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· Private foundation

Berkshire Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.4M
Granted FY2025still arriving
22
Grants FY2025still arriving
5
States reached
$150k
Largest
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$1.8MHousing & Shelter$1.4MCivil Rights$1.1MEnvironment$1.0MInternational$775kEducation$565kReligion$345kFood & Nutrition$280kOther$0
02FY2025 · 22 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k8 grants · $200k
  • $50k–250k14 grants · $1.2M
$50,000
Median grant
5
States reached
$5.8M
Total assets
Largest grants
RecipientAmount
CENTER FOR REPRODUCTIVE RIGHTS$150,000
INTERIM INC$150,000
ONE ACRE FUND$100,000
MONTEREY SYMPHONY$100,000
CARMEL BACH FESTIVAL$100,000
HUALALAI FOUNDATION$100,000
MEARTH$100,000
THE FOOD BANK$75,000
BOYS AND GIRLS CLUBS OF MONTEREY COUNTY$50,000
PACIFIC REPERATORY THEATRE$50,000
THE FILM FORUM$50,000
CALIFORNIA COMMUNITY FOUNDATION- PALISADES$50,000
LUDLOW INSTITUTE$50,000
FOUNDATION FOR CSUMB$50,000
MARIN ART & GARDEN CENTER$40,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–24, $200k) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%AMERICAN RED CROSS: $25k → 14%STEP UP ON SECOND STREET: $25k → 14%LOS ANGELES POLICE FOUNDATION: $25k → 14%GATHERING FOR WOMEN: $25k → 12%GATHERING FOR WOMEN: $25k → 12%GATHERING FOR WOMEN: $25k → 12%GATHERING FOR WOMEN: $25k → 12%GATHERING FOR WOMEN: $20k → 12%GATHERING FOR WOMEN: $5k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NH
IL
NY
PA
CA
MD
DC
HI
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

91%of every dollar goes to organizations it has funded before.
$8.5M · 25 repeat orgs$875k to everyone else

Grantees it renews have grown median revenue +21% since the first grant, against +12% for those funded once.

25 repeat relationships: 17 still active in FY2025, 8 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

25
22

Total granted

$8.5M
$700k

Median revenue growth · since first grant

+21%
+12%

Still filing today

64%
82%

New vs renewed · share of each year

In FY2025, 87% of grant dollars renewed an existing relationship; $175k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Human ServicesArts & CultureEnvironmentHealthYouth DevelopmentReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • II
    INTERIM INC
    9× · 2017–2025 · $1.1M · revenue +123%
  • THE CENTER FOR REPRODUCTIVE RIGHTS INC
    9× · 2017–2025 · $1.1M · revenue +69%
  • M
    MEARTH
    9× · 2017–2025 · $775k · revenue +9%

Funded once

  • FO
    Friends of Mission Trail Nature Preserve
    one grant, 2022 · $75k · revenue -10%
  • FF
    FOUNDATION FOR THE HOMELESS INC
    one grant, 2023 · $50k · revenue +7%
  • CF
    CENTER FOR INDEPENDENT THOUGHT
    one grant, 2024 · $50k · revenue 0%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Sutter Bay Hospitals

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
2
Sonoma Botanical Garden
—
3
Chile-California Council

The Chile-California Council is a San Francisco-based nonprofit dedicated to developing and promoting joint endeavors and cooperative relations between Chile and California, as well as individuals, legal entities and other institutions in…

International
4
Sustainable Conservation

Sustainable Conservation advances the collaborative stewardship of Californias land, air, and water for the benefit of nature and people. For over three decades, Sustainable Conservation has built coalitions of people with different…

Environment
5
Sempervirens Fund

To ensure coast redwood forests in the santa cruz mountains thrive for generations to come. since 1900, sempervirens has protected more than 36,000 acres. learn more about our mission, vision, and strategic plan through 2030 at:…

Environment
6
Monterey Bay Aquarium Research Institute
—
7
Sutter Bay Medical Foundation

Mission statement: mission: caring for our patients first and our people always. vision: to be the most comprehensive, integrated and connected health system for getting and staying well. values: excellence - we deliver high-quality,…

Health
8
Sonoma Mountain Institute
Environment
9
California Institute for Biodiversity

Create and publish educational materials, conduct professional development, promote awareness, and sponsor research on the spectacular biological diversity of the State of CA.

Education
10
Nature Collective

Nature collective's mission is to drive a passion for nature for all. we think inclusively and diversely when serving those devoid of nature those who remember nature and want to connect back to it and those who have an affinity with…

Environment
11
Transportation Alternatives for Marin
Public Benefit
12
Environmental Defense Center

The organization protects and enhances the local environment through education, advocacy and legal action.

Crime & Legal
How this is measured
The grantee most central to the portfolio’s shape is California State Parks Foundation; the most unlike its peers is Ludlow Institute. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

37 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 37 of the 52 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
37/37
Grantees still filing
24/37
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $1,145,000 · OtherIndividual grant recipientINTERIM INC: $1,100,000 · OtherINTERIM INCFOUNDATION FOR CSUMB: $400,000 · OtherFOUNDATION FOR CSUMBPACIFIC REPERTORY THEATRE: $395,000 · OtherPACIFIC REPERTORY THEATRETHE FOOD BANK: $250,000 · Other+31 more: $1,545,000 · Other+31 moreCarmel Bach Festival Inc: $550,000 · Arts & CultureCarmel Bach Fe…MONTEREY COUNTY SYMPHONY ASSOC INC: $540,000 · Arts & CultureMONTEREY COUNT…FILM FORUM INC: $100,000 · Arts & CultureFILM FORUM INC+1 more: $25,000 · Arts & CultureTHE CENTER FOR REPRODUCTIVE RIGHTS INC: $1,100,000 · Civil RightsTHE CENTER FO…MEARTH: $775,000 · Youth DevelopmentMEARTHBoys & Girls Clubs of Monterey County: $175,000 · Youth DevelopmentBoys & Girl…ONE ACRE FUND: $775,000 · InternationalONE ACRE …Marin Art and Garden Center: $115,000 · EnvironmentFriends of Mission Trail Nature Preserve: $75,000 · EnvironmentGOLDEN GATE NATIONAL PARKS CONSERVANCY: $50,000 · EnvironmentSave The Bay: $25,000 · EnvironmentGATHERING FOR WOMEN - MONTEREY: $125,000 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches: $25,000 · Human ServicesSTEP UP ON SECOND STREET INC: $25,000 · Human ServicesLOS ANGELES POLICE FOUNDATION: $25,000 · Human Services
Other$4,835,000Arts & Culture$1,215,000Civil Rights$1,100,000Youth Development$950,000International$775,000Environment$265,000Human Services$200,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetINTERIM INC: $1,100,000 over 9y, 0.7% of budgetTHE CENTER FOR REPRODUCTIVE RIGHTS INC: $1,100,000 over 9y, 0.3% of budgetMEARTH: $775,000 over 9y, 18% of budgetONE ACRE FUND: $775,000 over 9y, 0.1% of budgetCarmel Bach Festival Inc: $550,000 over 9y, 3.7% of budgetMONTEREY COUNTY SYMPHONY ASSOC INC: $540,000 over 9y, 4.2% of budgetPACIFIC REPERTORY THEATRE: $395,000 over 9y, 2.5% of budgetBoys & Girls Clubs of Monterey County: $175,000 over 4y, 1.0% of budgetChristian Herald Association Inc: $125,000 over 3y, 0.2% of budgetGATHERING FOR WOMEN - MONTEREY: $125,000 over 6y, 2.3% of budgetMarin Art and Garden Center: $115,000 over 3y, 2.6% of budgetFILM FORUM INC: $100,000 over 2y, 0.7% of budgetCANAL ALLIANCE: $70,000 over 4y, 0.2% of budgetFOUNDATION FOR THE HOMELESS INC: $50,000 over 1y, 2.0% of budgetCENTER FOR INDEPENDENT THOUGHT: $50,000 over 1y, 1.6% of budgetBay Area Ridge Trail Council: $50,000 over 1y, 3.6% of budgetCALIFORNIA STATE PARKS FOUNDATION: $50,000 over 2y, 0.3% of budgetLIFEMOVES: $50,000 over 2y, 0.0% of budgetGOLDEN GATE NATIONAL PARKS CONSERVANCY: $50,000 over 2y, 0.1% of budgetElkhorn Slough Foundation: $50,000 over 1y, 0.5% of budgetLudlow Institute: $50,000 over 1y, 2.3% of budgetCARMEL HIGH SCHOOL FOUNDATION: $45,000 over 1y, 17% of budgetMONTAGE HEALTH: $30,000 over 1y, 0.1% of budgetPoint Lobos Foundation: $25,000 over 1y, 2.7% of budgetCOMMUNITY HUMAN SERVICES: $25,000 over 1y, 0.1% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $25,000 over 1y, 0.0% of budgetSTEP UP ON SECOND STREET INC: $25,000 over 1y, 0.1% of budgetLOS ANGELES POLICE FOUNDATION: $25,000 over 1y, 0.4% of budgetAMERICAN KIDNEY FUND INC: $25,000 over 1y, 0.0% of budgetSave The Bay: $25,000 over 1y, 0.6% of budgetALOHA KUAMO'O' AINA: $25,000 over 1y, 13% of budgetBABY2BABY: $25,000 over 1y, 0.1% of budgetEDGEWOOD CENTER FOR CHILDREN AND FAMILIES: $25,000 over 1y, 0.1% of budgetWESTSIDE FOOD BANK: $25,000 over 1y, 0.4% of budgetLUMINARIES INC: $25,000 over 1y, 8.3% of budgetNANCYS PROJECT: $5,000 over 1y, 0.6% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds INTERIM INC ↗
  • Who funds THE CENTER FOR REPRODUCTIVE RIGHTS INC ↗
  • Who funds MEARTH ↗
  • Who funds ONE ACRE FUND ↗
  • Who funds Carmel Bach Festival Inc ↗
  • Who funds MONTEREY COUNTY SYMPHONY ASSOC INC ↗
  • Who funds PACIFIC REPERTORY THEATRE ↗
  • Who funds Boys & Girls Clubs of Monterey County ↗
  • Who funds Christian Herald Association Inc ↗
  • Who funds GATHERING FOR WOMEN - MONTEREY ↗
  • Who funds Marin Art and Garden Center ↗
  • Who funds FILM FORUM INC ↗
  • Who funds Friends of Mission Trail Nature Preserve ↗
  • Who funds CANAL ALLIANCE ↗
  • Who funds FOUNDATION FOR THE HOMELESS INC ↗
  • Who funds CENTER FOR INDEPENDENT THOUGHT ↗
  • Who funds Bay Area Ridge Trail Council ↗
  • Who funds CALIFORNIA STATE PARKS FOUNDATION ↗
  • Who funds LIFEMOVES ↗
  • Who funds GOLDEN GATE NATIONAL PARKS CONSERVANCY ↗
  • Who funds Elkhorn Slough Foundation ↗
  • Who funds Ludlow Institute ↗
  • Who funds CARMEL HIGH SCHOOL FOUNDATION ↗
  • Who funds MONTAGE HEALTH ↗
  • Who funds Point Lobos Foundation ↗
  • Who funds COMMUNITY HUMAN SERVICES ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds STEP UP ON SECOND STREET INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Barnet Segal Charitable TrustCA26.3× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Barnet Segal Charitable Trust · Monterey Peninsula Foundation · Pebble Beach Company Foundation · Alexander F Victor Foundation · Nancy Buck Ransom Foundation · The David and Lucile Packard Foundation · The Frank and Judith Marshall Foundation · Silicon Valley Community Foundation · The Tyler Foundation · William McCaskey Chapman and Adaline Dinsmore Chapman Foundation · Arts Council for Monterey County · Community Hospital of the Monterey Peninsula

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Berkshire Foundation funds: left to right is the share of its income from government, bottom to top the share from Berkshire Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%6%25%56%100%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 52 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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