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Nonprofit · EIN 13-6066046

CHARLES P BEROLZHEIMER FOUNDATION INC

Tax-exempt · FORT BRAGG, CA 95437

Financials

$34K$40K2023$30K$62K2024$65K$32K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES P BEROLZHEIMER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$64,583$31,953$32,630$411,363$0$411,363
June 30, 2025990-PF$29,695$62,035-$32,340$398,521$0$398,521
June 30, 2024990-PF$34,362$39,608-$5,246$430,868$0$430,868
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$4,973
Net gain from sales of assets
$59,610

Expenses

Grants and similar amounts paid
$25,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$25,000
Excise tax on investment income
$806

Balance sheet and other

Total assets, start of year
$398,521
Total assets, end of year
$411,363
Total liabilities, end of year
$0
Net assets, end of year
$411,363
Fair market value of assets
$411,363
Qualifying distributions
$25,000
Net investment income
$64,583

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, 2026, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL T BEROLZHEIMER
1223 UPPER HAPPY VALLEY ROAD, LAFAYETTE, CA 94549
PRESIDENT1$0
LAURA KRAUT
2836 CLIFFTOP LANE, WHISTLER, BC VON 1B2, CA
SECRETARY1$0
CARIN F BEROLZHEIMER
31401 BAY VIEW AVE, FORT BRAGG, CA 95437
TREASURER1$0
990-PF for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
MICHAEL T BEROLZHEIMER
1223 UPPER HAPPY VALLEY ROAD, LAFAYETTE, CA 94549
PRESIDENT1$0
LAURA KRAUT
2836 CLIFFTOP LANE, WHISTLER, BC VON 1B2, CA
SECRETARY1$0
CARIN F BEROLZHEIMER
31401 BAY VIEW AVE, FORT BRAGG, CA 95437
TREASURER1$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
MICHAEL T BEROLZHEIMER
1223 UPPER HAPPY VALLEY ROAD, LAFAYETTE, CA 94549
PRESIDENT1$0
LAURA KRAUT
2836 CLIFFTOP LANE, WHISTLER, BC VON 1B2, CA
SECRETARY1$0
CARIN F BEROLZHEIMER
31401 BAY VIEW AVE, FORT BRAGG, CA 95437
TREASURER1$0

Address and contacts

Address (IRS master file)
31401 BAY VIEW AVE, FORT BRAGG, CA 95437-5618
In care of
% KAY-BERKMAN
Signed the 990-PF
CF BEROLZHEIMER, TREASURER
Phone
(516) 222-6200
Return prepared by
DRJ CPAS INC

California records

California keeps its own records of charities and corporations. Search them by EIN 13-6066046 or by the name CHARLES P BEROLZHEIMER FOUNDATION INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
13-6066046
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
1955
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$398,521
Income (IRS master file)
$148,677

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$64,583$31,953$411,363XML
990-PFJune 2025$29,695$62,035$398,521IRS
990-PFJune 2024$34,362$39,608$430,868XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 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 13-6066046).

Questions about CHARLES P BEROLZHEIMER FOUNDATION INC

What is the EIN of CHARLES P BEROLZHEIMER FOUNDATION INC?
The employer identification number (EIN) of CHARLES P BEROLZHEIMER FOUNDATION INC is 13-6066046.
Is CHARLES P BEROLZHEIMER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
Are donations to CHARLES P BEROLZHEIMER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES P BEROLZHEIMER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES P BEROLZHEIMER FOUNDATION INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES P BEROLZHEIMER FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of CHARLES P BEROLZHEIMER FOUNDATION INC?
The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does CHARLES P BEROLZHEIMER FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $64,583, expenses of $31,953 and total assets of $411,363 at year end.

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