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Nonprofit · EIN 33-0555611

BERNEICE U LYNN FOUNDATION

Tax-exempt · CARLSBAD, CA 92008

Financials

$99K$185K2023$170K$213K2024$1.3M$257K2025
Revenue Expenses · by fiscal year end
Financials of BERNEICE U LYNN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,335,786$256,954$1,078,832$1,535,254$3,982$1,531,272
December 31, 2024990-PF$169,535$212,584-$43,049$1,259,691$807,251$452,440
December 31, 2023990-PF$98,906$185,064-$86,158$1,158,314$582,962$575,352
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$26,889
Interest
$523
Net rental income
$55,202
Net gain from sales of assets
$1,203,958

Expenses

Grants and similar amounts paid
$22,840
Compensation of officers, directors and key employees
$45,541
Disbursements for charitable purposes
$22,840
Excise tax on investment income
$15,313

Balance sheet and other

Total assets, start of year
$1,259,691
Total assets, end of year
$1,535,254
Total liabilities, end of year
$3,982
Net assets, end of year
$1,531,272
Fair market value of assets
$1,535,254
Qualifying distributions
$22,840
Net investment income
$1,335,786

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
Kelly R Perdue
3670 Valley St, Carlsbad, CA 92008
Trustee5$41,791
Bruce Ebmeyer
14985 Cheyenne Rd, Apple Valley, CA 92307
Director0.25$1,250
Joseph Andreasen
19845 Talihina Rd, Apple Valley, CA 92307
Director0.25$1,250
Cindy Toms
22276 Pahute Rd, Apple Valley, CA 92308
Director0.25$1,250
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Kelly R Perdue
3670 Valley St, Carlsbad, CA 92008
Trustee5$38,992
Bruce Ebmeyer
14985 Cheyenne Rd, Apple Valley, CA 92307
Director0.25$1,200
Joseph Andreasen
19845 Talihina Rd, Apple Valley, CA 92307
Director0.25$1,200
Cindy Toms
22276 Pahute Rd, Apple Valley, CA 92308
Director0.25$1,200
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Kelly R Perdue
3670 Valley St, Carlsbad, CA 92008
Trustee5$38,992
Bruce Ebmeyer
14985 Cheyenne Rd, Apple Valley, CA 92307
Director0.25$1,250
Joseph Andreasen
19845 Talihina Rd, Apple Valley, CA 92307
Director0.25$1,250
DONALD L BIGLER
15970 Malahat Rd, Apple Valley, CA 92307
Director0.25$1,250

Address and contacts

Address (IRS master file)
4075 HARRISON ST APT 2, CARLSBAD, CA 92008-3554
In care of
% MICHAEL G PERDUE
Signed the 990-PF
Kelly Perdue, Trustee
Phone
(760) 519-4474
Return prepared by
Bishop Tax & Trust Law

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0555611 or by the name BERNEICE U LYNN 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
33-0555611
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,535,254
Income (IRS master file)
$2,582,327

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,335,786$256,954$1,535,254XML
990-PFDecember 2024$169,535$212,584$1,259,691XML
990-PFDecember 2023$98,906$185,064$1,158,314XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 33-0555611).

Questions about BERNEICE U LYNN FOUNDATION

What is the EIN of BERNEICE U LYNN FOUNDATION?
The employer identification number (EIN) of BERNEICE U LYNN FOUNDATION is 33-0555611.
Is BERNEICE U LYNN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to BERNEICE U LYNN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does BERNEICE U LYNN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNEICE U LYNN 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 BERNEICE U LYNN 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 BERNEICE U LYNN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $41,791 (Kelly R Perdue, Trustee).
How much revenue does BERNEICE U LYNN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,335,786, expenses of $256,954 and total assets of $1,535,254 at year end.

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