Berg Family Foundation Inc
Berg Family Foundation Inc is a private foundation, based in Golden Beach, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 3 grants totaling $321K. Net investment income was $42K.
Berg Family Foundation Inc at a glance
In short: Berg Family Foundation Inc gave $321K across 3 grants in 2024 (avg $107K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $321,235
- +1338.5% vs 2023
- Grants made (2024)
- 3
- +50.0% vs 2023
- Average grant
- $107,078
- +859.0% vs 2023
- Median grant
- $115,000
- Primary geography
- Florida (64% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Berg Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Greater Miami Jewish Federation ($150K). Together the top 3 received $321K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 11 grants of 14 (79%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Berg Family Foundation Inc gives
- Giving grew 3469% from 2021 to 2024. Method
- In 2023 it paid out 319% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $9K (2020) to $321K (2024). In 2024 it made 3 grants totaling $321K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greater Miami Jewish Federation Miami, FL | The federation mobilizes human and financial resources to care for those in need | $150,000 |
| American Friends of Magen David Adom New York, NY | Provides a high level of medical emergency care and trains paramedics in the latest rescue technologies | $115,000 |
| Institute of Contemporary Art Miami, FL | To promote public programs for both the exchange of ideas and stimulate artistic production | $56,235 |
Ready to take the next step with Berg Family Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $41,791 | $321,238 | $321,235 | 3 | $321,235 | $41,788 | — |
| 2023 | $135,535 | $-3,515 | $22,580 | $22,332 | 2 | $22,332 | $848 | $6,992 |
| 2022 | $295,325 | $8,082 | $22,359 | $22,000 | 4 | $22,179 | $7,902 | $15,201 |
| 2021 | $310,849 | $18,392 | $9,125 | $9,000 | 2 | $9,062 | $18,329 | $17,046 |
| 2020 | $312,316 | $3,452 | $12,393 | $9,000 | 3 | — | $1,755 | $15,982 |
Leadership & Key People
Officers and directors from IRS filings
Berg Family Foundation Inc's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alan Lipton
CFO & Director
On filings since 2020
No compensation reported
Austin P. Moller
Director
On filings since 2020
No compensation reported
Susan R. Hantman
Director
On filings since 2020
No compensation reported
Janice Lipton
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Berg Family Foundation Inc
How much does Berg Family Foundation Inc give each year?
Berg Family Foundation Inc gave $321K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $22K across 2 grants.
What is Berg Family Foundation Inc's typical grant size?
Berg Family Foundation Inc's median grant in 2024 was $115,000, and its average grant was $107,078, across 3 grants on its 2024 IRS Form 990-PF.
Where does Berg Family Foundation Inc give grants?
Berg Family Foundation Inc gives mostly in Florida: 64% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (36%). The most frequent recipient cities were Miami, FL (2 grants).
Does Berg Family Foundation Inc give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Berg Family Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.
What is Berg Family Foundation Inc's EIN?
Berg Family Foundation Inc's EIN (Employer Identification Number) is 82-2445724. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Berg Family Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Berg Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Lipton Foundation
Golden Beach, FL
The Lipton Foundation supports arts, Jewish organizations, hospitals, health services, and food assistance, with most 2024 grants going to Florida organizations. Its 2024 grants ranged from $198 to $125,530, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$5.0M
Grants
15
Total Given
$313K
Maury and Nancy Fertig Family Foundation
Deerfield, IL
Assets
$1.8M
Grants
58
Total Given
$300K
Robert and Michelle Diener Foundation
Dallas, TX
The Robert and Michelle Diener Foundation funds Jewish and religious life, education, and health care, with 2024 grants ranging from $350 to $413,310 and a median of $18,000. It is based in Dallas, and most 2024 grant dollars went to organizations in New York and Florida. The filing does not specify whether it accepts unsolicited requests.
Assets
$28.3M
Grants
39
Total Given
$1.9M
Sidney & Florence Stern Foundation Inc
Fisher Island, FL
Assets
$7.6M
Grants
9
Total Given
$530K
Kim and Martin Sands Family
Greenwich, CT
The foundation supports Jewish community organizations, Israel-related programs, education, emergency services, and anti-hate work, primarily in New York and Connecticut. Its 2024 grants ranged from $500 to $50,000, with a median of $5,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$213K
Grants
23
Total Given
$170K
Solot and Karp Family Foundation
Wilmington, DE
The foundation supports a range of charitable organizations, including national parks, Jewish community services, music, and health care, with recent grants concentrated in Illinois, Florida, and Montana. In 2025, grants ranged from $200 to $35,000, with a median of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$4.8M
Grants
90
Total Given
$281K
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Berg Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Berg Family Foundation Inc down — hundreds of funders to go?