Nonprofit · EIN 47-4328281
BERNEY FAMILY FOUNDATION
Tax-exempt · HOUSTON, TX 77002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $216,318 | $14,709 | $201,609 | $526,059 | $0 | $526,059 |
| December 31, 2023 | 990-PF | $342,964 | $165,721 | $177,243 | $421,814 | $0 | $421,814 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $100,500
- Dividends
- $14,977
- Net gain from sales of assets
- $100,643
- Other income
- $198
Expenses
- Grants and similar amounts paid
- $7,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $7,400
- Excise tax on investment income
- $1,508
Balance sheet and other
- Total assets, start of year
- $421,814
- Total assets, end of year
- $526,059
- Total liabilities, end of year
- $0
- Net assets, end of year
- $526,059
- Fair market value of assets
- $561,371
- Qualifying distributions
- $7,400
- Net investment income
- $115,818
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 |
|---|---|---|---|
| RAND C BERNEY 4881 S ATLANTIC AVENUE, PONCE INLET, FL 32127 | CHAIRMAN | 1 | $0 |
| PATTI S BERNEY 4881 S ATLANTIC AVENUE, PONCE INLET, FL 32127 | PRESIDENT | 1 | $0 |
| KRISTIN BERNEY CURD 2609 CLAREMONT DRIVE, BARTLESVILLE, OK 74006 | VP/SECRETARY | 1 | $0 |
| JASON M BERNEY 1070 HIDDEN VALLEY RD, COLORADO SPRINGS, CO 80919 | VP/TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAND C BERNEY 4881 S ATLANTIC AVENUE, PONCE INLET, FL 32127 | CHAIRMAN | 1 | $0 |
| PATTI S BERNEY 4881 S ATLANTIC AVENUE, PONCE INLET, FL 32127 | PRESIDENT | 1 | $0 |
| KRISTIN BERNEY CURD 2609 CLAREMONT DRIVE, BARTLESVILLE, OK 74006 | VP/SECRETARY | 1 | $0 |
| JASON M BERNEY 1070 HIDDEN VALLEY RD, COLORADO SPRINGS, CO 80919 | VP/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 600 TRAVIS STREET, HOUSTON, TX 77002-3003
- In care of
- % RAND C BERNEY
- Signed the 990-PF
- RAND C BERNEY, CHAIRMAN
- Phone
- (713) 447-4728
- Return prepared by
- DESROCHES PARTNERS 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
- 47-4328281
- 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 (T20)
- Assets (IRS master file)
- $526,059
- Income (IRS master file)
- $311,276
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $216,318 | $14,709 | $526,059 | XML |
| 990-PF | December 2023 | $342,964 | $165,721 | $421,814 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 47-4328281).
Questions about BERNEY FAMILY FOUNDATION
- What is the EIN of BERNEY FAMILY FOUNDATION?
- The employer identification number (EIN) of BERNEY FAMILY FOUNDATION is 47-4328281.
- Is BERNEY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to BERNEY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNEY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNEY FAMILY 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 BERNEY FAMILY 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 BERNEY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does BERNEY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $216,318, expenses of $14,709 and total assets of $526,059 at year end.
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