Nonprofit · EIN 47-0862874
SHELDON K BEREN CHARITABLE TR
Tax-exempt · DENVER, CO 80203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $525,291 | $638,080 | -$112,789 | $6,957,580 | $0 | $6,957,580 |
| June 30, 2024 | 990-PF | $570,262 | $774,511 | -$204,249 | $6,865,369 | $0 | $6,865,369 |
| June 30, 2023 | 990-PF (amended) | $293,728 | $473,259 | -$179,531 | $7,069,618 | $0 | $7,069,618 |
| June 30, 2022 | 990-PF | $609,619 | $534,605 | $75,014 | $7,249,149 | $0 | $7,249,149 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $259,674
- Interest
- $11,234
- Net rental income
- $259
- Net gain from sales of assets
- $254,124
Expenses
- Grants and similar amounts paid
- $571,040
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $571,040
- Excise tax on investment income
- $6,370
Balance sheet and other
- Total assets, start of year
- $7,070,369
- Total assets, end of year
- $6,957,580
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,957,580
- Fair market value of assets
- $9,304,685
- Qualifying distributions
- $571,040
- Net investment income
- $525,291
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZEV BEREN 1675 ZENOBIA ST, DENVER, CO 80204 | TRUSTEE | 5 | $0 |
| DAVID BEREN 7 WALLENBERG CIR, MONSEY, NY 10952 | TRUSTEE | 5 | $0 |
| YECHEZKEL FELDBERGER 1600 TENNYSON ST, DENVER, CO 80204 | TRUSTEE | 5 | $0 |
| DENA BEREN GROSSMAN 1490 NORTH LAKE DR, LAKEWOOD, NJ 08701 | TRUSTEE | 5 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZEV BEREN 1675 ZENOBIA ST, DENVER, CO 80204 | TRUSTEE | 5 | $0 |
| DAVID BEREN 7 WALLENBERG CIR, MONSEY, NY 10952 | TRUSTEE | 5 | $0 |
| YECHEZKEL FELDBERGER 1600 TENNYSON ST, DENVER, CO 80204 | TRUSTEE | 5 | $0 |
| DENA BEREN GROSSMAN 1490 NORTH LAKE DR, LAKEWOOD, NJ 08701 | TRUSTEE | 5 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZEV BEREN 1675 ZENOBIA ST, DENVER, CO 80204 | TRUSTEE | 5 | $0 |
| DAVID BEREN 7 WALLENBERG CIR, MONSEY, NY 10952 | TRUSTEE | 5 | $0 |
| YECHEZKEL FELDBERGER 1600 TENNYSON ST, DENVER, CO 80204 | TRUSTEE | 5 | $0 |
| DENA BEREN GROSSMAN 1490 NORTH LAKE DR, LAKEWOOD, NJ 08701 | TRUSTEE | 5 | $0 |
990-PF for the year ended June 30, 2022: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZEV BEREN 1675 ZENOBIA ST, DENVER, CO 80204 | TRUSTEE | 5 | $0 |
| DAVID BEREN 7 WALLENBERG CIRCLE, MONSEY, NY 10952 | TRUSTEE | 5 | $0 |
| YECHEZKEL FELDBERGER 1600 TENNYSON ST, DENVER, CO 80204 | TRUSTEE | 5 | $0 |
| DENA BEREN GROSSMAN 1490 NORTH LAKE DRIVE, LAKEWOOD, NJ 08701 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1888 N SHERMAN ST STE 600, DENVER, CO 80203-1160
- In care of
- % ZEV BEREN
- Signed the 990-PF
- ZEV BEREN, DIRECTOR
- Phone
- (303) 295-7772
- Return prepared by
- CBIZ ADVISORS 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-0862874
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,957,580
- Income (IRS master file)
- $1,556,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $525,291 | $638,080 | $6,957,580 | IRS |
| 990-PF | June 2024 | $570,262 | $774,511 | $6,865,369 | XML |
| 990-PF | June 2023 | $293,728 | $473,259 | $7,069,618 | XML |
| 990-PF | June 2022 | $609,619 | $534,605 | $7,249,149 | XML |
| 990-PF | June 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 47-0862874).
Questions about SHELDON K BEREN CHARITABLE TR
- What is the EIN of SHELDON K BEREN CHARITABLE TR?
- The employer identification number (EIN) of SHELDON K BEREN CHARITABLE TR is 47-0862874.
- Is SHELDON K BEREN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SHELDON K BEREN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHELDON K BEREN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHELDON K BEREN CHARITABLE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELDON K BEREN CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SHELDON K BEREN CHARITABLE TR?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SHELDON K BEREN CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $525,291, expenses of $638,080 and total assets of $6,957,580 at year end.
Other nonprofits in DENVER
- CHARTER FUND INC EIN 05-0620063 · last filed 990 for 2024
- DENVER FOUNDATION EIN 84-6048381 · last filed 990 for 2024
- DANIELS FUND EIN 84-1393308 · last filed 990-PF for 2024
- ANSCHUTZ FOUNDATION EIN 74-2316617 · last filed 990-PF for 2024
- ROSE COMMUNITY FOUNDATION EIN 84-0920862 · last filed 990 for 2024
- MILE HIGH UNITED WAY INC EIN 84-0404235 · last filed 990 for 2025
- COLORADO TRUST EIN 84-0994055 · last filed 990-PF for 2024
- IMPACT CHARITABLE EIN 47-1180598 · last filed 990 for 2024
All nonprofits in DENVER · Colorado · Philanthropy, voluntarism and grantmaking foundations