Nonprofit · EIN 04-6068512
THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $577,128 | $811,695 | -$234,567 | $3,172,569 | $0 | $3,172,569 |
| November 30, 2023 | 990-PF | $425,402 | $468,428 | -$43,026 | $3,407,136 | $0 | $3,407,136 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $65,751
- Interest
- $55,990
- Net rental income
- $569
- Net gain from sales of assets
- $454,375
- Other income
- $443
Expenses
- Grants and similar amounts paid
- $755,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $755,000
- Excise tax on investment income
- $7,298
Balance sheet and other
- Total assets, start of year
- $3,407,136
- Total assets, end of year
- $3,172,569
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,172,569
- Fair market value of assets
- $3,163,792
- Qualifying distributions
- $755,000
- Net investment income
- $577,128
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK D BALK C/O GOULSTON STORRS ONE POST OFFICE, SQUARE 25TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 0.5 | $0 |
| NANCY B SAMILJAN C/O GOULSTON STORRS ONE POST OFFICE, SQUARE 25TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK D BALK C/O GOULSTON STORRS 400 ATLANTIC, AVE, BOSTON, MA 021103333 | TRUSTEE | 0.5 | $0 |
| THEODORE S BERENSON C/O GOULSTON STORRS 400 ATLANTIC, AVE, BOSTON, MA 021103333 | TRUSTEE | 0.5 | $0 |
| NANCY B SAMILJAN C/O GOULSTON STORRS 400 ATLANTIC, AVE, BOSTON, MA 021103333 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- ONE POST OFFICE SQUARE 25TH FLOOR, BOSTON, MA 02109-2115
- In care of
- % GOULSTON & STORRS
- Signed the 990-PF
- MARK BALK, TRUSTEE
- Phone
- (617) 482-1776
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6068512
- 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
- 1981
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,172,569
- Income (IRS master file)
- $1,866,442
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $577,128 | $811,695 | $3,172,569 | XML |
| 990-PF | November 2023 | $425,402 | $468,428 | $3,407,136 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 04-6068512).
Questions about THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION
- What is the EIN of THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION is 04-6068512.
- Is THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does THEODORE W & EVELYN BERENSON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $577,128, expenses of $811,695 and total assets of $3,172,569 at year end.
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