J & E Berkley Foundation

Crozet, VA
Tax-exempt since Oct. 2001
EIN: 54-1978980

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$171k (2024)

Expenses

$257k (2024)

Total Assets

$2.54M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Revenue

$171,440

Expenses

$257,223

Net Income

-$85,783

Net Assets

$2,537,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$409	0.2%
Dividends	$174,605	> 100%
Sales of Assets	-$3,574
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,790	99.1%
Compensation of Officers*	$60,000	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,537,729
Total Liabilities	$0
Net Assets	$2,537,729

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation M)	$60,000	$0
Jean B Baum (President)	$0	$0

990-PF

Filed on Jan. 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2023

Revenue

$169,282

Expenses

$238,246

Net Income

-$68,964

Net Assets

$2,623,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$674	0.4%
Dividends	$168,608	99.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$233,459	98.0%
Compensation of Officers*	$60,000	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,623,968
Total Liabilities	$0
Net Assets	$2,623,968

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation M)	$60,000	$0
Jean B Baum (President)	$0	$0

990-PF

Filed on Dec. 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Sept.
2022

Revenue

$319,014

Expenses

$238,108

Net Income

$80,906

Net Assets

$2,693,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.0%
Dividends	$172,825	54.2%
Sales of Assets	$146,149	45.8%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$233,302	98.0%
Compensation of Officers*	$60,000	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,695,591
Total Liabilities	$2,436
Net Assets	$2,693,155

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation M)	$60,000	$0
Jean B Baum (President)	$0	$0

990-PF

Filed on Feb. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$170,630

Expenses

$224,598

Net Income

-$53,968

Net Assets

$2,612,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30	0.0%
Dividends	$170,596	100.0%
Sales of Assets	$0
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,226	98.9%
Compensation of Officers*	$60,000	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,612,728
Total Liabilities	$0
Net Assets	$2,612,728

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation M)	$60,000	$0
Jean B Baum (President)	$0	$0

990-PF

Filed on Feb. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

-$77,098

Expenses

$282,777

Net Income

-$359,875

Net Assets

$2,666,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$277
Dividends	$179,955
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$278,235	98.4%
Compensation of Officers*	$60,000	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,666,882
Total Liabilities	$1
Net Assets	$2,666,881

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation M)	$60,000	$0
Jean B Baum (President)	$0	$0
Charles A Bull (Secretary)	$0	$0

990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2019

Revenue

$331,001

Expenses

$271,827

Net Income

$59,174

Net Assets

$4,199,825

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,140	0.6%
Dividends	$193,657	58.5%
Sales of Assets	$135,154	40.8%
Other Income	$50	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,947	98.6%
Compensation of Officers*	$60,000	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,199,826
Total Liabilities	$1
Net Assets	$4,199,825

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation M)	$60,000	$0
Jean B Baum (President)	$0	$0
Charles A Bull (Secretary)	$0	$0

990-PF

Filed on Dec. 17, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$192,403

Expenses

$264,149

Net Income

-$71,746

Net Assets

$4,140,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$191,957	99.8%
Sales of Assets	$415	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,149	100%
Compensation of Officers*	$60,000	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,142,401
Total Liabilities	$1,749
Net Assets	$4,140,652

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation Mana)	$60,000	$0
Jean B Baum (President)	$0	$0
Charles A Bull (Secretary)	$0	$0

990-PF

Filed on Oct. 29, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2017

Revenue

$187,704

Expenses

$228,522

Net Income

-$40,818

Net Assets

$4,212,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$194,274	> 100%
Sales of Assets	-$6,594
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,522	100%
Compensation of Officers*	$60,000	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,214,105
Total Liabilities	$1,707
Net Assets	$4,212,398

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation Mana)	$60,000	$0
Jean B Baum (President)	$0	$0
Charles A Bull (Secretary)	$0	$0

990-PF

Filed on Nov. 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

-$25,080

Expenses

$267,355

Net Income

-$292,435

Net Assets

$4,253,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,648
Dividends	$190,286
Sales of Assets	-$223,450
Other Income	$1,436

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,355	100%
Compensation of Officers*	$60,000	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,253,721
Total Liabilities	$505
Net Assets	$4,253,216

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation Mana)	$60,000	$0
Jean B Baum (President)	$0	$0
Charles A Bull (Secretary)	$0	$0

990-PF

Filed on Dec. 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$202,999

Expenses

$196,594

Net Income

$6,405

Net Assets

$4,545,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.0%
Dividends	$192,107	94.6%
Sales of Assets	$10,875	5.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,594	100%
Compensation of Officers*	$60,000	30.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,547,316
Total Liabilities	$1,665
Net Assets	$4,545,651

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation Mana)	$60,000	$0
Jean B Baum (President)	$0	$0
Charles A Bull (Secretary)	$0	$0

990-PF

Filed on Dec. 21, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$190,463

Expenses

$230,140

Net Income

-$39,677

Net Assets

$4,539,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$186,118	97.7%
Sales of Assets	$3,878	2.0%
Other Income	$452	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,140	100%
Compensation of Officers*	$60,000	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,540,911
Total Liabilities	$1,665
Net Assets	$4,539,246

Compensation

Key Employees and Officers	Compensation	Other
Christopher R Pasmore (Foundation Mana)	$60,000	$0
Jean B Baum (President)	$0	$0
Charles A Bull (Secretary)	$0	$0

990-PF

Filed on Nov. 18, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$181,814

Expenses

$197,834

Net Income

-$16,020

Net Assets

$4,578,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$181,720	99.9%
Sales of Assets	$0
Other Income	$82	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,974	> 100%
Compensation of Officers*	$60,000	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,580,804
Total Liabilities	$1,881
Net Assets	$4,578,923

990-PF

Filed on March 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

-$64,157

Expenses

$188,924

Net Income

-$253,081

Net Assets

$4,594,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10
Dividends	$175,910
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,924	100%
Compensation of Officers*	$60,000	31.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,596,914
Total Liabilities	$1,971
Net Assets	$4,594,943

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$172,396

Expenses

$188,739

Net Income

-$16,343

Net Assets

$4,848,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33	0.0%
Dividends	$172,063	99.8%
Sales of Assets	$0
Other Income	$300	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,739	100%
Compensation of Officers*	$60,000	31.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,849,999
Total Liabilities	$1,975
Net Assets	$4,848,024

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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J & E Berkley Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $171k (2024)

Expenses $257k (2024)

Total Assets $2.54M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$171k (2024)

Expenses

$257k (2024)

Total Assets

$2.54M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001