Leo V Berger Fund
Leo V Berger Fund is a private foundation, based in Miami, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.9M in total assets. In 2025, it awarded 6 grants totaling $190K. Net investment income was $191K.
Leo V Berger Fund at a glance
In short: Leo V Berger Fund gave $190K across 6 grants in 2025 (avg $32K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $190,000
- +3.8% vs 2024
- Grants made (2025)
- 6
- +50.0% vs 2024
- Average grant
- $31,667
- -30.8% vs 2024
- Median grant
- $25,000
- Total assets
- $3,890,957
- -1.1% vs 2024
- Primary geography
- New York (84% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Leo V Berger Fund funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Friends of Israel Defense Forces ($60K). Together the top 6 received $190K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 17 grants of 26 (65%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Leo V Berger Fund gives
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025, annual grant giving ranged from $172K (2022) to $316K (2020). In 2025 it made 6 grants totaling $190K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Friends of Israel Defense Forces New York, NY | General Charitable | $60,000 |
| Friends of Yad Sarah New York, NY | General Charitable | $50,000 |
| American Friends of Yeshivath Kerem Beyavne Inc Brooklyn, NY | General Charitable | $25,000 |
| Friends of United Hatzalah Inc New York, NY | General Charitable | $25,000 |
| American Friends of Justifi Bethesda, MD | General Charitable | $20,000 |
| American Friends of Tzalash Fort Lauderdale, FL | General Charitable | $10,000 |
Ready to take the next step with Leo V Berger Fund?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,890,957 | $187,120 | $208,519 | $190,000 | 6 | $190,000 | $190,769 | $192,302 |
| 2024 | $3,935,407 | $176,797 | $197,301 | $183,000 | 4 | $183,000 | $224,692 | $190,930 |
| 2023 | $3,988,174 | $121,173 | $200,874 | $187,300 | 7 | $187,300 | $164,964 | $182,177 |
| 2022 | $4,003,169 | $41,981 | $194,433 | $171,800 | 5 | $171,800 | $47,227 | $186,043 |
| 2021 | $4,174,100 | $243,925 | $193,326 | $183,000 | 4 | $183,000 | $219,690 | $183,000 |
| 2020 | $4,151,130 | $105,507 | $333,115 | $315,500 | 8 | — | $133,044 | $170,783 |
Under IRS private-foundation payout rules, Leo V Berger Fund reported a distributable amount of $192K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Leo V Berger Fund is led by Jason Schwartz, President & Treasurer since 2021 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jason Schwartz
President & Treasurer
Director → President & Treasurer, 2021
On filings since 2020
2 hrs/week
No compensation reported
Jonathan Schwartz
Vice President & Secretary
Director → Vice President & Secretary, 2021
On filings since 2020
2 hrs/week
No compensation reported
Joshua Schwartz
Vice President
Director → Vice President, 2021
On filings since 2020
2 hrs/week
No compensation reported
Former officers (2)
- Former: Harvey Schwartz Esqdeceased (2021) — Former President
- Former: Harvey Schwartz Esq. (2020) — Director - President
Data from IRS Form 990 filings, 2020–2025. "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 Leo V Berger Fund
How much does Leo V Berger Fund give each year?
Leo V Berger Fund gave $190K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $183K across 4 grants.
What is Leo V Berger Fund's typical grant size?
Leo V Berger Fund's median grant in 2025 was $25,000, and its average grant was $31,667, across 6 grants on its 2025 IRS Form 990-PF.
Where does Leo V Berger Fund give grants?
Leo V Berger Fund gives mostly in New York: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maryland (11%) and Florida (5%). The most frequent recipient cities were New York, NY (3 grants).
Does Leo V Berger Fund give general operating support?
Yes: 100% of Leo V Berger Fund's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Leo V Berger Fund's largest grantees?
Leo V Berger Fund's largest 2025 grantees include Friends of Israel Defense Forces ($60,000), Friends of Yad Sarah ($50,000) and American Friends of Yeshivath Kerem Beyavne Inc ($25,000), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.
How large is Leo V Berger Fund?
Leo V Berger Fund reported $3.9M in total assets on its 2025 IRS Form 990-PF. It paid out $190K in qualifying distributions that year, against a required minimum of $192K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 27, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 25, 2026)
Explore Open Grants
Browse active grant opportunities in Leo V Berger Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enough Is Enough
Hallandale, FL
Assets
$60K
Grants
6
Total Given
$889
The J W Foundation
Woodmere, NY
The J W Foundation makes small charitable grants, typically around $350, with recent awards ranging from $36 to $2,500; its 2025 giving primarily supported organizations in New York and Washington, DC. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$195
Grants
10
Total Given
$8K
Joseph & Margot Ganger Foundation Inc
New York, NY
The foundation supports charitable organizations, including educational and religious groups such as schools, yeshivas, and congregations, with most 2023 grant dollars going to recipients in New York, followed by Massachusetts and New Jersey. Its 28 grants ranged from $100 to $40,000, with a median of $1,000. It does not accept unsolicited requests and contributes only to preselected organizations.
Assets
$1.6M
Grants
28
Total Given
$135K
Jewish Federation of Greater Toledo
Sylvania, OH
Jewish Federation of Greater Toledo supports Jewish health, welfare, education, spiritual life, and cultural programming, with grants often providing general operating support to Jewish organizations and related humanitarian efforts. Its 2024 grants had a median of $10,000 and ranged from $5,018 to $134,375; it primarily serves Northwest Ohio and parts of Southeast Michigan, though it also funded organizations elsewhere. The profile does not state whether it accepts unsolicited requests.
Assets
$47.6M
Grants
33
Total Given
$843K
The Falic Family Private Foundation
Hollywood, FL
The Falic Family Private Foundation funds education, healthcare, community development, first responders, and youth programs, primarily supporting organizations in Florida, with grants also going elsewhere in the U.S. and internationally. Its 2025 grants ranged from $200 to $400,000, with a median of $9,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$262K
Grants
43
Total Given
$1.4M
Moise Y Safra Foundation Inc
Wilmington, DE
Moise Y Safra Foundation supports education and social welfare, with 2024 grants distributed mainly to organizations in New York, Pennsylvania, and Florida. Its 66 grants ranged from $5,000 to $2.1 million, with a median of $75,000; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$49.8M
Grants
66
Total Given
$15.4M
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Leo V Berger Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Leo V Berger Fund down — hundreds of funders to go?