Nonprofit · EIN 94-2271250
BERTHA RUSS LYTEL FOUNDATION
Tax-exempt · FERNDALE, CA 95536
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,732,167 | $1,041,029 | $691,138 | $14,966,276 | $20,277 | $14,945,999 |
| September 30, 2024 | 990-PF | $1,183,193 | $1,072,134 | $111,059 | $14,320,967 | $65,173 | $14,255,794 |
| September 30, 2023 | 990-PF | $992,586 | $1,041,583 | -$48,997 | $14,138,860 | $19,463 | $14,119,397 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $367,183
- Interest
- $70,150
- Net gain from sales of assets
- $1,249,271
- Other income
- $45,563
Expenses
- Grants and similar amounts paid
- $754,482
- Compensation of officers, directors and key employees
- $52,233
- Disbursements for charitable purposes
- $809,131
- Excise tax on investment income
- $20,220
Balance sheet and other
- Total assets, start of year
- $14,320,967
- Total assets, end of year
- $14,966,276
- Total liabilities, end of year
- $20,277
- Net assets, end of year
- $14,945,999
- Fair market value of assets
- $19,775,738
- Qualifying distributions
- $809,131
- Net investment income
- $1,686,604
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD HINDLEY 452 SHAW PO BOX 221, FERNDALE, CA 95536 | MANAGER | 0 | $48,633 |
| SUSAN MCCARTHY DIEHL PO BOX 67, FERNDALE, CA 95536 | SECRETARY | 0 | $3,600 |
| ALAN JORGENSEN PO BOX 333, FERNDALE, CA 95536 | DIRECTOR | 0 | $0 |
| JACK SMITH 1085 GRANT PO BOX 365, FERNDALE, CA 95536 | DIRECTOR | 0 | $0 |
| TOM RENNER PO BOX 577, FERNDALE, CA 95536 | PRESIDENT | 0 | $0 |
| JAY RUSS 3592 CENTERVILLE ROAD, FERNDALE, CA 95536 | DIRECTOR | 0 | $0 |
| DENNIS REGLI 4197 BRIDGEVIEW LANE, FORTUNA, CA 95540 | DIRECTOR | 0 | $0 |
| JAMES ASTE PO BOX 307, FERNDALE, CA 95536 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD HINDLEY 452 SHAW PO BOX 221, FERNDALE, CA 95536 | MANAGER | 10 | $46,088 |
| SUSAN DIEHL MC CARTHY 385 PELICAN POUCH COURT, EUREKA, CA 95503 | SECRETARY | 2 | $2,100 |
| BETTY DIEHL PO BOX 67, FERNDALE, CA 95536 | SECRETARY | 2 | $1,500 |
| ALAN JORGENSEN PO BOX 333, FERNDALE, CA 95536 | DIRECTOR | 1 | $0 |
| JACK SMITH 1085 GRANT PO BOX 365, FERNDALE, CA 95536 | DIRECTOR | 1 | $0 |
| TOM RENNER PO BOX 577, FERNDALE, CA 95536 | PRESIDENT | 1 | $0 |
| JAY RUSS 3592 CENTERVILLE ROAD, FERNDALE, CA 95536 | DIRECTOR | 1 | $0 |
| DENNIS REGLI 4197 BRIDGEVIEW LANE, FORTUNA, CA 95540 | DIRECTOR | 1 | $0 |
| JAMES ASTE PO BOX 307, FERNDALE, CA 95536 | DIRECTOR | 1 | $0 |
990-PF for the year ended September 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD HINDLEY 452 SHAW PO BOX 221, FERNDALE, CA 95536 | MANAGER | 10 | $45,240 |
| BETTY DIEHL PO BOX 67, FERNDALE, CA 95536 | SECRETARY | 2 | $3,600 |
| ALAN JORGENSEN PO BOX 333, FERNDALE, CA 95536 | DIRECTOR | 1 | $0 |
| JACK SMITH 1085 GRANT PO BOX 365, FERNDALE, CA 95536 | DIRECTOR | 1 | $0 |
| TOM RENNER PO BOX 577, FERNDALE, CA 95536 | PRESIDENT | 1 | $0 |
| JAY RUSS 3592 CENTERVILLE ROAD, FERNDALE, CA 95536 | DIRECTOR | 1 | $0 |
| DENNIS REGLI 4197 BRIDGEVIEW LANE, FORTUNA, CA 95540 | DIRECTOR | 1 | $0 |
| JAMES ASTE PO BOX 307, FERNDALE, CA 95536 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 893, FERNDALE, CA 95536-0893
- In care of
- % MORRISON & MORRISON
- Signed the 990-PF
- TOM RENNER, PRESIDENT
- Phone
- (707) 786-9946
- Return prepared by
- AYCOCK AND EDGMON CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2271250 or by the name BERTHA RUSS LYTEL 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 94-2271250
- 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
- 1976
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,966,276
- Income (IRS master file)
- $1,732,167
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,732,167 | $1,041,029 | $14,966,276 | XML |
| 990-PF | September 2024 | $1,183,193 | $1,072,134 | $14,320,967 | XML |
| 990-PF | September 2023 | $992,586 | $1,041,583 | $14,138,860 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 94-2271250).
Questions about BERTHA RUSS LYTEL FOUNDATION
- What is the EIN of BERTHA RUSS LYTEL FOUNDATION?
- The employer identification number (EIN) of BERTHA RUSS LYTEL FOUNDATION is 94-2271250.
- Is BERTHA RUSS LYTEL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to BERTHA RUSS LYTEL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTHA RUSS LYTEL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTHA RUSS LYTEL FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTHA RUSS LYTEL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BERTHA RUSS LYTEL FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 8 people; 2 received compensation from the organization, the highest $48,633 (DONALD HINDLEY, MANAGER).
- How much revenue does BERTHA RUSS LYTEL FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,732,167, expenses of $1,041,029 and total assets of $14,966,276 at year end.
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