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The Berkley Family Foundation at a glance

· Private foundation

The Berkley Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$3.0M
Granted FY2024still arriving
9
Grants FY2024still arriving
5
States reached
$1.0M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$17MHealth$2.2MArts & Culture$218kHuman Services$199kReligion$165kFood & Nutrition$163kInternational$150kPublic Safety & Disaster$66kOther$0
02FY2024 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $7k
  • $10k–50k2 grants · $26k
  • $50k–250k2 grants · $150k
  • $250k+4 grants · $2.8M
$100,000
Median grant
5
States reached
$1.8M
Total assets
Largest grants
RecipientAmount
BRUNSWICK SCHOOL$1,025,000
TRUSTEES OF SMITH COLLEGE$1,000,000
HORATIO ALGER ASSOCIATION$500,000
GREENWICH HOSPITAL FOUNDATION$250,000
THE WESTERLY HOSPITAL FOUNDATION$100,000
NYU INSTITUTE OF FINE ARTS$50,000
Individual grant recipient$16,000
JDRF INTERNATIONAL$10,000
HELP OUR MILITARY HEROES$7,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–20, $140k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 93% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%GUILDING EYES FOR THE BLIND: $2k → 9%THE KEYS CHILDREN'S FOUNDATION: $2k → 13%CENTER FOR FAMILY JUSTICE: $7k → 9%AMERICAN RED CROSS: $66k → 14%CHILDREN'S AID: $37k → 17%HALL NEIGHBORHOOD HOUSE: $1k → 9%THE CHILDREN'S AID SOCIETY: $25k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NH
IL
NY
MA
CT
RI
CO
KY
VA
MD
NC
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

66%of every dollar goes to organizations it has funded before.
$14M · 16 repeat orgs$7.1M to everyone else

16 repeat relationships: 4 still active in FY2024, 12 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

16
35

Total granted

$14M
$5.6M

Median revenue growth · since first grant

+40%
+44%

Still filing today

75%
66%

New vs renewed · share of each year

In FY2024, 48% of grant dollars renewed an existing relationship; $1.5M went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationHealthHuman ServicesInternationalFood & NutritionReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BS
    BRUNSWICK SCHOOL INC
    8× · 2017–2024 · $6.1M · revenue +69%
  • GEORGETOWN UNIVERSITY
    3× · 2019–2023 · $2.1M · revenue +35%
  • GA
    GREENWICH ACADEMY INC
    6× · 2017–2022 · $1.1M · revenue +31%

Funded once

  • NS
    NYU STERN SCHOOL OF BUSINESS
    one grant, 2021 · $2.5M
  • YU
    YALE UNIVERSITY
    one grant, 2022 · $2.5M
  • Feeding Americagraduated
    one grant, 2020 · $150k · revenue +40%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Mass General Brigham Incorporated & Affiliates Group Return

Mass general brigham incorporated is developing an integrated health care delivery system throughout the region that offers patients a continuum of coordinated, high-quality care.

Health
2
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
3
The Johns Hopkins Hospital

For more than 125 years, the mission of the johns hopkins hospital has been to lead the world in the diagnosis and treatment of disease and to train tomorrow's great physicians, nurses and scientists. above all, we aim to provide the…

Health
4
Yale New Haven Health Services Corporation

To support its member healthcare organizations further innovation and excellence in patient care, teaching, and research.

Health
5
Fred Hutchinson Cancer Center

Fred hutch cancer center ("fred hutch") unites innovative research and compassionate care to prevent and eliminate cancer and infectious disease. continued on schedule o

Health
6
Yale New Haven Hospital

The mission of ynhh is to provide innovative and excellent patient care, teaching, research, and service to the communities it serves.

Health
7
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
8
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
9
The Susan G Komen Breast Cancer Fdn Group

Susan g. komen 's mission is to save lives by meeting the most critical needs in our communities & investing in breakthrough research to prevent & cure breast cancer.

—
10
The New York and Presbyterian Hospital

To be a leader in the provision of world class patient care, teaching, research, and service to local, state, national, and international communities. newyork-presbyterian hospital is one of the nation's most comprehensive, integrated…

Health
11
Fairleigh Dickinson University

Fairleigh dickinson university is a center of academic excellence dedicated to the preparation of world citizens through global education. the university strives to provide students with the multi-disciplinary, intercultural, and ethical…

Education
12
Sanford Burnham Prebys Medical Discovery Institute

Sanford burnham prebys medical discovery institute's mission is to advance the biomedical sciences by cultivating the next generation of scientific leaders, providing meaningful opportunities for researchers of all backgrounds to learn,…

Health
How this is measured
The grantee most central to the portfolio’s shape is Neighbor to Neighbor Inc; the most unlike its peers is Samaritan's Purse. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

39 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 39 of the 56 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
39/39
Grantees still filing
28/39
Grew since first funded

Where the money sits, by cause and then by grantee

BRUNSWICK SCHOOL INC: $6,080,000 · EducationBRUNSWICK SCHOOL INCGEORGETOWN UNIVERSITY: $2,150,000 · EducationGEORGETOWN UNIVERSITYTHE GREENWICH LIBRARY: $1,525,000 · EducationTHE GREENWICH LIBRARYGREENWICH ACADEMY INC: $1,050,000 · EducationGREENWICH ACADEMY INCTHE TRUSTEES OF THE SMITH COLLEGE: $1,000,000 · EducationTHE TRUSTEES OF THE SMITH COLLEGEHORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC: $500,000 · Education+3 more: $135,000 · EducationNYU STERN SCHOOL OF BUSINESS: $2,500,000 · OtherNYU STERN SCHOOL OF BUSINESSYALE UNIVERSITY: $2,500,000 · OtherYALE UNIVERSITYJUVENILE DIABETES RESEARCH FOUNDATION: $750,000 · OtherJUVENILE DIABETES RESEARCH FOUNDATI…+23 more: $691,805 · Other+23 moreGREENWICH HOSPITAL: $1,000,000 · HealthTHE WESTERLY HOSPITAL FOUNDATION INC: $300,000 · HealthBENEVOLENT HEALTHCARE FOUNDATION: $65,251 · Health+5 more: $55,339 · HealthFeeding America: $149,547 · Food & Nutrition+2 more: $5,200 · Food & NutritionAmerican National Red Cross & Its Constituent Chapters and Branches: $66,042 · Human ServicesTHE CHILDREN'S AID SOCIETY: $61,601 · Human ServicesTHE CENTER FOR FAMILY JUSTICE INC: $7,375 · Human Services+3 more: $5,000 · Human ServicesAMERICARES FOUNDATION INC: $34,937 · InternationalSave The Children Federation Inc: $23,381 · International+1 more: $1,500 · InternationalSAMARITAN'S PURSE: $37,692 · Religion
Education$12,440,000Other$6,441,805Health$1,420,590Food & Nutrition$154,747Human Services$140,018International$59,818Religion$37,692

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBRUNSWICK SCHOOL INC: $6,080,000 over 8y, 2.6% of budgetGEORGETOWN UNIVERSITY: $2,150,000 over 3y, 0.1% of budgetTHE GREENWICH LIBRARY: $1,525,000 over 2y, 14% of budgetGREENWICH ACADEMY INC: $1,050,000 over 6y, 1.9% of budgetTHE TRUSTEES OF THE SMITH COLLEGE: $1,000,000 over 1y, 0.3% of budgetGREENWICH HOSPITAL: $1,000,000 over 3y, 0.1% of budgetHORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC: $500,000 over 1y, 1.6% of budgetTHE WESTERLY HOSPITAL FOUNDATION INC: $300,000 over 3y, 6.7% of budgetFeeding America: $149,547 over 1y, 0.0% of budgetFAMILY CENTERS INC: $145,000 over 3y, 0.4% of budgetNew York University: $75,000 over 2y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $66,042 over 1y, 0.0% of budgetBENEVOLENT HEALTHCARE FOUNDATION: $65,251 over 1y, 0.1% of budgetTHE CHILDREN'S AID SOCIETY: $61,601 over 2y, 0.0% of budgetNORWALK COMMUNITY COLLEGE FOUNDATION INC: $50,000 over 1y, 1.4% of budgetSAMARITAN'S PURSE: $37,692 over 2y, 0.0% of budgetAMERICARES FOUNDATION INC: $34,937 over 2y, 0.0% of budgetPARTNERS IN HEALTH A NONPROFIT CORPORATION: $28,339 over 1y, 0.0% of budgetSave The Children Federation Inc: $23,381 over 1y, 0.0% of budgetDana-Farber Cancer Institute Inc: $13,500 over 1y, 0.0% of budgetThe New York Public Library Astor Lenox and Tilden Foundations: $10,000 over 1y, 0.0% of budgetBREAKTHROUGH T1D: $10,000 over 1y, 0.0% of budgetPACIFIC HOUSE INC: $8,375 over 1y, 0.2% of budgetTHE CENTER FOR FAMILY JUSTICE INC: $7,375 over 1y, 0.3% of budgetHelp Our Military Heroes Inc: $7,000 over 1y, 1.6% of budgetNEIGHBOR TO NEIGHBOR INC: $6,750 over 2y, 0.2% of budgetREGIONAL FOOD BANK OF NORTHEASTERN NEW YORK INC: $4,200 over 1y, 0.0% of budgetDisabled American Veterans: $3,200 over 1y, 0.0% of budgetBREAST CANCER ALLIANCE INC: $2,500 over 1y, 0.1% of budgetTHE ANIMAL MEDICAL CENTER: $2,500 over 1y, 0.0% of budgetLake PlacidNorth Elba Historical Society Inc: $2,500 over 1y, 3.1% of budgetGUIDING EYES FOR THE BLIND INC: $2,000 over 1y, 0.0% of budgetKEYS CHILDREN'S FOUNDATION INC: $2,000 over 1y, 0.6% of budgetFOOD FOR THE POOR INC: $1,500 over 1y, 0.0% of budgetFISHER HOUSE FOUNDATION INC: $1,130 over 1y, 0.0% of budgetFAMILIES OF SPINAL MUSCULAR ATROPHY DBA CURE SMA: $1,000 over 1y, 0.0% of budgetTHE FOOD BANK OF LOWER FAIRFIELD COUNTY INC: $1,000 over 1y, 0.0% of budgetHALL NEIGHBORHOOD HOUSE INC: $1,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Fairfield County's Co…Morgan Stanley Global…The Pfizer Foundation…Vanguard Charitable E…National Philanthropi…The Bank of America C…Donor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
Fairfield County's Community Foundation IncCT13.4× affinity4 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fairfield County's Community Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · The Pfizer Foundation Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Berkley Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Berkley Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 70%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 7%
  • The Center for Family Justice Inc: 49% of income from government
  • Pacific House Inc: 46% of income from government
  • Save the Children Federation Inc: 30% of income from government
  • Hall Neighborhood House Inc: 27% of income from government
  • Family Centers Inc: 20% of income from government
  • Dana-Farber Cancer Institute Inc: 7% of income from government
  • The Trustees of the Smith College: 1% of income from government
  • Americares Foundation Inc: 0% of income from government
  • Greenwich Hospital: 0% of income from government
  • Partners in Health a Nonprofit Corporation: 0% of income from government
  • Food for the Poor Inc: 0% of income from government
no gov moneyreceives it· size = income
7get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Berkley Family Foundation?

Find your warmest path to The Berkley Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 56 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Berkley Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home