Private foundation (trust)EIN 510196887Est. 1976-08

LEO V BERGER FUND

MIAMI, FL 33133

Total Assets

$3.9M

FY 2024

Annual Giving

$183K

FY 2024

Grants Made

4

FY 2024

Avg Grant

$46K

FY 2024

Grant Range

$15K–$75K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$177K

Total Expenses

$197K

Qualifying Distributions

$183K

Distributable Amount

$191K

Min. Investment Return

$194K

Undistributed Income

$184K

Payout rate 96%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.96%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $15K through median $47K to maximum $75K, 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

5 years

Giving over time from 2020 to 2024. Peak $316K in 2020. Hover bars for details.

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

Top Recipients

28 grants

FRIENDS OF UNITED HATZALAH INC
$446K
4 grants
FRIENDS OF ISRAEL DEFENSE FORCES
$137K
4 grants
BATYA-FRIENDS OF UNITED HATZALAH INC
$107K
1 grant
BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC
$75K
1 grant
EZER MIZION
$50K
1 grant
AMERICAN FRIENDS OF YESHIVATH KEREM BEYAVNE INC
$50K
1 grant
SOCIETY FOR THE PROMOTION OF JEWISH EDUCATION
$50K
1 grant
AMERICAN FRIENDS OF JUSTIFI
$30K
3 grants

Grant Size Distribution

28 grants

<$10K
11
grants
$10–50K
12
grants
$50–250K
5
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

New York
$967K
95% of total
Maryland
$30K
3% of total
New Jersey
$10K
1% of total
Illinois
$8K
1% of total
Connecticut
$1K
0% of total

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LEO V BERGER FUND — Grants, Financials & Contact | Grantivo