BERKELEY INSTITUTE

As filed

Subsection

03

NTEE code

B11

Classification

1200

Street

2134 ALLSTON WAY

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• THE BERKELEY INSTITUTE IS COMMITTED TO PREPARING STUDENTS FOR POSITIONS OF ACADEMIC AND INTELLECTUAL LEADERSHIP. ITS PROGRAMS HELP THEM ACHIEVE AN INTEGRATED EDUCATION AND PREPARE THEMSELVES FOR ACADEMIC CAREERS THROUGH EXPLORATION OF CLASSICAL TRADITIONS AND A SUSTAINED, OPEN, AND RIGOROUS ENCOUNTER WITH CONTEMPORARY THOUGHT. BY THESE MEANS, WE PREPARE STUDENTS TO JOIN THE LIFE OF THE AMERICAN UNIVERSITY CONFIDENTLY, THOUGHTFULLY, AND WITH INTEGRITY. FINALLY, THE BERKELEY INSTITUTE SEEKS TO FORM A COMMUNITY OF SCHOLARS BOTH AT BERKELEY AND ELSEWHERE TO SUPPORT THESE EFFORTS AND EXCHANGE IDEAS THROUGH CONFERENCES, AND PROGRAMS; AND AT SUPPORTING THE RESEARCH OF GRADUATE STUDENTS AND YOUNGER FACULTY WHO PROMISE TO MAKE A DIFFERENCE TO THE CULTURE OF AMERICAN HIGHER EDUCATION.

  Expenses $318,549 · Revenue $438,947

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $452,970

  Expenses

  $421,061

  Contributions

  $438,947

  Grants paid

  $0

• 2023

  Revenue

  $387,279

  Expenses

  $377,283

  Contributions

  $377,901

  Grants paid

  $0

• 2022

  Revenue

  $454,582

  Expenses

  $325,408

  Contributions

  $454,552

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $364,943

  Expenses

  $258,179

  Assets (EOY)

  $207,781

• 2020 · 990

  Revenue

  $312,500

  Expenses

  $306,251

  Assets (EOY)

  $135,167

• 2019 · 990

  Revenue

  $327,503

  Expenses

  $358,627

  Assets (EOY)

  $89,700

• 2018 · 990

  Revenue

  $379,345

  Expenses

  $341,414

  Assets (EOY)

  $120,824

• 2017 · 990

  Revenue

  $351,700

  Expenses

  $291,500

  Assets (EOY)

  $84,205

• 2016 · 990

  Revenue

  $268,600

  Expenses

  $303,147

  Assets (EOY)

  $25,656

• 2015 · 990

  Revenue

  $268,700

  Expenses

  $231,564

  Assets (EOY)

  $58,407

• 2014 · 990

  Revenue

  $187,344

  Expenses

  $236,152

  Assets (EOY)

  $4,000

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION INC

  $317,252

  2023 · General operations

• FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION INC

  $301,977

  2025 · General operations

• FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION INC

  $301,577

  2022 · general operations

• DONOR ADVISED CHARITABLE GIVING

  $10,200

  2024 · EDUCATION

• RAYMOND JAMES CHARITABLE ENDOWMENT FUND

  $5,500

  2024 · GENERAL SUPPORT

Other IRS files