Nonprofit · EIN 94-6088679
MERVIN L BRENNER FOUNDATION INC
Tax-exempt · WALNUT CREEK, CA 94598
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2026 | 990-PF | $671,322 | $854,255 | -$182,933 | $2,942,941 | $0 | $2,942,941 |
| August 31, 2025 | 990-PF | $660,499 | $981,894 | -$321,395 | $3,111,374 | $0 | $3,111,374 |
| August 31, 2024 | 990-PF | $618,729 | $915,525 | -$296,796 | $3,432,769 | $0 | $3,432,769 |
Financial details: 990-PF for the year ended August 31, 2026
Revenue
- Dividends
- $142,053
- Interest
- $131
- Net gain from sales of assets
- $322,721
- Other income
- $206,417
Expenses
- Grants and similar amounts paid
- $822,290
- Disbursements for charitable purposes
- $828,836
- Excise tax on investment income
- $9,049
Balance sheet and other
- Total assets, start of year
- $3,111,374
- Total assets, end of year
- $2,942,941
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,942,941
- Fair market value of assets
- $5,497,275
- Qualifying distributions
- $828,836
- Net investment income
- $671,322
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 August 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert K Taylor 2244 Oak Grove Rd Box 30699, Walnut Creek, CA 94598 | President | 0 | $0 |
| Katherine Bukstein 790 Clydesdale Dr, Hillsborough, CA 94010 | VP/Asst Sec | 0 | $0 |
| Ellen M Kirk 1052 Maria Ln, Louisville, CO 80027 | Secretary | 0 | $0 |
| Michael Helms 18619 105th Ave NE, Bothell, WA 98011 | Vice President | 0 | $0 |
| Robert M Gentry 96 Redwood Way, Atherton, CA 94027 | Treasurer | 0 | $0 |
990-PF for the year ended August 31, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert K Taylor 2244 Oak Grove Rd Box 30699, Walnut Creek, CA 94598 | President | 0 | $0 |
| Katherine Bukstein 790 Clydesdale Dr, Hillsborough, CA 94010 | VP/Asst Sec | 0 | $0 |
| Ellen M Kirk 1052 Maria Ln, Louisville, CO 80027 | Secretary | 0 | $0 |
| Michael Helms 18619 105th Ave NE, Bothell, WA 98011 | Vice President | 0 | $0 |
| Robert M Gentry 96 Redwood Way, Atherton, CA 94027 | Treasurer | 0 | $0 |
990-PF for the year ended August 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert K Taylor 2244 Oak Grove Rd Box 30699, Walnut Creek, CA 94598 | President | 0 | $0 |
| Katherine Bukstein 790 Clydesdale Dr, Hillsborough, CA 94010 | VP/Asst Sec | 0 | $0 |
| Ellen M Kirk 1052 Maria Ln, Louisville, CO 80027 | Secretary | 0 | $0 |
| Michael Helms 18619 105th Ave NE, Bothell, WA 98011 | Vice President | 0 | $0 |
| Robert M Gentry 96 Redwood Way, Atherton, CA 94027 | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2244 OAK GROVE RD UNIT 30699, WALNUT CREEK, CA 94598-5638
- In care of
- % RK TAYLOR & ASSOCIATES
- Signed the 990-PF
- Robert K Taylor, President
- Phone
- (925) 944-7662
- Return prepared by
- Robert K Taylor
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6088679 or by the name MERVIN L BRENNER FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | 990-PF on file |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 94-6088679
- 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
- 1963
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,942,941
- Income (IRS master file)
- $1,559,356
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2026 | $671,322 | $854,255 | $2,942,941 | XML |
| 990-PF | August 2025 | $660,499 | $981,894 | $3,111,374 | XML |
| 990-PF | August 2024 | $618,729 | $915,525 | $3,432,769 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 94-6088679).
Questions about MERVIN L BRENNER FOUNDATION INC
- What is the EIN of MERVIN L BRENNER FOUNDATION INC?
- The employer identification number (EIN) of MERVIN L BRENNER FOUNDATION INC is 94-6088679.
- Is MERVIN L BRENNER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to MERVIN L BRENNER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERVIN L BRENNER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERVIN L BRENNER FOUNDATION INC due?
- The return for tax year 2026 (the year ending August 31, 2027) is due January 17, 2028. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERVIN L BRENNER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2026.
- Who are the officers and directors of MERVIN L BRENNER FOUNDATION INC?
- The 990-PF for the year ended August 31, 2026 lists 5 people; 0 received compensation from the organization.
- How much revenue does MERVIN L BRENNER FOUNDATION INC have?
- On its 990-PF for the year ended August 31, 2026 it reported revenue of $671,322, expenses of $854,255 and total assets of $2,942,941 at year end.
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