Donna and Robert Berg Foundation
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
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.
About Donna and Robert Berg Foundation
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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