J & E Berkley Foundation
- Assets
- $2.7m
- Revenue
- $319.0k
- Investments
- $2.5m
- Employees
- 0
- Location
- Crozet, VA
- Founding
- 10/2001
- Data as of
- 09/2022
- EIN
- 54-1978980
Organization Overview
J & E Berkley Foundation is located in Crozet, VA. The organization was established in 2001. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. J & E Berkley Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2015, J & E Berkley Foundation has awarded 329 individual grants totaling $1,176,643. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FUND HAS NO DIRECT CHARITABLE ACTIVITY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Christopher R Pasmore Foundation M | 20 | $60,000 | |
Jean B Baum President | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $28 |
| Dividends & Interest | $172,825 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $146,149 |
| Capital Gain Net Income | $146,149 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $12 |
| Total Revenue | $319,014 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $60,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $4,590 |
| Interest | $0 |
| Taxes | $4,806 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,128 |
| Total operating and administrative expenses | $79,608 |
| Contributions, gifts, grants paid | $158,500 |
| Total expenses and disbursements | $238,108 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $178,641 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $4,446 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,695,591 |
| Accounts payable and accrued expenses | $2,436 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,436 |
Grants Awarded
Over the last fiscal year, J & E Berkley Foundation has awarded $158,500 in support to 41 organizations.
| Grant Recipient | Amount |
|---|---|
Charlottesville, VA PURPOSE: COMMUNITY SERVICES | $15,000 |
WILD VIRGINIA PURPOSE: ENVIRONMENTAL | $10,000 |
BLUE RIDGE AREA FOOD BANK PURPOSE: COMMUNITY SERVICES | $10,000 |
Charlottesville, VA PURPOSE: MENTAL HEALTH | $8,000 |
LOUISA COUNTY RESOURCE COUNCIL PURPOSE: COMMUNITY SERVICES | $7,500 |
ROCKFISH WILDLIFE SANCTUARY PURPOSE: SOCIAL SERVICES | $7,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Pyramid Peak Foundation Memphis, TN | $230,284,852 | $119,724,559 |
Diana Davis Spencer Foundation Bethesda, MD | $1,510,145,435 | $31,448,274 |
Davis Family Foundation Hanover, MD | $1,302,672,743 | $64,475,559 |
Bedford Falls Foundation C/O Joanne Barkett Conway Washington, DC | $61,666,880 | $84,617,094 |
The Rosser Foundation A Pure Charitable Trust And Public Charit Hampton, VA | $12,195,900 | $36,359,396 |
Poplar Foundation Memphis, TN | $149,801,224 | $18,419,294 |
Wallace Global Fund Ii Washington, DC | $136,169,792 | $23,961,855 |
John M Belk Endowment Charlotte, NC | $344,527,989 | $19,824,991 |
Plough Foundation Memphis, TN | $29,124,366 | $7,604,937 |
C D Spangler Foundation Inc Charlotte, NC | $547,764,463 | $34,692,558 |
De Beaumont Foundation Inc Bethesda, MD | $183,698,152 | $47,357,470 |
Haslam Family Foundation Inc Knoxville, TN | $7,594,271 | $428,205 |