Nonprofit · EIN 04-3365869
BERKSHIRE BANK FOUNDATION INC
Tax-exempt · PITTSFIELD, MA 01202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,005,693 | $2,258,440 | -$1,252,747 | $17,076,020 | $321,694 | $16,754,326 |
| December 31, 2023 | 990-PF | $2,013,457 | $3,296,244 | -$1,282,787 | $18,644,149 | $637,076 | $18,007,073 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $524,044
- Interest
- $101
- Net gain from sales of assets
- $481,548
Expenses
- Grants and similar amounts paid
- $1,668,475
- Compensation of officers, directors and key employees
- $249,710
- Disbursements for charitable purposes
- $2,139,631
- Excise tax on investment income
- $12,501
Balance sheet and other
- Total assets, start of year
- $18,644,149
- Total assets, end of year
- $17,076,020
- Total liabilities, end of year
- $321,694
- Net assets, end of year
- $16,754,326
- Fair market value of assets
- $20,935,685
- Qualifying distributions
- $2,139,631
- Net investment income
- $1,005,693
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORELEI KIELY 24 NORTH STREET, PITTSFIELD, MA 01201 | SECRETARY | 40 | $249,710 |
| DONNA EVAN 24 NORTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0 | $0 |
| JOHN LAFLEUR 24 NORTH STREET, PITTSFIELD, MA 01201 | TREASURER | 0 | $0 |
| SEAN A GRAY 24 NORTH STREET, PITTSFIELD, MA 01201 | CHAIRMAN | 0 | $0 |
| ERIN BOGGAN 24 NORTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0 | $0 |
| LAURIE NORTON MOFFATT 24 NORTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0 | $0 |
| GARY LEVANTE 24 NORTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0 | $0 |
| THOMAS R BARNEY 24 NORTH STREET, PITTSFIELD, MA 01201 | VICE-CHAIR | 0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORELEI KIELY 24 NORTH STREET, PITTSFIELD, MA 01201 | SECRETARY | 40 | $218,365 | $19,608 |
| DONNA EVAN 24 NORTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0 | $0 | $0 |
| MICHAEL KING 24 NORTH STREET, PITTSFIELD, MA 01201 | TREASURER | 0 | $0 | $0 |
| SEAN A GRAY 24 NORTH STREET, PITTSFIELD, MA 01201 | CHAIRMAN | 0 | $0 | $0 |
| ERIN BOGGAN 24 NORTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0 | $0 | $0 |
| LAURIE NORTON MOFFATT 24 NORTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0 | $0 | $0 |
| ANGELA DIXON 24 NORTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0 | $0 | $0 |
| THOMAS R BARNEY 24 NORTH STREET, PITTSFIELD, MA 01201 | VICE-CHAIR | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1308, PITTSFIELD, MA 01202-1308
- In care of
- % CHARLES PLUNGIS JR
- Signed the 990-PF
- LORELEI KIELY, SECRETARY
- Phone
- (413) 236-3733
- Website
- BERKSHIREBANK.COM
- Return prepared by
- SPINELLI CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3365869
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $17,076,020
- Income (IRS master file)
- $4,829,227
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,005,693 | $2,258,440 | $17,076,020 | IRS |
| 990-PF | December 2023 | $2,013,457 | $3,296,244 | $18,644,149 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3365869).
Questions about BERKSHIRE BANK FOUNDATION INC
- What is the EIN of BERKSHIRE BANK FOUNDATION INC?
- The employer identification number (EIN) of BERKSHIRE BANK FOUNDATION INC is 04-3365869.
- Is BERKSHIRE BANK FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BERKSHIRE BANK FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERKSHIRE BANK FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERKSHIRE BANK FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKSHIRE BANK FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERKSHIRE BANK FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $249,710 (LORELEI KIELY, SECRETARY).
- How much revenue does BERKSHIRE BANK FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,005,693, expenses of $2,258,440 and total assets of $17,076,020 at year end.
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