Berger Family Charitable Foundation
Berger Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Key facts about Berger Family Charitable Foundation
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.
- EIN
- 20-8629538
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $290,216
- Grants made (2025)
- 2
- Average grant
- $145,108
- Median grant
- $145,108
- Total assets
- $2,234,726
- Primary geography
- New York (97% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+5.7% YoY
Annual Giving
$290K
+540.7% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$145K
+861.0% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,234,726 | $2,115,136 | $1,727,311 |
| Revenue | $224,820 | $236,544 | $221,331 |
| Expenses | $308,040 | $61,680 | $10,605 |
| Qualifying Distributions | $292,091 | $47,587 | $1,075 |
| Net Investment Income | $35,436 | $41,418 | $30,754 |
| Distributable Amount | $99,230 | $90,891 | $70,877 |
Data update history
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
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).
What is Berger Family Charitable Foundation?
Berger Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. It holds $2.2M in total assets as of 2025.
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.
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