Berger Family Foundation

BOSTON, MA EIN: 04-6784586

Berger Family Foundation is a private foundation focused on Arts, Culture & Humanities, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $256K in total assets. In 2024, it awarded 12 grants totaling $24K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$256K

-7.2% YoY

Annual Giving

$24K

+21.2% YoY

Grant Count

12

+33.3% YoY

Avg Grant Size

$2K

-9.1% YoY

Under IRS private-foundation payout rules, Berger Family Foundation reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Berger Family Foundation

Based on IRS filings

Berger Family Foundation is a private foundation focused on Arts, Culture & Humanities, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $256K in total assets. In 2024, it awarded 12 grants totaling $24K. Net investment income was $6K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

BostonBrattleboroBurlingameCambridgeDallasEdgartownHagerstownMorristownNew YorkOak BluffsVineyard HavenWashingtonWest NewtonWest Tisbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$27K$40K$54K20202021202220232024
Metric202420232022
Total Assets$255,825$275,708$289,596
Revenue$10,964$10,778$9,781
Expenses$30,847$24,666$31,446
Qualifying Distributions$23,675$19,535$24,950
Net Investment Income$5,727$7,482$5,055
Distributable Amount$17,320$15,976$16,804

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$21K$32K$43K9 grants202011 grants202113 grants20229 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BOSTON BOOK FESTIVAL$5KOTHER UNDER 1000$5KMUSEUM OF FINE ARTS$3KYMCA OF MARTHAS VINEYARD$2KSHERIFF'S MEADOW FOUNDAT…$2KMARTHA'S VINEYARD BANK A…$2KHARBOR HOMES MARTHA'S VI…$1KMARTHA'S VINEYARD COMMUN…$1KSUSAN G KOMEN FOUNDATION$1KISLAND HEALTH CARE$1K

Grant Size Distribution

54 grants across all recorded years

54<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Boston Book Festival ($5,000), Other Under 1000 ($4,950), Museum of Fine Arts ($3,000).

RecipientPurposeAmount
MUSEUM OF FINE ARTS BOSTON, MASUPPORT FINE ARTS$3,000
YMCA OF MARTHAS VINEYARD OAK BLUFFS, MASUPPORT YOUTH ACTIVITIES$1,725
OTHER UNDER 1000 BOSTON, MAOTHER CHARITABLE INTERESTS$4,950
BOSTON BOOK FESTIVAL CAMBRIDGE, MAUNRESTRICTED$5,000
HARBOR HOMES MARTHA'S VINEYARD VINEYARD HAVEN, MASUPPORT ORGANIZATION'S PURPOSE.$1,000
MARTHA'S VINEYARD COMMUNITY FOUNDAT West Tisbury, MASUPPORT ORGANIZATION'S PURPOSE.$1,000
SUSAN G KOMEN FOUNDATION DALLAS, TXSUPPORT ORGANIZATION'S PURPOSE.$1,000
SHERIFF'S MEADOW FOUNDATION VINEYARD HAVEN, MASUPPORT ORGANIZATION'S PURPOSE.$1,500
ISLAND HEALTH CARE EDGARTOWN, MASUPPORT ORGANIZATION'S PURPOSE.$1,000
AMERICAN CANCER SOCIETY Hagerstown, MDSUPPORT ORGANIZATION'S PURPOSE.$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BONNIE L BERGERDirector2
MERLE J BERGERDirector2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Berger Family Foundation?

Berger Family Foundation is a private foundation focused on Arts, Culture & Humanities, based in BOSTON, MA. It holds $256K in total assets as of 2024.

How large is Berger Family Foundation?

As of 2024, Berger Family Foundation holds $256K in total assets with $11K in annual revenue. It awarded 12 grants totaling $24K in 2024.

Where does Berger Family Foundation operate?

Berger Family Foundation has awarded grants in California, District of Columbia, Massachusetts, Maryland, New Jersey, New York, Texas, Vermont.

What size grants does Berger Family Foundation award?

In 2024, Berger Family Foundation awarded 12 grants totaling $24K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Berger Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Berger Family Foundation reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Berger Family Foundation's EIN?

Berger Family Foundation's EIN (Employer Identification Number) is 04-6784586. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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