Cacoosing Family Charitable Foundation
Cacoosing Family Charitable Foundation is a private foundation, based in Mohnton, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.4M in total assets. In 2025, it awarded 5 grants totaling $165K. Net investment income was $415K.
Cacoosing Family Charitable Foundation at a glance
In short: Cacoosing Family Charitable Foundation gave $165K across 5 grants in 2025 (avg $33K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $165,000
- +55.7% vs 2024
- Grants made (2025)
- 5
- +66.7% vs 2024
- Average grant
- $33,000
- -6.6% vs 2024
- Median grant
- $41,500
- Total assets
- $3,432,321
- +5.9% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Cacoosing Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Racc Opportunity Scholarship ($51K). Together the top 5 received $165K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 15 grants of 21 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Cacoosing Family Charitable Foundation gives
- Giving grew 21% from 2022 to 2025. Method
- In 2025 it paid out 92% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $100K (2021) to $207K (2023). In 2025 it made 5 grants totaling $165K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Racc Opportunity Scholarship Reading, PA | General | $51,000 |
| United Way of Berks County Reading, PA | General | $50,000 |
| Reading Public Museum Reading, PA | General | $41,500 |
| Reading Area Community College Reading, PA | General | $12,500 |
| Amos Lemon Burkhart Foundation Mohnton, PA | General | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,432,321 | $455,501 | $265,662 | $165,000 | 5 | $225,244 | $415,083 | $245,316 |
| 2024 | $3,240,932 | $40,519 | $217,137 | $106,000 | 3 | $178,575 | $56,928 | $232,392 |
| 2023 | $3,413,333 | $-4,526 | $359,223 | $207,390 | 5 | $268,047 | $51,009 | $232,879 |
| 2022 | $3,791,301 | $535,131 | $243,958 | $136,250 | 4 | $196,908 | $493,102 | $265,567 |
| 2021 | $3,499,009 | $327,128 | $195,457 | $100,475 | 4 | — | $317,059 | $242,432 |
| 2020 | $3,365,283 | $231,933 | $292,451 | $199,291 | 6 | — | $194,681 | $229,098 |
Under IRS private-foundation payout rules, Cacoosing Family Charitable Foundation reported a distributable amount of $245K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Cacoosing Family Charitable Foundation is led by Rolf A. Schmidt, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Rolf A. Schmidt
Trustee
On filings since 2020
6 hrs/week
$60K (2020) → $66K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $66K, to Rolf a Schmidt (Trustee).
Frequently asked questions about Cacoosing Family Charitable Foundation
How much does Cacoosing Family Charitable Foundation give each year?
Cacoosing Family Charitable Foundation gave $165K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $106K across 3 grants.
What is Cacoosing Family Charitable Foundation's typical grant size?
Cacoosing Family Charitable Foundation's median grant in 2025 was $41,500, and its average grant was $33,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Cacoosing Family Charitable Foundation give grants?
Cacoosing Family Charitable Foundation gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Reading, PA (4 grants).
Does Cacoosing Family Charitable Foundation give general operating support?
Yes: 100% of Cacoosing Family Charitable Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Cacoosing Family Charitable Foundation's largest grantees?
Cacoosing Family Charitable Foundation's largest 2025 grantees include Racc Opportunity Scholarship ($51,000), United Way of Berks County ($50,000) and Reading Public Museum ($41,500), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.
How large is Cacoosing Family Charitable Foundation?
Cacoosing Family Charitable Foundation reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $225K in qualifying distributions that year, against a required minimum of $245K (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.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 29, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 24, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Cacoosing Family Charitable Foundation funds
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