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Nonprofit · EIN 48-0990309

ROBERT M BEREN FOUNDATION INC

Tax-exempt · WICHITA, KS 67206

Financials

$406.5M$364.9M2020$11.2M$2.2M2023$29.9M$32.7M2024
Revenue Expenses · by fiscal year end
Financials of ROBERT M BEREN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$29,934,708$32,656,929-$2,722,221$551,228,394$0$551,228,394
December 31, 2023990-PF$11,223,312$2,249,409$8,973,903$553,458,132-$492,483$553,950,615
October 31, 2021990-PF$406,520,572$364,870,142$41,650,430$92,271,781-$468,421$92,740,202
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$19,103,277
Dividends
$3,153,735
Interest
$65,860
Net gain from sales of assets
$7,611,836

Expenses

Grants and similar amounts paid
$30,064,336
Compensation of officers, directors and key employees
$1,000,000
Disbursements for charitable purposes
$30,479,927
Excise tax on investment income
$134,753

Balance sheet and other

Total assets, start of year
$553,458,132
Total assets, end of year
$551,228,394
Total liabilities, end of year
$0
Net assets, end of year
$551,228,394
Fair market value of assets
$677,474,940
Qualifying distributions
$30,479,927
Net investment income
$10,831,431

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.

NameTitleHours / weekCompensation
NANCY T BEREN
2020 N BRAMBLEWOOD, WICHITA, KS 67206
PRESIDENT1$250,000
AMY A BEREN BRESSMAN
2020 N BRAMBLEWOOD, WICHITA, KS 67206
EXEC VICE PRESIDENT1$250,000
JULIE BEREN PLATT
2020 N BRAMBLEWOOD, WICHITA, KS 67206
SECRETARY1$250,000
ADAM E BEREN
2020 N BRAMBLEWOOD, WICHITA, KS 67206
TREASURER1$250,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
NANCY T BEREN
2020 N BRAMBLEWOOD, WICHITA, KS 67206
PRESIDENT1$0
AMY A BEREN BRESSMAN
2020 N BRAMBLEWOOD, WICHITA, KS 67206
EXEC VICE PRESIDENT1$0
JULIE BEREN PLATT
2020 N BRAMBLEWOOD, WICHITA, KS 67206
SECRETARY1$0
ADAM E BEREN
2020 N BRAMBLEWOOD, WICHITA, KS 67206
TREAURER1$0
990-PF for the year ended October 31, 2021: 2 people
NameTitleHours / weekCompensation
ROBERT M BEREN
13840 LE MANS WAY, PALM BEACH GARDENS, FL 33410
PRESIDENT1$0
CHARLES B SPRADLIN JR
2020 N BRAMBLEWOOD, WICHITA, KS 67206
SECRETARY1$0

Address and contacts

Address (IRS master file)
2020 N BRAMBLEWOOD ST, WICHITA, KS 67206-1094
Signed the 990-PF
ADAM E BEREN, DIRECTOR
Phone
(316) 265-3311
Return prepared by
GJ & COMPANY LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
48-0990309
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
1986
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$551,228,394
Income (IRS master file)
$111,950,902

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$29,934,708$32,656,929$551,228,394XML
990-PFDecember 2023$11,223,312$2,249,409$553,458,132XML
990-PFOctober 2023–––IRS
990-PFOctober 2022–––IRS
990-PFOctober 2021$406,520,572$364,870,142$92,271,781XML
990-PFOctober 2020–––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 48-0990309).

Questions about ROBERT M BEREN FOUNDATION INC

What is the EIN of ROBERT M BEREN FOUNDATION INC?
The employer identification number (EIN) of ROBERT M BEREN FOUNDATION INC is 48-0990309.
Is ROBERT M BEREN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to ROBERT M BEREN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT M BEREN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT M BEREN FOUNDATION INC 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 ROBERT M BEREN FOUNDATION INC 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 ROBERT M BEREN FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $250,000 (NANCY T BEREN, PRESIDENT).
How much revenue does ROBERT M BEREN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $29,934,708, expenses of $32,656,929 and total assets of $551,228,394 at year end.

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