Civic Intelligence

The Berkley Foundation for Historical

EIN 99-5033731 • Greenwich, CT

CO Interlaken Cap 475 Steamboat RGreenwich, CT 06830-7144
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

$100,005,000

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$100,005,000

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue10th percentileNet Margin100th percentile

Revenue

$100,005,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$100,005,000

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2024: $100,005,000Liabilities 2024: $0Net Assets 2024: $100,005,0002024

Highlighted filing

2024

Assets$100,005,000
Liabilities$0
Net Assets$100,005,000
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0Revenue 2024: $100,005,000Expenses 2024: $0Net Income 2024: $100,005,0002024

Highlighted filing

2024

Revenue$100,005,000
Expenses$0
Net Income$100,005,000
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,005,000
Liabilities
$0
Net assets
$100,005,000
Revenue
$100,005,000
Expenses
$0
Net income
$100,005,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$100$0.00$100$100$0.00$100
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 19, 2024 to Dec 31, 2024
Signed
Oct 2, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R BERKLEYDirector, President & Treasurer-$0--
WILLIAM R BERKLEY JRDirector, Secretary-$0--
MARJORIE BERKLEYDirector, Executive Vice President-$0--
KELLY O'DONNELLVice President & Assistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Berkley Foundation for Historical
EIN
99-5033731
Phone
2035423502
Address
CO INTERLAKEN CAP 475 STEAMBOAT R, GREENWICH, CT 06830-7144

Signing Officer

Name
William R Berkley
Title
President
Phone
2035423502
Signed
2025-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
4 TIMES SQUARE, NEW YORK, NY 10036
Preparer
Lynne Johnson
Phone
2123721000
Raw XML Appendix287 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S PRINCIPAL ACTIVITIES INCLUDE (I) ASSEMBLING, MAINTAINING AND PRESERVING A COLLECTION OF HISTORICAL DOCUMENTS AND ARTIFACTS FROM FOUNDATIONAL MOMENTS OF AMERICAN HISTORY, AS WELL AS A COLLECTION OF ART, ANTIQUES, AND OTHER TANGIBLE PERSONAL PROPERTY HAVING INTRINSIC ARTISTIC OR AESTHETIC WORTH, (II) MAKING SUCH COLLECTIONS AVAILABLE AND ACCESSIBLE TO BOTH THE GENERAL PUBLIC AND THE SCHOLARLY COMMUNITY THROUGH LOANS, DONATIONS, AND OTHER MEANS TO MUSEUMS, GALLERIES, UNIVERSITIES AND OTHER APPROPRIATE CULTURAL, EDUCATION, AND CHARITABLE INSTITUTIONS, AND (III) MAKING SUCH COLLECTIONS AVAILABLE FOR SCHOLARLY RESEARCH AND STUDY. THE FOUNDATION MAY ALSO MOUNT, HOST, AND CONDUCT EXHIBITIONS OF ITEMS FROM ITS COLLECTIONS FROM TIME TO TIME WHEN SUCH ITEMS ARE NOT ON LOAN TO OTHER INSTITUTIONS.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM R BERKLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt019 EAST SNAPPER POINT DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KEY LARGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033037
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100005000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0100000000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0HISTORICAL BOOKS & DOCUMENTS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0HISTORICAL BOOKS & DOCUMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0100000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0100000000
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WILLIAM R BERKLEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0600 BRICKELL AVE 39TH FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MIAMI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033131
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R BERKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02035423502
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKLEY FOUNDATION FOR HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BOOKS AND DOCUMENTS
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0995033731
ReturnHeader/Filer/PhoneNum02035423502
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO INTERLAKEN CAP 475 STEAMBOAT R
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 TIMES SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02123721000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE JOHNSON
ReturnHeader/ReturnTs02025-10-16T11:00:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-19
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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