Charles P Berolzheimer Foundation Inc
Charles P Berolzheimer Foundation Inc is a private foundation, based in Fort Bragg, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $399K in total assets. In 2025, it awarded 8 grants totaling $55K. Net investment income was $23K.
Charles P Berolzheimer Foundation Inc at a glance
In short: Charles P Berolzheimer Foundation Inc gave $55K across 8 grants in 2025 (avg $7K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $55,000
- +66.7% vs 2024
- Grants made (2025)
- 8
- -20.0% vs 2024
- Average grant
- $6,875
- +108.3% vs 2024
- Median grant
- $7,000
- Total assets
- $398,521
- -7.5% vs 2024
- Primary geography
- California (75% 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 Charles P Berolzheimer Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Little River Pilots Association ($13K). Together the top 8 received $55K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 33 grants of 33 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Charles P Berolzheimer Foundation Inc gives
- Giving grew 162% from 2022 to 2025. Method
- In 2025 it paid out 283% of its IRS minimum distribution (the 5% rule). 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 $5K (2020) to $55K (2025). In 2025 it made 8 grants totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Little River Pilots Association Little River, CA | General Support | $13,000 |
| Skydog Sanctuary Malibu, CA | General Support | $11,000 |
| Haggin Museum Stockton, CA | General Support | $10,000 |
| Vanderbilt University Nashville, TN | General Support | $10,000 |
| Clear Lake Masonic Library & Museum Foundation El Lago, TX | General Support | $4,000 |
| The College Preparatory School Oakland, CA | General Support | $4,000 |
| Noyo Center for Marine Science Fort Bragg, CA | General Support | $2,000 |
| Namaste San Francisco, CA | General Support | $1,000 |
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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 | $398,521 | $29,695 | $62,035 | $55,000 | 8 | $55,000 | $23,076 | $19,426 |
| 2024 | $430,868 | $34,362 | $39,608 | $33,000 | 10 | $33,000 | $27,799 | $18,639 |
| 2023 | $385,081 | $5,885 | $27,338 | $21,000 | 7 | $21,000 | — | $18,280 |
| 2022 | $370,474 | $33,570 | $29,632 | $21,000 | 6 | $21,000 | $25,956 | $21,708 |
| 2021 | $464,171 | $43,529 | $20,168 | $13,000 | 2 | — | $36,361 | $20,217 |
| 2020 | $348,191 | $-23,416 | $13,872 | $5,000 | 1 | — | — | $17,455 |
Under IRS private-foundation payout rules, Charles P Berolzheimer Foundation Inc reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles P Berolzheimer Foundation Inc is led by Michael T. Berolzheimer, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Michael T. Berolzheimer
President
On filings since 2020
1 hr/week
No compensation reported
Carin F. Berolzheimer
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Laura Kraut
Secretary
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Charles P Berolzheimer Foundation Inc
How much does Charles P Berolzheimer Foundation Inc give each year?
Charles P Berolzheimer Foundation Inc gave $55K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 10 grants.
What is Charles P Berolzheimer Foundation Inc's typical grant size?
Charles P Berolzheimer Foundation Inc's median grant in 2025 was $7,000, and its average grant was $6,875, across 8 grants on its 2025 IRS Form 990-PF.
Where does Charles P Berolzheimer Foundation Inc give grants?
Charles P Berolzheimer Foundation Inc gives mostly in California: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (18%) and Texas (7%).
Does Charles P Berolzheimer Foundation Inc give general operating support?
Yes: 100% of Charles P Berolzheimer Foundation Inc's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Charles P Berolzheimer Foundation Inc's largest grantees?
Charles P Berolzheimer Foundation Inc's largest 2025 grantees include Little River Pilots Association ($13,000), Skydog Sanctuary ($11,000) and Haggin Museum ($10,000), according to its 2025 IRS Form 990-PF. Together they received 62% of its itemized 2025 grant dollars.
How large is Charles P Berolzheimer Foundation Inc?
Charles P Berolzheimer Foundation Inc reported $399K in total assets on its 2025 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
What is Charles P Berolzheimer Foundation Inc's EIN?
Charles P Berolzheimer Foundation Inc's EIN (Employer Identification Number) is 13-6066046. 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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