Berkshire Taconic Community Foundation

What Berkshire Taconic Community Foundation does

Berkshire Taconic Community Foundation (BTCF) is a 501(c)(3) community foundation founded in 1987 and headquartered in Sheffield, Massachusetts. The foundation manages 662 charitable funds with $279.5 million in assets under management and distributes grants and scholarships across a four-county service area spanning Berkshire County (MA), Columbia County (NY), Northeast Dutchess County (NY), and Northwest Litchfield County (CT) — approximately 2,200 square miles and nearly 230,000 residents. In 2025, BTCF distributed over $18 million in grants and scholarships, bringing cumulative distributions since inception to $295 million.

BTCF operates as a philanthropic intermediary, connecting donors with nonprofits, students, and community initiatives through donor-advised funds, endowed funds, agency funds, and scholarship programs. Its programmatic portfolio includes 33+ education enrichment funds supporting public school districts, county-specific immigrant support funds (with $1.2M distributed to undocumented residents from 2021–2024), the Arts Build Community initiative (with Barr Foundation support), the Equity Initiative for racial equity, and a Guaranteed Income pilot in Columbia County. The foundation operates three primary service portals — Fund Advisors Portal (fcsuite.com), Grants Management System (grantinterface.com), and Scholarship Application Portal — all built on third-party SaaS platforms rather than proprietary technology.

The organization is led by President Kara Mikulich and governed by a 20-member volunteer board, with ~23+ full-time staff including Vice Presidents, Community Engagement Officers (one per geographic sub-region), Finance, Communications, and Grants/Scholarships Operations teams. Revenue is generated through investment returns on the $279.5M endowment and administrative fees on fund management; the go-to-market motion is relationship-driven and place-based, relying on professional advisor networks, donor referrals, and regional visibility across the tri-state region.

Name

Berkshire Taconic Community Foundation

Legal name

Berkshire Taconic Community Foundation

Website

https://berkshiretaconic.org

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

Berkshire Taconic Community Foundation is a 501(c)(3) community foundation managing 662 charitable funds with $279.5M in assets, distributing $18M in annual grants and scholarships across four counties spanning Massachusetts, New York, and Connecticut.

Ownership category

akta.pro rank

Product category

Community Foundation Services

NAICS

Grantmaking and Giving Services (81321), Civic and Social Organizations (8134)

SIC

Services-Social Services (8300), Services-Membership Organizations (8600)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industries

Arts, Culture & Humanities Grantmaking Foundations (BPAGAKAJ), Private Foundations (BPAGAKAA), College Access, Scholarships & Student Success Nonprofits (BPAGADAE)

Keywords

• Community foundation services
• Donor advised funds
• Grantmaking programs
• Scholarship administration
• Philanthropic fund management

Headquarters

HQ city

Sheffield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Others

Revenue model

1. Charitable Giving and Fund Management: BTCF receives donations and bequests from donors, which are placed into various fund types (donor advised funds, endowed funds, agency funds). These funds are invested and grants/scholarships are distributed to qualified recipients. The foundation generates revenue through investment returns on endowed funds and administrative fees on fund management.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels10 records

Core offering

Berkshire Taconic Community Foundation is a regional community foundation that manages charitable funds on behalf of donors and distributes grants and scholarships to nonprofits, students, school districts, and community members across Berkshire County MA, Columbia County NY, Northeast Dutchess County NY, and Northwest Litchfield County CT. Core offerings include donor-advised funds, endowed and agency funds, 80+ scholarship programs, 33 education enrichment funds, county-specific immigrant support funds, the Equity Initiative, and a guaranteed income pilot in Columbia County.

Product overview

Berkshire Taconic Community Foundation operates as a regional philanthropic services organization with no unified software product. The organization offers a portfolio of charitable giving programs including donor-advised funds, grantmaking services, scholarship administration, and community initiatives. Key service portals include the Fund Advisors Portal for fund management, the Grants Management System for nonprofit and individual applicants, and the Scholarship Application Portal for students. Core programmatic offerings encompass Education Enrichment Funds (33+ endowed school funds), Immigrant Support Funds (4 county-specific funds), place-based philanthropy across the tri-state region, the Equity Initiative, and guaranteed income pilots. These services are accessed through third-party platforms (fcsuite.com and grantinterface.com), not a proprietary technology product.

Differentiator

Problem solved

Functional benefit

Products and services

• Fund Advisors Portal Online portal for fund advisors to manage their charitable funds at BTCF, recommend grants, and access investment information. Used by donor-advised fund holders and their advisors.
• Grants Management Program Online application portal and competitive grant program through which nonprofits and individuals apply for and receive grants from BTCF across its four-county service area.
• Scholarship Program

Quantifiable outcome

• $18M in grants and scholarships distributed in 2025
• +4 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

14 partnerships are on record, tiered core and minor.

• New England Public Media (NEPM)coreGTM or Marketing Partner · 11 June 2026Launching 413 Gives, a regional giving initiative. NEPM serves as the community convener and uses public media platforms to spotlight nonprofits and invite giving across western Massachusetts.
• Community Foundation of Western MassachusettscoreGTM or Marketing Partner · 11 June 2026Co-founder of 413 Gives initiative with NEPM and BTCF. Together, the foundations will distribute funds raised to help nonprofits respond to federal funding changes.
• Webatuck Valley Farm Collaborative (WVFC)coreStrategic or Co-development PartnerPartnership between Wildseed, Sweet Freedom Farm, and Rock Steady Farm collaborating on the Food Hub project at Wildseed Farm, including a commercial kitchen and public gathering space in a 250-year-old barn. The $10M capital campaign has raised $5.5M.
• Sweet Freedom FarmcoreStrategic or Co-development PartnerPartner in Webatuck Valley Farm Collaborative working to bring the Food Hub project to life in Northeast Dutchess County.
• Rock Steady FarmcoreStrategic or Co-development PartnerQueer- and trans-led multiracial workers' cooperative farm in Millerton. Collaborates with Wildseed and A Farm for All on community agriculture and food access. Part of Webatuck Valley Farm Collaborative.
• Pershing Community FarmminorStrategic or Co-development PartnerPoughkeepsie-based farm collaborating with A Farm for All in the regional network of community farms focused on food access and BIPOC community support.
• Northeast Community CentercoreStrategic or Co-development PartnerPartner with Vecinos Seguros 2 in immigrant support efforts in Millerton.
• BASIC (Massachusetts)minorStrategic or Co-development PartnerPartner with Vecinos Seguros 2 for immigrant community support.
• Danbury Unites for ImmigrantsminorStrategic or Co-development PartnerStatewide partnership for immigrant support coordination with Vecinos Seguros 2.
• Reunite Migrant FamiliesminorStrategic or Co-development PartnerPoughkeepsie-based organization partnering with Vecinos Seguros 2 for immigrant family support.
• CT Immigrant Support NetworkcoreStrategic or Co-development PartnerStatewide Connecticut network coordinating immigrant support. Vecinos Seguros 2 coordinates with this group for education and volunteer training.
• Hands Off CTcoreStrategic or Co-development PartnerStatewide Connecticut organization. Vecinos Seguros 2 coordinates with Hands Off CT for education and volunteer training on immigrant rights.
• Cornell Cooperative ExtensionminorStrategic or Co-development PartnerNonprofit partner in Housatonic Valley Association's Ten Mile River Connections watershed restoration initiative.
• Essex County Community FoundationminorStrategic or Co-development PartnerPartner in statewide Board Leadership Forum and Institute for Trustees virtual events.

Scale indicators16 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Vermont Community Foundation: Regional community foundation serving Vermont with donor-advised funds, scholarships, and place-based grantmaking. Highly comparable operating model and rural-region focus to BTCF.
• Hartford Foundation for Public Giving: Connecticut's largest community foundation serving the Hartford region. Directly comparable as a state-bordered community foundation; BTCF's Northwest Litchfield County service area is adjacent to its territory.
• Essex County Community Foundation: Massachusetts-based community foundation that partners with BTCF on the statewide Board Leadership Forum and Institute for Trustees. Comparable model (regional community foundation, multi-county service area, donor advised funds).
• Community Foundation of Western Massachusetts: A regional community foundation serving western Massachusetts. Co-founder with BTCF and NEPM of the 413 Gives initiative in 2026 — direct operational and competitive peer in the same tri-state geography.
• Maine Community Foundation: Statewide community foundation serving Maine with county-based funds, scholarships, and donor advised services. Highly comparable structure and rural New England operating profile to BTCF.

Broad incumbents

• Barr Foundation: Major private foundation that funds BTCF's Arts Build Community initiative. Comparable in arts/culture grantmaking but functions as an institutional funder rather than a community foundation with place-based presence.
• Fidelity Charitable: The largest U.S. sponsor of donor-advised funds. Competes with BTCF for high-net-worth donor advised fund establishment in the broader Northeast; represents the dominant commercial alternative to community foundation DAFs.
• Schwab Charitable: Major national donor-advised fund sponsor that competes with community foundations for philanthropic assets. Represents a structural competitive threat to BTCF's DAF growth strategy.
• The Boston Foundation: The largest community foundation in Massachusetts with overlapping program areas (arts, education, immigrant support). Operates at greater scale and urban focus but is the natural statewide benchmark for BTCF's model.
• New York Community Trust: One of the largest community foundations in the U.S., serving the New York metropolitan region including the Hudson Valley where BTCF operates in Columbia and Dutchess counties. Comparable model at much greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/BerkshireTaconicCF
• Facebookfacebook.com/berkshiretaconic
• LinkedInlinkedin.com/company/berkshire-taconic-community-foundation
• Instagraminstagram.com/berkshire_taconic_cf

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Berkshire Taconic Community Foundation