Nonprofit · EIN 94-3143163
LEO J & CELIA CARLIN FUND
Tax-exempt · BERKELEY, CA 94710
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $186,830 | $339,124 | -$152,294 | $6,569 | $0 | $6,569 |
| December 31, 2023 | 990-PF | $42,714 | $49,310 | -$6,596 | $323,381 | $500 | $322,881 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,634
- Interest
- $22
- Net gain from sales of assets
- $182,159
- Other income
- $1,015
Expenses
- Grants and similar amounts paid
- $330,531
- Disbursements for charitable purposes
- $337,160
- Excise tax on investment income
- $2,573
Balance sheet and other
- Total assets, start of year
- $323,381
- Total assets, end of year
- $6,569
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,569
- Fair market value of assets
- $6,569
- Qualifying distributions
- $337,160
- Net investment income
- $186,830
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joy Carlin 127 University Avenue, Berkeley, CA 94710 | Secretary/Dir | 1 | $0 |
| Nicholas Carlin 127 University Avenue, Berkeley, CA 94710 | President/Dir | 1 | $0 |
| Alexander Carlin 127 University Avenue, Berkeley, CA 94710 | VP/Dir | 1 | $0 |
| Nancy Carlin 127 University Avenue, Berkeley, CA 94710 | Treasurer/Dir | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joy Carlin 127 University Avenue, Berkeley, CA 94710 | Secretary/Dir | 1 | $0 |
| Nicholas Carlin 127 University Avenue, Berkeley, CA 94710 | President/Dir | 1 | $0 |
| Alexander Carlin 127 University Avenue, Berkeley, CA 94710 | VP/Dir | 1 | $0 |
| Nancy Carlin 127 University Avenue, Berkeley, CA 94710 | Treasurer/Dir | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 127 UNIVERSITY AVE, BERKELEY, CA 94710-1616
- In care of
- % LEVENTHAL KLINE MANAGEMENT
- Signed the 990-PF
- Nicholas Carlin, President/Dir
- Phone
- (510) 841-4123
- Return prepared by
- Fontanello Duffield & Otake LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3143163 or by the name LEO J & CELIA CARLIN FUND.
- 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 | Not 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
- 94-3143163
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,569
- Income (IRS master file)
- $330,289
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $186,830 | $339,124 | $6,569 | XML |
| 990-PF | December 2023 | $42,714 | $49,310 | $323,381 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 94-3143163).
Questions about LEO J & CELIA CARLIN FUND
- What is the EIN of LEO J & CELIA CARLIN FUND?
- The employer identification number (EIN) of LEO J & CELIA CARLIN FUND is 94-3143163.
- Is LEO J & CELIA CARLIN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to LEO J & CELIA CARLIN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEO J & CELIA CARLIN FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEO J & CELIA CARLIN FUND 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 LEO J & CELIA CARLIN FUND 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 LEO J & CELIA CARLIN FUND?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does LEO J & CELIA CARLIN FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $186,830, expenses of $339,124 and total assets of $6,569 at year end.
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