Funder DirectoryTHE J & E BERKLEY FOUNDATION
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Private foundation (trust)EIN 541978980Est. 2001-10

THE J & E BERKLEY FOUNDATION

CROZET, VA 22932

Accepts unsolicited proposals

Total Assets

$6.1M

FY 2023

Annual Giving

$175K

FY 2023

Grants Made

48

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$500–$13K

Typical

Deadlines

April 1st and august 1st.

Applications

Programs & Activities

Program 1

The fund has no direct charitable activity.

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$171K

Total Expenses

$257K

Qualifying Distributions

$255K

Distributable Amount

$272K

Min. Investment Return

$274K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

48 grants

Grant sizes from minimum $500 through median $3K to maximum $13K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $207K in 2019. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

227 grants

INTERNATIONAL RESCUE COMMITTEE
$52K
2 grants
BLUE RIDGE AREA FOOD BANK
$47K
4 grants
THE WOMEN'S INITIATIVE
$38K
5 grants
ALBEMARLE HOUSING IMPROVEMENT PROGR
$35K
4 grants
PIEDMONT CASA
$31K
5 grants
ROCKFISH WILDLIFE SANCTUARY
$28K
4 grants
LOUISA COUNTY RESOURCE COUNCIL
$24K
3 grants
GEORGIA'S FRIENDS INC
$23K
4 grants

Grant Size Distribution

227 grants

<$10K
220
grants
$10–50K
6
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Virginia
$822K
97% of total
New York
$10K
1% of total
Florida
$8K
1% of total
Pennsylvania
$3K
0% of total
District of Columbia
$2K
0% of total
South Dakota
$1K
0% of total
Tennessee
$1K
0% of total

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THE J & E BERKLEY FOUNDATION — Grants, Financials & Contact | Grantivo