Berbeewalsh Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDDLETON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $796K in total assets. In 2024, it awarded 12 grants totaling $420K. Net investment income was $66K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$796K
-29.3% YoY
Annual Giving
$420K
+49.9% YoY
Grant Count
12
+71.4% YoY
Avg Grant Size
$35K
-12.6% YoY
Under IRS private-foundation payout rules, Berbeewalsh Foundation Inc reported a distributable amount of $47K for 2024 — the minimum it must pay out in qualifying distributions.
About Berbeewalsh Foundation Inc
Based on IRS filings
Berbeewalsh Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDDLETON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $796K in total assets. In 2024, it awarded 12 grants totaling $420K. Net investment income was $66K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $796,261 | $1,126,262 | $1,289,709 |
| Revenue | $70,468 | $-44,053 | $-159,822 |
| Expenses | $439,694 | $303,783 | $422,718 |
| Qualifying Distributions | $435,577 | $296,089 | $390,822 |
| Net Investment Income | $66,351 | $24,528 | $23,639 |
| Distributable Amount | $46,711 | $56,598 | $76,542 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include White House Historical Association ($150,000), Madison Cat Project Inc ($142,161), Madison Opera Inc ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AGRACE FOUNDATION INC MADISON, WI | HUMAN HEALTH SUPPORT - RACE FOR AGRACE-MADISON | $15,000 |
| DANE COUNTY HUMANE SOCIETY MADISON, WI | ANIMAL WELFARE | $10,000 |
| GATEWAY TO THE DRIFTLESS INC BLACK EARTH, WI | LEGACY PAVILION IN H. M. ZANDER COMMUNITY NATURE PARK | $5,000 |
| MADISON CAT PROJECT INC MADISON, WI | ANIMAL HEALTH SUPPORT - CAT ADOPTION AND MEDICAL CARE | $142,161 |
| MADISON OPERA INC MADISON, WI | ARTS SUPPORT - OPERA IN THE PARK | $30,000 |
| NEIGHBORHOOD HOUSE COMUNITY CENTER MADISON, WI | COMMUNITY PROGRAMMING AND SOCIAL SERVICES FOR NEIGHBORS IN NEED | $10,000 |
| NORTH WINDS RESCUE DEERFIELD, WI | EQUINE RESCUE | $10,000 |
| OSKHOSH AREA HUMANE SOCIETY OSHKOSH, WI | ANIMAL HEALTH - TRAP NEUTER RETURN SERVICES | $17,000 |
| TRI 4 SCHOOLS (DBA ACTIVE YOUTH WISCONSIN) VERONA, WI | ACTIVE YOUTH | $10,000 |
| UNDERDOG PET RESCUE OF WISCONSIN INC MADISON, WI | ALL-BREED COMPANION ANIMAL RESCUE | $11,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES G BERBEE | DIRECTOR, PRESIDENT, TREAS | 0.1 | — |
| KAREN A WALSH | DIRECTOR, VICE PRESIDENT | 0.1 | — |
| PAUL S SHAIN | DIRECTOR | 0.1 | $5,000 |
| KAREN BIRGIT BACH | DIRECTOR | 0.1 | $5,000 |
| DR AZITA G HAMEDANI | DIRECTOR | 0.1 | $5,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Berbeewalsh Foundation Inc?
Berbeewalsh Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDDLETON, WI. It holds $796K in total assets as of 2024.
How large is Berbeewalsh Foundation Inc?
As of 2024, Berbeewalsh Foundation Inc holds $796K in total assets with $70K in annual revenue. It awarded 12 grants totaling $420K in 2024.
Where does Berbeewalsh Foundation Inc operate?
Berbeewalsh Foundation Inc has awarded grants in District of Columbia, Illinois, Mississippi, Wisconsin.
What size grants does Berbeewalsh Foundation Inc award?
In 2024, Berbeewalsh Foundation Inc awarded 12 grants totaling $420K — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is Berbeewalsh Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Berbeewalsh Foundation Inc reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Berbeewalsh Foundation Inc's EIN?
Berbeewalsh Foundation Inc's EIN (Employer Identification Number) is 20-5892278. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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