Charles G Berwind Foundation Inc
- Assets
- $8.9m
- Revenue
- $1.2m
- Investments
- $8.5m
- Employees
- 0
- Location
- Philadelphia, PA
- Founding
- 01/2006
- Data as of
- 09/2023
- EIN
- 20-3039970
Organization Overview
Charles G Berwind Foundation Inc is located in Philadelphia, PA. The organization was established in 2006. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles G Berwind Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, Charles G Berwind Foundation Inc generated $1.2m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 2.1% each year. All expenses for the organization totaled $545.1k during the year ending 09/2023. While expenses have increased by 1.8% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Charles G Berwind Foundation Inc has awarded 109 individual grants totaling $775,173. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jessica Berwind VP & Trustee | 0 | $0 | |
Tim Callahan Trustee | 0 | $0 | |
Raymond J Baran President | 0 | $0 | |
Sarah Campbell Treasurer | 0 | $0 | |
Eileen P Moore Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $500,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $392,022 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $277,000 |
| Capital Gain Net Income | $277,000 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,169,022 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $13,095 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $166 |
| Printing and publications | $0 |
| Other expenses | $2,970 |
| Total operating and administrative expenses | $129,595 |
| Contributions, gifts, grants paid | $415,537 |
| Total expenses and disbursements | $545,132 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,165 |
| Savings and temporary cash investments | $392,982 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,455 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $7,103,332 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $8,915,521 |
| Accounts payable and accrued expenses | $6,016 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $12,499 |
| Total liabilities | $18,515 |
Grants Awarded
Over the last fiscal year, Charles G Berwind Foundation Inc has awarded $775,173 in support to 109 organizations.
| Grant Recipient | Amount |
|---|---|
BRYAN KELLER PURPOSE: SCHOLARSHIP | $5,000 |
CAITLYN MESSINA PURPOSE: SCHOLARSHIP | $5,000 |
AILEEN CAMPOS PURPOSE: SCHOLARSHIP | $756 |
EVA CHUNG PURPOSE: SCHOLARSHIP | $5,000 |
SAMUEL BRADY PURPOSE: SCHOLARSHIP | $3,750 |
THOMAS PAVEY PURPOSE: SCHOLARSHIP | $5,000 |