Nonprofit · EIN 94-6108391
LOWELL BERRY FOUNDATION
Tax-exempt · LAFAYETTE, CA 94549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,093,334 | $2,057,430 | $1,035,904 | $37,579,920 | $135,663 | $37,444,257 |
| December 31, 2024 | 990-PF | $2,550,162 | $1,827,763 | $722,399 | $34,280,804 | $169,201 | $34,111,603 |
| December 31, 2023 | 990-PF | $2,671,669 | $1,834,658 | $837,011 | $32,128,907 | $12,736 | $32,116,171 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $837,770
- Interest
- $140
- Net gain from sales of assets
- $2,255,424
Expenses
- Grants and similar amounts paid
- $1,832,664
- Salaries, compensation and benefits (total)
- $55,780
- Disbursements for charitable purposes
- $1,875,538
- Excise tax on investment income
- $42,874
Balance sheet and other
- Total assets, start of year
- $34,280,804
- Total assets, end of year
- $37,579,920
- Total liabilities, end of year
- $135,663
- Net assets, end of year
- $37,444,257
- Fair market value of assets
- $37,579,920
- Qualifying distributions
- $1,875,538
- Net investment income
- $3,093,334
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA B CONKLIN 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Vice President | 1 | $0 |
| GARY L DEPOLO 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Treasurer | 2 | $0 |
| JAMI S KANE 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Secretary | 1 | $0 |
| JOHN D ASHER 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | DIRECTOR | 2 | $0 |
| JAYNE S MORDELL 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Director | 1 | $0 |
| ANNETTE S ROBISON 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Director | 1 | $0 |
| KEN PEREZ 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | President | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY R LANGDON 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | PRESIDENT | 1 | $0 |
| PATRICIA B CONKLIN 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Vice President | 1 | $0 |
| GARY L DEPOLO 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Treasurer | 2 | $0 |
| JAMI S KANE 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Secretary | 1 | $0 |
| JOHN D ASHER 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | DIRECTOR | 2 | $0 |
| JAYNE S MORDELL 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Director | 1 | $0 |
| ANNETTE S ROBISON 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Director | 1 | $0 |
| KEN PEREZ 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY R LANGDON 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | PRESIDENT | 1 | $0 |
| PATRICIA B CONKLIN 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Vice President | 1 | $0 |
| GARY L DEPOLO 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Treasurer | 2 | $0 |
| JAMI S KANE 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Secretary | 1 | $0 |
| JOHN D ASHER 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | DIRECTOR | 2 | $0 |
| JAYNE S MORDELL 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Director | 1 | $0 |
| ANNETTE S ROBISON 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Director | 1 | $0 |
| KEN PEREZ 3685 Mt Diablo Blvd Ste 351, Lafayette, CA 94549 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3685 MT DIABLO BLVD STE 351, LAFAYETTE, CA 94549-6803
- Signed the 990-PF
- GARY L DEPOLO, Treasurer
- Phone
- (925) 284-4427
- Return prepared by
- Harrison Accounting Group Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6108391 or by the name LOWELL BERRY 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 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 | 990-PF 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
- 94-6108391
- 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
- 1951
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $37,579,920
- Income (IRS master file)
- $5,154,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,093,334 | $2,057,430 | $37,579,920 | IRS |
| 990-PF | December 2024 | $2,550,162 | $1,827,763 | $34,280,804 | IRS |
| 990-PF | December 2023 | $2,671,669 | $1,834,658 | $32,128,907 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 94-6108391).
Questions about LOWELL BERRY FOUNDATION
- What is the EIN of LOWELL BERRY FOUNDATION?
- The employer identification number (EIN) of LOWELL BERRY FOUNDATION is 94-6108391.
- Is LOWELL BERRY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to LOWELL BERRY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOWELL BERRY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOWELL BERRY 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 LOWELL BERRY 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 LOWELL BERRY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LOWELL BERRY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,093,334, expenses of $2,057,430 and total assets of $37,579,920 at year end.
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