Is R4 FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to R4 FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R4 FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R4 FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R4 FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of R4 FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 2 received compensation from the organization, the highest $160,000 (BRET HELMER, PRESIDENT/CEO).
- How much revenue does R4 FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $680,590, expenses of $1,353,029 and total assets of $16,226,329 at year end.
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