Nonprofit · EIN 81-1389572
JAMES R BERDELL FOUNDATION INC
Tax-exempt · MENLO PARK, CA 94025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,038,927 | $719,447 | $319,480 | $2,685,913 | $0 | $2,685,913 |
| December 31, 2023 | 990-PF | $198,532 | $241,561 | -$43,029 | $2,379,915 | $0 | $2,379,915 |
| December 31, 2022 | 990-PF | $566,338 | $209,486 | $356,852 | $2,422,944 | $0 | $2,422,944 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $473,441
- Dividends
- $12,872
- Interest
- $3,210
- Net gain from sales of assets
- $546,324
- Other income
- $3,080
Expenses
- Grants and similar amounts paid
- $603,439
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $603,439
- Excise tax on investment income
- $6,248
Balance sheet and other
- Total assets, start of year
- $2,379,915
- Total assets, end of year
- $2,685,913
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,685,913
- Fair market value of assets
- $2,685,913
- Qualifying distributions
- $603,439
- Net investment income
- $565,486
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES BERDELL 22 COWELL LANE, ATHERTON, CA 94027 | PRESIDENT | 5 | $0 |
| LAUREN PODOLL 1521 DIAMOND ST, SAN FRANCISCO, CA 94131 | SECRETARY | 2 | $0 |
| ROBERT LEDOUX 840 MIRAMAR TERRACE, BELMONT, CA 94002 | TREASURER | 1 | $0 |
| PETER MCCREA 525 MIDDLEFIELD ROAD, MENLO PARK, CA 94027 | DIRECTOR | 1 | $0 |
| KIA SULLIVAN 525 MIDDLEFIELD ROAD, MENLO PARK, CA 94025 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES BERDELL 22 COWELL LANE, ATHERTON, CA 94027 | PRESIDENT | 5 | $0 |
| LAUREN PODOLL 1521 DIAMOND ST, SAN FRANCISCO, CA 94131 | SECRETARY | 2 | $0 |
| ROBERT LEDOUX 840 MIRAMAR TERRACE, BELMONT, CA 94002 | TREASURER | 1 | $0 |
| PETER MCCREA 525 MIDDLEFIELD ROAD, MENLO PARK, CA 94027 | DIRECTOR | 1 | $0 |
| KIA SULLIVAN 525 MIDDLEFIELD ROAD, MENLO PARK, CA 94025 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES BERDELL 22 COWELL LANE, ATHERTON, CA 94027 | PRESIDENT | 5 | $0 |
| LAUREN PODOLL 1521 DIAMOND ST, SAN FRANCISCO, CA 94131 | SECRETARY | 2 | $0 |
| ROBERT LEDOUX 840 MIRAMAR TERRACE, BELMONT, CA 94002 | TREASURER | 1 | $0 |
| PETER MCCREA 525 MIDDLEFIELD ROAD, MENLO PARK, CA 94027 | DIRECTOR | 1 | $0 |
| KIA SULLIVAN 525 MIDDLEFIELD ROAD, MENLO PARK, CA 94025 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 525 MIDDLEFIELD RD STE 160, MENLO PARK, CA 94025-3441
- Signed the 990-PF
- JIM BERDELL, CFO
- Phone
- (650) 855-9100
- Website
- AG.CA.GOV/CHARITIES
- Return prepared by
- ISAACS & HACKMAN
California records
California keeps its own records of charities and corporations. Search them by EIN 81-1389572 or by the name JAMES R BERDELL FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 81-1389572
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $2,685,913
- Income (IRS master file)
- $1,058,086
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,038,927 | $719,447 | $2,685,913 | XML |
| 990-PF | December 2023 | $198,532 | $241,561 | $2,379,915 | XML |
| 990-PF | December 2022 | $566,338 | $209,486 | $2,422,944 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 81-1389572).
Questions about JAMES R BERDELL FOUNDATION INC
- What is the EIN of JAMES R BERDELL FOUNDATION INC?
- The employer identification number (EIN) of JAMES R BERDELL FOUNDATION INC is 81-1389572.
- Is JAMES R BERDELL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to JAMES R BERDELL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES R BERDELL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES R BERDELL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES R BERDELL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES R BERDELL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does JAMES R BERDELL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,038,927, expenses of $719,447 and total assets of $2,685,913 at year end.
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