2025-10-16T18:39:27-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 201812559 Berkshire Charitable Foundation % Foundation Source BERK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JONATHAN SHUMATE TREASURER 8008391754 2025-05-14 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 12308078 X 0 X 481 481 331758 331758 667863 1230039 667863 1000102 1000102 0 22596 22596 7170 37179 37179 66945 22596 37179 510000 510000 576945 22596 547179 423157 977506 0 42034 33165 33165 9011589 9448615 12274913 9053623 9481780 12308078 0 0 X 9053623 9481780 9053623 9481780 9053623 9481780 9053623 423157 5000 9481780 9481780 Publicly-traded Securities 1230039 562176 667863 667863 667863 13587 13587 13587 1500 0 12087 13587 X 0 false false false false false false false true true DE PA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Laura E Bowman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Andrew Rothermel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Assistant Treas 1.0 0 0 0 Elizabeth B Rothermel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Trustee 1.0 0 0 0 Helene B Shumate Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, VP 1.0 0 0 0 Jonathan Shumate Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec, Treas 1.0 0 0 0 12197258 59884 0 12257142 0 12257142 183857 12073285 603664 603664 13587 13587 590077 5000 595077 595077 547179 0 0 0 0 547179 595077 529980 547179 529980 17199 0 0 577878 0 0 NONE X BAPTIST CHILDRENS HOMES OF NORTH CAROLINA INC PO BOX 338 THOMASVILLE NC 27361 N/A PC General & Unrestricted 5000 BOYS & GIRLS CLUBS OF SOUTHWEST VIRGINIA INC 1714 9TH ST SE ROANOKE VA 24013 N/A PC General & Unrestricted 10000 BRADLEY FREE CLINIC OF ROANOKE VALLEY 1240 3RD ST SW ROANOKE VA 24016 N/A PC General & Unrestricted 35000 CHARLOTTE RESCUE MISSION 907 W 1ST ST CHARLOTTE NC 28202 N/A PC Miracle on Cedar Street Capital Campaign Fund 10000 CHARLOTTE RESCUE MISSION 907 W 1ST ST CHARLOTTE NC 28202 N/A PC General & Unrestricted 5000 CHARLOTTE RESCUE MISSION 907 W 1ST ST CHARLOTTE NC 28202 N/A PC Men's Rebound Expansion Fund 10000 CRISIS ASSISTANCE MINISTRY 500 SPRATT ST STE A CHARLOTTE NC 28206 N/A PC General & Unrestricted 10000 DILWORTH CENTER FOR CHEMICAL DEPENDENCY INC 2240 PARK RD CHARLOTTE NC 28203 N/A PC General & Unrestricted 10000 EASY DOES IT INC 1300 HILLTOP RD LEESPORT PA 19533 N/A PC General & Unrestricted 5000 HABITAT FOR HUMANITY INTERNATIONAL INC 201 WASHINGTON ST STE 330 READING PA 19601 N/A PC General & Unrestricted 10000 HELPING HARVEST FRESH FOOD BANK 117 MORGAN DR SINKING SPG PA 19608 N/A PC Community Kitchen Capital Campaign Fund 10000 HELPING HARVEST FRESH FOOD BANK 117 MORGAN DR SINKING SPG PA 19608 N/A PC General & Unrestricted 25000 HOLY TRINITY MIDDLE SCHOOL 3100 PARK RD CHARLOTTE NC 28209 N/A PC General & Unrestricted 5000 HOSPITALITY HOUSE OF CHARLOTTE 1400 SCOTT AVE CHARLOTTE NC 28203 N/A PC General & Unrestricted 10000 JEFFERSON CENTER FOUNDATION LTD 541 LUCK AVE SW STE 221 ROANOKE VA 24016 N/A PC Music Lab 5000 MENS SECOND CHANCE LIVING A NON- PROFIT CORPORATIO PO BOX 2398 HAILEY ID 83333 N/A PC General & Unrestricted 25000 MISS HALLS SCHOOL INC 492 HOLMES RD PITTSFIELD MA 01201 N/A PC General & Unrestricted 10000 NOURISH UP PO BOX 680791 CHARLOTTE NC 28216 N/A PC General & Unrestricted 5000 NOURISH UP PO BOX 680791 CHARLOTTE NC 28216 N/A PC Hunger Hub of Hope Fresh Food Center Capital Campaign Fund 10000 OLIVET BOYS AND GIRLS CLUB OF READING AND BERKS CO 1161 PERSHING BLVD READING PA 19611 N/A PC General & Unrestricted 10000 ONAWAY CAMP TRUST PO BOX 339 GLENSIDE PA 19038 N/A PC General & Unrestricted 10000 OPPORTUNITY HOUSE 430 N 2ND ST READING PA 19601 N/A PC General & Unrestricted 25000 PENNSYLVANIA STATE UNIVERSITY TULPEHOCKEN RD PO BOX 7009 READING PA 19610 N/A GOV General & Unrestricted 25000 PTA NORTH CAROLINA CONGRESS 4330 FOXCROFT RD CHARLOTTE NC 28211 N/A PC General & Unrestricted 10000 READING HOSPITAL FOUNDATION PO BOX 16052 READING PA 19612 N/A SO I General & Unrestricted 10000 READING HOSPITAL FOUNDATION PO BOX 16052 READING PA 19612 N/A SO I Electrophysiology Laboratory 20000 READING PUBLIC LIBRARY 100 S 5TH ST READING PA 19602 N/A GOV General & Unrestricted 10000 READING SCIENCE CENTER 645 PENN ST READING PA 19601 N/A PC General & Unrestricted 20000 RESCUE MISSION OF ROANOKE INC 402 4TH ST SE ROANOKE VA 24013 N/A PC General & Unrestricted 10000 ROANOKE VALLEY SPEECH AND HEARING CENTER INC 2030 COLONIAL AVE SW ROANOKE VA 24015 N/A PC General & Unrestricted 10000 RONALD MCDONALD HOUSE OF CHARLOTTE INC 1613 E MOREHEAD ST CHARLOTTE NC 28207 N/A PC General & Unrestricted 5000 ROOF ABOVE INC PO BOX 36471 CHARLOTTE NC 28236 N/A PC General & Unrestricted 5000 SAFE BERKS 255 CHESTNUT ST READING PA 19602 N/A PC General & Unrestricted 25000 SALEM MINISTERS CONFERENCE COMMUNITY FOOD PANTRY PO BOX 288 SALEM VA 24153 N/A PC General & Unrestricted 10000 SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC 411 MERCY DR ORLANDO FL 32805 N/A PC General & Unrestricted 10000 SECOND HARVEST FOOD BANK OF METROLINA INC 500 SPRATT ST STE B CHARLOTTE NC 28206 N/A PC General & Unrestricted 5000 SUN CLUB INC PO BOX 1982 KETCHUM ID 83340 N/A PC General & Unrestricted 10000 THE HARVEST CENTER OF CHARLOTTE INC PO BOX 668208 CHARLOTTE NC 28266 N/A PC General & Unrestricted 5000 THE SALVATION ARMY 301 SOUTH FIFTH ST READING PA 19603 N/A PC General & Unrestricted 25000 TRUSTEES OF AMHERST COLLEGE 220 S PLEASANT ST AMHERST MA 01002 N/A PC General & Unrestricted 5000 UNITED WAY OF BERKS COUNTY 25 N 2ND ST STE 101 READING PA 19601 N/A PC General & Unrestricted 10000 WYOMISSING PUBLIC LIBRARY 9 READING BLVD WYOMISSING PA 19610 N/A PC General & Unrestricted 10000 YOUNG MENS CHRISTIAN ASSOCIATION OF VIRGINIAS BLUE PO BOX 2130 ROANOKE VA 24009 N/A PC Financial Assistance Fund 10000 510000 14 481 14 331758 18 667863 1000102 1000102 false false false false false false false false false false VANGUARD INTERMEDIATE TERM INV 530768 468349 VANGUARD LONG TERM INVESTMENT 484468 358465 VANGUARD SHORT-TERM CORPORATE 709074 685749 VANGUARD TOT INTL BOND IX ADMI 1482681 1328513 VANGUARD TOTAL BOND MARKET IND 1726184 1525542 VANGUARD TOTAL INT ST IDX-AD 2499514 3092833 VANGUARD TOTAL STOCK MARKET IN 2015926 4815462 Administrative Fees 37154 37154 State or Local Filing Fees 25 25 RETURNED GRANT 5000 Investment Management Services 22596 22596 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. 990-PF Estimated Tax for 2024 1500 990-PF Excise Tax for 2023 70 990-PF Extension for 2023 5600