BERKSHIRE BANK FOUNDATION INC

Cite this

Plain text BERKSHIRE BANK FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2016–2024. https://furp.org/org/berkshire-bank-foundation-inc-043365869. Retrieved 2026-10-29.

APA furp.org. (n.d.). BERKSHIRE BANK FOUNDATION INC [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 29, 2026, from https://furp.org/org/berkshire-bank-foundation-inc-043365869

MLA “BERKSHIRE BANK FOUNDATION INC.” furp.org, tax years 2016–2024, https://furp.org/org/berkshire-bank-foundation-inc-043365869. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2016–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $1.0M · expenses $2.3M · assets $17.1M

EIN
04-3365869
Address
PO BOX 1308, PITTSFIELD, MA 01202-1308
Website
BERKSHIREBANK.COM
NTEE code
T22Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
September 1997 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Lorelei Kiely SECRETARY2020-2024 $249,710$1,115,795 1
Gary Levante TRUSTEE2016-2024 $0$223,176 1
Lori Gazzillo Kiely (former) Secretary2018-2019 $185,426$371,311 3
Lori Gazzillo (former) Secretary2016-2017 $176,846$356,846 4

Officers and directors, no compensation reported

20 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Laurie Norton Moffatt TRUSTEE2022-2024 0 $0 reported 7
Donna Evan TRUSTEE2020-2024 0 $0 reported 1
John Lafleur TREASURER2024 0 $0 reported 1
Sean A Gray CHAIRMAN2016-2024 0 $0 reported 1
Erin Boggan TRUSTEE2023-2024 0 $0 reported 1
Thomas R Barney VICE-CHAIR2017-2024 0 $0 reported 1
Michael King (former) TREASURER2021-2023 0 $0 reported 1
Angela Dixon (former) TRUSTEE2021-2023 0 $0 reported 1
Baye Adofo-Wilson (former) TRUSTEE2020-2022 0 $0 reported 1
Jacqueline Courtwright (former) TRUSTEE2020-2022 0 $0 reported 1
J Williar Dunlaevy (former) Trustee2016-2021 0 $0 reported 1
D Jeffrey Templeton (former) Trustee2016-2021 0 $0 reported 1
Robert M Curley (former) Trustee2016-2021 0 $0 reported 1
James Moses (former) Treasurer2016-2020 0 $0 reported 1
Michael J Ferry (former) Chairman2016-2019 0 $0 reported 1
Richard A Marotta (former) Director2019 0 $0 reported 1
Catherine B Miller (former) VICE CHAIRMAN2016-2018 0 $0 reported 1
Michael P Daly (former) Director2016-2018 0 $0 reported 5
Linda A Johnston (former) Director2016-2018 0 $0 reported 1
Thomas R Burton (former) Director2016 0 $0 reported 1

People by year

2024 · 8 people listed · 1 paid, $250K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORELEI KIELY SECRETARY40 $249,710-$0 $249,7101
DONNA EVAN TRUSTEE0 $0-$0 $01
JOHN LAFLEUR TREASURER0 $0-$0 $01
SEAN A GRAY CHAIRMAN0 $0-$0 $01
ERIN BOGGAN TRUSTEE0 $0-$0 $01
LAURIE NORTON MOFFATT TRUSTEE0 $0-$0 $07
GARY LEVANTE TRUSTEE0 $0-$0 $01
THOMAS R BARNEY VICE-CHAIR0 $0-$0 $01
2023 · 8 people listed · 1 paid, $238K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORELEI KIELY SECRETARY40 $218,365-$19,608 $237,9731
DONNA EVAN TRUSTEE0 $0-$0 $01
MICHAEL KING TREASURER0 $0-$0 $01
SEAN A GRAY CHAIRMAN0 $0-$0 $01
ERIN BOGGAN TRUSTEE0 $0-$0 $01
LAURIE NORTON MOFFATT TRUSTEE0 $0-$0 $07
ANGELA DIXON TRUSTEE0 $0-$0 $01
THOMAS R BARNEY VICE-CHAIR0 $0-$0 $01
2022 · 9 people listed · 1 paid, $218K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORELEI KIELY SECRETARY40 $198,197-$19,608 $217,8051
DONNA EVAN TRUSTEE0 $0-$0 $01
MICHAEL KING TREASURER0 $0-$0 $01
SEAN A GRAY CHAIRMAN0 $0-$0 $01
BAYE ADOFO-WILSON TRUSTEE0 $0-$0 $01
JACQUELINE COURTWRIGHT TRUSTEE0 $0-$0 $01
LAURIE NORTON MOFFATT TRUSTEE0 $0-$0 $07
ANGELA DIXON TRUSTEE0 $0-$0 $01
THOMAS R BARNEY VICE-CHAIR0 $0-$0 $01
2021 · 11 people listed · 1 paid, $222K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORELEI KIELY Secretary40 $222,418-- $222,4181
DONNA EVAN Trustee0 $0-- $01
MICHAEL KING Treasurer0 $0-- $01
J WILLIAR DUNLAEVY Trustee0 $0-- $01
BAYE ADOFO-WILSON Trustee0 $0-- $01
JACQUELINE COURTWRIGHT Trustee0 $0-- $01
SEAN A GRAY Chairman0 $0-- $01
D JEFFREY TEMPLETON Trustee0 $0-- $01
ROBERT M CURLEY Trustee0 $0-- $01
ANGELA DIXON Trustee0 $0-- $01
THOMAS R BARNEY VICE-CHAIR0 $0-- $01
2020 · 10 people listed · 1 paid, $188K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORELEI KIELY Secretary40 $187,889-- $187,8891
DONNA EVAN Trustee0 $0-- $01
JACQUELINE COURTWRIGHT Trustee0 $0-- $01
J WILLIAR DUNLAEVY Trustee0 $0-- $01
BAYE ADOFO-WILSON Trustee0 $0-- $01
JAMES MOSES Treasurer0 $0-- $01
SEAN A GRAY Chairman0 $0-- $01
D JEFFREY TEMPLETON Trustee0 $0-- $01
ROBERT M CURLEY Trustee0 $0-- $01
THOMAS R BARNEY VICE-CHAIR0 $0-- $01
2019 · 9 people listed · 1 paid, $185K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORI GAZZILLO-KIELY Secretary40 $185,426-- $185,4263
MICHAEL J FERRY Chairman0 $0-- $01
RICHARD A MAROTTA Director0 $0-- $01
J WILLIAR DUNLAEVY Director0 $0-- $01
JAMES MOSES Treasurer0 $0-- $01
SEAN A GRAY Director0 $0-- $01
D JEFFREY TEMPLETON Director0 $0-- $01
ROBERT M CURLEY Director0 $0-- $01
THOMAS R BARNEY VICE-CHAIR0 $0-- $01
2018 · 12 people listed · 2 paid, $279K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORI GAZZILLO-KIELY Secretary40 $185,885-- $185,8853
GARY LEVANTE vp corp responsib.40 $84,269-$8,672 $92,9411
MICHAEL J FERRY Chairman0 $0-- $01
CATHERINE B MILLER VICE CHAIRMAN0 $0-- $01
J WILLIAR DUNLAEVY Director0 $0-- $01
MICHAEL P DALY Director0 $0-- $05
JAMES MOSES Treasurer0 $0-- $01
SEAN A GRAY Director0 $0-- $01
D JEFFREY TEMPLETON Director0 $0-- $01
ROBERT M CURLEY Director0 $0-- $01
LINDA A JOHNSTON Director0 $0-- $01
THOMAS R BARNEY Director0 $0-- $01
2017 · 12 people listed · 2 paid, $243K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORI GAZZILLO Secretary40 $176,846-- $176,8464
GARY LEVANTE AVP COMM ENGAGE40 $66,577-- $66,5771
MICHAEL J FERRY Chairman0 $0-- $01
CATHERINE B MILLER VICE CHAIRMAN0 $0-- $01
J WILLIAR DUNLAEVY Director0 $0-- $01
MICHAEL P DALY Vice President0 $0-- $05
JAMES MOSES Treasurer0 $0-- $01
SEAN A GRAY Director0 $0-- $01
D JEFFREY TEMPLETON Director0 $0-- $01
ROBERT M CURLEY Director0 $0-- $01
LINDA A JOHNSTON Director0 $0-- $01
THOMAS R BARNEY Director0 $0-- $01
2016 · 12 people listed · 2 paid, $244K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORI GAZZILLO Secretary40 $180,000-- $180,0004
GARY LEVANTE AVP COMM ENGAGE40 $63,658-- $63,6581
MICHAEL J FERRY Chairman0 $0-- $01
CATHERINE B MILLER VICE CHAIRMAN0 $0-- $01
J WILLIAR DUNLAEVY Director0 $0-- $01
MICHAEL P DALY Vice President0 $0-- $05
JAMES MOSES Treasurer0 $0-- $01
SEAN A GRAY Director0 $0-- $01
D JEFFREY TEMPLETON Director0 $0-- $01
ROBERT M CURLEY Director0 $0-- $01
LINDA A JOHNSTON Director0 $0-- $01
THOMAS R BURTON Director0 $0-- $01

Highest-paid independent contractors

2024 · 1 contractor · $479K
NameLocationServicePaid
BERKSHIRE BANKPITTSFIELD, MACUSTODIAL/ADVISOR$479,493
2023 · 1 contractor · $459K
NameLocationServicePaid
BERKSHIRE BANKPITTSFIELD, MACUSTODIAL/ADVISOR$458,751
2022 · 1 contractor · $460K
NameLocationServicePaid
BERKSHIRE BANKPITTSFIELD, MACUSTODIAL/ADVISOR$459,790
2021 · 1 contractor · $443K
NameLocationServicePaid
BERKSHIRE BANK INCPITTSFIELD, MACUSTODIAL / ADVISOR$442,557
2020 · 1 contractor · $453K
NameLocationServicePaid
BERKSHIRE BANK INCPITTSFIELD, MACUSTODIAL / ADVISOR$452,906
2019 · 1 contractor · $478K
NameLocationServicePaid
BERKSHIRE BANK INCPITTSFIELD, MACUSTODIAL / ADVISOR$478,360
2018 · 1 contractor · $512K
NameLocationServicePaid
BERKSHIRE BANK INCPITTSFIELD, MACUSTODIAL / ADVISOR$512,427
2017 · 1 contractor · $472K
NameLocationServicePaid
BERKSHIRE BANK INCPITTSFIELD, MACUSTODIAL / ADVISOR$471,706
2016 · 1 contractor · $345K
NameLocationServicePaid
BERKSHIRE BANK INCPITTSFIELD, MACUSTODIAL / ADVISOR$345,403

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 478 grants to organizations · $2.0M

Listed grants add up to $2,032,164; the return's “grants paid” expense line says $1,668,475. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 602 grants to organizations · $2.6M

Listed grants add up to $2,559,162; the return's “grants paid” expense line says $2,719,502. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 615 grants to organizations · $2.9M

Listed grants add up to $2,937,377; the return's “grants paid” expense line says $2,810,666. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 0 grants to organizations · $0 · 1 summary line · $2.9M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Listed grants add up to $2,878,138; the return's “grants paid” expense line says $2,699,522. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 0 grants to organizations · $0 · 1 summary line · $4.1M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Listed grants add up to $4,078,383; the return's “grants paid” expense line says $3,835,448. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 0 grants to organizations · $0 · 1 summary line · $3.0M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Listed grants add up to $3,021,648; the return's “grants paid” expense line says $2,869,574. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 0 grants to organizations · $0 · 1 summary line · $2.4M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Listed grants add up to $2,406,927; the return's “grants paid” expense line says $2,744,728. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 0 grants to organizations · $0 · 1 summary line · $2.0M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Listed grants add up to $1,993,497; the return's “grants paid” expense line says $2,420,217. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 0 grants to organizations · $0 · 1 summary line · $1.8M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2018 · 1 contributor · $2.0M
#ContributorTypeCity, stateTotalNoncashSource
1 BERKSHIRE BANK Person PITTSFIELD, MA $2,000,000- Form 990PF Sch. B, 2018 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,005,693$2,258,440 $17,076,020$16,754,326 -- $249,710--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$2,013,457$3,296,244 $18,644,149$18,007,073 -- $237,973--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,247,630$3,375,653 $19,742,211$19,289,860 -- $217,805--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$3,333,543$3,321,708 $21,904,477$21,417,883 -- $222,418--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$718,732$4,352,544 $21,946,092$21,406,049 -- $187,889--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$1,157,369$3,471,791 $23,214,130$22,487,202 -- $185,426--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$4,304,235$3,393,793 $25,649,643$24,801,622 $2,000,000- $185,885--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$2,206,521$2,995,268 $24,366,127$23,891,180 -- $176,846--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$4,912,769$2,443,829 $24,761,857$24,679,928 -- $180,000--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PEMBERTON FAMILY FOUNDATION INCMAT22 $891,143$288,744 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SUDARSKY FAMILY FOUNDATION INCMAT22 $978,184$1,168,529 President$0 Same NTEE code T22, revenue within 2x, same state
DAYMARC FOUNDATIONMAT22 $1,034,923$1,884,484 TRUSTEE$84,275 Same NTEE code T22, revenue within 2x, same state
SAMANTHA BECKY MARK FOUNDATIONMAT22 $957,580$497,119 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
FELICIA M DELORENZO SCHOLARSHIP FOUNDATION INCMAT22 $917,779$662,902 CLERK/DIRECTOR$20,250 Same NTEE code T22, revenue within 2x, same state
GOULD FAMILY FOUNDATIONMAT22 $1,078,834$952,145 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE ASHURST FOUNDATIONMAT22 $892,658$16,977 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
FAIRBANKS FAMILY CHARITABLE FOUNDATIONMAT22 $1,145,360$704,508 Trustee$39,000 Same NTEE code T22, revenue within 2x, same state
CLIFF AND SUSAN RUCKER CHARITABLE FOUNDATION INCMAT22 $1,074,183$596,568 PRESIDENT, TREASURER, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
FRANK AND ELIZABETH KEOHANE FOUNDATIONMAT22 $1,010,827$326,429 TRUSTEE$4,033 Same NTEE code T22, revenue within 2x, same state
DONOVAN-HALE FAMILY FOUNDATIONMAT22 $907,871$90,015 Trustee$0 Same NTEE code T22, revenue within 2x, same state
KLAUS-JURGEN BATHE CHARITABLE FOUNDATIONMAT22 $903,964$312,355 TRUSTEE, AS REQUIRED$0 Same NTEE code T22, revenue within 2x, same state
STEPHEN F QUILL FAMILY FOUNDATIONMAT22 $892,801$347,562 Trustee$0 Same NTEE code T22, revenue within 2x, same state
GREEN FAMILY CHARITABLE FOUNDATIONMAT22 $1,027,311$727,251 TRUSTEE AND DONOR$0 Same NTEE code T22, revenue within 2x, same state
PETER AND DEBORAH LAMM FOUNDATIONMAT22 $1,130,755$238,628 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE ANO CHARITABLE FOUNDATION TRUSTMAT22 $1,021,964$115,377 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
JEAN C TEMPEL CHARITABLE FOUNDATIONMAT22 $1,084,235$916,367 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
GLORIA AND CHARLES CLOUGH FOUNDATIONMAT22 $1,000,505$712,629 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
MICHAEL AND HELEN SCHAFFER FOUNDATIONMAT22 $905,556$574,229 TRUSTEE$135,000 Same NTEE code T22, revenue within 2x, same state
PALETTE FUND INCMAT22 $968,240$708,753 PRESIDENT$135,417 Same NTEE code T22, revenue within 2x, same state
DWSS INCMAT22 $1,095,924$645,699 PRESIDENT/SECRETARY/DIRECT$0 Same NTEE code T22, revenue within 2x, same state
GRENFELL ASSOCIATION OF AMERICAMAT22 $991,636$1,117,040 PRESIDENT EMERITUS$0 Same NTEE code T22, revenue within 2x, same state
THE LINDA@HAMMETT ORY & ANDREW ORY CHARITABLE TRUSTMAT22 $896,485$4,005,598 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
C3 FOUNDATION INCNCT22 $1,143,620$991,116 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
CAS FOUNDATION INCCAT22 $1,111,073$672,638 CEO AND DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
COMMUNITY FOUNDATIONS INC DAF sponsor$821,30012 12011–2021 BRIAN MUHA MEMORIAL FOUNDATION INC
FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS DAF sponsor$612,7974 12021–2024 BRIAN MUHA MEMORIAL FOUNDATION INC
FRANSECO A MASCARO CHARITABLE TR Private foundation$559,0114 12016–2022 LOUIS J MASCARO FOUNDATION INC
MARYS FUND FOUNDATION Private foundation$295,0007 12012–2022 BRIAN MUHA MEMORIAL FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$208,6005 12020–2024 BRIAN MUHA MEMORIAL FOUNDATION INC
COLUMBUS FOUNDATION DAF sponsor$154,78017 12010–2024 BRIAN MUHA MEMORIAL FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$138,5553 22020–2023 OMEGA LIFE MEMBERSHIP FOUNDATION INC; BRIAN MUHA MEMORIAL FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$65,1045 12014–2024 BRIAN MUHA MEMORIAL FOUNDATION INC
REINBERGER FOUNDATION Private foundation$15,0002 12018–2020 BRIAN MUHA MEMORIAL FOUNDATION INC
FORGOOD INC DAF sponsor$13,4902 12019–2020 BRIAN MUHA MEMORIAL FOUNDATION INC
THE MIAMI FOUNDATION INC DAF sponsor$10,0001 12018–2018 STEVEN SCHWARTZBERG FOUNDATION INC
ALLEGIS GROUP FOUNDATION INC Private foundation$7,3003 12023–2025 BRIAN MUHA MEMORIAL FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$5,0001 12022–2022 BRIAN MUHA MEMORIAL FOUNDATION INC
AMAZONSMILE FOUNDATION Private foundation$3,7028 22020–2023 BRIAN MUHA MEMORIAL FOUNDATION INC; OMEGA LIFE MEMBERSHIP FOUNDATION INC
THE DUKE ENERGY FOUNDATION Private foundation$2,6752 12020–2021 OMEGA LIFE MEMBERSHIP FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $2,258,440 spent · pay $249,710 · grants $1,668,475 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,668,475 73.9%
Pay: officers, directors, trustees $249,710 11.1%
Other expenses $175,155 7.8%
Fees: other professional $137,766 6.1%
Fees: accounting $13,975 0.6%
Taxes $13,359 0.6%
Total$2,258,440100%

View the filing

2023 · Form 990PF · $3,296,244 spent · pay $237,973 · grants $2,719,502 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,719,502 82.5%
Pay: officers, directors, trustees $237,973 7.2%
Other expenses $150,181 4.6%
Fees: other professional $147,860 4.5%
Taxes $26,963 0.8%
Fees: accounting $13,765 0.4%
Total$3,296,244100%

View the filing

2022 · Form 990PF · $3,375,653 spent · pay $217,805 · grants $2,810,666 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,810,666 83.3%
Pay: officers, directors, trustees $217,805 6.5%
Fees: other professional $159,865 4.7%
Other expenses $158,485 4.7%
Taxes $15,957 0.5%
Fees: accounting $12,875 0.4%
Total$3,375,653100%

View the filing

2021 · Form 990PF · $3,321,708 spent · pay $222,418 · grants $2,699,522 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,699,522 81.3%
Pay: officers, directors, trustees $222,418 6.7%
Other expenses $173,379 5.2%
Fees: other professional $165,170 5.0%
Taxes $48,344 1.5%
Fees: accounting $12,875 0.4%
Total$3,321,708100%

View the filing

2020 · Form 990PF · $4,352,544 spent · pay $187,889 · grants $3,835,448 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,835,448 88.1%
Pay: officers, directors, trustees $187,889 4.3%
Other expenses $160,605 3.7%
Fees: other professional $148,485 3.4%
Fees: accounting $12,875 0.3%
Taxes $7,242 0.2%
Total$4,352,544100%

View the filing

2019 · Form 990PF · $3,471,791 spent · pay $185,426 · grants $2,869,574 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,869,574 82.7%
Other expenses $219,202 6.3%
Pay: officers, directors, trustees $185,426 5.3%
Fees: other professional $173,269 5.0%
Fees: accounting $12,500 0.4%
Taxes $11,820 0.3%
Total$3,471,791100%

View the filing

2018 · Form 990PF · $3,393,793 spent · pay $185,885 · grants $2,744,728 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,744,728 80.9%
Other expenses $262,678 7.7%
Pay: officers, directors, trustees $185,885 5.5%
Fees: other professional $165,774 4.9%
Taxes $22,228 0.7%
Fees: accounting $12,500 0.4%
Total$3,393,793100%

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2017 · Form 990PF · $2,995,268 spent · pay $176,846 · grants $2,420,217 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,420,217 80.8%
Other expenses $198,695 6.6%
Pay: officers, directors, trustees $176,846 5.9%
Fees: other professional $164,472 5.5%
Taxes $21,538 0.7%
Fees: accounting $13,500 0.5%
Total$2,995,268100%

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2016 · Form 990PF · $2,443,829 spent · pay $180,000 · grants $1,850,612 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,850,612 75.7%
Other expenses $205,879 8.4%
Pay: officers, directors, trustees $180,000 7.4%
Fees: other professional $145,057 5.9%
Taxes $50,031 2.0%
Fees: accounting $12,250 0.5%
Total$2,443,829100%

View the filing

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