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Private foundation (trust)EIN 521757452Est. 1996-01

HN and Frances C Berger Foundation

PALM DESERT, CA 922553390

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Total Assets

$525.0M

FY 2023

Annual Giving

$7.9M

FY 2023

Grants Made

121

FY 2023

Avg Grant

$65K

FY 2023

Grant Range

$1K–$1M

Typical

Deadlines

—

Applications

Programs & Activities

Program 1

$2.0M

Golf course charitable portion of expenses over revenues supporting charity golf tournaments, internship, educational partnerships with schools, and valley resident discounts.

Program 2

$865K

The foundation owns real estate which is leased to public charities for a charitable purpose consistent with rev. Ruling 69572, c.b. 1969-2-119

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$27.8M

Total Expenses

$39.0M

Qualifying Distributions

$16.0M

Distributable Amount

$19.5M

Min. Investment Return

$19.6M

Undistributed Income

$9.9M

Payout rate 82%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.82%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

121 grants

Grant sizes from minimum $1K through median $25K to maximum $1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $7.9M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

417 grants

Eisenhower Medical Center
$2.1M
4 grants
Orlando Health Foundation
$2.1M
3 grants
City of Indio
$1.1M
1 grant
Palm Springs Air Museum
$970K
5 grants
Prager University Foundation
$650K
3 grants
CECSeabee Historical Foundation
$650K
3 grants
Honor Health Foundation
$610K
4 grants
The Philanthropy Roundtable
$585K
3 grants

Grant Size Distribution

417 grants

<$10K
182
grants
$10–50K
160
grants
$50–250K
63
grants
$250K–1M
11
grants
$1–5M
1
grants
$5M+—

Geographic Focus

25 states

California
$14.8M
68% of total
Florida
$2.5M
12% of total
Arizona
$985K
5% of total
North Carolina
$700K
3% of total
Mississippi
$650K
3% of total
District of Columbia
$650K
3% of total
Kentucky
$500K
2% of total
Hawaii
$260K
1% of total
Colorado
$160K
1% of total
Tennessee
$150K
1% of total

+15 more states

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