Funder DirectoryTHE BERG FAMILY FOUNDATION
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Private foundation (trust)EIN 260745467Est. 2007-09

THE BERG FAMILY FOUNDATION

SYOSSET, NY 11791

Accepts unsolicited proposals

Total Assets

$6.6M

FY 2024

Annual Giving

$285K

FY 2024

Grants Made

29

FY 2024

Avg Grant

$10K

FY 2024

Grant Range

$500–$115K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$293K

Total Expenses

$313K

Qualifying Distributions

$296K

Distributable Amount

$317K

Min. Investment Return

$321K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

29 grants

Grant sizes from minimum $500 through median $3K to maximum $115K, 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 $3.5M in 2020. Hover bars for details.

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

Top Recipients

82 grants

UJA FEDERATION OF NEW YORK
$3M
1 grant
SID JACOBSON JEWISH COMMUNITY CENTER
$1.0M
3 grants
MID ISLAND Y JCC
$500K
1 grant
UJA-FEDERATION OF NEW YORK
$370K
3 grants
TRUSTEES OF BOSTON UNIVERSITY
$58K
4 grants
BIRTHRIGHT ISRAEL FOUNDATION
$46K
5 grants
ANTI-DEFAMATION LEAGUE FOUNDATION
$40K
2 grants
NORTHWELL HEALTH FOUNDATION
$40K
3 grants

Grant Size Distribution

82 grants

<$10K
63
grants
$10–50K
13
grants
$50–250K
3
grants
$250K–1M
2
grants
$1–5M
1
grants
$5M+

Geographic Focus

6 states

New York
$5.2M
96% of total
Massachusetts
$100K
2% of total
California
$56K
1% of total
Florida
$48K
1% of total
Maryland
$17K
0% of total
District of Columbia
$16K
0% of total

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THE BERG FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo