Cacoosing Family Charitable Foundation

MOHNTON, PA EIN: 20-2922895

Cacoosing Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOHNTON, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 3 grants totaling $106K. Net investment income was $57K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.2M

-5.1% YoY

Annual Giving

$106K

-48.9% YoY

Grant Count

-40.0% YoY

Avg Grant Size

$35K

-14.8% YoY

Under IRS private-foundation payout rules, Cacoosing Family Charitable Foundation reported a distributable amount of $232K for 2024 — the minimum it must pay out in qualifying distributions.

About Cacoosing Family Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $749K (100%)

States

Pennsylvania

Cities

ReadingShillington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,240,932	$3,413,333	$3,791,301
Revenue	$40,519	$-4,526	$535,131
Expenses	$217,137	$359,223	$243,958
Qualifying Distributions	$178,575	$268,047	$196,908
Net Investment Income	$56,928	$51,009	$493,102
Distributable Amount	$232,392	$232,879	$265,567

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

22 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Reading Area Community College ($53,500), Reading Public Museum ($26,250), United Way of Berks County ($26,250).

Recipient	Purpose	Amount
READING PUBLIC MUSEUM READING, PA	GENERAL	$26,250
READING AREA COMMUNITY COLLEGE READING, PA	GENERAL	$53,500
UNITED WAY OF BERKS COUNTY READING, PA	GENERAL	$26,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ROLF A SCHMIDT	TRUSTEE	6	$60,134

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Cacoosing Family Charitable Foundation?

Cacoosing Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOHNTON, PA. It holds $3.2M in total assets as of 2024.

How large is Cacoosing Family Charitable Foundation?

As of 2024, Cacoosing Family Charitable Foundation holds $3.2M in total assets with $41K in annual revenue. It awarded 3 grants totaling $106K in 2024.

Where does Cacoosing Family Charitable Foundation operate?

Cacoosing Family Charitable Foundation has awarded grants in Pennsylvania.

What size grants does Cacoosing Family Charitable Foundation award?

In 2024, Cacoosing Family Charitable Foundation awarded 3 grants totaling $106K — an average of about $35K per grant, based on its IRS Form 990 filings.

How much is Cacoosing Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Cacoosing Family Charitable Foundation reported a distributable amount of $232K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Cacoosing Family Charitable Foundation's EIN?

Cacoosing Family Charitable Foundation's EIN (Employer Identification Number) is 20-2922895. IRS Form 990 filing data is available on this page for 2020–2024.