Nonprofit · EIN 20-3039970
CHARLES G BERWIND FOUNDATION INC
Tax-exempt · PHILADELPHIA, PA 19104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $473,006 | $607,413 | -$134,407 | $9,982,722 | $27,193 | $9,955,529 |
| September 30, 2024 | 990-PF | $601,073 | $566,820 | $34,253 | $10,093,183 | $25,558 | $10,067,625 |
| September 30, 2023 | 990-PF | $1,169,022 | $545,132 | $623,890 | $8,915,521 | $18,515 | $8,897,006 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $265,084
- Net gain from sales of assets
- $207,922
Expenses
- Grants and similar amounts paid
- $482,054
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $543,205
- Excise tax on investment income
- $5,811
Balance sheet and other
- Total assets, start of year
- $10,093,183
- Total assets, end of year
- $9,982,722
- Total liabilities, end of year
- $27,193
- Net assets, end of year
- $9,955,529
- Fair market value of assets
- $9,982,722
- Qualifying distributions
- $543,205
- Net investment income
- $473,006
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA BERWIND 2929 WALNUT STREET, PHILADELPHIA, PA 19104 | VP & TRUSTEE | 0 | $0 |
| SARAH CAMPBELL 2929 WALNUT STREET, PHILADELPHIA, PA 19104 | TREASURER | 0.4 | $0 |
| EILEEN P MOORE 2929 WALNUT STREET, PHILADELPHIA, PA 19104 | SECRETARY | 0.4 | $0 |
| TIM CALLAHAN 2929 WALNUT STREET, PHILADELPHIA, PA 19104 | TRUSTEE | 0.2 | $0 |
| RAYMOND J BARAN 2929 WALNUT STREET, PHILADELPHIA, PA 19104 | PRESIDENT | 0.2 | $0 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA BERWIND 2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104 | VP & TRUSTEE | 0 | $0 |
| TIM CALLAHAN 2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104 | TRUSTEE | 0.2 | $0 |
| Raymond J Baran 2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104 | PRESIDENT | 0.2 | $0 |
| SARAH CAMPBELL 2929 WALNUT STREET SUITE 900, PHILADELPHIA, PA 19104 | TREASURER | 0.4 | $0 |
| EILEEN P MOORE 2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104 | SECRETARY | 0.4 | $0 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA BERWIND 2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104 | VP & TRUSTEE | 0 | $0 |
| TIM CALLAHAN 2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104 | TRUSTEE | 0 | $0 |
| Raymond J Baran 2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104 | PRESIDENT | 0 | $0 |
| SARAH CAMPBELL 2929 WALNUT STREET SUITE 900, PHILADELPHIA, PA 19104 | TREASURER | 0 | $0 |
| EILEEN P MOORE 2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2929 WALNUT ST STE 900, PHILADELPHIA, PA 19104-5910
- In care of
- % SARAH CAMPBELL
- Signed the 990-PF
- SARAH, CAMPBELL
- Phone
- (215) 563-2800
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 20-3039970
- 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
- 2006
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,982,722
- Income (IRS master file)
- $1,087,421
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $473,006 | $607,413 | $9,982,722 | XML |
| 990-PF | September 2024 | $601,073 | $566,820 | $10,093,183 | XML |
| 990-PF | September 2023 | $1,169,022 | $545,132 | $8,915,521 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 20-3039970).
Questions about CHARLES G BERWIND FOUNDATION INC
- What is the EIN of CHARLES G BERWIND FOUNDATION INC?
- The employer identification number (EIN) of CHARLES G BERWIND FOUNDATION INC is 20-3039970.
- Is CHARLES G BERWIND FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to CHARLES G BERWIND FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES G BERWIND FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES G BERWIND FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES G BERWIND FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of CHARLES G BERWIND FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CHARLES G BERWIND FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $473,006, expenses of $607,413 and total assets of $9,982,722 at year end.
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