Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
WR Berkley Corporation Charitable
Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

36-4516560
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$970,474J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,569,100
2 Check .................
3 Interest on savings and temporary cash investments 184 184  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,569,284 184  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,025     10,025
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,038 0   10,025
25 Contributions, gifts, grants paid....... 721,225 721,225
26 Total expenses and disbursements. Add lines 24 and 25 ................ 731,263 0   731,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 838,021
b Net investment income (if negative, enter -0-) 184
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 132,453 970,474 970,474
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 132,453 970,474 970,474
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 132,453 970,474
29 Total net assets or fund balances (see instructions)..... 132,453 970,474
30 Total liabilities and net assets/fund balances (see instructions). 132,453 970,474
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
132,453
2
Enter amount from Part I, line 27a .....................
2
838,021
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
970,474
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
970,474
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T. Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
William R Berkley Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
William R Berkley Jr Dir, VP, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Gina Orlins Dir, Sec, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
344,359
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
344,359
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
344,359
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,165
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
339,194
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
16,960
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
16,960
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
16,957
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
16,957
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
16,957
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
731,250
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
731,250
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 16,957
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 2,251,401
b From 2021...... 1,051,761
c From 2022...... 618,207
d From 2023...... 377,198
e From 2024...... 413,952
f Total of lines 3a through e ........ 4,712,519
4Qualifying distributions for 2025 from Part
XI, line 4: $ 731,250
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 16,957
e Remaining amount distributed out of corpus 714,293
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,426,812
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		2,251,401
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		3,175,411
10 Analysis of line 9:
a Excess from 2021 .... 1,051,761
b Excess from 2022 .... 618,207
c Excess from 2023 .... 377,198
d Excess from 2024 .... 413,952
e Excess from 2025 .... 714,293
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A TINY HOME FOR GOOD

1222 S AVE
SYRACUSE,NY13207 		N/A   General & Unrestricted 5,000

ACKERMAN CANCER FOUNDATION INC

10881 SAN JOSE BLVD
JACKSONVILLE,FL32223 		N/A   General & Unrestricted 1,160

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

9370 OLIVE BLVD
SAINT LOUIS,MO63132 		N/A   General & Unrestricted 2,500

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		N/A   General & Unrestricted 2,435

AMEDISYS FOUNDATION

3854 AMERICAN WAY STE C
BATON ROUGE,LA70816 		N/A   General & Unrestricted 100

AMERICAN CANCER SOCIETY

PO BOX 1685
ATLANTA,GA30303 		N/A   General & Unrestricted 2,933

AMERICAN CANCER SOCIETY

270 PEACHTREE ST NW STE 1300
ATLANTA,GA30303 		N/A   General & Unrestricted 12,000

AMERICAN CANCER SOCIETY

270 PEACHTREE ST NW STE 1300
ATLANTA,GA30303 		N/A   General & Unrestricted 7,000

AMERICAN CLEFT PALATE-CRANIOFACIAL ASSOCIATION

510 MEADOWMONT VILLAGE CIR
CHAPEL HILL,NC27517 		N/A   General & Unrestricted 1,250

AMERICAN HEART ASSOCIATION

300 S RIVERSIDE PLZ STE 1200
CHICAGO,IL60606 		N/A   General & Unrestricted 500

AMERICAN LUNG ASSOCIATION

55 W WACKER DR STE 1150
CHICAGO,IL60601 		N/A   General & Unrestricted 500

AMERICAN NATIONAL RED CROSS

1201 WEST RIVER PKWY
MINNEAPOLIS,MN55454 		N/A   General & Unrestricted 1,025

AMERICAN NATIONAL RED CROSS

209 FARMINGTON AVE
FARMINGTON,CT06032 		N/A   General & Unrestricted 100

AMERICARES FOUNDATION INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A   General & Unrestricted 7,630

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A   General & Unrestricted 2,500

APPALACHIA SERVICE PROJECT INC

4523 BRISTOL HWY
JOHNSON CITY,TN37601 		N/A   General & Unrestricted 500

ATLANTA COMMUNITY FOOD BANK INC

435 PEACHTREE ST NE
ATLANTA,GA30308 		N/A   General & Unrestricted 5,000

AUTOMOBILE GALLERY INC

PO BOX 22190
GREEN BAY,WI54305 		N/A   General & Unrestricted 5,000

BLACK MOUNTAIN BAPTIST CHURCH

33955 N CAVE CREEK RD
CAVE CREEK,AZ85331 		N/A   General & Unrestricted 2,500

BLOOD CANCER UNITED INC

PO BOX 22324
NEW YORK,NY10087 		N/A   General & Unrestricted 10,000

BLOOD CANCER UNITED INC

PO BOX 22324
NEW YORK,NY10087 		N/A   Charitable Event 5,000

BOYS & GIRLS CLUB OF GREENWICH INC

4 HORSENECK LN
GREENWICH,CT06830 		N/A   General & Unrestricted 10,000

BOYS & GIRLS CLUB OF STAMFORD INC

347 STILLWATER AVE
STAMFORD,CT06902 		N/A   General & Unrestricted 8,000

BRIGHT LIGHTS INC

5561 S 48TH ST STE 220
LINCOLN,NE68516 		N/A   2025 camps/scholarship Fund held in Lincoln NE in June and July 1,000

BRUCE MUSEUM INC

1 MUSEUM DR
GREENWICH,CT06830 		N/A   General & Unrestricted 20,000

CALIFORNIA COMMUNITY FOUNDATION

717 W TEMPLE ST
LOS ANGELES,CA90012 		N/A   General & Unrestricted 500

CASA FOR CHILDREN INC

1401 NE 68TH AVE
PORTLAND,OR97213 		N/A   General & Unrestricted 800

CENTRAL KENTUCKY RIDING FOR HOPE INC

PO BOX 13155
LEXINGTON,KY40583 		N/A   General & Unrestricted 4,000

CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR

318 WEST ADAMS ST
CHICAGO,IL60606 		N/A   General & Unrestricted 1,565

CHILD CRISIS ARIZONA

424 W RIO SALADO PKWY
MESA,AZ85201 		N/A   General & Unrestricted 10,000

CHILDRENS MEMORIAL HOSPITAL

225 EAST CHICAGO AVE BOX 4
CHICAGO,IL60611 		N/A   General & Unrestricted 5,000

CINCINNATI MUSEUM ASSOCIATION

953 EDEN PARK DR
CINCINNATI,OH45202 		N/A   General & Unrestricted 10,000

CIRCLE OF CARE FOR FAMILIES WITH CANCER

144 DANBURY RD
WILTON,CT06897 		N/A   General & Unrestricted 14,000

CIRCLE THE CITY

300 W CLARENDON AVE STE 200
PHOENIX,AZ85013 		N/A   General & Unrestricted 500

CLEAR PATH FOR VETERANS NEW ENGLAND INC

PO BOX 2073
DEVENS,MA01434 		N/A   General & Unrestricted 5,000

COMMITTEE ON TEMPORARY SHELTER

PO BOX 1616
BURLINGTON,VT05402 		N/A   General & Unrestricted 5,000

COMMUNITIES IN SCHOOLS INC

PO BOX 98389
WASHINGTON,DC20090 		N/A   General & Unrestricted 500

COMMUNITY FOOD BANK OF CENTRAL ALABAMA

107 WALTER DAVIS DR
BIRMINGHAM,AL35209 		N/A   General & Unrestricted 6,215

COMMUNITY FOOD BANK OF NEW JERSEY INC

31 EVANS TERMINAL
HILLSIDE,NJ07205 		N/A   General & Unrestricted 1,808

COMMUNITY SERVINGS INC

179 AMORY ST
JAMAICA PLAIN,MA02130 		N/A   General & Unrestricted 225

COMPLETELY KIDS

2566 SAINT MARYS AVE
OMAHA,NE68105 		N/A   Camp Hero 1,000

CONESUS FEST FOR CHARITY INC

11 CYNTHIA CIR
ORCHARD PARK,NY14127 		N/A   General & Unrestricted 2,500

COVENANT HOUSE

5 PENN PLZ
NEW YORK,NY10001 		N/A   General & Unrestricted 1,925

COVER THE CITY PROJECT INC

405 N MAIN ST
HIGH POINT,NC27260 		N/A   General & Unrestricted 817

CRADLES TO CRAYONS INC

PO BOX 7410693
CHICAGO,IL60674 		N/A   General & Unrestricted 10,000

CYSTIC FIBROSIS FOUNDATION

2777 E CAMELBACK RD STE 330
PHOENIX,AZ85016 		N/A   General & Unrestricted 1,250

DAMON RUNYON CANCER RESEARCH FND

1 EXCHANGE PLZ STE 302
NEW YORK,NY10006 		N/A   General & Unrestricted 1,500

DANA FARBER CANCER INSTITUTE INC

10 BROOKLINE PL WEST
BROOKLINE,MA02445 		N/A   General & Unrestricted 2,900

DAWSON MEMORIAL BAPTIST CHURCH

1114 OXMOOR RD
BIRMINGHAM,AL35209 		N/A   General & Unrestricted 2,500

DES MOINES AREA RELIGIOUS COUNCIL

100 ARMY POST RD
DES MOINES,IA50315 		N/A   General & Unrestricted 2,500

DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE

PO BOX 13600
PHOENIX,AZ85002 		N/A   General & Unrestricted 1,250

DRAVET SYNDROME FOUNDATION INC

PO BOX 3026
CHERRY HILL,NJ08034 		N/A   General & Unrestricted 1,000

DRESS FOR SUCCESS GREATER PHILADELPHIA

1500 WALNUT ST
PHILADELPHIA,PA19102 		N/A   General & Unrestricted 1,500

DRIFTLESS AREA LAND CONSERVANCY INC

206 S IOWA ST
DODGEVILLE,WI53533 		N/A   General & Unrestricted 2,500

EASTER SEAL SOCIETY OF IOWA INC

401 NE 66TH AVE
DES MOINES,IA50313 		N/A   General & Unrestricted 1,805

EASTER SEALS ALABAMA INC

PO BOX 21
JACKSONS GAP,AL36861 		N/A   General & Unrestricted 2,500

FAMILY CENTERS INC

40 ARCH ST
GREENWICH,CT06830 		N/A   General & Unrestricted 11,000

FAMILY CENTERS INC

40 ARCH ST
GREENWICH,CT06830 		N/A   Charitable Event 25,000

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC20090 		N/A   General & Unrestricted 17,180

FOOD BANK FOR NEW YORK CITY

PO BOX 470
HARTSDALE,NY10530 		N/A   General & Unrestricted 4,151

FOOD BANK OF LINCOLN INC

1221 KING BIRD RD
LINCOLN,NE68521 		N/A   Home Delivery Program 2,000

FOOD BANK OF LOWER FAIRFIELD COUNTY INC

461 GLENBROOK RD
STAMFORD,CT06906 		N/A   General & Unrestricted 10,000

FRIENDS OF GREEN CHIMNEYS

400 DOANSBURG RD BOX 719
BREWSTER,NY10509 		N/A   General & Unrestricted 17,000

FRIENDSHIP SERVICE CENTER INC

PO BOX 1896
NEW BRITAIN,CT06051 		N/A   General & Unrestricted 5,000

GARY SINISE FOUNDATION

PO BOX 40726
NASHVILLE,TN37204 		N/A   General & Unrestricted 5,000

GODS LOVE WE DELIVER INC

166 AVE OF THE AMERICAS
NEW YORK,NY10013 		N/A   General & Unrestricted 500

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632 		N/A   General & Unrestricted 350

GREATER CINCINNATI FOUNDATION

720 E PETE ROSE WAY STE 120
CINCINNATI,OH45202 		N/A   General & Unrestricted 500

GROW IT GREEN MORRISTOWN INC

PO BOX 230
MORRISTOWN,NJ07963 		N/A   General & Unrestricted 1,500

HAVENHOUSE ST LOUIS

3450 PARK AVE
SAINT LOUIS,MO63104 		N/A   General & Unrestricted 7,881

HEARTS FOR EMMA A NEW JERSEY NONPROFIT CORPORATION

PO BOX 254
CRANFORD,NJ07016 		N/A   General & Unrestricted 850

HOPE MINISTRIES

PO BOX 862
DES MOINES,IA50304 		N/A   General & Unrestricted 2,000

HUB CITY ANIMAL PROJECT INC

168 W MAIN ST
SPARTANBURG,SC29306 		N/A   General & Unrestricted 2,500

INSURANCE INDUSTRY CHARITABLE FOUNDATION INC

2121 AVE OF THE STARS STE 800
LOS ANGELES,CA90067 		N/A   General & Unrestricted 4,013

ISLE OF OUTREACH FOR NEIGHBORHOOD ASSISTANCE INC

550 SUNNYBROOK RD
RIDGELAND,MS39157 		N/A   General & Unrestricted 2,500

JASONS DREAMS FOR KIDS INC

20 MONMOUTH ST
RED BANK,NJ07701 		N/A   General & Unrestricted 2,500

JAY NOLAN COMMUNITY SERVICES INC

15501 SAN FERNANDO MISSION BLVD STE
MISSION HILLS,CA91345 		N/A   General & Unrestricted 2,678

JUSTICE FOR ORPHANS INC

38 FARES RD
RAVENA,NY12143 		N/A   General & Unrestricted 5,000

KENILWORTH UNION CHURCH

211 KENILWORTH AVE
KENILWORTH,IL60043 		N/A   General & Unrestricted 2,500

KIDS CHANCE OF AMERICA

800 BOYLSTON ST UNIT 990251
BOSTON,MA02199 		N/A   General & Unrestricted 12,871

KIDS CHANCE OF VIRGINIA INC

9301 INNOVATION DR
MANASSAS,VA20110 		N/A   General & Unrestricted 18,660

KIDS IN CRISIS INC

1 SALEM ST
COS COB,CT06807 		N/A   General & Unrestricted 10,948

LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 22324
NEW YORK,NY10087 		N/A   General & Unrestricted 1,000

LOAVES & FISHES FOOD PANTRY INC

PO BOX 1
AYER,MA01432 		N/A   General & Unrestricted 5,000

LOS ANGELES REGIONAL FOOD BANK

1734 E 41ST ST
VERNON,CA90058 		N/A   General & Unrestricted 5,000

LUND FAMILY CENTER INC

PO BOX 4009
BURLINGTON,VT05406 		N/A   General & Unrestricted 5,000

LUVERNE AREA COMMUNITY FOUNDATION

PO BOX 623
LUVERNE,MN56156 		N/A   Funds for Playground Equipment 5,000

MANNA FOOD BANK

99 BROADPOINTE DR
MILLS RIVER,NC28759 		N/A   General & Unrestricted 2,960

MARIAN MIDDLE SCHOOL

4130 WYOMING ST
SAINT LOUIS,MO63116 		N/A   General & Unrestricted 2,000

MARYS PLACE SEATTLE

PO BOX 1711
SEATTLE,WA98111 		N/A   General & Unrestricted 5,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A   General & Unrestricted 1,125

MATT TALBOT KITCHEN & OUTREACH INC

2121 N 27TH ST
LINCOLN,NE68503 		N/A   Hunger Relief Program and Fresh Choice Pantry 1,000

MAYWOOD FINE ARTS ASSOCIATION

25 N 5TH AVE
MAYWOOD,IL60153 		N/A   General & Unrestricted 2,500

MEDICINAL WHISKEY CHARITY INC

101 CLUB FOREST LN
GREENVILLE,SC29605 		N/A   General & Unrestricted 2,500

MELMARK INC

2600 WAYLAND RD
BERWYN,PA19312 		N/A   General & Unrestricted 1,000

MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ

PO BOX 27106
NEW YORK,NY10087 		N/A   General & Unrestricted 1,025

MIDWEST FOOD BANK NFP

725 E BASELINE RD
GILBERT,AZ85233 		N/A   General & Unrestricted 1,250

MIKEYS PLACE INC

5 GRIST MILL RD
WETHERSFIELD,CT06109 		N/A   General & Unrestricted 2,500

MORRIS MUSEUM INC

6 NORMANDY HEIGHTS RD
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 10,000

NAMI-MAINE INCORPORATED

52 WATER ST
HALLOWELL,ME04347 		N/A   General & Unrestricted 5,000

NATIONAL BREAST CANCER FOUNDATION INC

7460 WARREN PKWY STE 150
FRISCO,TX75034 		N/A   General & Unrestricted 300

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVE
NEW YORK,NY10017 		N/A   General & Unrestricted 2,500

NEAR & FAR AID ASSOCIATION INC

PO BOX 717
SOUTHPORT,CT06890 		N/A   General & Unrestricted 17,000

NEBRASKA CHILDRENS HOME SOCIETY INC

4939 SOUTH 118TH ST
OMAHA,NE68137 		N/A   Early Childhood Home Visiting Program 2,000

NEW HAMPSHIRE CATHOLIC CHARITIES INC

100 WILLIAM LOEB DR UNIT 3
MANCHESTER,NH03109 		N/A   The Liberty House 5,000

NYU LANGONE MEDICAL CENTER

ONE PARK AVE 17TH FLOOR
NEW YORK,NY10016 		N/A   Charitable Event 5,000

OPERATION BREAKTHROUGH INC

3039 TROOST AVE
KANSAS CITY,MO64109 		N/A   General & Unrestricted 10,000

OPERATION HOMEFRONT INC

PO BOX 2102
DOYLESTOWN,PA18901 		N/A   General & Unrestricted 2,500

PHILABUNDANCE

3616 S GALLOWAY ST
PHILADELPHIA,PA19148 		N/A   General & Unrestricted 350

PONTIFICAL INSTITUTE OF RELIGIOUS TEACHERS FILIPPI

455 WESTERN AVE VILLAGE WALSH
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 2,500

RMHC CTMA

860 HOWARD AVE
NEW HAVEN,CT06519 		N/A   General & Unrestricted 1,335

ROLE MODEL MOVEMENT INC NFP

47 W POLK ST STE 100
CHICAGO,IL60605 		N/A   General & Unrestricted 2,706

RONALD MCDONALD HOUSE CHARITIES OF CENTRAL GEORGIA

1160 FORSYTH ST
MACON,GA31201 		N/A   General & Unrestricted 500

RONALD MCDONALD HOUSE GLOBAL

26345 NETWORK PL
CHICAGO,IL60673 		N/A   General & Unrestricted 3,225

RONALD MCDONALD HOUSE OF SOUTHERN NEW JERSEY INC

550 MICKLE BLVD
CAMDEN,NJ08103 		N/A   General & Unrestricted 5,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A   General & Unrestricted 1,993

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A   US based programs 1,250

SHARING LIFE COMMUNITY OUTREACH INC

3795 W EMPORIUM CIR
MESQUITE,TX75150 		N/A   General & Unrestricted 4,021

SHRINERS HOSPITALS FOR CHILDREN

PO BOX 947765
ATLANTA,GA30394 		N/A   General & Unrestricted 1,250

SOCIAL GOOD FUND INC

PO BOX 5473
RICHMOND,CA94805 		N/A   General & Unrestricted 2,500

SOCIETY OF ST VINCENT DE PAUL ARCHDIOCESAN COUNCIL

2500 CHURCHMAN AVE
INDIANAPOLIS,IN46203 		N/A   General & Unrestricted 2,500

SOUTHWEST HUMAN DEVELOPMENT

2850 N 24TH ST
PHOENIX,AZ85008 		N/A   General & Unrestricted 1,000

SPECIAL SURFERS

PO BOX 752
SACO,ME04072 		N/A   General & Unrestricted 5,000

ST JOSEPHS VILLA

8000 BROOK RD
RICHMOND,VA23227 		N/A   General & Unrestricted 200

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PL
MEMPHIS,TN38105 		N/A   General & Unrestricted 17,610

ST LOUIS UNIVERSITY

3545 LINDELL BLVD
SAINT LOUIS,MO63103 		N/A   Surgery Oncology Development Fund 1,000

SUSAN G KOMEN BREAST CANCER FOUNDATION

13770 NOEL ROAD STE 801889
DALLAS,TX75380 		N/A   General & Unrestricted 5,000

TABLE TO TABLE INC

160 PEHLE AVE STE 303
SADDLE BROOK,NJ07663 		N/A   General & Unrestricted 2,750

THE COOPER FOUNDATION INC

1 FEDERAL ST NW2-400
CAMDEN,NJ08103 		N/A   General & Unrestricted 5,000

THE SALVATION ARMY

1424 NORTHWEST EXPY
BROOKHAVEN,GA30329 		N/A   General & Unrestricted 5,000

TMPAA CHARITIES INC

3411 SILVERSIDE RD BAYNARD BLDG 10
WILMINGTON,DE19810 		N/A   General & Unrestricted 100,000

UMOM NEW DAY CENTERS INC

3333 E VAN BUREN ST
PHOENIX,AZ85008 		N/A   General & Unrestricted 1,250

UNITED STATES AMATEUR BOXING FOUNDATION

42 WALPOLE ST
DOVER,MA02030 		N/A   General & Unrestricted 2,500

URBANPROMISE MINISTRIES INC

3700 RUDDEROW ST
PENNSAUKEN,NJ08110 		N/A   General & Unrestricted 2,500

WALKER ART CENTER INC

725 VINELAND PL
MINNEAPOLIS,MN55403 		N/A   General & Unrestricted 5,000

WASHINGTON LEGAL FOUNDATION

2009 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		N/A   General & Unrestricted 15,000

WEBSTER HOUSE

135 WEBSTER ST
MANCHESTER,NH03104 		N/A   General & Unrestricted 5,000

WONDERS & WORRIES INC

9101 BURNET RD STE 205
AUSTIN,TX78758 		N/A   General & Unrestricted 5,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		N/A   General & Unrestricted 350

WWP INC - WOUNDED WARRIOR PROJECT INC

PO BOX 758516
TOPEKA,KS66675 		N/A   General & Unrestricted 13,250

YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN H

50 STATEHOUSE SQ 2ND FLOOR
HARTFORD,CT06103 		N/A   General & Unrestricted 5,000

YOUTH IN FOCUS

2100 24TH AVE S STE 310
SEATTLE,WA98144 		N/A   General & Unrestricted 1,250
Total ................................. 3a 721,225
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 184  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   184  
13Total. Add line 12, columns (b), (d), and (e)..................
13
184
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WR Berkley Corporation Charitable
Foundation
Employer identification number

36-4516560
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
WR Berkley Corporation Charitable
Foundation 		Employer identification number
36-4516560
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Berkley Insurance Co
475 Steamboat Road
 
Greenwich, CT06830

$ 319,100


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
W R Berkley Corporation
475 Steamboat Road
 
Greenwich, CT06830

$ 1,250,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WR Berkley Corporation Charitable
Foundation 		Employer identification number

36-4516560
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WR Berkley Corporation Charitable
Foundation 		Employer identification number

36-4516560
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


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TY 2025 DepreciationSchedule
Name:
WR Berkley Corporation Charitable
 
Foundation
EIN:
36-4516560
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 LiquidationExplanationStmt
Name:
WR Berkley Corporation Charitable
 
Foundation
EIN:
36-4516560
Statement:
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, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $721,225. This amount represents 25% or more of the Foundation's net assets of $132,453 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. 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.


TY 2025 OtherExpensesSchedule
Name:
WR Berkley Corporation Charitable
 
Foundation
EIN:
36-4516560
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 10,000     10,000
State or Local Filing Fees 25     25


TY 2025 TaxesSchedule
Name:
WR Berkley Corporation Charitable
 
Foundation
EIN:
36-4516560
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Excise Tax for 2024 13