Nonprofit · EIN 74-2879125
LORDS FUND
Tax-exempt · TEMPE, AZ 85280
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,206 | $222,020 | -$190,814 | $625,791 | $0 | $625,791 |
| December 31, 2024 | 990-PF | $178,921 | $121,203 | $57,718 | $816,605 | $0 | $816,605 |
| December 31, 2023 | 990-PF | $201,633 | $121,289 | $80,344 | $758,887 | $0 | $758,887 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $31,103
- Interest
- $103
Expenses
- Grants and similar amounts paid
- $216,800
- Disbursements for charitable purposes
- $216,800
- Excise tax on investment income
- $404
Balance sheet and other
- Total assets, start of year
- $816,605
- Total assets, end of year
- $625,791
- Total liabilities, end of year
- $0
- Net assets, end of year
- $625,791
- Fair market value of assets
- $625,791
- Qualifying distributions
- $216,800
- Net investment income
- $31,206
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 |
|---|---|---|---|
| William Lance Berkman PO Box 1620, Tempe, AZ 85280 | President | 1 | $0 |
| Cynthia Berkman PO Box 1620, Tempe, AZ 85280 | Vice President | 1 | $0 |
| Larry Berkman PO Box 1620, Tempe, AZ 85280 | Secretary | 1 | $0 |
| Jason Baker PO Box 1620, Tempe, AZ 85280 | Director | 1 | $0 |
| Jason Walton PO Box 1620, Tempe, AZ 85280 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Lance Berkman PO Box 1620, Tempe, AZ 85280 | President | 1 | $0 |
| Cynthia Berkman PO Box 1620, Tempe, AZ 85280 | Vice President | 1 | $0 |
| Larry Berkman PO Box 1620, Tempe, AZ 85280 | Secretary | 1 | $0 |
| Jason Baker PO Box 1620, Tempe, AZ 85280 | Director | 1 | $0 |
| Jason Walton PO Box 1620, Tempe, AZ 85280 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM LANCE BERKMAN 350 W WASHINGTON ST 308, TEMPE, AZ 85280 | PRESIDENT | 1 | $0 |
| CYNTHIA A BERKMAN 350 W WASHINGTON ST 308, TEMPE, AZ 85280 | VICE PRESIDENT | 1 | $0 |
| LARRY G BERKMAN 350 W WASHINGTON ST 308, TEMPE, AZ 85280 | SECRETARY/TREASURER | 1 | $0 |
| JASON BAKER 350 W WASHINGTON ST 308, TEMPE, AZ 85280 | DIRECTOR | 1 | $0 |
| JASON WALTON 350 W WASHINGTON ST 308, TEMPE, AZ 85280 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TEMPE, AZ 85280-1620
- In care of
- % JENKENS & GILCHRIST PC
- Signed the 990-PF
- William Berkman, President
- Phone
- (480) 800-5360
- Return prepared by
- Ronald Blue Trust Inc
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
- 74-2879125
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $625,791
- Income (IRS master file)
- $31,206
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,206 | $222,020 | $625,791 | XML |
| 990-PF | December 2024 | $178,921 | $121,203 | $816,605 | IRS |
| 990-PF | December 2023 | $201,633 | $121,289 | $758,887 | 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 74-2879125).
Questions about LORDS FUND
- What is the EIN of LORDS FUND?
- The employer identification number (EIN) of LORDS FUND is 74-2879125.
- Is LORDS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LORDS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LORDS FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LORDS FUND 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 LORDS FUND 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 LORDS FUND?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LORDS FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,206, expenses of $222,020 and total assets of $625,791 at year end.
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All nonprofits in TEMPE · Arizona · Philanthropy, voluntarism and grantmaking foundations