Barry and Taffy Berger Foundation
Barry and Taffy Berger Foundation is a private foundation, based in Westlake Village, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $8.1M in total assets. In 2025, it made $974K in qualifying distributions. Net investment income was $256K.
Barry and Taffy Berger Foundation at a glance
- Total assets
- $8,061,112
- -8.7% vs 2024
- Revenue (2025)
- $291,363
- -6.2% vs 2024
- Qualifying distributions (2025)
- $973,929
- +22.0% vs 2024
- Expenses (2025)
- $1,012,269
- +21.4% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2025 | $8,061,112 | $291,363 | $1,012,269 | $973,929 | $256,392 | $498,504 |
| 2024 | $8,833,788 | $310,782 | $834,027 | $798,035 | $401,347 | $503,516 |
| 2023 | $9,785,348 | $281,034 | $576,303 | $544,000 | $332,376 | $473,184 |
| 2022 | $9,474,993 | $112,110 | $518,585 | $481,085 | $89,310 | $482,545 |
| 2021 | $10,000,011 | $10,000,011 | — | — | $11 | $25,637 |
Under IRS private-foundation payout rules, Barry and Taffy Berger Foundation reported a distributable amount of $499K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Barry and Taffy Berger Foundation is led by Barry Berger, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Barry Berger
Trustee
On filings since 2021
No compensation reported
Former officers (1)
- Former: Taffy Berger (2021–2024) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Barry and Taffy Berger Foundation
How large is Barry and Taffy Berger Foundation?
Barry and Taffy Berger Foundation reported $8.1M in total assets on its 2025 IRS Form 990-PF. It paid out $974K in qualifying distributions that year, against a required minimum of $499K (roughly 5% of its investment assets).
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 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 6, 2026)
- IRS filings on file for fiscal years 2021–2024
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