Philip & Lena Berger Foundation

Private foundation · Grantmaker Lakewood, NJ EIN: 13-6880016

The Philip & Lena Berger Foundation is a private foundation based in Lakewood, New Jersey. In its 2025 filing, it reported giving $26,329 through 12 grants to charitable organizations.

Philip & Lena Berger Foundation at a glance

In short: Philip & Lena Berger Foundation gave $26K across 12 grants in 2025 (avg $2K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$26,329
-20.7% vs 2024
Grants made (2025)
12
-14.3% vs 2024
Average grant
$2,194
-7.5% vs 2024
Median grant
$1,600
Total assets
$47,675
-29.2% vs 2024
Primary geography
New York (65% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to Philip & Lena Berger Foundation

Accepts unsolicited proposals
No
Contact

Mailing address: Berger 69 Sage Court, Lakewood, NJ 08701
Phone: (212) 962-6100

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Philip & Lena Berger Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Misc - Under 1000: $6KMisc - Under 1000$6KUnited Hatzoloh: $5KUnited Hatzoloh$5KEzer Mizion Inc: $3KEzer Mizion Inc$3KYeshiva Derech Hatorah: $3KYeshiva Derech Hatorah$3KHatzalah of Central NJ: $2KHatzalah of Central NJ$2KHebron Fund: $2KHebron Fund$2KChesed Fund: $1KChesed Fund$1KLadiano Hospital: $1KLadiano Hospital$1KCongregation Tiferes Moshe Yisroel: $1KCongregation Tiferes MosheYisroel$1KGates of Mercy: $1KGates of Mercy$1K

The largest 2025 recipient was Misc - Under 1000 ($6K). Together the top 10 received $24K.

Grant Size Distribution

50 grants across all recorded years

50<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 50 grants of 50 (100%).

Geographic Focus

Where this funder awards grants

In 2025, 65% of grant dollars went to recipients in New York and 35% to recipients in New Jersey.

Grant Distribution by State

3states

Share of 2025 grant dollars across all 12 itemized grants.

Cities

BrooklynLakewoodNew YorkFlushingCliftonBaltimoreFreeholdKEW GardensQueensSilver SpringSpring Valley

How Philip & Lena Berger Foundation gives

  • 33% of 2025 grantees were also funded in 2024. Method
  • Giving grew 22% from 2022 to 2025. Method
  • In 2025 it paid out 349% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K2 grants2019 3 grants2020 10 grants2021 7 grants2022 7 grants2023 14 grants2024 12 grants2025

From 2019 to 2025, annual grant giving ranged from $12K (2020) to $33K (2024). In 2025 it made 12 grants totaling $26K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Misc - Under 1000 Lakewood, NJCharitable$6,329
United Hatzoloh New York, NYCharitable$5,000
Ezer Mizion Inc Brooklyn, NYCharitable$2,500
Yeshiva Derech Hatorah Brooklyn, NYCharitable$2,500
Hatzalah of Central NJ Lakewood, NJCharitable$1,800
Hebron Fund Brooklyn, NYCharitable$1,800
Chesed Fund Brooklyn, NYCharitable$1,400
Ladiano Hospital New York, NYCharitable$1,000
Congregation Tiferes Moshe Yisroel KEW Gardens, NYCharitable$1,000
Gates of Mercy Lakewood, NJCharitable$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$47,675$6,973$26,614$26,32912$26,379$6,838$7,564
2024$67,316$7,604$33,667$33,20614$33,206$7,175$8,070
2023$93,379$6,996$16,269$15,7027$15,724$6,627$8,426
2022$102,652$12,200$22,197$21,5667$21,776$11,779$9,730
2021$112,649$5,864$19,854$19,32710—$5,455$10,346
2020$126,639$4,889$12,514$12,0513—$4,556$9,351
2019$134,264$4,387$21,942$21,5012—$4,010$8,246

Under IRS private-foundation payout rules, Philip & Lena Berger Foundation reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The available information does not state a mission for the foundation. Its 2025 grants were reported as charitable. Among the organizations it supported, Ezer Mizion describes its own work as facilitating stem-cell transplants and providing grants to improve quality of life for people facing medical or mental-health challenges, older adults, people with disabilities, and children with special needs.

Grantmaking

In 2025, the foundation made 12 grants totaling $26,329. Grant amounts ranged from $1,000 to $6,329, with a median of $1,600. Notable grants included $6,329 to MISC - UNDER 1000 in Lakewood, New Jersey; $5,000 to United Hatzoloh in New York, New York; $2,500 each to Ezer Mizion and Yeshiva Derech Hatorah in Brooklyn, New York; and $1,800 each to Hatzalah of Central NJ in Lakewood and Hebron Fund in Brooklyn.

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Albert Berger as president and Lillian Berger as treasurer.

Philip & Lena Berger Foundation is led by Albert Berger, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Albert Berger

    President

    On filings since 2019

    5 hrs/week

    No compensation reported

  • Lillian Berger

    Treasurer

    On filings since 2019

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 Philip & Lena Berger Foundation

How much does Philip & Lena Berger Foundation give each year?

Philip & Lena Berger Foundation gave $26K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 14 grants.

What is Philip & Lena Berger Foundation's typical grant size?

Philip & Lena Berger Foundation's median grant in 2025 was $1,600, and its average grant was $2,194, across 12 grants on its 2025 IRS Form 990-PF.

Where does Philip & Lena Berger Foundation give grants?

Philip & Lena Berger Foundation gives mostly in New York: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (35%). The most frequent recipient cities were Brooklyn, NY (6 grants), Lakewood, NJ (3 grants) and New York, NY (2 grants).

Does Philip & Lena Berger Foundation give general operating support?

Not in 2025: none of the 12 grants with a stated purpose on Philip & Lena Berger Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (12 grants).

Who are Philip & Lena Berger Foundation's largest grantees?

Philip & Lena Berger Foundation's largest 2025 grantees include Misc - Under 1000 ($6,329), United Hatzoloh ($5,000) and Ezer Mizion Inc ($2,500), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.

How large is Philip & Lena Berger Foundation?

Philip & Lena Berger Foundation reported $48K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).

What does Philip & Lena Berger Foundation fund?

The available information does not state a mission for the foundation. Its 2025 grants were reported as charitable. See mission & focus areas ↑

How do I apply for a grant from Philip & Lena Berger Foundation?

Philip & Lena Berger Foundation does not accept unsolicited proposals, according to Grantable's research on its published guidelines.

What is Philip & Lena Berger Foundation's EIN?

Philip & Lena Berger Foundation's EIN (Employer Identification Number) is 13-6880016. IRS Form 990 filing data is available on this page for 2019–2025.

Does Philip & Lena Berger Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS August 4, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS August 4, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Philip & Lena Berger Foundation'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.

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