The Alex Berger Foundation

NEW ORLEANS, LA EIN: 72-6027811

The Alex Berger Foundation is a private foundation, based in NEW ORLEANS, LA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $863K in total assets. In 2025, it awarded 32 grants totaling $41K. Net investment income was $51K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$863K

+0.5% YoY

Annual Giving

$41K

+6.2% YoY

Grant Count

32

-20.0% YoY

Avg Grant Size

$1K

+32.8% YoY

Under IRS private-foundation payout rules, The Alex Berger Foundation reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.

About The Alex Berger Foundation

Based on IRS filings

The Alex Berger Foundation is a private foundation, based in NEW ORLEANS, LA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $863K in total assets. In 2025, it awarded 32 grants totaling $41K. Net investment income was $51K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

ArlingtonAspenAtlantaBaton RougeChandlerDurhamHoustonKennerLake ToxawayMetairieNew OrleansNew YorkPhoenixPontchatoulaSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$39K$59K$79K20212022202320242025
Metric202520242023
Total Assets$862,657$858,113$828,881
Revenue$47,618$69,363$33,705
Expenses$43,074$40,131$71,581
Qualifying Distributions$42,441$40,131$41,634
Net Investment Income$50,986$69,366$34,557
Distributable Amount$41,613$38,087$41,248

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$21K$31K$41K38 grants202132 grants202240 grants202340 grants202432 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

TULANE UNIVERSITY$8KCONGREGATION TEMPLE SINAI$6KNEW ORLEANS BALLET ASSOC$3KJAZZ ASPEN$3KANTI DEFIMATION LEAGUE$3KLE PETIT THEATRE DU VIEU…$2KNO JAZZ & HERITAGE FOUND…$2KSHIR CHADASH CONSER CONG…$2KISIDORE NEWMAN SCHOOL$2KNEW ORLEANS MUSEUM OF ART$1K

Grant Size Distribution

182 grants across all recorded years

182<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Tulane University ($8,485), Congregation Temple Sinai ($5,500), New Orleans Ballet Assoc ($3,302).

RecipientPurposeAmount
BALLET LOUISIANA NEW ORLEANS, LACIVIC AND COMMUNITY$250
CRESCENT CITY STAGE NEW ORLEANS, LACIVIC AND COMMUNITY$500
WYES NEW ORLEANS, LACIVIV AND COMMUNITY$300
FRIENDS OF RIVERTOWN KENNER, LACIVIC AND COMMUNITY$350
JAZZ ASPEN ASPEN, COCIVIC AND COMMUNITY$2,900
JEFFERSON PERFORMING ARTS SOCIETY METAIRIE, LACIVIC AND COMMUNITY$730
JEWISH FEDERATION OF GREATER NO METAIRIE, LACIVIC AND COMMUNITY$1,000
LE PETIT THEATRE DU VIEUX CARRE NEW ORLEANS, LACIVIC AND COMMUNITY$2,310
LA PHILARMONIC ORCHESTRA NEW ORLEANS, LACIVIC AND COMMUNITY$1,018
MARIGNY OPERA HOUSE NEW ORLEANS, LACIVIC AND COMMUNITY$75

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
DARRYL D BERGERTRUSTEE
DONNA KAY BERGERTRUSTEE

Frequently Asked Questions

How large is The Alex Berger Foundation?

As of 2025, The Alex Berger Foundation holds $863K in total assets with $48K in annual revenue. It awarded 32 grants totaling $41K in 2025.

Where does The Alex Berger Foundation operate?

The Alex Berger Foundation has awarded grants in Arizona, California, Colorado, Georgia, Louisiana, North Carolina, New York, Texas, Virginia.

What size grants does The Alex Berger Foundation award?

In 2025, The Alex Berger Foundation awarded 32 grants totaling $41K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is The Alex Berger Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Alex Berger Foundation reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Alex Berger Foundation's EIN?

The Alex Berger Foundation's EIN (Employer Identification Number) is 72-6027811. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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