Nonprofit · EIN 27-3496864
CJ BERRY FOUNDATION
Tax-exempt · LOS GATOS, CA 95032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $46,449 | $327,150 | -$280,701 | $4,043,899 | $0 | $4,043,899 |
| December 31, 2024 | 990-PF | $195,380 | $404,084 | -$208,704 | $4,324,600 | $0 | $4,324,600 |
| December 31, 2023 | 990-PF | $771,868 | $184,701 | $587,167 | $4,533,304 | $0 | $4,533,304 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $139,577
- Interest
- $52
- Net gain from sales of assets
- -$93,180
Expenses
- Grants and similar amounts paid
- $267,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $267,500
- Excise tax on investment income
- $1,941
Balance sheet and other
- Total assets, start of year
- $4,324,600
- Total assets, end of year
- $4,043,899
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,043,899
- Fair market value of assets
- $6,060,836
- Qualifying distributions
- $267,500
- Net investment income
- $139,629
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 |
|---|---|---|---|
| NELLA F BERRY 450 WESTRIDGE DRIVE, PORTOLA VALLEY, CA 94028 | DIRECTOR | 0 | $0 |
| DEREK W BERRY 2433 NW SACAGAWEA LANE, BEND, OR 97703 | DIRECTOR, PRESIDENT, CEO | 30 | $0 |
| JOANNE BERRY 2433 NW SACAGAWEA LANE, BEND, OR 97703 | DIRECTOR, SECRETARY | 5 | $0 |
| KORYNE SMITH 162 SOMERSET, REDWOOD CITY, CA 94062 | DIRECTOR, VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM BERRY 450 WESTRIDGE DRIVE, PORTOLA VALLEY, CA 94028 | DIRECTOR | 0 | $0 |
| NELLA F BERRY 450 WESTRIDGE DRIVE, PORTOLA VALLEY, CA 94028 | DIRECTOR | 0 | $0 |
| DEREK W BERRY 2433 NW SACAGAWEA LANE, BEND, OR 97703 | DIRECTOR, PRESIDENT, CEO | 30 | $0 |
| JOANNE BERRY 2433 NW SACAGAWEA LANE, BEND, OR 97703 | DIRECTOR, SECRETARY | 5 | $0 |
| KORYNE SMITH 162 SOMERSET, REDWOOD CITY, CA 94062 | DIRECTOR, VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM BERRY 450 WESTRIDGE DRIVE, PORTOLA VALLEY, CA 94028 | DIRECTOR | 0 | $0 |
| NELLA F BERRY 450 WESTRIDGE DRIVE, PORTOLA VALLEY, CA 94028 | DIRECTOR | 0 | $0 |
| DEREK W BERRY 2433 NW SACAGAWEA LANE, BEND, OR 97703 | DIRECTOR, PRESIDENT, CEO | 30 | $0 |
| JOANNE BERRY 2433 NW SACAGAWEA LANE, BEND, OR 97703 | DIRECTOR, SECRETARY | 5 | $0 |
| KORYNE SMITH 162 SOMERSET, REDWOOD CITY, CA 94062 | DIRECTOR, VICE PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1484 POLLARD ROAD 406, LOS GATOS, CA 95032-1031
- In care of
- % DEREK W BERRY
- Signed the 990-PF
- DEREK W BERRY, PRESIDENT
- Phone
- (650) 814-3782
- Website
- WWW.CJBERRY.ORG
- Return prepared by
- KFK CPA INC
California records
California keeps its own records of charities and corporations. Search them by EIN 27-3496864 or by the name CJ 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
- 27-3496864
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $4,043,899
- Income (IRS master file)
- $1,128,305
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $46,449 | $327,150 | $4,043,899 | XML |
| 990-PF | December 2024 | $195,380 | $404,084 | $4,324,600 | IRS |
| 990-PF | December 2023 | $771,868 | $184,701 | $4,533,304 | 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 27-3496864).
Questions about CJ BERRY FOUNDATION
- What is the EIN of CJ BERRY FOUNDATION?
- The employer identification number (EIN) of CJ BERRY FOUNDATION is 27-3496864.
- Is CJ BERRY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to CJ BERRY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CJ BERRY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CJ 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 CJ 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 CJ BERRY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does CJ BERRY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $46,449, expenses of $327,150 and total assets of $4,043,899 at year end.
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