Funder DirectoryTHE STEFANY AND SIMON BERGSON FOUNDATION
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Private foundation (trust)EIN 134077237Est. 2000-03

THE STEFANY AND SIMON BERGSON FOUNDATION

PALISADES, NY 10964

Total Assets

$1.6M

FY 2024

Annual Giving

$516K

FY 2024

Grants Made

49

FY 2024

Avg Grant

$11K

FY 2024

Grant Range

$100–$115K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.2M

Total Expenses

$534K

Qualifying Distributions

$534K

Distributable Amount

$568

Min. Investment Return

$1K

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

49 grants

Grant sizes from minimum $100 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 $522K in 2020. Hover bars for details.

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

Top Recipients

238 grants

MUSEUM OF JEWISH HERITAGE
$471K
5 grants
WASHINGTON UNIVERSITY IN ST LOUIS
$305K
5 grants
UNITED STATES HOLOCAUST MEMORIAL MU
$177K
2 grants
NORTHWESTERN UNIVERSITY
$153K
5 grants
AUSCHWITZ JEWISH CENTER FOUNDATION
$152K
4 grants
JEWISH FEDERATION OF ROCKLAND
$150K
4 grants
JCC ROCKLAND
$74K
5 grants
REFORM TEMPLE OF ROCKLAND
$65K
5 grants

Grant Size Distribution

237 grants

<$10K
196
grants
$10–50K
29
grants
$50–250K
11
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

14 states

New York
$1.7M
74% of total
Missouri
$308K
13% of total
Illinois
$158K
7% of total
Florida
$62K
3% of total
Maryland
$20K
1% of total
District of Columbia
$13K
1% of total
New Jersey
$13K
1% of total
Pennsylvania
$8K
0% of total
California
$5K
0% of total
Ohio
$2K
0% of total

+4 more states

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THE STEFANY AND SIMON BERGSON FOUNDATION — Grants, Financials & Contact | Grantivo