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Nonprofit · EIN 48-1095627

NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC

Tax-exempt · WICHITA, KS 67206

Financials

$1.2M$1.2M2023$3.8M$1M2024
Revenue Expenses · by fiscal year end
Financials of NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,772,747$1,040,592$2,732,155$4,291,639$0$4,291,639
December 31, 2023990-PF$1,225,286$1,173,449$51,837$1,559,484$0$1,559,484
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,235,000
Dividends
$112,815
Interest
$57,836
Net gain from sales of assets
$2,366,925
Other income
$171

Expenses

Grants and similar amounts paid
$213,781
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$215,526
Excise tax on investment income
$35,275

Balance sheet and other

Total assets, start of year
$1,559,484
Total assets, end of year
$4,291,639
Total liabilities, end of year
$0
Net assets, end of year
$4,291,639
Fair market value of assets
$4,705,502
Qualifying distributions
$215,526
Net investment income
$2,537,747

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
2405 BELLEFONTAINE, HOUSTON, TX 77030
PRESIDENT1$0
LARRY S JEFFERSON
2405 BELLEFONTAINE, HOUSTON, TX 77030
SECRETARY1$0
NANCY T BEREN
2405 BELLEFONTAINE, HOUSTON, TX 77030
TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
NANCY T BEREN
2405 BELLEFONTAINE, HOUSTON, TX 77030
PRESIDENT1$0
LARRY S JEFFERSON
2405 BELLEFONTAINE, HOUSTON, TX 77030
SECRETARY1$0
NANCY T BEREN
2405 BELLEFONTAINE, HOUSTON, TX 77030
TREASURER1$0

Address and contacts

Address (IRS master file)
2020 N BRAMBLEWOOD ST, WICHITA, KS 67206-1094
Signed the 990-PF
NANCY T BEREN, PRESIDENT
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
48-1095627
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
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,291,639
Income (IRS master file)
$4,487,281

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,772,747$1,040,592$4,291,639XML
990-PFDecember 2023$1,225,286$1,173,449$1,559,484XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 48-1095627).

Questions about NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC

What is the EIN of NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC?
The employer identification number (EIN) of NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC is 48-1095627.
Is NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of NANCY T BEREN & DR LARRY S JEFFERSON 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 NANCY T BEREN & DR LARRY S JEFFERSON 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 NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does NANCY T BEREN & DR LARRY S JEFFERSON FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,772,747, expenses of $1,040,592 and total assets of $4,291,639 at year end.

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