Lindy and Brad Berkley Family Foundation
Lindy and Brad Berkley Family Foundation is a private foundation, based in ADDISON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $728K in total assets. In 2024, it awarded 19 grants totaling $200K. Net investment income was $218K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$728K
+31.7% YoY
Annual Giving
$200K
+11.7% YoY
Grant Count
19
+72.7% YoY
Avg Grant Size
$11K
-35.3% YoY
Under IRS private-foundation payout rules, Lindy and Brad Berkley Family Foundation reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.
About Lindy and Brad Berkley Family Foundation
Based on IRS filings
Lindy and Brad Berkley Family Foundation is a private foundation, based in ADDISON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $728K in total assets. In 2024, it awarded 19 grants totaling $200K. Net investment income was $218K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $728,050 | $552,838 | $775,358 |
| Revenue | $2,281,268 | $484,526 | $67,779 |
| Expenses | $218,510 | $201,888 | $133,143 |
| Qualifying Distributions | $200,215 | $179,247 | $32,560 |
| Net Investment Income | $217,652 | — | — |
| Distributable Amount | $37,151 | $40,496 | $37,900 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dallas Children's Advocacy Center ($56,300), Williams Education Fund ($50,000), Seal Future Foundation ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CARRY THE LOAD DALLAS, TX | OPERATING | $500 |
| CHILDRENS CANCER FUND DALLAS, TX | OPERATING | $12,500 |
| CLAYTON DABNEY FOR KIDS WITH CANCER DALLAS, TX | OPERATING | $2,675 |
| COMMUNITIES FOUNDATION OF TEXAS DALLAS, TX | OPERATING | $2,600 |
| CRYSTAL CHARITY BALL DALLAS, TX | OPERATING | $5,000 |
| DALLAS CHILDREN'S ADVOCACY CENTER DALLAS, TX | OPERATING | $56,300 |
| DALLAS DOG RESCUE ALLEN, TX | OPERATING | $1,500 |
| DALLAS STARS FOUNDATION ARLINGTON, TX | OPERATING | $10,000 |
| KU ALUMNI ASSOCIATION KANSAS CITY, MO | OPERATING | $60 |
| LEUKEMIA & LYMPHOMA SOCIETY DALLAS, TX | OPERATING | $850 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRAD BERKLEY | PRESIDENT | — | — |
| JONATHAN FILIPSKI | DIRECTOR | — | — |
| LINDY BERKLEY | TREASURER & SECRETARY | — | — |
Frequently Asked Questions
How large is Lindy and Brad Berkley Family Foundation?
As of 2024, Lindy and Brad Berkley Family Foundation holds $728K in total assets with $2.3M in annual revenue. It awarded 19 grants totaling $200K in 2024.
Where does Lindy and Brad Berkley Family Foundation operate?
Lindy and Brad Berkley Family Foundation has awarded grants in Colorado, Kansas, Missouri, New York, Ohio, Texas.
What size grants does Lindy and Brad Berkley Family Foundation award?
In 2024, Lindy and Brad Berkley Family Foundation awarded 19 grants totaling $200K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Lindy and Brad Berkley Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lindy and Brad Berkley Family Foundation reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lindy and Brad Berkley Family Foundation's EIN?
Lindy and Brad Berkley Family Foundation's EIN (Employer Identification Number) is 85-4160045. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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