Nonprofit · EIN 04-3566439
BERKSHIRE LIFE CHARITABLE FOUNDATION
Tax-exempt · PITTSFIELD, MA 01201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $356,705 | $186,347 | $170,358 | $2,504,356 | $12,130 | $2,492,226 |
| May 31, 2024 | 990-PF | $249,541 | $175,916 | $73,625 | $2,331,055 | $9,187 | $2,321,868 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $59,813
- Net gain from sales of assets
- $296,892
Expenses
- Grants and similar amounts paid
- $147,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $152,886
- Excise tax on investment income
- $4,556
Balance sheet and other
- Total assets, start of year
- $2,331,055
- Total assets, end of year
- $2,504,356
- Total liabilities, end of year
- $12,130
- Net assets, end of year
- $2,492,226
- Fair market value of assets
- $3,174,137
- Qualifying distributions
- $152,886
- Net investment income
- $356,705
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL E BARBIERI 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
| ROBERT COCO 700 SOUTH STREET, PITTSFIELD, MA 01201 | TREASURER | 0.5 | $0 |
| ADAM KIRBY 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
| DAVID KLAUSMEYER 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
| CAITLIN PEMBLE 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
| ALYCIA SACCO DUQUETTE 700 SOUTH STREET, PITTSFIELD, MA 01201 | PRESIDENT | 0.5 | $0 |
| KEVIN SHERMAN 700 SOUTH STREET, PITTSFIELD, MA 01201 | SECRETARY | 0.5 | $0 |
990-PF for the year ended May 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL E BARBIERI 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
| ROBERT COCO 700 SOUTH STREET, PITTSFIELD, MA 01201 | TREASURER | 0.5 | $0 |
| ADAM KIRBY 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
| DAVID KLAUSMEYER 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
| CAITLIN PEMBLE 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
| ALYCIA SACCO DUQUETTE 700 SOUTH STREET, PITTSFIELD, MA 01201 | PRESIDENT | 0.5 | $0 |
| KEVIN SHERMAN 700 SOUTH STREET, PITTSFIELD, MA 01201 | SECRETARY | 0.5 | $0 |
| CARLO F PETRUCCI SR 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
| KRISTINE HAZZARD 700 SOUTH STREET, PITTSFIELD, MA 01201 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 700 SOUTH ST, PITTSFIELD, MA 01201-8212
- In care of
- % BERKSHIRE LIFE INSURANCE
- Signed the 990-PF
- ROBERT COCO, TREASURER
- Phone
- (413) 395-4336
- Return prepared by
- ADELSON & COMPANY 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3566439
- 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
- 2001
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $2,504,356
- Income (IRS master file)
- $1,280,516
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $356,705 | $186,347 | $2,504,356 | XML |
| 990-PF | May 2024 | $249,541 | $175,916 | $2,331,055 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 04-3566439).
Questions about BERKSHIRE LIFE CHARITABLE FOUNDATION
- What is the EIN of BERKSHIRE LIFE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BERKSHIRE LIFE CHARITABLE FOUNDATION is 04-3566439.
- Is BERKSHIRE LIFE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BERKSHIRE LIFE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERKSHIRE LIFE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERKSHIRE LIFE CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKSHIRE LIFE CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of BERKSHIRE LIFE CHARITABLE FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does BERKSHIRE LIFE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $356,705, expenses of $186,347 and total assets of $2,504,356 at year end.
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