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Nonprofit · EIN 81-3959849

CURT AND ADELE BERKLUND FOUNDATION

Tax-exempt · LYNNWOOD, WA 98036

Financials

$52K$57K2023$119K$56K2024
Revenue Expenses · by fiscal year end
Financials of CURT AND ADELE BERKLUND FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$119,279$55,904$63,375$909,813$0$909,813
December 31, 2023990-PF$51,571$57,125-$5,554$840,114$0$840,114
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$33,974
Net gain from sales of assets
$85,305

Expenses

Grants and similar amounts paid
$36,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$45,227
Excise tax on investment income
$1,510

Balance sheet and other

Total assets, start of year
$840,114
Total assets, end of year
$909,813
Total liabilities, end of year
$0
Net assets, end of year
$909,813
Fair market value of assets
$1,115,200
Qualifying distributions
$45,227
Net investment income
$119,279

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
REBECCA B BAKER
PO BOX 2100, LYNNWOOD, WA 98036
PRESIDENT/TREASURER, DIRECTOR7$0
MARIAN A CHAMBERS
PO BOX 2100, LYNNWOOD, WA 98036
VICE PRESIDENT/SECRETARY, DIRECTOR1$0
DIANNE J WILSON
PO BOX 2100, LYNNWOOD, WA 98036
VICE PRESIDENT, DIRECTOR1$0
JON C BERKLUND
PO BOX 2100, LYNNWOOD, WA 98036
VICE PRESIDENT, DIRECTOR1$0
MS RUTH GEER
PO BOX 2100, LYNNWOOD, WA 98036
DIRECTOR (THRU OCT 22, 2024)1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
MS MARIAN CHAMBERS
PO BOX 2100, LYNNWOOD, WA 98036
DIRECTOR1$0
MR DAVID BERKLUND
PO BOX 2100, LYNNWOOD, WA 98036
DIRECTOR1$0
MS RUTH GEER
PO BOX 2100, LYNNWOOD, WA 98036
DIRECTOR1$0
MS DIANNE WILSON
PO BOX 2100, LYNNWOOD, WA 98036
DIRECTOR1$0
MR JON BERKLUND
PO BOX 2100, LYNNWOOD, WA 98036
DIRECTOR1$0
MS REBECCA BAKER
PO BOX 2100, LYNNWOOD, WA 98036
DIRECTOR7$0

Address and contacts

Address (IRS master file)
PO BOX 2100, LYNNWOOD, WA 98036-2100
In care of
% REBECCA B BAKER
Signed the 990-PF
REBECCA BAKER, DIRECTOR
Phone
(208) 344-7150
Return prepared by
EIDE BAILLY LLP

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-3959849
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$909,813
Income (IRS master file)
$273,444

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$119,279$55,904$909,813XML
990-PFDecember 2023$51,571$57,125$840,114XML
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 81-3959849).

Questions about CURT AND ADELE BERKLUND FOUNDATION

What is the EIN of CURT AND ADELE BERKLUND FOUNDATION?
The employer identification number (EIN) of CURT AND ADELE BERKLUND FOUNDATION is 81-3959849.
Is CURT AND ADELE BERKLUND FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to CURT AND ADELE BERKLUND FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CURT AND ADELE BERKLUND FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CURT AND ADELE BERKLUND FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CURT AND ADELE BERKLUND FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CURT AND ADELE BERKLUND FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does CURT AND ADELE BERKLUND FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $119,279, expenses of $55,904 and total assets of $909,813 at year end.

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