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
Under IRS private-foundation payout rules, Leo V Berger Fund reported a distributable amount of $191K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Boys Town Jerusalem Foundation of America Inc ($75,000), Friends of Israel Defense Forces ($57,000), Friends of United Hatzalah Inc ($36,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF JUSTIFI BETHESDA, MD | GENERAL CHARITABLE | $15,000 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC NEW YORK, NY | GENERAL CHARITABLE | $75,000 |
| FRIENDS OF ISRAEL DEFENSE FORCES NEW YORK, NY | GENERAL CHARITABLE | $57,000 |
| FRIENDS OF UNITED HATZALAH INC NEW YORK, NY | GENERAL CHARITABLE | $36,000 |
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 | — |
Frequently Asked Questions
How large is Leo V Berger Fund?
As of 2024, Leo V Berger Fund holds $3.9M in total assets with $177K in annual revenue. It awarded 4 grants totaling $183K in 2024.
Where does Leo V Berger Fund operate?
Leo V Berger Fund has awarded grants in Connecticut, Illinois, Maryland, New Jersey, New York.
What size grants does Leo V Berger Fund award?
In 2024, Leo V Berger Fund awarded 4 grants totaling $183K — an average of about $46K per grant, based on its IRS Form 990 filings.
How much is Leo V Berger Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Leo V Berger Fund reported a distributable amount of $191K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Leo V Berger Fund's EIN?
Leo V Berger Fund's EIN (Employer Identification Number) is 51-0196887. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Leo V Berger Fund'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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