BERKSHIRE TACONIC COMMUNITY FOUNDATION INC

EIN 061254469 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$51.77M
at fiscal year end
Grants out
$8.35M
from DAF accounts
Contributions in
$3.50M
received into DAFs
Payout rate
16.1%
median is 12.5%
Accounts
192
funds held at year end
Average account
$270K
assets per fund

At 16.1%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$46.4M
FY2020
$57.7M
FY2021
$53.0M
FY2022
$51.8M
FY2023

Grants paid by year

$6.7M
FY2020
$5.8M
FY2021
$13.7M
FY2022
$8.3M
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 1,356 grant lines totalling $56.8M across 2019–2024 — $42K per line.

$825K of this sponsor’s grants went to other DAF sponsors — 1% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Foundation For Community HealthEIN 200057897 CT$3.9M
Riverbrook Residence IncEIN 043327968 MA$3.0M
Great Mountain Forest CorporationEIN 132998991 CT$2.5M
Dutchess Land Conservancy IncEIN 141667526 NY$1.7M
Thorne Building Community Center IncEIN 822159939 NY$1.5M
Scenic Hudson IncEIN 132898799 NY$1.1M
North East Community CenterEIN 141736237 NY$1.1M
Berkshire Children & Families IncEIN 042226238 MA$858K
Berkshire United Way IncEIN 042104841 MA$848K
Volunteers In Medicine Berkshires IncEIN 900140004 MA$837K
Greater Hudson Promise NeighborhoodEIN 850949720 NY$752K
The Berkshire Taconic Community Foundation Inc runs a DAF programEIN 061254469 MA$708K
Berkshire Agricultural Ventures IncEIN 814386302 MA$691K
Dutchess Day SchoolEIN 141414451 NY$655K
Williams College runs a DAF programEIN 042104847 MA$642K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.