Nonprofit · EIN 94-6065219
UPJOHN CALIFORNIA FUND
Tax-exempt · CARMEL VALLEY, CA 93924
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $54,809 | $110,378 | -$55,569 | $1,298,792 | $149 | $1,298,643 |
| October 31, 2024 | 990-PF | $61,018 | $107,087 | -$46,069 | $1,564,998 | $210,786 | $1,354,212 |
| October 31, 2023 | 990-PF | $53,871 | $113,212 | -$59,341 | $1,401,106 | $825 | $1,400,281 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $10,339
- Interest
- $30,772
- Net gain from sales of assets
- $13,698
Expenses
- Grants and similar amounts paid
- $60,500
- Disbursements for charitable purposes
- $85,191
- Excise tax on investment income
- $412
Balance sheet and other
- Total assets, start of year
- $1,564,998
- Total assets, end of year
- $1,298,792
- Total liabilities, end of year
- $149
- Net assets, end of year
- $1,298,643
- Fair market value of assets
- $1,775,361
- Qualifying distributions
- $85,191
- Net investment income
- $54,809
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cynthia W Hertlein PO Box 90, Carmel Valley, CA 93924 | President Director | 5 | $0 |
| Nettie Porter PO Box 90, Carmel Valley, CA 93924 | VP | 0.05 | $0 |
| Lori Silver PO Box 90, Carmel Valley, CA 93924 | Secretary | 0.05 | $0 |
| Janyce Anderson PO Box 90, Carmel Valley, CA 93924 | Treasurer | 0.2 | $0 |
990-PF for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cynthia W Hertlein PO Box 90, Carmel Valley, CA 93924 | President Director | 5 | $0 |
| Nettie Porter PO Box 90, Carmel Valley, CA 93924 | VP | 0.05 | $0 |
| Lori Silver PO Box 90, Carmel Valley, CA 93924 | Secretary | 0.05 | $0 |
| Janyce Anderson PO Box 90, Carmel Valley, CA 93924 | Treasurer | 0.5 | $0 |
990-PF for the year ended October 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cynthia W Hertlein PO Box 90, Carmel Valley, CA 93924 | President Director | 5 | $0 |
| Nettie Porter PO Box 90, Carmel Valley, CA 93924 | VP | 0.05 | $0 |
| Lori Silver PO Box 90, Carmel Valley, CA 93924 | Secretary | 0.05 | $0 |
| Janyce Anderson PO Box 90, Carmel Valley, CA 93924 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 90, CARMEL VALLEY, CA 93924-0090
- In care of
- % CYNTHIA W HERTLEIN
- Signed the 990-PF
- CYNTHIA W HERTLEIN, President
- Phone
- (831) 659-2115
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6065219 or by the name UPJOHN CALIFORNIA FUND.
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-6065219
- 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
- 1957
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,298,792
- Income (IRS master file)
- $54,809
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $54,809 | $110,378 | $1,298,792 | IRS |
| 990-PF | October 2024 | $61,018 | $107,087 | $1,564,998 | XML |
| 990-PF | October 2023 | $53,871 | $113,212 | $1,401,106 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 94-6065219).
Questions about UPJOHN CALIFORNIA FUND
- What is the EIN of UPJOHN CALIFORNIA FUND?
- The employer identification number (EIN) of UPJOHN CALIFORNIA FUND is 94-6065219.
- Is UPJOHN CALIFORNIA FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to UPJOHN CALIFORNIA FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UPJOHN CALIFORNIA FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UPJOHN CALIFORNIA FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPJOHN CALIFORNIA FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of UPJOHN CALIFORNIA FUND?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does UPJOHN CALIFORNIA FUND have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $54,809, expenses of $110,378 and total assets of $1,298,792 at year end.
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