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Nonprofit · EIN 81-0473714

WM AND LORENE NEFSY FOUNDATION

Tax-exempt · MILES CITY, MT 59301

Financials

$42K$97K2022$102K$95K2023$184K$92K2024
Revenue Expenses · by fiscal year end
Financials of WM AND LORENE NEFSY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$183,919$92,066$91,853$1,585,833$0$1,585,833
October 31, 2024990-PF$102,426$94,958$7,468$1,493,980$0$1,493,980
October 31, 2023990-PF$42,374$96,971-$54,597$1,486,512$0$1,486,512
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$666
Dividends
$23,544
Interest
$12,729
Net gain from sales of assets
$146,980

Expenses

Grants and similar amounts paid
$83,250
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$85,685
Excise tax on investment income
$2,486

Balance sheet and other

Total assets, start of year
$1,493,980
Total assets, end of year
$1,585,833
Total liabilities, end of year
$0
Net assets, end of year
$1,585,833
Fair market value of assets
$1,887,194
Qualifying distributions
$85,685
Net investment income
$183,253

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Jerry Anderson
700 Main Street, Miles City, MT 59301
Trustee1$0
Caren Coffee
600 S Custer, Miles City, MT 59301
Trustee1$0
William Coffee
2944 Gregory Drive S, Billings, MT 59102
Trustee1$0
990-PF for the year ended October 31, 2024: 3 people
NameTitleHours / weekCompensation
Jerry Anderson
700 Main Street, Miles City, MT 59301
Trustee1$0
Caren Coffee
600 S Custer, Miles City, MT 59301
Trustee1$0
William Coffee
2944 Gregory Drive S, Billings, MT 59102
Trustee1$0
990-PF for the year ended October 31, 2023: 3 people
NameTitleHours / weekCompensation
Jerry Anderson
700 Main Street, Miles City, MT 59301
Trustee1$0
Caren Coffee
600 S Custer, Miles City, MT 59301
Trustee1$0
William Coffee
2944 Gregory Drive S, Billings, MT 59102
Trustee1$0

Address and contacts

Address (IRS master file)
PO BOX 250, MILES CITY, MT 59301-0250
In care of
% R C LUCAS
Signed the 990-PF
William Coffee, Trustee
Phone
(406) 234-8430
Return prepared by
Eide Bailly 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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
81-0473714
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
1993
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,585,833
Income (IRS master file)
$404,707

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$183,919$92,066$1,585,833XML
990-PFOctober 2024$102,426$94,958$1,493,980XML
990-PFOctober 2023$42,374$96,971$1,486,512XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 81-0473714).

Questions about WM AND LORENE NEFSY FOUNDATION

What is the EIN of WM AND LORENE NEFSY FOUNDATION?
The employer identification number (EIN) of WM AND LORENE NEFSY FOUNDATION is 81-0473714.
Is WM AND LORENE NEFSY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to WM AND LORENE NEFSY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WM AND LORENE NEFSY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WM AND LORENE NEFSY FOUNDATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WM AND LORENE NEFSY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of WM AND LORENE NEFSY FOUNDATION?
The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does WM AND LORENE NEFSY FOUNDATION have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $183,919, expenses of $92,066 and total assets of $1,585,833 at year end.

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