The Charitable Foundation

What The Charitable Foundation does

The Charitable Foundation is a 501(c)(3) nonprofit organization that distributes grants to local nonprofit organizations promoting health, education, community, and environmental initiatives. The foundation is operated by real estate agents and employees of Berkshire Hathaway HomeServices California Properties, who contribute a portion of their commissions and salaries to fund grant-making activities. It operates through five independently run regional chapters covering San Diego, Orange County, Los Angeles, Ventura, and Santa Barbara counties, with its headquarters located at 11828 Rancho Bernardo Road in San Diego. Headcount is reported at 11-50 employees.

The foundation's revenue is derived entirely from donations, consisting of two streams: agent and employee commission/salary contributions to Berkshire Hathaway HomeServices California Properties, and proceeds from community fundraising events such as galas, wine tastings, comedy nights, and casino nights. Grants are distributed directly to qualifying 501(c)(3) nonprofit beneficiaries, with each chapter allocating funds locally to organizations addressing regional needs. Beneficiaries span diverse verticals including health (Lupus Foundation of America, CHOC Pet Therapy Program), veterans (Semper Fi & America's Fund, Shelter to Soldier), foster youth (Just in Time for Foster Youth), homelessness (Doors of Change), domestic violence (Laura's House), animal welfare (San Diego Humane Society, Project Wildlife), and disaster relief (post-wildfire support). Marketing is conducted through Facebook, in-person events, and word-of-mouth via the agent network.

Since inception, the foundation has distributed approximately $6.3 million in cumulative grants across hundreds of local organizations. In 2025, the foundation announced $200,000 in grants to five organizations, with notable geographic expansion beyond Southern California to recipients in Oregon, Minnesota, Georgia, and Florida. The foundation has no proprietary technology, no digital products, and does not employ AI or machine learning in its operations; its core function is community-led grant-making supported by event-driven fundraising and agent commission donations.

Name

The Charitable Foundation

Legal name

The Charitable Foundation

Website

https://thecharitablefoundation.net

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

The Charitable Foundation is a 501(c)(3) nonprofit that distributes grants to local nonprofit organizations promoting health, education, community, and the environment, funded by commission donations from Berkshire Hathaway HomeServices California Properties agents and community fundraising events across five Southern California chapters.

Ownership category

akta.pro rank

Product category

Nonprofit Grantmaking

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321)

SIC

Services-Social Services (8300)

akta.pro primary industry

Private Foundations (BPAGAKAA)

akta.pro secondary industry

Public Charities & Grantmaking Intermediaries (BPAGAKAE)

Keywords

• Nonprofit grant funding
• Community philanthropy
• Charitable foundation services
• Fundraising event management
• Health education grants

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Others

Revenue model

1. Agent Donations: Real estate agents and employees of Berkshire Hathaway HomeServices California Properties donate a portion of their commissions or salaries to the Foundation, which is then distributed as grants to qualifying local nonprofit organizations.
2. Event Fundraising: The foundation hosts various fundraising events including galas, wine tastings, comedy nights, casino nights, and other social events. Proceeds from these events are donated to selected nonprofit beneficiaries.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

The Charitable Foundation is a 501(c)(3) nonprofit foundation that distributes financial grants to qualifying local nonprofit organizations promoting health, education, community, and the environment. The foundation is funded primarily by real estate agents and employees of Berkshire Hathaway HomeServices California Properties who donate a portion of their commissions or salaries, supplemented by proceeds from community fundraising events held by five independent regional chapters across Southern California.

Product overview

The Charitable Foundation is a nonprofit 501(c)(3) charitable organization operated by real estate agents and employees of Berkshire Hathaway HomeServices California Properties. The Foundation operates through five regional chapters (Los Angeles, Orange County, San Diego, Santa Barbara, and Ventura) and primarily offers grant distribution programs to local nonprofits, as well as fundraising events including galas, wine tastings, comedy nights, and fashion shows. The Foundation does not offer technology products, SaaS platforms, or digital services.

Differentiator

Problem solved

Functional benefit

Products and services

• Grant Distribution Program Standardized grant application and distribution program that awards financial grants to qualifying local 501(c)(3) nonprofit organizations promoting health, education, community, and the environment across San Diego, Orange County, Los Angeles, Ventura, and Santa Barbara counties.
• Community Fundraising Events Chapter-hosted fundraising events including galas (e.g., Thanks For Giving Gala), wine tastings, comedy nights (e.g., Comedy for a Cause), casino nights, fashion shows (e.g., Giving in Style), and high tea events, with proceeds distributed to selected local nonprofit beneficiaries.

Quantifiable outcome

• Provided hundreds of grants totaling approximately $6.3 million to local organizations

Named customers12 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• The Standard Charitable FoundationcoreOthers · 27 January 2025The foundation announced grants totaling $200,000 to five nonprofit organizations in 2025, supporting community, health, and disability initiatives.
• Berkshire Hathaway HomeServices California PropertiescoreStrategic or Co-development PartnerParent company whose real estate agents and employees run The Charitable Foundation. Agents donate a portion of their commissions or salaries to the foundation. The company provides administrative support and employees serve on the foundation board. The company has approximately 3,000 sales associates in 45 offices spanning Santa Barbara to San Diego.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• The San Diego Foundation: Community foundation serving San Diego County that pools charitable funds and distributes grants to local nonprofits, often through donor-advised and corporate-sponsored sub-funds. Operates the same chapter/grantmaking model as The Charitable Foundation in the same primary geography.
• Orange County Community Foundation: Regional grantmaking foundation serving Orange County that stewards charitable assets and issues grants to nonprofits in health, education, and community impact — directly comparable to The Charitable Foundation's Orange County chapter mission and structure.
• Santa Barbara Foundation: Community foundation serving Santa Barbara County that distributes pooled charitable capital to local nonprofits. Mirrors The Charitable Foundation's Santa Barbara chapter model and grantmaking focus area.
• Ventura County Community Foundation: Regional foundation distributing grants to Ventura County nonprofits across health, education, and community programs. Direct geographic and functional peer to The Charitable Foundation's Ventura chapter.
• REALTORS Relief Foundation: National real estate industry-affiliated charitable foundation providing housing-related disaster relief grants. Closely comparable affiliate-driven funding model and Southern California beneficiary footprint to The Charitable Foundation.

Broad incumbents

• California Community Foundation: Larger-scale Los Angeles-based community foundation providing grants and donor-advised funds across Southern California. Operates the same grantmaking flywheel as The Charitable Foundation but with materially greater assets and broader nonprofit reach.

Emerging players

• HomeAid America: Real estate industry-supported nonprofit that builds and renovates housing for those experiencing homelessness. Shares both the real estate-affiliated donor base and the grantmaking/community-support mission with The Charitable Foundation.

Others

• Building Homes for Heroes: Veteran-focused nonprofit that received a grant from The Charitable Foundation's 'REALTORS Building Homes for Heroes' initiative. Adjacent beneficiary/nonprofit peer rather than a direct competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/thecharitablefoundation
• LinkedInlinkedin.com/company/the-charitable-foundation

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Charitable Foundation