Nonprofit · EIN 77-0438710
BERKSHIRE FOUNDATION
Tax-exempt · CARMEL, CA 93922
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $724,722 | $1,436,652 | -$711,930 | $5,784,569 | $0 | $5,784,569 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $8,928
- Net gain from sales of assets
- $715,794
Expenses
- Grants and similar amounts paid
- $1,375,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,385,035
- Excise tax on investment income
- $10,426
Balance sheet and other
- Total assets, start of year
- $6,501,914
- Total assets, end of year
- $5,784,569
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,784,569
- Fair market value of assets
- $29,552,759
- Qualifying distributions
- $1,385,035
- Net investment income
- $757,030
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN SNORF LANSBURY PO BOX 221432, CARMEL, CA 93922 | PRESIDENT | 0.25 | $0 |
| CYNTHIA SNORF LIVERMORE PO BOX 221432, CARMEL, CA 93922 | TREASURER | 0.25 | $0 |
| JAMES CADILLAC ZAK PO BOX 221432, CARMEL, CA 93922 | SECRETARY | 0.25 | $0 |
| ROBERTA BUFFETT BIALEK PO BOX 221432, CARMEL, CA 93922 | DIRECTOR & PRESIDENT EMERITA | 0.25 | $0 |
| CAROLYN SNORF AKCAN PO BOX 221432, CARMEL, CA 93922 | DIRECTOR | 0.25 | $0 |
| V CASCADE ZAK DEWITT PO BOX 221432, CARMEL, CA 93922 | DIRECTOR | 0.25 | $0 |
| CHARLES EDGAR LANSBURY PO BOX 221432, CARMEL, CA 93922 | DIRECTOR | 0.25 | $0 |
| GALEN LANSBURY PO BOX 221432, CARMEL, CA 93922 | DIRECTOR | 0.25 | $0 |
| ROBERT LANSBURY PO BOX 221432, CARMEL, CA 93922 | DIRECTOR | 0.25 | $0 |
| WILLIAM LANSBURY PO BOX 221432, CARMEL, CA 93922 | DIRECTOR | 0.25 | $0 |
| L BERKSHIRE ZAK PO BOX 221432, CARMEL, CA 93922 | DIRECTOR | 0.25 | $0 |
| W EVEREST ZAK PO BOX 221432, CARMEL, CA 93922 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 221432, CARMEL, CA 93922-1432
- Signed the 990-PF
- SUSAN S LANSBURY, PRESIDENT
- Phone
- (831) 998-0999
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0438710
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20P)
- Assets (IRS master file)
- $5,784,569
- Income (IRS master file)
- $757,072
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $981,176 | $1,212,682 | $6,004,398 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BERKSHIRE FOUNDATION
- What is the EIN of BERKSHIRE FOUNDATION?
- The employer identification number (EIN) of BERKSHIRE FOUNDATION is 77-0438710.
- Is BERKSHIRE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to BERKSHIRE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERKSHIRE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERKSHIRE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKSHIRE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERKSHIRE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does BERKSHIRE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $724,722, expenses of $1,436,652 and total assets of $5,784,569 at year end.
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