Donna and Robert Berg Foundation

Foundation · Grantmaker Los Angeles, CA EIN: 77-0567652

Donna and Robert Berg Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Los Angeles, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $139K in total assets. In 2024, it awarded 4 grants totaling $70K. Net investment income was $25.

Key facts about Donna and Robert Berg Foundation

In short: Donna and Robert Berg Foundation gave $70K across 4 grants in 2024 (avg $18K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
77-0567652
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$70,000
Grants made (2024)
4
Average grant
$17,500
Median grant
$6,250
Total assets
$138,880
Primary geography
California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$139K

-33.5% YoY

Annual Giving

$70K

-19.5% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$18K

-19.5% YoY

Under IRS private-foundation payout rules, Donna and Robert Berg Foundation reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

How Donna and Robert Berg Foundation gives

  • Giving grew 40% from 2021 to 2024. Method
  • In 2024 it paid out 817% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 4 itemized 2024 grant dollars.

States

Cities

Paso RoblesSan Luis ObispoLos Angeles

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K2 grants20201 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Paso Robles Youth Arts Foundation: $55KPaso Robles Youth ArtsFoundation$55KYMCA of Greater Los Angeles: $8KYMCA of Greater Los Angeles$8KLoaves and Fishes: $5KLoaves and Fishes$5KNeighborhood Music School: $3KNeighborhood Music School$3K

Grant Size Distribution

15 grants across all recorded years

11<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
PASO ROBLES YOUTH ARTS FOUNDATION Paso Robles, CAFOR USE IN ART AND COMMUNITY SERVICES$55,000
YMCA OF GREATER LOS ANGELES Los Angeles, CAFOR USE IN PROVIDING COMMUNITY SERVICES$7,500
LOAVES AND FISHES Paso Robles, CAFOR USE IN PROVIDING COMMUNITY SERVICES$5,000
NEIGHBORHOOD MUSIC SCHOOL Los Angeles, CAFOR USE IN ART AND COMMUNITY SERVICES$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K20202021202220232024
Metric202420232022
Total Assets$138,880$208,886$295,473
Revenue$25$438$86
Expenses$70,025$87,025$35,875
Qualifying Distributions$70,000$87,000$35,000
Net Investment Income$25$438$86
Distributable Amount$8,564$12,414$15,432

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Donna and Robert Berg Foundation is led by Sandra Berg, President since 2024 (on filings since 2020); none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Sandra Berg

    President

    Treasurer → President, 2024

    On filings since 2020

    No compensation reported

  • Jennifer Lahoda

    Secretary & Treasurer

    New on the 2024 filing

    No compensation reported

Former officers (1)
  • Former: Donna Berg (2020–2023) — President

Data from IRS Form 990 filings, 2020–2024. "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 Donna and Robert Berg Foundation

How much does Donna and Robert Berg Foundation give each year?

Donna and Robert Berg Foundation gave $70K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $87K across 4 grants.

What is Donna and Robert Berg Foundation's typical grant size?

Donna and Robert Berg Foundation's median grant in 2024 was $6,250, and its average grant was $17,500, across 4 grants on its 2024 IRS Form 990-PF.

Where does Donna and Robert Berg Foundation give grants?

Donna and Robert Berg Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Paso Robles, CA (2 grants) and Los Angeles, CA (2 grants).

Does Donna and Robert Berg Foundation give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on Donna and Robert Berg Foundation's 2024 IRS Form 990-PF were described as general or operating support.

How large is Donna and Robert Berg Foundation?

Donna and Robert Berg Foundation reported $139K in total assets on its 2024 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What is Donna and Robert Berg Foundation?

Donna and Robert Berg Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Los Angeles, CA. It holds $139K in total assets as of 2024.

What is Donna and Robert Berg Foundation's EIN?

Donna and Robert Berg Foundation's EIN (Employer Identification Number) is 77-0567652. IRS Form 990 filing data is available on this page for 2020–2024.

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

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