The Berg Family Foundation is a private, independent foundation established in 2007 and based in Syosset, New York. It operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.5M
-0.5% YoY
Annual Giving
$285K
+9.5% YoY
Grant Count
29
+52.6% YoY
Avg Grant Size
$10K
-28.3% YoY
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation makes grants for general support purposes to its selected grantees.
Grant Range
$7,500–$10,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- New York
- California
- Massachusetts
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $5,499,718
- Total Revenue: $292,921
- Total Expenses: $312,588
- Investment Income and Dividends: $164,637
As of December 2023:
- Total Assets: $6,300,000
- Total Distributions: $274,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,499,718 | $5,525,923 | $5,302,026 |
| Revenue | $292,921 | $154,723 | $664,920 |
| Expenses | $312,588 | $301,515 | $1,251,240 |
| Qualifying Distributions | $296,124 | $273,984 | $1,228,072 |
| Net Investment Income | $276,207 | $144,331 | $648,752 |
| Distributable Amount | $317,387 | $296,302 | $287,862 |
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
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Gayle R Berg – Trustee
- Carly A Berg – Secretary
- Jarret Berg – Treasurer
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GAYLE R BERG | TRUSTEE | 0.25 | — |
| CARLY A BERG | SECRETARY | 0.25 | — |
| JARRET BERG | TREASURER | 0.25 | — |
Contact Information
Address: PO Box 906 Syosset, NY 11791-0079
Telephone: 516-626-1868
EIN: 26-0745467
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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