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Nonprofit · EIN 86-2774945

WILLIAM R BERKLEY FOUNDATION

Tax-exempt · MIAMI, FL 33131

Financials

$0$02023$135K$134K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM R BERKLEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$135,134$133,788$1,346$1,346$0$1,346
December 31, 2023990-PF$0$0$0$0$0$0
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$135,134

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$133,788

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$1,346
Total liabilities, end of year
$0
Net assets, end of year
$1,346
Fair market value of assets
$1,346
Qualifying distributions
$133,788

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM R BERKLEY
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
DIRECTOR, PRESIDENT, TREASURER0.5$0
WILLIAM BERKLEY JR
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
DIRECTOR, SECRETARY0.5$0
MARJORIE BERKLEY
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
DIRECTOR, EXECUTIVE VICE PRESIDENT0.5$0
KELLY F O'DONNELL
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
VICE PRESIDENT, ASST. SECRETARY10$0
JAMES M VITTI
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
ASST. SECRETARY, ASST. TREASURER0.5$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
WILLIAM R BERKLEY
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
PRESIDENT, TREASURER0.5$0
WILLIAM BERKLEY JR
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
SECRETARY0.5$0
MARJORIE BERKLEY
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
EXECUTIVE VICE PRESIDENT0.5$0
KELLY F O'DONNELL
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
VICE PRESIDENT, ASST. SECRETARY0.5$0
JAMES M VITTI
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
ASST. SECRETARY, ASST. TREASURER0.5$0
NEAL LIPSCHITZ
C/O KELLY ODONNELL INTERLAKEN, CAPITAL 600 BRICKELL AVE 39TH FLOOR, MIAMI, FL 33131
VICE PRESIDENT, ASST. TREASURER0.5$0

Address and contacts

Address (IRS master file)
600 BRICKELL AVENUE 39TH FLOOR, MIAMI, FL 33131-3067
In care of
% NEAL LIPSCHITZ
Signed the 990-PF
WILLIAM R BERKLEY, PRESIDENT
Phone
(203) 542-3502
Return prepared by
RSM US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-2774945
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,346
Income (IRS master file)
$135,134

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$135,134$133,788$1,346XML
990-PFDecember 2023$0$0$0XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-2774945).

Questions about WILLIAM R BERKLEY FOUNDATION

What is the EIN of WILLIAM R BERKLEY FOUNDATION?
The employer identification number (EIN) of WILLIAM R BERKLEY FOUNDATION is 86-2774945.
Is WILLIAM R BERKLEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to WILLIAM R BERKLEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does WILLIAM R BERKLEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM R BERKLEY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM R BERKLEY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WILLIAM R BERKLEY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does WILLIAM R BERKLEY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $135,134, expenses of $133,788 and total assets of $1,346 at year end.

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