Lindy and Brad Berkley Family Foundation

Private foundation · Grantmaker Addison, TX EIN: 85-4160045

The Lindy and Brad Berkley Family Foundation is a private foundation based in Addison, Texas. It reported 19 grants totaling $200,215 in 2024, supporting charitable organizations in several states, with the largest shares of grant dollars going to Texas and Kansas.

Key facts about Lindy and Brad Berkley Family Foundation

In short: Lindy and Brad Berkley Family Foundation gave $200K across 19 grants in 2024 (avg $11K), mostly in Texas. 63% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
85-4160045
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$200,215
Grants made (2024)
19
Average grant
$10,538
Median grant
$4,200
New grantees (estimate)
63% first-time grantees (12 of 19, 2024)
Total assets
$728,050
Primary geography
Texas (57% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

Is Lindy and Brad Berkley Family Foundation open to new grantees?

63%

first-time grantees, 2024

In 2024, 12 of 19 grantees (63%) were first-time recipients. First grants averaged $9K; repeat grants $14K. How we count

Medians: $3K first-time, $7K repeat.

  • 32% of 2024 grantees were also funded in 2023. Method
  • In 2024 it paid out 539% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including child advocacy, education, cancer-related assistance, military service members’ well-being and careers, community programs, and religious ministry. These descriptions reflect the grantees’ own stated missions, not a stated mission of the foundation.

For example, the Dallas Children’s Advocacy Center says it provides a coordinated, multidisciplinary approach to investigating, prosecuting, and treating child abuse cases and cases in which a child has witnessed a violent crime. Seal Future Foundation says it supports Navy SEALs’ well-being, education, and careers in continued community service. The Dallas Stars Foundation says it invests in communities through programs for people in need.

The Episcopal School of Dallas Permanent Endowment Trust says it operates as an endowment fund to benefit and support the school. Young Life describes its work as helping adolescents encounter the person of Jesus Christ through activities that include clubs, Bible studies, camps, and short-term missions. Clayton Dabney for Kids with Cancer says it provides anonymous assistance to financially struggling families whose children are in the final stages of terminal cancer.

Grantmaking

In 2024, the foundation gave $200,215 across 19 grants. Grants ranged from $60 to $56,300, with a median grant of $4,200.

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Geographic Focus

Where this funder awards grants

In 2024, 57% of grant dollars went to recipients in Texas, 25% to Kansas, 10% to New York, 7% to Ohio, and 1% to Colorado.

Grant Distribution by State

6states

Share of 2024 grant dollars across all 19 itemized grants.

Cities

DallasColumbusAllenArlingtonColorado SpringsNew YorkHoustonKansas CityLawrenceSan AntonioWichita

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K0 grants2020 7 grants2022 11 grants2023 19 grants2024

From 2022 to 2024, annual grant giving ranged from $33K (2022) to $200K (2024). In 2024 it made 19 grants totaling $200K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Dallas Children's Advocacy Center: $56KDallas Children's AdvocacyCenter$56KWilliams Education Fund: $50KWilliams Education Fund$50KSeal Future Foundation: $15KSeal Future Foundation$15KRonald McDonald House: $14KRonald McDonald House$14KChildrens Cancer Fund: $13KChildrens Cancer Fund$13KDallas Stars Foundation: $10KDallas Stars Foundation$10KLuka Doncic Foundation: $10KLuka Doncic Foundation$10KThe Episcopal School of Dallas: $7KThe Episcopal School of Dallas$7KCrystal Charity Ball: $5KCrystal Charity Ball$5KWomens Alzheimers Movement: $4KWomens Alzheimers Movement$4K

The largest 2024 recipient was Dallas Children's Advocacy Center ($56K). Together the top 10 received $184K.

Grant Size Distribution

37 grants across all recorded years

34<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 37 (92%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Dallas Children's Advocacy Center Dallas, TXOperating$56,300
Williams Education Fund Lawrence, KSOperating$50,000
Seal Future Foundation New York, NYOperating$15,000
Ronald McDonald House Columbus, OHOperating$14,030
Childrens Cancer Fund Dallas, TXOperating$12,500
Dallas Stars Foundation Arlington, TXOperating$10,000
Luka Doncic Foundation Dallas, TXOperating$10,000
The Episcopal School of Dallas Dallas, TXOperating$7,000
Crystal Charity Ball Dallas, TXOperating$5,000
Womens Alzheimers Movement New York, NYOperating$4,200

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $728,050 $2,281,268 $218,510 $200,215
2023 $552,838 $484,526 $201,888 $179,247
2022 $775,358 $67,779 $133,143 $32,560
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Brad Berkley as president, Jonathan Filipski as director, and Lindy Berkley as treasurer and secretary.

Lindy and Brad Berkley Family Foundation is led by Brad Berkley, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Brad Berkley

    President

    On filings since 2020

    No compensation reported

  • Jonathan Filipski

    Director

    New on the 2024 filing

    No compensation reported

  • Lindy Berkley

    Treasurer & Secretary

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Jon Filipski (2020–2023) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 4393 Sunbelt Dr, Addison, TX 75001
Phone: (972) 866-1007

Frequently asked questions about Lindy and Brad Berkley Family Foundation

How much does Lindy and Brad Berkley Family Foundation give each year?

Lindy and Brad Berkley Family Foundation gave $200K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $179K across 11 grants.

What is Lindy and Brad Berkley Family Foundation's typical grant size?

Lindy and Brad Berkley Family Foundation's median grant in 2024 was $4,200, and its average grant was $10,538, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Lindy and Brad Berkley Family Foundation that year got $9K on average.

Where does Lindy and Brad Berkley Family Foundation give grants?

Lindy and Brad Berkley Family Foundation gives mostly in Texas: 57% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Kansas (25%) and New York (10%). The most frequent recipient cities were Dallas, TX (11 grants) and New York, NY (2 grants).

Does Lindy and Brad Berkley Family Foundation give general operating support?

Yes: 100% of Lindy and Brad Berkley Family Foundation's 2024 grants with a stated purpose (19 of 19) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Lindy and Brad Berkley Family Foundation's largest grantees?

Lindy and Brad Berkley Family Foundation's largest 2024 grantees include Dallas Children's Advocacy Center ($56,300), Williams Education Fund ($50,000) and Seal Future Foundation ($15,000), according to its 2024 IRS Form 990-PF. Together they received 61% of its itemized 2024 grant dollars.

How large is Lindy and Brad Berkley Family Foundation?

Lindy and Brad Berkley Family Foundation reported $728K in total assets on its 2024 IRS Form 990-PF. It paid out $200K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).

What does Lindy and Brad Berkley Family Foundation fund?

No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including child advocacy, education, cancer-related assistance, military service members’ well-being and careers, community programs, and religious ministry. See mission & focus areas ↑

How do I apply for a grant from Lindy and Brad Berkley Family Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Does Lindy and Brad Berkley Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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