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
Under IRS private-foundation payout rules, Berger Family Foundation Inc reported a distributable amount of $1.4M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Adam J Lewis Academy ($350,000), Americares ($125,000), Waterside School ($125,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADAM J LEWIS ACADEMY BRIDGEPORT, CT | GENERAL | $350,000 |
| AMERICARES STAMFORD, CT | GENERAL | $125,000 |
| BRUNSWICK SCHOOL GREENWICH, CT | GENERAL | $50,000 |
| CARVER CENTER PORT CHESTER, CT | GENERAL | $100,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION RESTON, VA | GENERAL | $75,000 |
| CONNECTICUT PUBLIC BROADCASTING HARTFORD, CT | GENERAL | $50,000 |
| GREENWICH ACADEMY GREENWICH, CT | GENERAL | $50,000 |
| HORIZONS AT BRUNSWICK SCHOOL GREENWICH, CT | GENERAL | $75,000 |
| MURPHY'S PAW RESCUE BRANFORD, CT | GENERAL | $25,000 |
| PART OF THE SOLUTION BRONX, NY | GENERAL | $100,000 |
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
Frequently Asked Questions
What does Berger Family Foundation Inc fund?
The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Disaster Preparedness and Relief • COVID-19 related grants
How do I apply for a grant from Berger Family Foundation Inc?
**Grant Activity:** • Made 11 grants in 2023 • Total giving: $1,390,000 (2023) • Typical award range: $10,000–$775,000 **Recent Grant Recipients (2023):** • Waterside School: $325,000 • Save the Children Federation: $100,000 • Adam J Lewis Academy: $100,000
Where does Berger Family Foundation Inc make grants?
The foundation primarily funds organizations in: • Connecticut • Virginia • New York
What size grants does Berger Family Foundation Inc award?
In 2024, Berger Family Foundation Inc awarded 25 grants totaling $1.6M — an average of about $63K per grant, based on its IRS Form 990 filings.
How much is Berger Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Berger Family Foundation Inc reported a distributable amount of $1.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Berger Family Foundation Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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