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Berkshire Hathaway Energy Foundation

Private foundation · Grantmaker Des Moines, IA EIN: 47-3577741 Website

Berkshire Hathaway Energy Foundation is a private foundation based in Des Moines, Iowa. Its 2024 filing reports one grant of $3,605,474, listed for general support; the recipient is identified as “SEE ATTACHMENT.”

Key facts about Berkshire Hathaway Energy Foundation

In short: Berkshire Hathaway Energy Foundation gave $3.6M across 1 grant in 2024 (avg $3.6M), mostly in Iowa. Source: 2024 IRS Form 990-PF.

EIN
47-3577741
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,605,474
Grants made (2024)
1
Average grant
$3,605,474
Median grant
$3,605,474
Total assets
$79,453,572
Primary geography
Iowa (100% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$79.5M

+10.5% YoY

Annual Giving

$3.6M

-9.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$3.6M

-9.9% YoY

Under IRS private-foundation payout rules, Berkshire Hathaway Energy Foundation reported a distributable amount of $3.7M for 2024 — the minimum it must pay out in qualifying distributions.

How Berkshire Hathaway Energy Foundation gives

  • Giving held roughly steady from 2021 to 2024 (−1%). Method
  • In 2024 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Research compiled by Grantable AI from public sources. Last updated September 2026.

Grantmaking

Reported grantmaking totaled $3,605,474 across one grant in 2024, $4,000,017 across one grant in 2023, and $4,356,754 across 64 grants in 2022. In 2024, the sole reported grant was $3,605,474.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2024 went to recipients in Iowa.

Grant Distribution by State

26states

Share of the 2024 grant dollars on its one itemized grant.

Cities

OmahaDes MoinesWashingtonEl CentroImperialPhoenixPortlandAlburquerqueBrawleyDenverNew YorkWaverlyAustinBeavertonBethesdaCedar RapidsCity of IndustryColumbiaGrandvilleLincoln

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M38 grants2020 54 grants2021 64 grants2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $2.3M (2020) to $4.4M (2022). In 2024 it made 1 grant totaling $3.6M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

See Attachment 12: $3.6MSee Attachment 12$3.6M

The largest 2024 recipient was See Attachment 12 ($3.6M).

Grant Size Distribution

158 grants across all recorded years

107<$50K29$50–100K11$100–250K3$250–500K3$500K–1M5$1–5M$5M+

The most common grant size was under $50K: 107 grants of 158 (68%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See Attachment 12 See Attachment, IAGeneral Support$3,605,474

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2024 $3,605,474 1
2023 $4,000,017 1
2022 $4,356,754 64
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M$20M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$79,453,572$71,893,381$64,595,350
Revenue$3,264,962$2,392,049$11,568,589
Expenses$2,155,474$2,522,017$5,393,397
Qualifying Distributions$3,605,474$4,000,017$4,356,754
Net Investment Income$3,264,962$2,392,049$1,568,589
Distributable Amount$3,720,185$3,308,892$2,993,880

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 5, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS September 4, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Gina Rooney as President/Director; Calvin D Haack as Treasurer/Director; Jonathan D Hale as V.P. Taxation; Natalie L Hocken as Director; Jeffery B Erb as Secretary; Todd A Anliker as Chair; and Charles C Chang as Director.

Berkshire Hathaway Energy Foundation is led by Gina Rooney, President & Director on the 2024 filing; none of the 7 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Gina Rooney

    President & Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Todd A Anliker

    Chair

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Calvin D Haack

    Treasurer & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Natalie L Hocken

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Charles C Chang

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Jeffery B Erb

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jonathan D Hale

    V.p. Taxation

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Onnalee K Kelley (2020–2023) — President & 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.

Contact

Application contact: Berkshire Hathaway Energy Fndnbod
Mailing address: PO Box 657 Dml 3, Des Moines, IA 50306
Phone: (515) 281-2503
Website: https://brkenergy.com

Frequently asked questions about Berkshire Hathaway Energy Foundation

How much does Berkshire Hathaway Energy Foundation give each year?

Berkshire Hathaway Energy Foundation gave $3.6M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4.0M across 1 grant.

How large is Berkshire Hathaway Energy Foundation?

Berkshire Hathaway Energy Foundation reported $79.5M in total assets on its 2024 IRS Form 990-PF. It paid out $3.6M in qualifying distributions that year, against a required minimum of $3.7M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

How do I apply for a grant from Berkshire Hathaway Energy Foundation?

Berkshire Hathaway Energy Foundation has no public application process in the sources Grantable reviewed. Check brkenergy.com for current guidelines, or contact the foundation directly before submitting a request.

Where does Berkshire Hathaway Energy Foundation make grants?

All grant dollars reported for 2024 went to recipients in Iowa.

What is Berkshire Hathaway Energy Foundation's EIN?

Berkshire Hathaway Energy Foundation's EIN (Employer Identification Number) is 47-3577741. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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