J & E Berkley Foundation
- Assets
- $2.6m
- Revenue
- $169.3k
- Investments
- $2.5m
- Employees
- 0
- Location
- Crozet, VA
- Founding
- 10/2001
- Data as of
- 09/2023
- 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 367 individual grants totaling $1,331,643. 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
2023
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 |
|---|---|---|---|
Jean B Baum President | 5 | $0 | |
Christopher R Pasmore Foundation M | 20 | $60,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $674 |
| Dividends & Interest | $168,608 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $169,282 |
| 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 | $4,787 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,775 |
| Total operating and administrative expenses | $83,246 |
| Contributions, gifts, grants paid | $155,000 |
| Total expenses and disbursements | $238,246 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $109,028 |
| 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 | $2,659 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,623,968 |
| Accounts payable and accrued expenses | $0 |
| 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 | $0 |
Grants Awarded
Over the last fiscal year, J & E Berkley Foundation has awarded $155,000 in support to 38 organizations.
| Grant Recipient | Amount |
|---|---|
AFRICAN AMERICAN TEACHING FELLOWS PURPOSE: SOCIAL SERVICES | $7,000 |
ALBEMARLE HOUSING IMPROVEMENT PROGR PURPOSE: COMMUNITY SERVICES | $5,000 |
ALPHA PHI OMEGA PURPOSE: SOCIAL SERVICES | $2,300 |
ANIMAL CARE ASSISTANCE PROGRAM PURPOSE: COMMUNITY SERVICES | $5,000 |
BATTON SCHOOL OF LEADERSHIP AND PUB PURPOSE: EDUCATION | $5,000 |
BLUE RIDGE AREA FOOD BANK PURPOSE: COMMUNITY SERVICES | $7,000 |