Berger Family Charitable Foundation
Berger Family Charitable Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 2 grants totaling $290K. Net investment income was $35K.
Berger Family Charitable Foundation at a glance
In short: Berger Family Charitable Foundation gave $290K across 2 grants in 2025 (avg $145K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $290,216
- +540.7% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $145,108
- +861.0% vs 2024
- Median grant
- $145,108
- Total assets
- $2,234,726
- +5.7% vs 2024
- Primary geography
- New York (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Berger Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was GS Donor Advised Philanthropy Fund for Wealth Management Inc ($280K). Together the top 2 received $290K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Berger Family Charitable Foundation gives
- In 2025 it paid out 294% 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 2024 to 2025, annual grant giving ranged from $45K (2024) to $290K (2025). In 2025 it made 2 grants totaling $290K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| GS Donor Advised Philanthropy Fund for Wealth Management Inc New York, NY | General Charitable | $280,216 |
| Dana Farber Cancer Institute Boston, MA | General Charitable | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,234,726 | $224,820 | $308,040 | $290,216 | 2 | $292,091 | $35,436 | $99,230 |
| 2024 | $2,115,136 | $236,544 | $61,680 | $45,300 | 3 | $47,587 | $41,418 | $90,891 |
| 2023 | $1,727,311 | $221,331 | $10,605 | — | — | $1,075 | $30,754 | $70,877 |
| 2022 | $1,660,975 | $209,899 | $7,716 | — | — | $3,857 | $24,582 | $58,461 |
Under IRS private-foundation payout rules, Berger Family Charitable Foundation reported a distributable amount of $99K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Berger Family Charitable Foundation is led by Harvey J. Berger, Trustee on every filing since 2022 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Harvey J. Berger
Trustee
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 Berger Family Charitable Foundation
How much does Berger Family Charitable Foundation give each year?
Berger Family Charitable Foundation gave $290K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 3 grants.
How large is Berger Family Charitable Foundation?
Berger Family Charitable Foundation reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $292K in qualifying distributions that year, against a required minimum of $99K (roughly 5% of its investment assets).
Where does Berger Family Charitable Foundation operate?
Berger Family Charitable Foundation has awarded grants in California, Massachusetts, New York.
What is Berger Family Charitable Foundation's EIN?
Berger Family Charitable Foundation's EIN (Employer Identification Number) is 20-8629538. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 2, 2026)
- IRS filings on file for fiscal years 2022–2025
Live grants for the work Berger Family Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Berger Family Charitable Foundation's focus areas in our free grants database
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