Berkshire Charitable Foundation

EIN 201812559

Lake Success, NY 11042 |(800) 839-1754

Total Given 2020–2024
$2.6M
224 grants · $525K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $5K–$15K
grant size
83%
deep partner · 49/59 multi-year
repeat
$12.3M
Assets (2024)
59
Distinct Recipients

About

We respectfully request that Berkshire Charitable Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely paid and request that the $127 penalty indicated on Form 2220 be abated because the underpayments in Q3 and Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm's software correctly determined that the foundation could pay its Q3 and Q4 estimates based on prior year tax liability. However, since that liability was under $500, the software incorrectly indicated that no quarterly payment was due. As soon as the error was discovered, the foundation paid the required tax. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules and respectfully request that no 2220 penalty be assessed.

Focus Areas

Health Arts & Culture Youth Development

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $503K $12.4M $402K 48
2021 $500K $13.3M $849K 44
2022 $590K $10.4M $414K 47
2023 $520K $11.5M $509K 42
2024 $510K $12.3M $1.0M 43

Grant Size Distribution

Based on 224 grants on record

Minimum
$5K
25th Pctl
$5K
Median
$10K
Average
$12K
75th Pctl
$15K
Maximum
$38K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

HS
Helene B Shumate
Trustee, Vice President Leadership
ER
Elizabeth B Rothermel
President, Trustee Leadership
JS
Jonathan Shumate
Trustee, Sec, Treasurer Leadership
AR
Andrew Rothermel
Trustee, Assistant Treasurer Leadership
LB
Laura E Bowman
Trustee

Grants Awarded (224 total)

Purpose
Crew Boosters of Winter Park Inc Winter Park, FL $37,500 General & Unrestricted 2022
Bradley Free Clinic of Roanoke Valley Roanoke, VA $35,000 General & Unrestricted 2024
Bradley Free Clinic of Roanoke Valley Roanoke, VA $30,000 General & Unrestricted 2023
Rollins College Orlando, FL $30,000 Share the Light Campaign 2022
Pennsylvania State University - Penn State Berks Reading, PA $25,000 General & Unrestricted 2020
Safe Berks Reading, PA $25,000 General & Unrestricted 2020
The Salvation Army Reading, PA $25,000 General & Unrestricted 2020
Yocum Institute for Arts Education Inc Reading, PA $25,000 General & Unrestricted 2020
Bradley Free Clinic of Roanoke Valley Roanoke, VA $25,000 Behavioral Health Expansion 2021
Opportunity House Reading, PA $25,000 General & Unrestricted 2021
Pennsylvania State University - Penn State Berks Reading, PA $25,000 General & Unrestricted 2021
Safe Berks Reading, PA $25,000 General & Unrestricted 2021
The Salvation Army Reading, PA $25,000 General & Unrestricted 2021
Helping Harvest Fresh Food Bank Sinking Spg, PA $25,000 General & Unrestricted 2023
Mens Second Chance Living a Non- Profit Corporatio Hailey, ID $25,000 General & Unrestricted 2023
Opportunity House Reading, PA $25,000 General & Unrestricted 2023
Pennsylvania State University Reading, PA $25,000 The Counseling and Psychological Services (CAPS) 2023
Safe Berks Reading, PA $25,000 General & Unrestricted 2023
The Salvation Army Reading, PA $25,000 General & Unrestricted 2023
Helping Harvest Fresh Food Bank Sinking Spg, PA $25,000 General & Unrestricted 2024
Mens Second Chance Living a Non- Profit Corporatio Hailey, ID $25,000 General & Unrestricted 2024
Opportunity House Reading, PA $25,000 General & Unrestricted 2024
Pennsylvania State University Reading, PA $25,000 General & Unrestricted 2024
Safe Berks Reading, PA $25,000 General & Unrestricted 2024
The Salvation Army Reading, PA $25,000 General & Unrestricted 2024