Berkshire Charitable Foundation
Berkshire Charitable Foundation is a private independent foundation designated as a 501(c)(3) organization. Based in Wilmington, Delaware, the foundation has been tax-exempt since December 2004. The organization operates as a grantmaking foundation with no employees.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.5M
+4.7% YoY
Annual Giving
$510K
-1.9% YoY
Grant Count
43
+2.4% YoY
Avg Grant Size
$12K
-4.2% YoY
Grantmaking
The foundation does not accept applications.
Grant Range
$10,000
Ready to take the next step with Berkshire Charitable Foundation?
Geographic Focus
Where this funder awards grants
The foundation's recent grant recipients are located primarily in Pennsylvania (particularly the Reading area), Virginia, and Idaho, suggesting a multi-state funding focus.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $9.48 million
- Total revenue: $1,000,102
- Total expenses: $576,000
- Total liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,481,780 | $9,053,623 | $9,133,749 |
| Revenue | $1,000,102 | $508,855 | $414,212 |
| Expenses | $576,945 | $588,981 | $666,700 |
| Qualifying Distributions | $547,179 | $556,455 | $626,310 |
| Net Investment Income | $977,506 | $478,855 | $383,192 |
| Distributable Amount | $595,077 | $539,772 | $554,326 |
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
224 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Laura E Bowman | Trustee | 1 | — |
| Andrew Rothermel | Trustee, Assistant Treas | 1 | — |
| Elizabeth B Rothermel | Pres, Trustee | 1 | — |
| Helene B Shumate | Trustee, VP | 1 | — |
| Jonathan Shumate | Trustee, Sec, Treas | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Ttee Trustees of Univ of Mass - Art 5
WILMINGTON, DE
Assets
$380K
Grants
1
Total Given
$14K
The Jonsson Foundation
WILMINGTON, DE
Assets
$784K
Grants
3
Total Given
$15K
Engineering Information Foundation Inc
WILMINGTON, DE
Assets
$5.7M
Grants
13
Total Given
$220K
The Cucci Family Foundation
WILMINGTON, DE
Assets
$579K
Grants
4
Total Given
$45K
Caroline K Barber Foundation
WILMINGTON, DE
Assets
$257K
Grants
0
Total Given
—
Give Back Brands Foundation
WILMINGTON, DE
Assets
—
Grants
19
Total Given
$178K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Berkshire Charitable Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities