Donna and Robert Berg Foundation
Donna and Robert Berg Foundation is a private foundation, 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.
Donna and Robert Berg Foundation at a glance
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.
- Annual giving (2024)
- $70,000
- -19.5% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $17,500
- -19.5% vs 2023
- Median grant
- $6,250
- Total assets
- $138,880
- -33.5% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Donna and Robert Berg Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Paso Robles Youth Arts Foundation ($55K). Together the top 4 received $70K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 11 grants of 15 (73%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $35K (2022) to $87K (2023). In 2024 it made 4 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Paso Robles Youth Arts Foundation Paso Robles, CA | For Use in Art and Community Services | $55,000 |
| YMCA of Greater Los Angeles Los Angeles, CA | For Use in Providing Community Services | $7,500 |
| Loaves and Fishes Paso Robles, CA | For Use in Providing Community Services | $5,000 |
| Neighborhood Music School Los Angeles, CA | For Use in Art and Community Services | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $138,880 | $25 | $70,025 | $70,000 | 4 | $70,000 | $25 | $8,564 |
| 2023 | $208,886 | $438 | $87,025 | $87,000 | 4 | $87,000 | $438 | $12,414 |
| 2022 | $295,473 | $86 | $35,875 | $35,000 | 4 | $35,000 | $86 | $15,432 |
| 2021 | $331,262 | $55 | $50,102 | $50,000 | 1 | $50,000 | $55 | $17,546 |
| 2020 | $381,311 | $117 | $55,035 | $55,000 | 2 | — | $117 | $21,114 |
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.
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'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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Donna and Robert Berg Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Donna and Robert Berg Foundation's focus areas in our free grants database
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