Berkshire Foundation

Tax-deductible

Carmel, CA501(c)(3)Foundations & GrantmakersEIN 77-0438710

501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $78K a year · 7% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $500
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$725K
-61% vs prior year
Spent
$1.4M
Net assets
$5.8M
By yearFY2020–FY2025
Revenue
$725K
FY2025▼ -61%
Revenue by fiscal year
FY2020$721K
FY2021$804K
FY2022$1.3M
FY2023$981K
FY2024$1.9M
FY2025$725K
Expenses
$1.4M
FY2025▲ +6%
Expenses by fiscal year
FY2020$789K
FY2021$933K
FY2022$1.1M
FY2023$1.2M
FY2024$1.4M
FY2025$1.4M
Net assets
$5.8M
FY2025▼ -11%
Net assets by fiscal year
FY2020$6.2M
FY2021$6.1M
FY2022$6.2M
FY2023$6.0M
FY2024$6.5M
FY2025$5.8M

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 96% · $1.4M Operating & administrative 4% · $62K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

12 people listed on the 990-PF.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director & President Emerita
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Berkshire Foundation executive salaries →

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Programs and updates

A private foundation based in Carmel, CA.

Provided by the organization

This section is blank until Berkshire Foundation claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 22 grants · $1.4M · 2025–2025
Interim INCCA · FY2025$150,000
One Acre FundIL · FY2025$100,000
Monterey SymphonyFY2025$100,000
MearthCA · FY2025$100,000
Hualalai FoundationFY2025$100,000
Carmel Bach Festival INCCA · FY2025$100,000
The Food BankFY2025$75,000
Ludlow InstituteNH · FY2025$50,000
California Community Foundation- PalisadesFY2025$50,000
Film Forum INCNY · FY2025$50,000
Pacific Reperatory TheatreFY2025$50,000
Foundation for CsumbFY2025$50,000
Marin Art and Garden CenterCA · FY2025$40,000
Edgewood Center for Children and FamiliesFY2025$25,000
Community Human ServicesFY2025$25,000
The Parish of Saint MatthewFY2025$25,000
See all 22 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV11
Average grantPart XV$62K
Median grantPart XV$50K
Largest grantPart XV$150K
Top cause focusNTEEYouth Development (9%)

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$725K
Investment income$725K
Money out
$1.4M
Grants paid$1.4M
Running costs$62K
Owns and owes
$5.8M
net assets
Cash and savings$116K
Total assets$5.8M
Liabilities$0
People
12
listed
Paid0
2In more detail
Revenue in detail
Investment income$725K
Total revenue$725K
Assets in detailEnd of year
Cash and savings together$116K
Total assets$5.8M
Liabilities$0
Net assets$5.8M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $725K$1.4M−$712K$5.8M 990 PDF
FY2024 $1.9M$1.4M$492K$6.5M 990 PDF
FY2023 $981K$1.2M−$232K$6.0M 990 PDF
FY2022 $1.3M$1.1M$180K$6.2M 990 PDF
FY2021 $804K$933K−$129K$6.1M 990 PDF
FY2020 $721K$789K−$68K$6.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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