Berkheimer Foundation

Private foundation · Grantmaker Pen Argyl, PA EIN: 23-2582881

Berkheimer Foundation is a private foundation, based in Pen Argyl, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $419K in total assets. In 2024, it awarded 7 grants totaling $61K. Net investment income was $33K.

Key facts about Berkheimer Foundation

In short: Berkheimer Foundation gave $61K across 7 grants in 2024 (avg $9K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.

EIN
23-2582881
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$61,000
Grants made (2024)
7
Average grant
$8,714
Median grant
$10,000
Total assets
$419,250
Primary geography
Pennsylvania (92% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$419K

-0.0% YoY

Annual Giving

$61K

+1120.0% YoY

Grant Count

7

+600.0% YoY

Avg Grant Size

$9K

+74.3% YoY

Under IRS private-foundation payout rules, Berkheimer Foundation reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.

How Berkheimer Foundation gives

  • Giving grew 36% from 2021 to 2024. Method
  • In 2024 it paid out 122% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 7 itemized grants.

Cities

BethlehemAllentownCobb IslandHenryvilleWhitehallAmbridgeMountaintopPalmerPen ArgylSlatington

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K3 grants2020 5 grants2021 9 grants2022 1 grant2023 7 grants2024

From 2020 to 2024, annual grant giving ranged from $5K (2023) to $99K (2022). In 2024 it made 7 grants totaling $61K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Fellowship Community: $16KFellowship Community$16KAllentown Art Museum: $10KAllentown Art Museum$10KBorough of Ambridge: $10KBorough of Ambridge$10KHCSC Blood Center: $10KHCSC Blood Center$10KPen Argyl Athletic and Park Association: $5KPen Argyl Athletic and ParkAssociation$5KRailroad Historians of the Lehigh Valley: $5KRailroad Historians of theLehigh Valley$5KValley Youth House: $5KValley Youth House$5K

The largest 2024 recipient was Fellowship Community ($16K). Together the top 7 received $61K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Fellowship Community Whitehall, PAGrant for Capital Improvements$16,000
Allentown Art Museum Allentown, PAGeneral Grant$10,000
Borough of Ambridge Ambridge, PAGrant for Fitness Court$10,000
HCSC Blood Center Allentown, PAGeneral Grant$10,000
Pen Argyl Athletic and Park Association Pen Argyl, PAGeneral Grant$5,000
Railroad Historians of the Lehigh Valley Cobb Island, MDGrant for Capital Restorations$5,000
Valley Youth House Bethlehem, PAGrant for Capital Improvements$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$419,250$419,447$368,725
Revenue$61,013$60,215$187,079
Expenses$61,166$9,725$99,745
Qualifying Distributions$61,060$6,334$99,147
Net Investment Income$32,953$18,880$96,931
Distributable Amount$49,921$42,251$39,687

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Berkheimer Foundation is led by John D. Berkheimer, President & Director on every filing since 2020; none of the 9 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • John D. Berkheimer

    President & Director

    On filings since 2020

    No compensation reported

  • Chris Hackett

    Director

    On filings since 2020

    No compensation reported

  • Pamela S. Muffley

    Director

    On filings since 2020

    No compensation reported

  • Paul Moulton

    Director

    On filings since 2020

    No compensation reported

  • David Deremer

    Director

    New on the 2024 filing

    No compensation reported

  • John Deremer III

    Director

    New on the 2024 filing

    No compensation reported

  • Vicki Felker

    Director

    New on the 2024 filing

    No compensation reported

  • Henry U. Sandt

    Treasurer

    Secretary & Treasurer → Treasurer, 2024

    On filings since 2020

    No compensation reported

  • Heather Shoup

    Secretary

    New on the 2024 filing

    No compensation reported

Former officers (2)
  • Former: David Gordon (2020–2023) — Assistant Secretary
  • Former: Andrew Cornell (2020) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Berkheimer Foundation

How much does Berkheimer Foundation give each year?

Berkheimer Foundation gave $61K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 1 grant.

What is Berkheimer Foundation's typical grant size?

Berkheimer Foundation's median grant in 2024 was $10,000, and its average grant was $8,714, across 7 grants on its 2024 IRS Form 990-PF.

Where does Berkheimer Foundation give grants?

Berkheimer Foundation gives mostly in Pennsylvania: 92% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Maryland (8%). The most frequent recipient cities were Allentown, PA (2 grants).

Does Berkheimer Foundation give general operating support?

Yes: 43% of Berkheimer Foundation's 2024 grants with a stated purpose (3 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Berkheimer Foundation's largest grantees?

Berkheimer Foundation's largest 2024 grantees include Fellowship Community ($16,000), Allentown Art Museum ($10,000) and Borough of Ambridge ($10,000), according to its 2024 IRS Form 990-PF. Together they received 59% of its itemized 2024 grant dollars.

How large is Berkheimer Foundation?

Berkheimer Foundation reported $419K in total assets on its 2024 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets).

What is Berkheimer Foundation's EIN?

Berkheimer Foundation's EIN (Employer Identification Number) is 23-2582881. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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