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
Under IRS private-foundation payout rules, The Berg Family Foundation reported a distributable amount of $317K for 2024 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with The Berg Family Foundation?
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
Among its reported 2024 grants, the largest include Uja-federation of New York ($115,250), Anti-defamation League Foundation ($25,000), Northwell Health Foundation ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM NEW YORK, NY | GENERAL SUPPORT | $15,000 |
| AMERICAN FRIENDS OF SHALVA ISRAEL INC NEW YORK, NY | GENERAL SUPPORT | $15,000 |
| AMERICAN NATIONAL RED CROSS WASHINGTON, DC | GENERAL SUPPORT | $1,000 |
| ANTI-DEFAMATION LEAGUE FOUNDATION NEW YORK, NY | GENERAL SUPPORT | $25,000 |
| BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NY | GENERAL SUPPORT | $10,000 |
| BOSTON UNIVERSITY HILLEL INC BOSTON, MA | GENERAL SUPPORT | $10,000 |
| CEDARS-SINAI MEDICAL CENTER LOS ANGELES, CA | GENERAL SUPPORT | $10,000 |
| COMMONPOINT QUEENS NEW YORK, NY | GENERAL SUPPORT | $5,000 |
| FOOD BANK FOR NEW YORK CITY NEW YORK, NY | GENERAL SUPPORT | $2,500 |
| FRIENDS OF MARQUEZ PACIFIC PALISADES, CA | GENERAL SUPPORT | $4,000 |
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
Frequently Asked Questions
What does The Berg Family Foundation fund?
The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from The Berg Family Foundation?
**Grant Activity:** • Total giving in 2024: $285,080 • Total giving in 2023: $274,000 • Typical award range: $500–$1,000,000 • Median grant size: $7,500–$10,000 • Number of grants: Approximately 15–27 grants annually **Recent Grantees (2024):** • UJA-Federation of New York: $115,250 (General Support) • Anti-Defamation League Foundation: $25,000 (General Support) • Northwell Health Foundation: $20,000 (General Support) The foundation makes grants for general support purposes to its selected gran…
Where does The Berg Family Foundation make grants?
The foundation primarily funds organizations in: • New York • California • Massachusetts
What size grants does The Berg Family Foundation award?
In 2024, The Berg Family Foundation awarded 29 grants totaling $285K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Berg Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berg Family Foundation reported a distributable amount of $317K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Berg Family Foundation's EIN?
The Berg Family Foundation's EIN (Employer Identification Number) is 26-0745467. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Berg Family Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
The Reich Family Charitable Trust
BROOKLYN, NY
Assets
$689K
Grants
1
Total Given
$453K
Launa Beuhler Foundation for
BROOKLYN, NY
Assets
$2K
Grants
4
Total Given
$20K
The Hilary Grace Foundation Inc
EAST AMHERST, NY
Assets
$126K
Grants
2
Total Given
$36K
Uw E J Madden Mem Open Hearts Club 10-214880
NEW YORK, NY
Assets
$1.3M
Grants
1
Total Given
$307K
Hindy's Foundation
BROOKLYN, NY
Assets
$142K
Grants
8
Total Given
$225K
Jeanne & Thomas Hardy Family Foundation
NEW YORK, NY
Assets
$3K
Grants
3
Total Given
$3K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Berg Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Berg Family Foundation to a real strategy.