Barry and Taffy Berger Foundation

WESTLAKE VILLAGE, CA EIN: 87-3977037

Barry and Taffy Berger Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTLAKE VILLAGE, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $8.8M in total assets. In 2024, it made $798K in qualifying distributions. Net investment income was $401K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.8M

-9.7% YoY

Revenue

$311K

+10.6% YoY

Qualifying Distributions

$798K

+46.7% YoY

Expenses

$834K

+44.7% YoY

Under IRS private-foundation payout rules, Barry and Taffy Berger Foundation reported a distributable amount of $504K for 2024 — the minimum it must pay out in qualifying distributions.

About Barry and Taffy Berger Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,833,788	$9,785,348	$9,474,993
Revenue	$310,782	$281,034	$112,110
Expenses	$834,027	$576,303	$518,585
Qualifying Distributions	$798,035	$544,000	$481,085
Net Investment Income	$401,347	$332,376	$89,310
Distributable Amount	$503,516	$473,184	$482,545

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BARRY BERGER	TRUSTEE	—	—
TAFFY BERGER	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Barry and Taffy Berger Foundation?

Barry and Taffy Berger Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTLAKE VILLAGE, CA. It holds $8.8M in total assets as of 2024.

How large is Barry and Taffy Berger Foundation?

As of 2024, Barry and Taffy Berger Foundation holds $8.8M in total assets with $311K in annual revenue.

How much is Barry and Taffy Berger Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Barry and Taffy Berger Foundation reported a distributable amount of $504K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Barry and Taffy Berger Foundation's EIN?

Barry and Taffy Berger Foundation's EIN (Employer Identification Number) is 87-3977037. IRS Form 990 filing data is available on this page for 2021–2024.