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.
Berger Family Foundation Inc at a glance
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.
- Annual giving (2025)
- $2,829,677
- +80.2% vs 2024
- Grants made (2025)
- 53
- +112.0% vs 2024
- Average grant
- $53,390
- -15.0% vs 2024
- Median grant
- $20,000
- Total assets
- $6,214,899
- -8.6% vs 2024
- Primary geography
- Connecticut (38% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Berger Family Foundation Inc
- 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.
- Contact
Mailing address: 21 Marlow Court, Riverside, CT 06878
Phone: (203) 637-9646
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Berger Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Spay Neuter Imperative Project ($552K). Together the top 10 received $1.8M.
Grant Size Distribution
116 grants across all recorded years
The most common grant size was under $50K: 53 grants of 116 (46%).
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 2025 grant dollars across all 53 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $827K (2022) to $2.8M (2025). In 2025 it made 53 grants totaling $2.8M.
Grants by year
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 |
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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 | $6,214,899 | $2,325,475 | $2,923,255 | $2,829,677 | 53 | $2,833,272 | $2,206,400 | $1,416,388 |
| 2024 | $6,803,019 | $1,019,989 | $1,705,362 | $1,570,000 | 25 | $1,576,287 | $845,796 | $1,358,945 |
| 2023 | $7,488,392 | $1,137,314 | $1,506,495 | $1,390,000 | 18 | $1,399,179 | $990,733 | $1,135,426 |
| 2022 | $7,857,573 | $129,381 | $908,660 | $827,000 | 11 | $832,471 | $27,114 | $1,114,908 |
| 2021 | $8,637,717 | $137,606 | $1,417,693 | $1,330,000 | 9 | $1,335,133 | — | $975,192 |
| 2020 | $9,917,804 | $168,266 | $1,691,099 | $1,610,000 | 9 | — | $49,089 | $962,592 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
Among the largest reported 2025 grants were $552,248 to Spay Neuter Imperative Project, $250,000 to Adam J Lewis Academy, $175,000 to San Domenico School, and $150,000 to PBS Foundation. The filing also lists grants of $125,000 each to Americares and Planting for Hope, and $100,000 each to Carver Center, Connecticut Public Broadcasting, Love and Hope in Action, Part of the Solution, Waterside School, and HomeWorks Trenton.
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.
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. See mission & focus areas ↑
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
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
Live grants for the work Berger Family Foundation Inc funds
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Cite this profile
Grantable. (2026). Berger Family Foundation Inc funder profile. GrantGraph. Retrieved November 8, 2026, from https://grantable.co/funders/berger-family-foundation-inc-morg_8c34e6a2cd0c4e3ab341095967f0ec91
BibTeX
@misc{grantable_274238729_2026,
author = {{Grantable}},
title = {{Berger Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/berger-family-foundation-inc-morg_8c34e6a2cd0c4e3ab341095967f0ec91},
note = {Accessed 2026-11-08. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Berger 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.
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