Nonprofit · EIN 48-6107224
LOIS & MAX BEREN FOUNDATION
Tax-exempt · WICHITA, KS 67202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $192,267 | $215,354 | -$23,087 | $621,299 | $0 | $621,299 |
| December 31, 2024 | 990-PF | $179,402 | $249,470 | -$70,068 | $644,386 | $0 | $644,386 |
| December 31, 2023 | 990-PF | $159,617 | $222,741 | -$63,124 | $714,454 | $0 | $714,454 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $129,248
- Interest
- $33
- Net gain from sales of assets
- $62,986
Expenses
- Grants and similar amounts paid
- $180,750
- Disbursements for charitable purposes
- $182,515
- Excise tax on investment income
- $2,248
Balance sheet and other
- Total assets, start of year
- $644,386
- Total assets, end of year
- $621,299
- Total liabilities, end of year
- $0
- Net assets, end of year
- $621,299
- Fair market value of assets
- $4,862,697
- Qualifying distributions
- $182,515
- Net investment income
- $192,267
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 |
|---|---|---|---|
| STANLEY D NEELEMAN 1749 E MILLCREEK CIRCLE, SALT LAKE CITY, UT 84106 | CO-TRUSTEE | 1 | $0 |
| MARK GARRITY 333 N HIBISCUS DRIVE, MIAMI BEACH, FL 33139 | CO-TRUSTEE | 4.5 | $0 |
| MEGAN BEREN 6432 E RADCLIFF AVE, ENGLEWOOD, CO 80111 | CO-TRUSTEE | 1 | $0 |
| WILLIAM PORTER 3652 S GRAPE ST, DENVER, CO 80237 | CO-TRUSTEE | 1 | $0 |
| KENT COLLINS 101 SOUTH 200 EAST SUITE 700, SALT LAKE CITY, UT 84111 | CO-TRUSTEE | 1 | $0 |
| AMY GARRITY 1326 S ELM ST, DENVER, CO 80222 | CO-TRUSTEE | 1 | $0 |
| KARL SODERSTROM 4901 REDWOOD DRIVE, LITTLETON, CO 80123 | CO-TRUSTEE | 1 | $0 |
| ANGELE FAUCHIER 20670 RANGEVIEW DR, MORRISON, CO 80465 | CO-TRUSTEE | 1.5 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STANLEY D NEELEMAN 1749 E MILLCREEK CIRCLE, SALT LAKE CITY, UT 84106 | CO-TRUSTEE | 1 | $0 |
| MARK GARRITY 333 N HIBISCUS DRIVE, MIAMI BEACH, FL 33139 | CO-TRUSTEE | 4.5 | $0 |
| MEGAN BEREN 6432 E RADCLIFF AVE, ENGLEWOOD, CO 80111 | CO-TRUSTEE | 1 | $0 |
| WILLIAM PORTER 3652 S GRAPE ST, DENVER, CO 80237 | CO-TRUSTEE | 1 | $0 |
| KENT COLLINS 101 SOUTH 200 EAST SUITE 700, SALT LAKE CITY, UT 84111 | CO-TRUSTEE | 1 | $0 |
| AMY GARRITY 1326 S ELM ST, DENVER, CO 80222 | CO-TRUSTEE | 1 | $0 |
| KARL SODERSTROM 4901 REDWOOD DRIVE, LITTLETON, CO 80123 | CO-TRUSTEE | 1 | $0 |
| ANGELE FAUCHIER 20670 RANGEVIEW DR, MORRISON, CO 80465 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STANLEY D NEELEMAN 1749 E MILLCREEK CIRCLE, SALT LAKE CITY, UT 84106 | CO-TRUSTEE | 1 | $0 |
| MARK GARRITY 333 N HIBISCUS DRIVE, MIAMI BEACH, FL 33139 | CO-TRUSTEE | 4.5 | $0 |
| MEGAN BEREN 6432 E RADCLIFF AVE, ENGLEWOOD, CO 80111 | CO-TRUSTEE | 1 | $0 |
| WILLIAM PORTER 3652 S GRAPE ST, DENVER, CO 80237 | CO-TRUSTEE | 1 | $0 |
| WILLIAM SOBESKY 9993 E 29TH AVENUE, DENVER, CO 80238 | CO-TRUSTEE | 1 | $0 |
| KENT COLLINS 101 SOUTH 200 EAST SUITE 700, SALT LAKE CITY, UT 84111 | CO-TRUSTEE | 1 | $0 |
| AMY GARRITY 1326 S ELM ST, DENVER, CO 80222 | CO-TRUSTEE | 1 | $0 |
| KARL SODERSTROM 4901 REDWOOD DRIVE, LITTLETON, CO 80123 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 100 N MAIN ST STE 700, WICHITA, KS 67202-1310
- In care of
- %STANLEY D NEELEMAN
- Signed the 990-PF
- MARK GARRITY, CO-TRUSTEE
- Phone
- (316) 263-0220
- Return prepared by
- LUCAS & ASSOCIATES CPA'S PA
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
- 48-6107224
- 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
- 1964
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $621,299
- Income (IRS master file)
- $219,910
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $192,267 | $215,354 | $621,299 | IRS |
| 990-PF | December 2024 | $179,402 | $249,470 | $644,386 | IRS |
| 990-PF | December 2023 | $159,617 | $222,741 | $714,454 | 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 48-6107224).
Questions about LOIS & MAX BEREN FOUNDATION
- What is the EIN of LOIS & MAX BEREN FOUNDATION?
- The employer identification number (EIN) of LOIS & MAX BEREN FOUNDATION is 48-6107224.
- Is LOIS & MAX BEREN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to LOIS & MAX BEREN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOIS & MAX BEREN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOIS & MAX BEREN 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 LOIS & MAX BEREN 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 LOIS & MAX BEREN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does LOIS & MAX BEREN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $192,267, expenses of $215,354 and total assets of $621,299 at year end.
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