Leo V Berger Fund
Leo V Berger Fund is a private foundation, based in MIAMI, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 4 grants totaling $183K. Net investment income was $225K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
-1.3% YoY
Annual Giving
$183K
-2.3% YoY
Grant Count
4
-42.9% YoY
Avg Grant Size
$46K
+71.0% YoY
About Leo V Berger Fund
Based on IRS filings
Leo V Berger Fund is a private foundation, based in MIAMI, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 4 grants totaling $183K. Net investment income was $225K.
Ready to take the next step with Leo V Berger Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,935,407 | $3,988,174 | $4,003,169 |
| Revenue | $176,797 | $121,173 | $41,981 |
| Expenses | $197,301 | $200,874 | $194,433 |
| Qualifying Distributions | $183,000 | $187,300 | $171,800 |
| Net Investment Income | $224,692 | $164,964 | $47,227 |
| Distributable Amount | $190,930 | $182,177 | $186,043 |
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
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JASON SCHWARTZ | PRESIDENT AND TREASURER | 2 | — |
| JONATHAN SCHWARTZ | VICE PRESIDENT AND SECRETARY | 2 | — |
| JOSHUA SCHWARTZ | VICE PRESIDENT | 2 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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