Nonprofit · EIN 99-3368155
DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE FOUNDATION
Tax-exempt · SUMMERLAND, CA 93067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $165,344 | $315,797 | -$150,453 | $6,921,440 | $0 | $6,921,440 |
| December 31, 2024 | 990-PF | $6,469,076 | $43,580 | $6,425,496 | $6,511,751 | $0 | $6,511,751 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $27,027
- Dividends
- $148,843
- Interest
- $258
- Net gain from sales of assets
- -$10,784
Expenses
- Grants and similar amounts paid
- $155,000
- Compensation of officers, directors and key employees
- $77,046
- Disbursements for charitable purposes
- $204,422
- Excise tax on investment income
- $524
Balance sheet and other
- Total assets, start of year
- $6,511,751
- Total assets, end of year
- $6,921,440
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,921,440
- Fair market value of assets
- $6,921,440
- Qualifying distributions
- $204,422
- Net investment income
- $149,101
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 |
|---|---|---|---|
| John Berryhill PO Box 257, Summerland, CA 93067 | Trustee | 4 | $38,523 |
| Karen Shaw PO Box 5691, Santa Barbara, CA 931505691 | Trustee | 4 | $38,523 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Berryhill PO Box 257, Summerland, CA 93067 | Trustee | 4 | $15,628 |
| Karen Shaw PO Box 5691, Santa Barbara, CA 931505691 | Trustee | 4 | $15,628 |
Address and contacts
- Address (IRS master file)
- PO BOX 257, SUMMERLAND, CA 93067-0257
- In care of
- % JOHN BERRYHILL AND KAREN SHAW
- Signed the 990-PF
- Karen Shaw, Trustee
- Phone
- (805) 969-4451
- Return prepared by
- Allman & Scheff CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 99-3368155 or by the name DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE 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 | Check at the IRS |
IRS record
- EIN
- 99-3368155
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,921,440
- Income (IRS master file)
- $1,384,790
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $165,344 | $315,797 | $6,921,440 | IRS |
| 990-PF | December 2024 | $6,469,076 | $43,580 | $6,511,751 | XML |
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 99-3368155).
Questions about DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE FOUNDATION
- What is the EIN of DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE FOUNDATION is 99-3368155.
- Is DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE 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 DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE 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 DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $38,523 (John Berryhill, Trustee).
- How much revenue does DAVID S AND VIOLET EVELYN ALBERTS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $165,344, expenses of $315,797 and total assets of $6,921,440 at year end.
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All nonprofits in SUMMERLAND · California · Philanthropy, voluntarism and grantmaking foundations