Berger Family Foundation Inc
BERGER FAMILY FOUNDATION INC is a private foundation based in Riverside, Connecticut. Its 2025 filing reports contributions to preselected charitable organizations, including organizations working in animal welfare, education, public broadcasting, and community services.
Key facts about Berger Family Foundation Inc
In short: Berger Family Foundation Inc gave $2.8M across 53 grants in 2025 (avg $53K), top state Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 27-4238729
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,829,677
- Grants made (2025)
- 53
- Average grant
- $53,390
- Median grant
- $20,000
- Total assets
- $6,214,899
- Primary geography
- Connecticut (38% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.2M
-8.6% YoY
Annual Giving
$2.8M
+80.2% YoY
Grant Count
53
+112.0% YoY
Avg Grant Size
$53K
-15.0% YoY
Under IRS private-foundation payout rules, Berger Family Foundation Inc reported a distributable amount of $1.4M for 2025 — the minimum it must pay out in qualifying distributions.
How Berger Family Foundation Inc gives
- 40% of 2025 grantees were also funded in 2024. Method
- Giving grew 242% from 2022 to 2025. Method
- In 2025 it paid out 200% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose own stated missions cover a range of activities. For example, Spay Neuter Imperative Project says it provides California communities with a non-lethal solution to homeless, abandoned, and feral animal populations. Adam J. Lewis Academy says it provides an enriching elementary-school experience for underserved children in Bridgeport, Connecticut, while Waterside School says it provides an early-years educational foundation for disadvantaged children.
Other supported organizations describe work in public broadcasting and community services. Connecticut Public Broadcasting says it informs, educates, and inspires Connecticut residents through journalism, storytelling, education, and experiences. Part of the Solution describes its work as meeting immediate needs and offering longer-term services in the Bronx; Love and Hope in Action says it works to reduce hunger and mitigate health and safety risks for homeless or indigent adults and families in Martin County, Florida.
Grantmaking
In 2025, the foundation reported 53 grants totaling $2,829,677. Grant amounts ranged from $1,000 to $552,248, with a median of $20,000. It reported 25 grants totaling $1,570,000 in 2024 and 18 grants totaling $1,390,000 in 2023.
Ready to take the next step with Berger Family Foundation Inc?
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Connecticut (38%), California (27%), and New York (12%). Recipients in Virginia received 7% and those in Florida received 5%.
Grant Distribution by State
Share of all 53 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
116 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SPAY NEUTER IMPERATIVE PROJECT Danville, CA | GENERAL | $552,248 |
| ADAM J LEWIS ACADEMY Bridgeport, CT | GENERAL | $250,000 |
| SAN DOMENICO SCHOOL San Anselmo, CA | GENERAL | $175,000 |
| PBS FOUNDATION Arlington, VA | GENERAL | $150,000 |
| AMERICARES Stamford, CT | GENERAL | $125,000 |
| PLANTING FOR HOPE Chicago, IL | GENERAL | $125,000 |
| CARVER CENTER Port Chester, NY | GENERAL | $100,000 |
| CONNECTICUT PUBLIC BROADCASTING Hartford, CT | GENERAL | $100,000 |
| LOVE AND HOPE IN ACTION Stuart, FL | GENERAL | $100,000 |
| PART OF THE SOLUTION Bronx, NY | GENERAL | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant total |
|---|---|---|---|---|
| 2025 | $6,214,899 | $2,325,475 | $2,923,255 | $2,829,677 |
| 2024 | $6,803,019 | $1,019,989 | $1,705,362 | $1,570,000 |
| 2023 | $7,488,392 | $1,137,314 | $1,506,495 | $1,390,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,214,899 | $6,803,019 | $7,488,392 |
| Revenue | $2,325,475 | $1,019,989 | $1,137,314 |
| Expenses | $2,923,255 | $1,705,362 | $1,506,495 |
| Qualifying Distributions | $2,833,272 | $1,576,287 | $1,399,179 |
| Net Investment Income | $2,206,400 | $845,796 | $990,733 |
| Distributable Amount | $1,416,388 | $1,358,945 | $1,135,426 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Frances H Berger as president and director; James W Berger as vice president and director; Carol B Lacey as secretary and director; and Elizabeth A Brennan as treasurer and director.
Berger Family Foundation Inc is led by Frances H. Berger, President & Director since 2021 (on filings since 2020); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Frances H. Berger
President & Director
President → President & Director, 2021
On filings since 2020
No compensation reported
James W. Berger
Vice President & Director
Foundation Manager → Vice President & Director, 2021
On filings since 2020
No compensation reported
Carol B. Lacey
Secretary & Director
On filings since 2021
No compensation reported
Elizabeth A. Brennan
Treasurer & Director
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 21 Marlow Court, Riverside, CT 06878
Phone: (203) 637-9646
Frequently asked questions about Berger Family Foundation Inc
How much does Berger Family Foundation Inc give each year?
Berger Family Foundation Inc gave $2.8M across 53 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.6M across 25 grants.
What is Berger Family Foundation Inc's typical grant size?
Berger Family Foundation Inc's median grant in 2025 was $20,000, and its average grant was $53,390, across 53 grants on its 2025 IRS Form 990-PF.
Where does Berger Family Foundation Inc give grants?
Berger Family Foundation Inc's top state is Connecticut, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (27%) and New York (12%). The most frequent recipient cities were Greenwich, CT (9 grants), Stamford, CT (6 grants), Stuart, FL (4 grants) and New York, NY (3 grants).
Does Berger Family Foundation Inc give general operating support?
Yes: 100% of Berger Family Foundation Inc's 2025 grants with a stated purpose (53 of 53) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Berger Family Foundation Inc's largest grantees?
Berger Family Foundation Inc's largest 2025 grantees include Spay Neuter Imperative Project ($552,248), Adam J Lewis Academy ($250,000) and San Domenico School ($175,000), according to its 2025 IRS Form 990-PF. Together they received 35% of its itemized 2025 grant dollars.
How large is Berger Family Foundation Inc?
Berger Family Foundation Inc reported $6.2M in total assets on its 2025 IRS Form 990-PF. It paid out $2.8M in qualifying distributions that year, against a required minimum of $1.4M (roughly 5% of its investment assets).
What does Berger Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose own stated missions cover a range of activities. For example, Spay Neuter Imperative Project says it provides California communities with a non-lethal solution to homeless, abandoned, and feral animal populations. Adam J. Lewis Academy says it provides an enriching elementary-school experience for underserved children in Bridgeport, Connecticut, while Waterside School says it provides an…
How do I apply for a grant from Berger Family Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Berger Family Foundation Inc's EIN?
Berger Family Foundation Inc's EIN (Employer Identification Number) is 27-4238729. IRS Form 990 filing data is available on this page for 2020–2025.
Does Berger Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Berger Family Foundation Inc by hand.
Explore Open Grants
Browse active grant opportunities in Berger Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
American Express Foundation
New York, NY
American Express Foundation supports nonprofits working on small-business recovery, disaster relief, education and workforce development, leadership, and community needs, with grants to organizations in the U.S. and internationally. Giving varies widely: 2024 grants ranged from $1 to $3.45 million, with a median of $40. The filing lists application materials but does not say whether unsolicited requests are accepted.
Assets
$48.9M
Grants
1,495
Total Given
$23.2M
Synchrony Foundation
Stamford, CT
In 2024, Synchrony Foundation supported charitable organizations across workforce development, education, financial assistance, and giving, with grants ranging from $150 to $2.6 million and a median of $10,000. Its largest shares of grant funding went to Connecticut, New York, and South Carolina, followed by the District of Columbia and New Jersey; it does not accept unsolicited requests and funds preselected organizations only.
Assets
$72.3M
Grants
394
Total Given
$20.5M
Ge Aerospace Foundation
Norwalk, CT
The GE Aerospace Foundation supports engineering education, workforce development, military and veterans causes, and disaster relief in communities where GE Aerospace employees live and work around the world. Its 2024 grants ranged from $10 to nearly $6 million, with a median of $429; it does not accept unsolicited requests.
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
Americares Foundation Inc
Stamford, CT
Americares funds health care organizations and programs focused on disaster preparedness and recovery, access to medicines and medical supplies, and community health services. In 2025, its grants ranged from $5,073 to $3.86 million, with a median of about $58,700; it works in the United States and internationally, reaching an average of 80 countries each year. The profile does not state whether it accepts unsolicited requests.
Assets
$372.5M
Grants
635
Total Given
$113.3M
American Savings Foundation Inc
New Britain, CT
American Savings Foundation supports education, human services, and arts and culture, especially programs serving children, youth, and families in Connecticut, with a focus on New Britain and Waterbury. Its 2024 grants ranged from $234 to $150,000, with a median of $1,750; Community Grants are capped at $5,000. It provides application forms for Program and Community Grants, but the profile does not state whether it accepts unsolicited requests.
Assets
$107.0M
Grants
613
Total Given
$3.4M
Hartford Foundation for Public Giving
Hartford, CT
The Greater Hartford Gives Foundation funds nonprofits addressing community needs, with priorities including racial equity, economic and social mobility, wellbeing, neighborhoods, civic engagement, and arts and culture. Its 2024 itemized grants had a median of about $21,600, and it primarily serves 29 Greater Hartford towns. It accepts applications through specific requests for proposals and grant cycles; eligibility varies by opportunity.
Assets
$1.2B
Grants
613
Total Given
$51.5M
Eversource Energy Foundation Inc
Hartford, CT
The Eversource Energy Foundation funds U.S. 501(c)(3) nonprofits working on basic needs, education, environmental stewardship, community engagement, and economic or workforce development. It gives in Eversource’s service territory in Connecticut, Massachusetts, and New Hampshire; its 2024 median grant was $2,000, though awards ranged from $250 to $700,000.
Assets
$12.5M
Grants
606
Total Given
$6.2M
The Community Foundation for Greater New
New Haven, CT
The Community Foundation for Greater New Haven funds nonprofits working in areas including civic vitality, arts and culture, health, and education, with competitive grants for organizations serving its 20-town region. Its 2024 grants ranged from $5,154 to $2.8 million, with a median of $15,000; it accepts applications through specific grant programs, while most donor-advised and designated fund distributions are not open to applications.
Assets
$627.4M
Grants
505
Total Given
$23.4M
Fairfield County's Community Foundation
Norwalk, CT
Fairfield County’s Community Foundation funds equity-focused work including education and youth development, economic opportunity, women and girls’ health, housing, civic engagement, and nonprofit capacity, primarily benefiting Fairfield County residents. Its 2025 grants had a median of $24,080 and ranged from $5,194 to $2 million; it accepts applications for some programs, including rolling capacity-building and small-grant opportunities, while Strategic Partner Grants are invitation-only.
Assets
$291.4M
Grants
448
Total Given
$25.7M
Viking Global Foundation Inc
Stamford, CT
The foundation funds educational equity, especially early childhood education, as well as environmental sustainability, emergency relief, and employee-nominated charitable interests, with a geographic emphasis on Connecticut, New York City, and San Francisco. In 2024, grants ranged from $21 to $375,000, with a median of $950; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$7.1M
Grants
423
Total Given
$3.6M
Ion Bank Foundation Inc
Naugatuck, CT
Ion Bank Foundation funds nonprofits and other eligible applicants in health, education, economic development, human and social services, and the arts, including program and capital costs. Its 2025 grants ranged from $100 to $105,000, with a median of $525; its competitive-grant area covers parts of Connecticut and Morris and Passaic Counties in New Jersey. It accepts online applications through its website during published grant rounds.
Assets
$15.3M
Grants
419
Total Given
$1.0M
The Pfizer Foundation Inc
New York, NY
The Pfizer Foundation funds locally led health programs that improve access to care and strengthen health systems, as well as health-crisis and disaster responses, worldwide. In 2024, grants ranged from $2 to $4 million, with a median of $200. It supports only preselected organizations and does not accept unsolicited requests.
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
More Funders in Connecticut
Berger Family Foundation Inc down — hundreds of funders to go?