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.
Key facts about Berkshire Charitable Foundation
- EIN
- 20-1812559
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $510,000
- Grants made (2024)
- 43
- Average grant
- $11,860
- Median grant
- $10,000
- Total assets
- $9,481,780
- Primary geography
- Pennsylvania (49% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated June 2026.
Who Berkshire Charitable Foundation funds
By grant dollars, the top recipient states for Berkshire Charitable Foundation's 43 itemized 2024 grants were Pennsylvania (49%), North Carolina (22%) and Virginia (18%). The most frequent recipient cities were Charlotte, NC (14 grants), Reading, PA (11 grants), Roanoke, VA (6 grants) and Sinking Spg, PA (2 grants). 84% of grants with a stated purpose were for general or operating support.
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
Under IRS private-foundation payout rules, Berkshire Charitable Foundation reported a distributable amount of $595K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation does not accept applications.
Grant Range
$10,000
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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
Share of all 43 itemized 2024 grant dollars.
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
Among its reported 2024 grants, the largest recipients include Bradley Free Clinic of Roanoke Valley ($35,000), Helping Harvest Fresh Food Bank ($35,000 across 2 grants), Reading Hospital Foundation ($30,000 across 2 grants).
| Recipient | Purpose | Amount |
|---|---|---|
| BRADLEY FREE CLINIC OF ROANOKE VALLEY ROANOKE, VA | General & Unrestricted | $35,000 |
| HELPING HARVEST FRESH FOOD BANK SINKING SPG, PA | General & Unrestricted | $25,000 |
| MENS SECOND CHANCE LIVING A NON- PROFIT CORPORATIO HAILEY, ID | General & Unrestricted | $25,000 |
| OPPORTUNITY HOUSE READING, PA | General & Unrestricted | $25,000 |
| PENNSYLVANIA STATE UNIVERSITY READING, PA | General & Unrestricted | $25,000 |
| SAFE BERKS READING, PA | General & Unrestricted | $25,000 |
| THE SALVATION ARMY READING, PA | General & Unrestricted | $25,000 |
| READING HOSPITAL FOUNDATION READING, PA | Electrophysiology Laboratory | $20,000 |
| READING SCIENCE CENTER READING, PA | General & Unrestricted | $20,000 |
| BOYS & GIRLS CLUBS OF SOUTHWEST VIRGINIA INC ROANOKE, VA | General & Unrestricted | $10,000 |
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
Frequently Asked Questions
How do I apply for a grant from Berkshire Charitable Foundation?
The foundation does not accept applications. **Grant Activity (2024):** • Total giving: $520,000 • Number of grants: 42 • Median grant size: $10,000 • Grant range: $5,000–$30,000 **Historical Giving Trends:** • 2023: $591,000 in total giving across 47 grants (median $10,000) • 2022: $501,000 in total giving across 44 grants (median $10,000) • 2021: $503,000 in total giving across 48 grants (median $10,000) **Recent Grant Recipients (2023):** • Bradley Free Clinic of Roanoke Valley (Roanoke, VA)…
Where does Berkshire Charitable Foundation make 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.
What size grants does Berkshire Charitable Foundation award?
In 2024, Berkshire Charitable Foundation awarded 43 grants totaling $510K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Berkshire Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Berkshire Charitable Foundation reported a distributable amount of $595K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Berkshire Charitable Foundation's EIN?
Berkshire Charitable Foundation's EIN (Employer Identification Number) is 20-1812559. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Berkshire Charitable Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.