The Berkley Family Foundation
The Berkley Family Foundation is a private foundation, 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.
The Berkley Family Foundation at a glance
In short: The Berkley Family Foundation gave $3.0M across 9 grants in 2024 (avg $329K), top state Connecticut. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,958,000
- -2.1% vs 2023
- Grants made (2024)
- 9
- +28.6% vs 2023
- Average grant
- $328,667
- -23.9% vs 2023
- Median grant
- $100,000
- Total assets
- $1,788,778
- -40.8% vs 2023
- Primary geography
- Connecticut (43% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Berkley Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Brunswick School ($1.0M). Together the top 9 received $3.0M.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 9 grants of 26 (35%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How The Berkley Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (+10%). Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $2.7M (2021) to $5.6M (2022). In 2024 it made 9 grants totaling $3.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brunswick School Greenwich, CT | Charitable, Educational, Scientific, or Literary | $1,025,000 |
| Trustees of Smith College Northampton, MA | Smith College for the Athletics Renovation Fund | $1,000,000 |
| Horatio Alger Association Alexandria, VA | Student's Stipend | $500,000 |
| Greenwich Hospital Foundation Cos Cob, CT | Charitable, Educational, Scientific, or Literary | $250,000 |
| The Westerly Hospital Foundation Westerly, RI | Charitable, Educational, Scientific, or Literary | $100,000 |
| NYU Institute of Fine Arts New York, NY | Annual Fund & PHD Stipends | $50,000 |
| Hopes & Heroes Billings, NY | Charitable, Educational, Scientific, or Literary | $16,000 |
| JDRF International New York, NY | Charitable, Educational, Scientific, or Literary | $10,000 |
| Help Our Military Heroes Easton, CT | Charitable, Educational, Scientific, or Literary | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,788,778 | $1,724,149 | $2,958,621 | $2,958,000 | 9 | $2,958,108 | $34,145 | $112,670 |
| 2023 | $3,023,250 | $2,610,845 | $3,024,483 | $3,021,750 | 7 | $3,023,170 | $34,532 | $125,879 |
| 2022 | $3,456,653 | $2,558,233 | $5,614,263 | $5,610,000 | 4 | $5,612,426 | $6,396 | $120,043 |
| 2021 | $6,512,683 | $6,300,408 | $2,704,148 | $2,700,000 | 6 | $2,701,898 | — | $227,025 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Berkley Family Foundation is led by William R. Berkley, President since 2023 (on filings since 2021); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
William R. Berkley
President
Director, President & Secretary → President, 2023
On filings since 2021
0.5 hrs/week
No compensation reported
Marjorie J. Berkley
Secretary & Treasurer
On filings since 2023
0.5 hrs/week
No compensation reported
William R. Berkley Jr.
Vice President
On filings since 2023
0.5 hrs/week
No compensation reported
Former officers (2)
- Former: David J. McCabe (2021–2022) — Director
- Former: Jack H. Nusbaum (2021–2022) — Director
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Berkley Family Foundation
How much does The Berkley Family Foundation give each year?
The Berkley Family Foundation gave $3.0M across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.0M across 7 grants.
What is The Berkley Family Foundation's typical grant size?
The Berkley Family Foundation's median grant in 2024 was $100,000, and its average grant was $328,667, across 9 grants on its 2024 IRS Form 990-PF.
Where does The Berkley Family Foundation give grants?
The Berkley Family Foundation's top state is Connecticut, with 43% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Massachusetts (34%) and Virginia (17%). The most frequent recipient cities were New York, NY (2 grants).
Does The Berkley Family Foundation give general operating support?
Yes: 11% of The Berkley Family Foundation's 2024 grants with a stated purpose (1 of 9) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Charitable, Educational, Scientific, or Literary" (6 grants).
Who are The Berkley Family Foundation's largest grantees?
The Berkley Family Foundation's largest 2024 grantees include Brunswick School ($1,025,000), Trustees of Smith College ($1,000,000) and Horatio Alger Association ($500,000), according to its 2024 IRS Form 990-PF. Together they received 85% of its itemized 2024 grant dollars.
How large is The Berkley Family Foundation?
The Berkley Family Foundation reported $1.8M in total assets on its 2024 IRS Form 990-PF. It paid out $3.0M in qualifying distributions that year, against a required minimum of $113K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Live grants for the work The Berkley Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Berkley Family Foundation's focus areas in our free grants database
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