The Berkley Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 9 grants totaling $3.0M. Net investment income was $34K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-40.8% YoY
Annual Giving
$3.0M
-2.1% YoY
Grant Count
9
+28.6% YoY
Avg Grant Size
$329K
-23.9% YoY
Under IRS private-foundation payout rules, The Berkley Family Foundation reported a distributable amount of $113K for 2024 — the minimum it must pay out in qualifying distributions.
About The Berkley Family Foundation
Based on IRS filings
The Berkley Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 9 grants totaling $3.0M. Net investment income was $34K.
Focus Areas
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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 | $1,788,778 | $3,023,250 | $3,456,653 |
| Revenue | $1,724,149 | $2,610,845 | $2,558,233 |
| Expenses | $2,958,621 | $3,024,483 | $5,614,263 |
| Qualifying Distributions | $2,958,108 | $3,023,170 | $5,612,426 |
| Net Investment Income | $34,145 | $34,532 | $6,396 |
| Distributable Amount | $112,670 | $125,879 | $120,043 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Brunswick School ($1,025,000), Trustees of Smith College ($1,000,000), Horatio Alger Association ($500,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BRUNSWICK SCHOOL GREENWICH, CT | CHARITABLE, EDUCATIONAL, SCIENTIFIC, OR LITERARY | $1,025,000 |
| GREENWICH HOSPITAL FOUNDATION COS COB, CT | CHARITABLE, EDUCATIONAL, SCIENTIFIC, OR LITERARY | $250,000 |
| HELP OUR MILITARY HEROES EASTON, CT | CHARITABLE, EDUCATIONAL, SCIENTIFIC, OR LITERARY | $7,000 |
| HOPES & HEROES BILLINGS, NY | CHARITABLE, EDUCATIONAL, SCIENTIFIC, OR LITERARY | $16,000 |
| JDRF INTERNATIONAL NEW YORK, NY | CHARITABLE, EDUCATIONAL, SCIENTIFIC, OR LITERARY | $10,000 |
| HORATIO ALGER ASSOCIATION ALEXANDRIA, VA | STUDENT'S STIPEND | $500,000 |
| NYU INSTITUTE OF FINE ARTS NEW YORK, NY | ANNUAL FUND & PHD STIPENDS | $50,000 |
| THE WESTERLY HOSPITAL FOUNDATION WESTERLY, RI | CHARITABLE, EDUCATIONAL, SCIENTIFIC, OR LITERARY | $100,000 |
| TRUSTEES OF SMITH COLLEGE NORTHAMPTON, MA | SMITH COLLEGE FOR THE ATHLETICS RENOVATION FUND | $1,000,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM R BERKLEY | PRESIDENT | 0.5 | — |
| WILLIAM R BERKLEY JR | VICE PRESIDENT | 0.5 | — |
| MARJORIE J BERKLEY | SECRETARY, TREASURER | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Berkley Family Foundation?
The Berkley Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI, FL. It holds $1.8M in total assets as of 2024.
How large is The Berkley Family Foundation?
As of 2024, The Berkley Family Foundation holds $1.8M in total assets with $1.7M in annual revenue. It awarded 9 grants totaling $3.0M in 2024.
Where does The Berkley Family Foundation operate?
The Berkley Family Foundation has awarded grants in Connecticut, District of Columbia, Massachusetts, New York, Rhode Island, Virginia.
What size grants does The Berkley Family Foundation award?
In 2024, The Berkley Family Foundation awarded 9 grants totaling $3.0M — an average of about $329K per grant, based on its IRS Form 990 filings.
How much is The Berkley Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berkley Family Foundation reported a distributable amount of $113K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Berkley Family Foundation's EIN?
The Berkley Family Foundation's EIN (Employer Identification Number) is 20-2659766. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Berkley Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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