Berger Family Foundation Inc is a private foundation established in 2010 and based in Riverside, Connecticut. The foundation operates as a grantmaking organization focused on supporting nonprofit initiatives across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.8M
-9.2% YoY
Annual Giving
$1.6M
+12.9% YoY
Grant Count
25
+38.9% YoY
Avg Grant Size
$63K
-18.7% YoY
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Disaster Preparedness and Relief
- COVID-19 related grants
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Connecticut
- Virginia
- New York
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
- Total assets: $7,488,392
- Total giving: $1,390,000
- Total revenues: $1,137,314
- Total expenses: $1,506,495
- Investment income and dividends: $164,244
- Net gain from sale of non-inventory assets: $973,070
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,803,019 | $7,488,392 | $7,857,573 |
| Revenue | $1,019,989 | $1,137,314 | $129,381 |
| Expenses | $1,705,362 | $1,506,495 | $908,660 |
| Qualifying Distributions | $1,576,287 | $1,399,179 | $832,471 |
| Net Investment Income | $845,796 | $990,733 | $27,114 |
| Distributable Amount | $1,358,945 | $1,135,426 | $1,114,908 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
72 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRANCES H BERGER | PRESIDENT/DIRECTOR | — | — |
| JAMES W BERGER | VICE PRESIDENT/DIRECTOR | — | — |
| CAROL B LACEY | SECRETARY/DIRECTOR | — | — |
| ELIZABETH A BRENNAN | TREASURER/DIRECTOR | — | — |
Contact Information
Address: 21 Marlow Court, Riverside, CT 06878-2614
Phone: 203-637-9646
EIN: 27-4238729
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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