BEREN SEA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEREN SEA FOUNDATION (EIN 46-0800568)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-02-22
- IRS object ID
- 202210539349100201
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-22T10:36:47-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480970195 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GJ & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N RIVERVIEW SUITE 520 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460800568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEREN SEA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERE | BusinessNameControlTxt |
| Phone | 3162653311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 N BRAMBLEWOOD ST | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM E BEREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3162653311 | PhoneNum |
| Signature | 2022-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADAM | PersonFirstNm |
| Person Last | BEREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A WILKINSON CPA | PreparerPersonNm |
| PTIN | P00744871 | PTIN |
| Phone | 3162679211 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,486,125 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,261,358 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,822 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,822 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,724,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,701,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $439,886 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,328 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,328 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $699,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $699,510 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $833 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $473 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $62,648 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $62,648 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $270,008 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,724 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,812 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,034,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $765,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,098,798 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,098,798 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,133,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,864,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$431,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $418,689 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,879 | CashBOYAmt |
| Cash EOY | $194,040 | CashEOYAmt |
| Cash EOYFMV | $194,040 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,175,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $545,282 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $545,282 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1 | AcctRcvblAmt |
| Acct Rcvbl BOY | $895 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,615,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,535,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,598,850 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $589,617 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $752,702 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,142,781 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,544 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,373 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,940 | LandBOYAmt |
| Land EOY | $5,171 | LandEOYAmt |
| Land EOYFMV | $5,171 | LandEOYFMVAmt |
| Total Assets BOY | $7,485,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,032,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,486,125 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $89,389 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $68,472 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $89,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,472 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,395,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,963,952 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,395,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,963,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,485,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,032,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,395,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$431,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,963,952 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,963,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CAPITAL ONE FINL CORP | 2020-02-25 | 2020-04-16 | $19,579 | $38,117 | -$18,538 | -$18,538 |
| CAPITAL ONE FINL CORP | 2020-02-25 | 2020-04-17 | $21,334 | $38,117 | -$16,783 | -$16,783 |
| CHUBB LTD | 2016-01-15 | 2020-04-14 | $25,227 | $23,315 | $1,912 | $1,912 |
| BRIXMOR PPTY GROUP INC | 2017-05-18 | 2020-06-08 | $1,571 | $1,752 | -$181 | -$181 |
| BRIXMOR PPTY GROUP INC | 2017-09-25 | 2020-06-08 | $21,994 | $26,278 | -$4,284 | -$4,284 |
| BRIXMOR PPTY GROUP INC | 2017-05-18 | 2020-11-09 | $20,732 | $26,286 | -$5,554 | -$5,554 |
| BRIXMOR PPTY GROUP INC | 2017-10-31 | 2020-11-09 | $2,764 | $3,470 | -$706 | -$706 |
| BRIXMOR PPTY GROUP INC | 2017-10-31 | 2020-11-24 | $30,319 | $31,233 | -$914 | -$914 |
| BROOKFIELD PPTY REIT INC | 2018-08-30 | 2020-01-06 | $22,277 | $25,110 | -$2,833 | -$2,833 |
| LENNAR CORP | 2018-07-16 | 2020-01-06 | $22,780 | $22,033 | $747 | $747 |
| MATCH GROUP INC | 2017-04-03 | 2020-07-01 | $19,740 | $4,673 | $15,067 | $15,067 |
| MATCH GROUP INC | 2017-04-03 | 2020-07-02 | $37 | $8 | $29 | $29 |
| MATCH GROUP INC | 2017-04-03 | 2020-07-02 | $19,501 | $4,673 | $14,828 | $14,828 |
| MATCH GROUP INC | 2017-04-03 | 2020-07-06 | $9,537 | $2,337 | $7,200 | $7,200 |
| MICROSOFT CORP | 2015-04-10 | 2020-08-04 | $169,431 | $33,471 | $135,960 | $135,960 |
| SIMON PPTY GROUP INC | 2017-09-25 | 2020-01-06 | $57,895 | $64,576 | -$6,681 | -$6,681 |
| SIMON PPTY GROUP INC | 2017-10-31 | 2020-01-06 | $21,711 | $23,472 | -$1,761 | -$1,761 |
| WABCO HLDGS INC | 2018-09-26 | 2020-03-02 | $40,337 | $35,396 | $4,941 | $4,941 |
| WELLS FARGO & CO | 2018-12-14 | 2020-02-03 | $13,970 | $14,383 | -$413 | -$413 |
| VANGUARD FTSE EMERGING MARKETS ETF | 2017-11-27 | 2020-03-10 | $133,585 | $158,583 | -$24,998 | -$24,998 |
| VANGUARD FTSE EMERGING MARKETS ETF | 2018-02-05 | 2020-03-10 | $63,177 | $80,178 | -$17,001 | -$17,001 |
| VANGUARD FTSE EMERGING MARKETS ETF | 2018-07-09 | 2020-03-10 | $150,521 | $170,037 | -$19,516 | -$19,516 |
| VANGUARD S&P 500 ETF | 2019-04-30 | 2020-05-05 | $501,312 | $507,676 | -$6,364 | -$6,364 |
| RECKITT BENCKISER | 2003-03-10 | 2020-01-22 | $52,980 | $10,188 | $42,792 | $42,792 |
| WABCO HLDGS INC | 2009-05-15 | 2020-03-02 | $53,782 | $6,067 | $47,715 | $47,715 |
| WABCO HLDGS INC | 2009-05-15 | 2020-03-02 | $205,044 | $23,091 | $181,953 | $181,953 |
| WELLS FARGO & CO | 2010-08-23 | 2020-02-03 | $23,283 | $12,135 | $11,148 | $11,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,820 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,820 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,820 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,709 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,709 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,889 | OverpaymentAmt |
| Applied To ES Tax | $17,889 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | BERENSEAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3162653311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 N BRAMBLEWOOD ST | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ADAM E BEREN | ||||||||
| 2020 N BRAMBLEWOOD | WICHITA | KS | 67206 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ADAM E BEREN | ||||||||
| 2020 N BRAMBLEWOOD | WICHITA | KS | 67206 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELLEN BEREN | ||||||||
| 1739 DUCK CROSS COVE | WICHITA | KS | 67206 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STRATEGIC PHILANTHROPIC SERVICES | |||||
| 680 BEACON STREET | NEWTON | MA | 02459 | CONSULTING SERVICES | $519,146 |
| JOINT PHILANTHROPIC ADVISORY | |||||
| 1221 N PIERCE ST APT 201 | ARLINGTON | VA | 22209 | CONSULTING SERVICES | $180,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,253,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,980,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,234,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,234,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,081,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $504,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $504,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,820 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,820 | TotalTaxAmt |
| Distributable Before Adj | $498,237 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $498,237 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $498,237 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,864,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,864,136 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,864,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $498,237 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $968,338 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,132,747 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,579,382 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,907,045 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,459,629 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,047,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,864,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $498,237 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,365,899 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,413,040 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $968,338 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,444,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,132,747 | ExcessFromYear4Amt |
| Excess From Year3 | $1,579,382 | ExcessFromYear3Amt |
| Excess From Year2 | $1,907,045 | ExcessFromYear2Amt |
| Excess From Year1 | $2,459,629 | ExcessFromYear1Amt |
| Excess From Current Year | $3,365,899 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADAM E BEREN | ContributingManagerNm |
| Contributing Manager | ADAM E BEREN | ContributingManagerNm |
| Contributing Manager | ELLEN BEREN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 25 H STREET NW | WASHINTON | DC | 20001 | NONE | PUBLIC | GENERAL | $75,000 |
| CAMP RAMAH | |||||||
| 385 FAIRVIEW RD | OJAI | CA | 93023 | NONE | PUBLIC | 2019 NEW EDAH PROPERTY PLEDGE & GRANT MATCHING FUND COMMITMENT | $60,000 |
| HEBREW CONGREGATION | |||||||
| 1850 N WOODLAWN | WICHITA | KS | 67208 | NONE | PUBLIC | GENERAL | $200,000 |
| HILLEL AT THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 215 S 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | PENN HILLEL BEREN FELLOWS | $50,000 |
| KANSAS UNIVERSITY - HILLEL | |||||||
| 722 NEW HAMPSHIRE | LAWRENCE | KS | 66044 | NONE | PUBLIC | GENERAL | $14,175 |
| MID-KANSAS JEWISH FEDERATION | |||||||
| 400 N WOODLAWN SUITE 8 | WICHITA | KS | 67208 | NONE | PUBLIC | 2019 PLEDGE & CONTRIBUTION SUBSCRIPTIONS | $76,873 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 317 MADISON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | BEREN-GALILA INITIATIVE | $597,750 |
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION | |||||||
| PO BOX 1100 | NEW YORK | NY | 10268 | NONE | PUBLIC | GENERAL | $25,000 |
| COMBAT HATE FOUNDATION | |||||||
| 2146 ARROWHEAD ROAD | MOUNDRIDGE | KS | 67107 | NONE | PUBLIC | GENERAL | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,098,798 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,822 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,299 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $439,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,886 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ADAM & ELLEN BEREN | |||||||
| 1 | 1729 DUCK CROSS COVE | WICHITA | KS | 67206 | $206,912 | Yes (X) | |
| ROBERT M BEREN FOUNDATION | |||||||
| 2 | 2020 N BRAMBLEWOOD ST | WICHITA | KS | 67206 | $2,500,000 | Yes (X) | |
| ISRAEL HENRY BEREN FOUNDATION | |||||||
| 3 | 2020 N BRAMBLEWOOD ST | WICHITA | KS | 67206 | $500,000 | Yes (X) | |
| NAJA COMPANY | |||||||
| 4 | 2020 N BRAMBLEWOOD ST | WICHITA | KS | 67206 | $54,446 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCKS | $206,912 | 2020-01-02 |
| 4 | STOCKS | $54,446 | 2020-01-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,328 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,328 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (2 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|
| ORGANIZATIONAL COSTS | 2012-08-01 | $7,985 | $3,946 | 180.000000000000 | $532 | $0 | $4,478 |
| ORGANIZATIONAL COSTS | 2013-01-01 | $3,559 | $1,658 | 180.000000000000 | $237 | $0 | $1,895 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP | $106,566 | $94,400 |
| ALPHABET INC | $28,136 | $61,335 |
| APPLE INC | $62,092 | $159,228 |
| ARROWHEAD PHARMA | $12,948 | $65,221 |
| BOOKING HLDGS INC | $29,047 | $44,545 |
| BROOKFIELD ASSET MGT | $92,253 | $203,255 |
| CANADA GOOSE HOLDINGS | $43,813 | $74,425 |
| ENANTA PHARMACEUTICALS | $23,649 | $21,050 |
| ENTEGRIS INC | $37,656 | $86,490 |
| EXTENDED STAY AMERICA | $127,947 | $118,480 |
| GILEAD SCIENCES INC | $57,430 | $40,782 |
| GODADDY INC | $132,411 | $157,605 |
| IAC INTERACTIVECORP | $108,772 | $233,847 |
| KEYSIGHT TECHNOLOGIES | $94,753 | $132,090 |
| KKR & CO INC | $99,370 | $174,107 |
| LIBERTY SIRIUS GROUP | $90,069 | $99,986 |
| LYONDELLBASELL INDUSTRIES | $73,991 | $73,328 |
| MATCH GROUP | $8,486 | $54,882 |
| MICROSOFT CORP | $29,287 | $155,694 |
| NASPERS | $56,848 | $44,704 |
| NESTLE SA | $10,718 | $53,010 |
| NIKE INC | $53,196 | $84,882 |
| PROSUS N V | $88,436 | $127,971 |
| TENCENT HLDGS LTD | $76,805 | $78,439 |
| UNITEDHEALTH GROUP INC | $130,115 | $157,806 |
| VISA INC | $65,906 | $87,492 |
| ALPHABET INC | $203,605 | $666,003 |
| ISHARES US MEDICAL DEVICES ETF | $474,547 | $823,160 |
| ISHARES NORTH AMERICAN TECH SOFT. ETF | $416,624 | $856,922 |
| VANGUARD S&P 500 ETF | $2,399,635 | $3,253,026 |
| VANGUARD SHORT-TERM CORP BOND ETF | $300,117 | $314,685 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KAYNE PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $752,702 | BookValueAmt |
| EOYFMV | $1,142,781 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| ORGANIZATIONAL COSTS | $7,985 | $4,478 | $3,507 |
| ORGANIZATIONAL COSTS | $3,559 | $1,895 | $1,664 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FMV OVER BASIS OF STOCKS CONTRIBUTED | $228,078 | $0 | $0 |
| OTHER NONDEDUCTIBLE EXPENSES - KAYNE | $1,556 | $0 | $0 |
| OTHER DEDUCTIONS - KAYNE | $17,896 | $922 | $1,088 |
| INVESTMENT EXPENSE - KAYNE | $951 | $951 | $0 |
| OTHER NONDEDUCTIBLE EXPENSES | $1,188 | $0 | $0 |
| INVESTMENT FEES | $15,005 | $15,005 | $0 |
| OTHER PORTFOLIO FEES | $39 | $39 | $0 |
| LICENSE & FEES | $719 | $0 | $724 |
| ORDINARY LOSS - KAYNE PARTNERS | $3,807 | $3,807 | $0 |
| AMORTIZATION | $769 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $699,510 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $699,510 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAXES | $40 | $0 | $40 |
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $473 | $473 | $0 |
| STATE TAXES | $320 | $0 | $0 |
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