Albert C & Bertha P Markstein Foundation

990PF • Fiscal year 2024 • EIN 68-0261458

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 16, 2025

Organization Profile

PO Box 229Diablo, CA 94528

(307) 203-2976

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$623,193

Flat from 2024

Net Assets

Flat

$623,193

Flat from 2024

Liabilities

Flat

Flat from 2024

Revenue And Expenses

Revenue

Flat

$43,786

Flat from 2024

Expenses

Flat

$55,669

Flat from 2024

Net Income

Flat

-$11,883

Flat from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2024

Assets$623,193

Liabilities$0

Net Assets$623,193

Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$43,786

Expenses$55,669

Net Income-$11,883

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Jun 16, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBERT C MARKSTEIN	Pres/Director	-	$0	-	-
THOMAS V BRET	Secretary	-	$0	-	-
ROBERT C MARKSTEIN	CFO	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	CHILDREN'S WELFARE	PUBLIC	CHEYENNE, WY, US	$15,000
Paid Grant	-	GENERAL FUND	EOF	JACKSONVILLE, FL, US	$15,000
Paid Grant	-	GENERAL FUND	PUBLIC	OAKLAND, CA, US	$10,000

Filing and Contact Details

Filer

Filer Name: Albert C & Bertha P Markstein Foundation
EIN: 68-0261458
Phone: 3072032976
Address: PO BOX 229, DIABLO, CA 94528

Signing Officer

Name: Robert C Markstein
Title: President
Signed: 2025-06-16
Discuss with paid preparer: Yes

Preparer

Firm: Cederborg & Bret LLP
Address: 1299 Newell Hill Place Suite 203, Walnut Creek, CA 94596
Preparer: Thomas V Bret
Phone: 9259471370

Raw XML Appendix313 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	6618
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	EOF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	82001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	32256
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	40000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	34004
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	34004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	2724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	8720
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	5996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	2724
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	40000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	5996
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	8720
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2724
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	2022 & 2023 RETURN PREPARATION FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	8271
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	125
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	CA ATTORNEY GENERAL REGISTRY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FIDELITY ACCOUNT CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	281
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	281
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	323
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	2
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	6493
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	6493
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	RMB CAPITAL MANAGEMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	6493
TaxesSchedule/TaxesDetail/Amt	0	286
TaxesSchedule/TaxesDetail/Amt	1	414
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES ON DIVIDEND INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	414
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Robert C Markstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ALBERT C & BERTHA P MARKSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ALBE
ReturnHeader/Filer/EIN	0	680261458
ReturnHeader/Filer/PhoneNum	0	3072032976
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 229
ReturnHeader/Filer/USAddress/CityNm	0	DIABLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94528
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	204969554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Cederborg & Bret LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1299 Newell Hill Place Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94596
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9259471370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Thomas V Bret
ReturnHeader/ReturnTs	0	2025-06-16T15:22:49-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $623,193
Liabilities: $0
Net assets: $623,193
Revenue: $43,786
Expenses: $55,669
Net income: -$11,883

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.23	$0.00	$6.23	$0.44	$0.56	$0.12
2024Detailed filing. Detailed filing data is available for this year.	$6.23	$0.00	$6.23	$0.44	$0.56	$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.35	$0.00	$6.35	$0.27	$0.47	$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.55	$0.00	$6.55	$0.50	$0.51	$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.56	$0.00	$6.56	$0.74	$0.42	$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.25	$0.00	$6.25	$0.06	$0.41	$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.59	$0.00	$6.59	$0.33	$0.42	$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.68	$0.00	$6.68	$0.05	$0.44	$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.17	$0.00	$7.17	$0.48	$0.49	$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.17	$0.00	$7.17	$0.03	$0.57	$0.54
2015Detailed filing. Detailed filing data is available for this year.	$7.72	$0.00	$7.72	$0.95	$0.48	$0.46
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.25	$0.00	$7.25	$0.33	$0.58	$0.25
2013Summary only. Only limited summary data is available for this year.	$7.51	$0.00		$1.27	$0.60	$0.67
2012Summary only. Only limited summary data is available for this year.	$6.83	$0.00		$0.28	$0.61	$0.33
2011Summary only. Only limited summary data is available for this year.	$7.16	$0.00		$0.23	$0.59	$0.36