Funder DirectorySOL & MARGARET BERGER FOUNDATION
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Private foundation (trust)EIN 136118516Est. 1963-12

SOL & MARGARET BERGER FOUNDATION

NEW YORK, NY 10020

Total Assets

$24.7M

FY 2023

Annual Giving

$1.3M

FY 2023

Grants Made

98

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$180–$300K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$204K

Total Expenses

$1.4M

Qualifying Distributions

$1.4M

Distributable Amount

$1.3M

Min. Investment Return

$1.3M

Undistributed Income

$1.1M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

98 grants

Grant sizes from minimum $180 through median $2K to maximum $300K, 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

6 years

Giving over time from 2017 to 2023. Peak $1.5M in 2022. Hover bars for details.

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

Top Recipients

500 grants

RONALD MCDONALD HOUSE
$1.1M
6 grants
MONTEFIORE MEDICAL CENTER
$600K
2 grants
DAMON RUNYON CANCER RESEARCH FOUNDATION
$323K
4 grants
ICHAN SCHOOL OF MEDICINE AT MOUNT SINAI
$300K
1 grant
UNIVERSITY OF MIAMI
$300K
3 grants
FRICK COLLECTION
$261K
4 grants
SEEING EYE DOG FOUNDATION
$245K
4 grants
MONTIFIORE EINSTEIN
$200K
1 grant

Grant Size Distribution

500 grants

<$10K
434
grants
$10–50K
36
grants
$50–250K
26
grants
$250K–1M
4
grants
$1–5M
$5M+

Geographic Focus

27 states

New York
$3.4M
57% of total
Illinois
$1.1M
19% of total
New Jersey
$433K
7% of total
Tennessee
$402K
7% of total
Florida
$301K
5% of total
Indiana
$58K
1% of total
Virginia
$36K
1% of total
California
$32K
1% of total
District of Columbia
$31K
1% of total
Pennsylvania
$22K
0% of total

+17 more states

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SOL & MARGARET BERGER FOUNDATION — Grants, Financials & Contact | Grantivo