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Nonprofit · EIN 94-3148730

CHRISTINE & JALMER BERG FOUNDATION

Tax-exempt · EUREKA, CA 95502

Financials

$440K$899K2023$516K$952K2024$789K$679K2025
Revenue Expenses · by fiscal year end
Financials of CHRISTINE & JALMER BERG FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$789,493$678,702$110,791$13,586,272$4,170$13,582,102
December 31, 2024990-PF$516,311$951,759-$435,448$12,489,581$15,285$12,474,296
December 31, 2023990-PF$439,586$898,887-$459,301$11,951,265$80,789$11,870,476
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$359,925
Interest
$12,698
Net gain from sales of assets
$416,870

Expenses

Grants and similar amounts paid
$479,326
Compensation of officers, directors and key employees
$33,200
Salaries, compensation and benefits (total)
$20,533
Disbursements for charitable purposes
$479,326
Excise tax on investment income
$9,210

Balance sheet and other

Total assets, start of year
$12,489,581
Total assets, end of year
$13,586,272
Total liabilities, end of year
$4,170
Net assets, end of year
$13,582,102
Fair market value of assets
$13,591,312
Qualifying distributions
$479,326
Net investment income
$789,493

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.

NameTitleHours / weekCompensation
JOSEPH D LEGER
1626 MYRTLE AVE SUITE D, EUREKA, CA 95501
CFO40$33,200
J WILLIAM McAULEY
351 G STREET, EUREKA, CA 95501
CEO2$0
GREGORY E PIERSON
175 OLD FOREST LANE, EUREKA, CA 95503
Vice President0.25$0
JENNIFER E PERRONE
2360 HOME DRIVE, EUREKA, CA 95503
Secretary0.25$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOSEPH D LEGER
1626 MYRTLE AVE SUITE D, EUREKA, CA 95501
CFO40$99,600
ROBERT D PRIOR
PO BOX 23, EUREKA, CA 95502
Pres / Sec0.25$0
J WILLIAM McAULEY
351 G STREET, EUREKA, CA 95501
Trustee0.1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOSEPH D LEGER
1626 MYRTLE AVE SUITE D, EUREKA, CA 95501
CFO40$99,600
ROBERT D PRIOR
710 I STREET, EUREKA, CA 95501
Pres / Sec0.25$0
J WILLIAM MCAULEY
351 G STREET, EUREKA, CA 95501
Director0.1$0

Address and contacts

Address (IRS master file)
PO BOX 1348, EUREKA, CA 95502-1348
Signed the 990-PF
J WILLIAM MCAULEY, President & CEO
Phone
(707) 442-4473
Return prepared by
Demello McAuley McReynolds & Holland LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3148730 or by the name CHRISTINE & JALMER BERG FOUNDATION.

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-3148730
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,586,272
Income (IRS master file)
$789,801

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$789,493$678,702$13,586,272IRS
990-PFDecember 2024$516,311$951,759$12,489,581XML
990-TDecember 2024–––IRS
990-PFDecember 2023$439,586$898,887$11,951,265XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 94-3148730).

Questions about CHRISTINE & JALMER BERG FOUNDATION

What is the EIN of CHRISTINE & JALMER BERG FOUNDATION?
The employer identification number (EIN) of CHRISTINE & JALMER BERG FOUNDATION is 94-3148730.
Is CHRISTINE & JALMER BERG FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to CHRISTINE & JALMER BERG FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHRISTINE & JALMER BERG FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CHRISTINE & JALMER BERG 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 CHRISTINE & JALMER BERG 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 CHRISTINE & JALMER BERG FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $33,200 (JOSEPH D LEGER, CFO).
How much revenue does CHRISTINE & JALMER BERG FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $789,493, expenses of $678,702 and total assets of $13,586,272 at year end.

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