Nonprofit · EIN 86-2416258
SUSAN AND CHARLES BERGHOFF FOUNDATION
Tax-exempt · MORGAN HILL, CA 95037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $416,484 | $122,833 | $293,651 | $1,477,787 | $0 | $1,477,787 |
| December 31, 2023 | 990 | $699,182 | $112,620 | $586,562 | $1,184,136 | $0 | $1,184,136 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $152,029
- Program service revenue
- $0
- Investment income
- $264,455
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $92,400
- Salaries, compensation and benefits (total)
- $92,400
- Professional fundraising fees
- $0
- Legal fees
- $3,739
- Accounting fees
- $850
- Travel
- $630
- Program services (functional)
- $122,833
Balance sheet and other
- Total assets, start of year
- $1,184,136
- Total assets, end of year
- $1,477,787
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,477,787
- Publicly traded securities
- $1,258,490
- Net assets without donor restrictions
- $1,477,787
- Gross receipts
- $416,484
- Employees
- 0
- Year formed
- 2021
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN SHEPHERD | President & ED Trustee or director, Officer | 35 | $92,400 |
| CHARLES BERGHOFF | Chairman Trustee or director, Officer | 5 | $0 |
| PEGGY MARTIN | CFO Trustee or director, Officer | 5 | $0 |
| DONALD LARKIN | CHIEF COUNSEL Trustee or director | 5 | $0 |
| NICK GAICH | HEALTHCARE OFFI Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN SHEPHERD | President & ED Trustee or director, Officer | 35 | $84,000 |
| CHARLES BERGHOFF | Chairman Trustee or director, Officer | 5 | $0 |
| PEGGY MARTIN | CFO Trustee or director, Officer | 5 | $0 |
| DONALD LARKIN | CHIEF COUNSEL Trustee or director | 5 | $0 |
| NICK GAICH | HEALTHCARE OFFI Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 16600 MONTEREY ROAD 1669, MORGAN HILL, CA 95037-5100
- Principal officer (990 for 2024)
- ROBIN SHEPHERD, 16600 MONTEREY ROAD 1669, MORGAN HILL, CA 95037
- Signed the 990
- PEGGY MARTIN, CFO
- Phone
- (408) 453-2221
- Return prepared by
- Nichols Rick & Company
California records
California keeps its own records of charities and corporations. Search them by EIN 86-2416258 or by the name SUSAN AND CHARLES BERGHOFF FOUNDATION.
- 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)
Mission
TO INCREASE DEMENTIA AWARENESS, CAREGIVING RESOURCES, AND RESEARCH FUNDING, WITH A SPECIAL EMPHASIS ON LEWY BODY DEMENTIA
Program accomplishments
- INCREASING DEMENTIA AWARENESS, CAREGIVING RESOURCES, AND RESEARCH FUNDING, WITH A SPECIAL EMPHASIS ON LEWY BODY DEMENTIA.Expenses $122,833
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-2416258
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G80)
- Assets (IRS master file)
- $1,477,787
- Income (IRS master file)
- $416,484
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $416,484 | $122,833 | $1,477,787 | IRS |
| 990 | December 2023 | $699,182 | $112,620 | $1,184,136 | XML |
| 990 | December 2022 | $676,649 | $79,075 | $597,574 | IRS |
| 990-EZ | December 2021 | – | – | – | 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 86-2416258).
Questions about SUSAN AND CHARLES BERGHOFF FOUNDATION
- What is the EIN of SUSAN AND CHARLES BERGHOFF FOUNDATION?
- The employer identification number (EIN) of SUSAN AND CHARLES BERGHOFF FOUNDATION is 86-2416258.
- Is SUSAN AND CHARLES BERGHOFF FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SUSAN AND CHARLES BERGHOFF FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUSAN AND CHARLES BERGHOFF FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUSAN AND CHARLES BERGHOFF FOUNDATION 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 SUSAN AND CHARLES BERGHOFF FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SUSAN AND CHARLES BERGHOFF FOUNDATION?
- The 990 for the year ended December 31, 2024 names ROBIN SHEPHERD.
- Who are the officers and directors of SUSAN AND CHARLES BERGHOFF FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $92,400 (ROBIN SHEPHERD, President & ED).
- How much revenue does SUSAN AND CHARLES BERGHOFF FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $416,484, expenses of $122,833 and total assets of $1,477,787 at year end.
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All nonprofits in MORGAN HILL · California · Voluntary health associations and medical disciplines