BETA

BEREN SEA FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BEREN SEA FOUNDATION (EIN 46-0800568)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-04
IRS object ID
202533089349101108
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-04T10:24:55-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480970195PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GJ & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 N RIVERVIEW SUITE 520AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460800568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEREN SEA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEREBusinessNameControlTxt
Phone3162653311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 N BRAMBLEWOOD STAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADAM E BERENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3162653311PhoneNum
Signature2025-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN A WILKINSON CPAPreparerPersonNm
PTINP00744871PTIN
Phone3162679211PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,713,332FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,973,911ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$37,067InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37,067InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$196,282DividendsRevAndExpnssAmt
Dividends Net Invst Incm$196,282DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,915,095NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,564,400GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,915,095CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$179OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$179OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$15,122,534TotalRevAndExpnssAmt
Total Net Invst Incm$2,148,623TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$91LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$91LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,508AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,508AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$691,296OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$691,296OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$79InterestRevAndExpnssAmt
Interest Net Invst Incm$79InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$39,936TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,856TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$80TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$176,123TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$176,123TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,524,500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,886OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$107OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,433,533TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,821TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$869,205TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,225,588ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,225,588ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,659,121TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,821TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,094,793TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,463,413ExcessRevenueOverExpensesAmt
Net Investment Income$2,122,802NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,859CashBOYAmt
Cash EOY$154,144CashEOYAmt
Cash EOYFMV$154,144CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,384,567SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,096,539SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,096,539SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$10,023AcctRcvblAmt
Acct Rcvbl BOY$10,310AcctRcvblBOYAmt
Acct Rcvbl EOY$10,023AcctRcvblEOYAmt
Corporate Stock BOY$4,617,436CorporateStockBOYAmt
Corporate Stock EOY$6,268,661CorporateStockEOYAmt
Corporate Stock EOYFMV$14,995,987CorporateStockEOYFMVAmt
Other Investments BOY$905,824OtherInvestmentsBOYAmt
Other Investments EOY$905,811OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,464,567OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$11,544LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,449LandBldgEquipAccumDeprecAmt
Land BOY$2,864LandBOYAmt
Land EOY$2,095LandEOYAmt
Land EOYFMV$2,095LandEOYFMVAmt
Total Assets BOY$7,973,860TotalAssetsBOYAmt
Total Assets EOY$11,437,273TotalAssetsEOYAmt
Total Assets EOYFMV$20,713,332TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,973,860RetainedEarningBOYAmt
Retained Earning EOY$11,437,273RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,973,860TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,437,273TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,973,860TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,437,273TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,973,860TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,463,413ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,437,273SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,437,273TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TREASURY BILLP2024-06-262024-12-10$489,192$488,974$218$218
US TREASURY BILLP2024-06-072024-09-17$548,132$547,655$477$477
NESTLE S A ADR REGP2002-05-132024-06-07$642,087$140,961$501,126$501,126
NESTLE S A ADR REGP2004-09-022024-06-07$314,213$68,405$245,808$245,808
NESTLE S A ADR REGP2006-06-162024-06-07$122,953$33,818$89,135$89,135
MEITUAN DIANPINGP2023-03-242024-06-11$1,106$1,998-$892-$892
MEITUAN DIANPINGP2023-03-242024-06-11$2,213$3,997-$1,784-$1,784
MEITUAN DIANPINGP2023-03-242024-06-11$1,521$2,748-$1,227-$1,227
NESTLE S A ADR REGP2002-05-132024-06-24$1,442,977$344,703$1,098,274$1,098,274
KAYNE PARTNERSP$16,046-$16,046-$16,046
KAYNE PARTNERS 1231 GAINP$6$6$6
FieldValueIRS element (for citing)
Capital Gain Net Income$1,915,095CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29,507InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$29,507SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$29,507TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$49,864EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$49,864TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$20,357OverpaymentAmt
Applied To ES Tax$20,357AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressBERENSEAFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3162653311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12020 N BRAMBLEWOOD STAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADAM E BEREN
2020 N BRAMBLEWOODWICHITAKS67206PRESIDENT1.00$0$0$0
ADAM E BEREN
2020 N BRAMBLEWOODWICHITAKS67206SECRETARY1.00$0$0$0
ELLEN BEREN
1739 DUCK CROSS COVEWICHITAKS67206TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
STRATEGIC PHILANTHROPIC SERVICES
680 BEACON STREETNEWTONMA02459CONSULTING SERVICES$531,024
SEE BOUND VENTURES
482 OAKLAND AVE FLOOR 2CEDARHURSTNY11516CONSULTING SERVICES$147,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,557,437AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,850,420AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,407,857TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,407,857AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$186,118CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,221,739NetVlNoncharitableAssetsAmt
Minimum Investment Return$611,087MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$611,087MinimumInvestmentReturnAmt
Tax Based On Investment Income$29,507TaxBasedOnInvestmentIncomeAmt
Total Tax$29,507TotalTaxAmt
Distributable Before Adj$581,580DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$581,580DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$581,580DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,094,793ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,094,793QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$581,580DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,459,629ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,364,877ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,945,938ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,754,661ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,496,177ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,021,282TotalExcessDistributionCyovAmt
Qualifying Distributions$5,094,793QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$581,580AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,513,213RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$23,534,495TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,459,629ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$21,074,866ExcessDistriCyovToNextYrAmt
Excess From Year4$3,364,877ExcessFromYear4Amt
Excess From Year3$2,945,938ExcessFromYear3Amt
Excess From Year2$4,754,661ExcessFromYear2Amt
Excess From Year1$5,496,177ExcessFromYear1Amt
Excess From Current Year$4,513,213ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerADAM E BERENContributingManagerNm
Contributing ManagerADAM E BERENContributingManagerNm
Contributing ManagerELLEN BERENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABAVATH ACHIM CONGREGATION
1850 N WOODLAWNWICHITAKS67208NONEPUBLICGENERAL$100,234
CENTER FOR HEARING AND COMMUNICATION
50 BROADWAYNEW YORKNY10004NONEPUBLICCHC COMMUNICATION PARTNER AND GALA$11,500
COMBAT HATE FOUNDATION
2146 ARROWHEAD ROADMOUNDRIDGEKS67107NONEPUBLICGENERAL$2,775,000
LIVINGTREE SCHOOL
1340 RIDGEVIEW DRMCHENRYIL60050NONEPUBLICGENERAL$180
MAUREEN CONNOLLY BRINKER TENNIS FOUNDATION
PO BOX 781754WICHITAKS67278NONEPUBLICGENERAL$2,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPUBLICRICHARD WONG LAB$51,000
MID-KANSAS JEWISH FEDERATION
400 N WOODLAWN SUITE 8WICHITAKS67208NONEPUBLIC2023 CONTRIBUTION & LUNCH JEWISH HERITAGE MONTH$60,018
PEF ISRAEL ENDOWMENT FUNDS INC
317 MADISON AVENEW YORKNY10017NONEPUBLICBEREN-GALILA INITIATIVE$1,100,000
PENN HILLEL
STEINHARDT HALL -215 SOUTH 29THPHILADELPHIAPA19104NONEPUBLICGENERAL$85,000STREET
PENN STATE UNIVERSITY
329 INNOVATION BLVD SUITE 311STATE COLLEGEPA16803NONEPUBLICGENERAL$155
WICHITA COLLEGIATE SCHOOL
9115 E 13TH STWICHITAKS67206NONEPUBLICTOM DAVIS LEGACY ENDOWMENT$10,000
WICHITA COMMUNITY TENNIS INC
14109 E PINNACLE DRWICHITAKS67230NONEPUBLICWTO CONTRIBUTION$20,000
WICHITA JEWISH COMMUNITY CENTER
1850 N WOODLAWNWASHINTONKS67208NONEPUBLICGENERAL$5,501
WSU FOUNDATION
1845 FAIRMOUNT STREETWICHITAKS672600002NONEPUBLICTOM OTTERNESS COMMISSION 211517$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,225,588TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,067ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$196,282ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$179ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,915,095ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,148,623ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,148,623TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ROBERT M BEREN FOUNDATION
12020 N BRAMBLEWOOD STWICHITAKS67206$5,500,000Yes (X)
ADAM E BEREN REVOCABLE TRUST
21739 N DUCK CROSS COVEWICHITAKS67206$7,473,911Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2STOCKS CONTRIBUTED - NESTLE S A REP RG SH$1,461,5602002-06-21
2STOCKS CONTRIBUTED - ALPHABET INC CL C$504,1102024-07-03
2STOCKS CONTRIBUTED - APPLE INC$500,2792024-07-03
2STOCKS CONTRIBUTED - MICROSOFT CORP$1,000,6822024-07-03
2STOCKS CONTRIBUTED - MICROSOFT CORP$4,007,2802020-12-30

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,508Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,508DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail (2 entries)

Amortized ExpensesAmortizedExpensesDescAcquired Completed Or ExpendedAcquiredCompletedOrExpendedDtAmortizedAmortizedAmtDeduction For Prior YearsDeductionForPriorYearsAmtAmortization PeriodAmortizationPeriodRtCurrent Year AmortizationCurrentYearAmortizationAmtNet Investment IncomeNetInvestmentIncomeAmtTotal AmortizationTotalAmortizationAmt
ORGANIZATIONAL COSTS2012-08-01$7,985$6,074180.000000000000$532$0$6,606
ORGANIZATIONAL COSTS2013-01-01$3,559$2,606180.000000000000$237$0$2,843

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CLASS A$92,759$659,521
ALPHABET INC CLASS C$103,362$552,847
AMAZON COM INC$226,319$307,146
APPLE INC$169,160$1,489,749
IAC INTERACTIVE CORP$254,923$147,755
INVESCO NASDAQ 100 ETF$300,488$471,198
ISH TR CORE DMD GROWTH ETF$453,373$534,087
MICROSOFT CORP$574,763$5,757,690
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$439,627$475,949
VANGUARD TOTAL STK MKT ETF$1,200,430$1,606,417
VANGUARD 500 INDEX FUND SHS ETF$2,453,457$2,993,628

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
KAYNE PARTNERSHIPAT COST$605,694$1,169,689
VANGUARD SHORT-TERM CORPORATE BONDAT COST$300,117$294,878

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ORGANIZATIONAL COSTS$7,985$6,606$1,379$1,379
ORGANIZATIONAL COSTS$3,559$2,843$716$716

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$91LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$91DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FMV OVER BASIS OF STOCKS CONTRIBUTED$6,494,343$0$0
FREIGHT$82$0$82
OTHER NONDEDUCTIBLE EXPENSES - KAYNE$98$0$0
OTHER DEDUCTIONS - KAYNE$10,128$1,831$0
INVESTMENT EXPENSE - KAYNE$78$78$0
BUSINESS MEALS$25$0$25
INVESTMENT FEES$18,864$18,864$0
ORDINARY LOSS - KAYNE PARTNERS$113$113$0
AMORTIZATION$769$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER PORTFOLIO INCOME - KAYNE PARTNERS$8$8$8
CREDIT CARD REWARDS INCOME$171$171$171

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$691,024$0$691,024
OTHER PORTFOLIO FEES$272$0$272

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAXES$80$0$80
FOREIGN TAXES PAID ON INVESTMENT INCOME$4,856$4,856$0
FEDERAL INCOME TAX$35,000$0$0

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