WR Berkley Corporation Charitable

EIN 364516560

Lake Success, NY 11042 |(800) 839-1754

Total Given 2016–2023
$6.0M
608 grants · $748K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$3K
typical micro grants · $2K–$5K
grant size
30%
supporter · 118/395 multi-year
repeat
$205K
Assets (2023)
395
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,086,434. This amount represents 25% or more of the Foundation's net assets of $1,067,316 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Health Arts & Culture Youth Development Science & Research

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $459K $197K $260K 122
2017 $575K $385K $767K 111
2018 $569K $303K $490K 102
2020 $2.3M $1.1M $2.9M 94
2021 $1.1M $1.0M $1.0M 22
2022 $640K $477K $105K 77
2023 $380K $205K $118K 80

Grant Size Distribution

Based on 608 grants on record

Minimum
$100
25th Pctl
$2K
Median
$3K
Average
$10K
75th Pctl
$5K
Maximum
$549K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

GO
Gina Orlins 2 yrs
Dir, Sec, Vice President Leadership
WB
William R Berkley Jr 7+ yrs
Dir, Vice President, Treasurer Leadership
WB
William R Berkley 7+ yrs
Dir, President Leadership

Grants Awarded (608 total)

Purpose
Feeding America Chicago, IL $549,497 COVID-19 Response Fund 2020
Greenwich Hospital Greenwich, CT $500,000 General & Unrestricted 2020
Bruce Museum Inc Greenwich, CT $500,000 Campaign for the New Bruce-Gallery Overlook 2021
Greenwich Hospital Greenwich, CT $500,000 General & Unrestricted 2021
Benevolent Healthcare Foundation Centennial, CO $265,751 COVID-19 Response Fund 2020
The Childrens Aid Society New York, NY $235,889 COVID-19 Response Fund 2020
Partners in Health a Nonprofit Corporation Frederick, MD $228,339 COVID-19 Response Fund 2020
Friends of United Hatzalah Inc New York, NY $100,000 General & Unrestricted 2022
Bank Street College of Education New York, NY $100,000 General & Unrestricted 2018
Samaritans Purse Boone, NC $88,890 General & Unrestricted 2022
American National Red Cross Houston, TX $66,042 Hurricane Harvey Relief Fund 2017
Americares Foundation Inc Stamford, CT $58,898 General & Unrestricted 2022
St Johns University - School of Risk Management New York, NY $50,000 General & Unrestricted 2016
Greenwich Hospital Greenwich, CT $50,000 General & Unrestricted 2018
Greenwich Hospital Greenwich, CT $50,000 Women's and Children's Health Program 2018
Feeding America Chicago, IL $30,800 General & Unrestricted 2020
Samaritans Purse Boone, NC $28,077 Hurricane Harvey Relief Fund 2017
Feeding America Chicago, IL $27,518 General & Unrestricted 2023
American National Red Cross Boone, IA $27,073 Puerto Rico Hurricane Maria Relief Fund 2017
St Johns University - School of Risk Management New York, NY $25,000 2020 GSRM Annual Fund 2020
St Johns University - School of Risk Management New York, NY $25,000 2021 GSRM Annual Fund 2021
St Johns University - School of Risk Management New York, NY $25,000 Leadership Programming and Climate/Environmental Risk Initiatives 2023
Greenwich Hospital Greenwich, CT $25,000 Cardiovascular Services Program 2016
Greenwich Hospital Greenwich, CT $25,000 Oncology Services Fund 2017
NEW YORK UNIVERSITY Leonard N Stern School of Bu New York, NY $25,000 General & Unrestricted 2017