Donna and Robert Berg Foundation

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$139K

-33.5% YoY

Annual Giving

$70K

-19.5% YoY

Grant Count

+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.

About Donna and Robert Berg Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Donna and Robert Berg Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $297K (100%)

States

California

Cities

Los AngelesPaso RoblesSan Luis Obispo

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Paso Robles Youth Arts Foundation ($55,000), Ymca of Greater Los Angeles ($7,500), Loaves and Fishes ($5,000).

Recipient	Purpose	Amount
NEIGHBORHOOD MUSIC SCHOOL LOS ANGELES, CA	FOR USE IN ART AND COMMUNITY SERVICES	$2,500
YMCA OF GREATER LOS ANGELES LOS ANGELES, CA	FOR USE IN PROVIDING COMMUNITY SERVICES	$7,500
PASO ROBLES YOUTH ARTS FOUNDATION PASO ROBLES, CA	FOR USE IN ART AND COMMUNITY SERVICES	$55,000
LOAVES AND FISHES PASO ROBLES, CA	FOR USE IN PROVIDING COMMUNITY SERVICES	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SANDRA BERG	PRESIDENT	—	—
JENNIFER LAHODA	SECRETARY/TREASURER	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

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.

How large is Donna and Robert Berg Foundation?

As of 2024, Donna and Robert Berg Foundation holds $139K in total assets with $25 in annual revenue. It awarded 4 grants totaling $70K in 2024.

Where does Donna and Robert Berg Foundation operate?

Donna and Robert Berg Foundation has awarded grants in California.

What size grants does Donna and Robert Berg Foundation award?

In 2024, Donna and Robert Berg Foundation awarded 4 grants totaling $70K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Donna and Robert Berg Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Donna and Robert Berg Foundation reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.