Philip & Lena Berger Foundation
Philip & Lena Berger Foundation is a private foundation, based in LAKEWOOD, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $67K in total assets. In 2024, it awarded 14 grants totaling $33K. Net investment income was $7K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$67K
-27.9% YoY
Annual Giving
$33K
+111.5% YoY
Grant Count
14
+100.0% YoY
Avg Grant Size
$2K
+5.7% YoY
Under IRS private-foundation payout rules, Philip & Lena Berger Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
About Philip & Lena Berger Foundation
Based on IRS filings
Philip & Lena Berger Foundation is a private foundation, based in LAKEWOOD, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $67K in total assets. In 2024, it awarded 14 grants totaling $33K. Net investment income was $7K.
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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 | $67,316 | $93,379 | $102,652 |
| Revenue | $7,604 | $6,996 | $12,200 |
| Expenses | $33,667 | $16,269 | $22,197 |
| Qualifying Distributions | $33,206 | $15,724 | $21,776 |
| Net Investment Income | $7,175 | $6,627 | $11,779 |
| Distributable Amount | $8,070 | $8,426 | $9,730 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Misc - Less Than 1000 ($6,906), Yad Sarah ($5,000), Ladiano Hospital ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MISC - LESS THAN 1000 LAKEWOOD, NJ | CHARITABLE | $6,906 |
| YAD SARAH NEW YORK, NY | CHARITABLE | $5,000 |
| LADIANO HOSPITAL NEW YORK, NY | CHARITABLE | $5,000 |
| EZER MIZION INC BROOKLYN, NY | CHARITABLE | $3,000 |
| ZAKA TEL AVIV BROOKLYN, NY | CHARITABLE | $2,500 |
| RABBI MEIR BAAL HANESS BROOKLYN, NY | CHARITABLE | $1,800 |
| BAIS SHALOM CLIFTON, NJ | CHARITABLE | $1,500 |
| YESHIVA DERECH HATORAH BROOKLYN, NY | CHARITABLE | $1,500 |
| JERUSALEM CHESED FUND BROOKLYN, NY | CHARITABLE | $1,000 |
| ALYN HOSPITAL NEW YORK, NY | CHARITABLE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALBERT BERGER | PRESIDENT | 5 | — |
| LILLIAN BERGER | TREASURER | 5 | — |
Frequently Asked Questions
How large is Philip & Lena Berger Foundation?
As of 2024, Philip & Lena Berger Foundation holds $67K in total assets with $8K in annual revenue. It awarded 14 grants totaling $33K in 2024.
Where does Philip & Lena Berger Foundation operate?
Philip & Lena Berger Foundation has awarded grants in Maryland, New Jersey, New York.
What size grants does Philip & Lena Berger Foundation award?
In 2024, Philip & Lena Berger Foundation awarded 14 grants totaling $33K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Philip & Lena Berger Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Philip & Lena Berger Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Philip & Lena Berger 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.