The Berg Family Foundation
The Berg Family Foundation is a private foundation filing Form 990-PF and based in Syosset, New York. In its 2025 filing, it reported 25 grants totaling $235,800 to organizations including Jewish community and Israel-related organizations, health-care institutions, and food-security organizations.
The Berg Family Foundation at a glance
In short: The Berg Family Foundation gave $236K across 25 grants in 2025 (avg $9K), mostly in New York. 16% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $235,800
- -17.3% vs 2024
- Grants made (2025)
- 25
- -13.8% vs 2024
- Average grant
- $9,432
- -4.1% vs 2024
- Median grant
- $2,500
- Total assets
- $7,030,522
- +27.8% vs 2024
- New grantees (estimate)
- 16% first-time grantees (4 of 25, 2025)
- Primary geography
- New York (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Berg Family Foundation
- How to Apply
-
The 2025 filing lists a written request to Gayle Berg. It lists no restrictions on awards and no deadline (N/A).
- Contact
Application contact: Gayle Berg
Mailing address: PO Box 906, Syosset, NY 11791
Phone: (516) 626-1868
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Berg Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was UJA-Federation of New York ($115K). Together the top 10 received $211K.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 94 grants of 99 (95%).
Geographic Focus
Where this funder awards grants
In 2025, 86% of grant dollars went to recipients in New York, 7% to Massachusetts, 5% to California, and 1% each to Florida and Washington, DC.
Grant Distribution by State
Share of 2025 grant dollars across all 25 itemized grants.
Cities
Is The Berg Family Foundation open to new grantees?
16%
first-time grantees, 2025
In 2025, 4 of 25 grantees (16%) were first-time recipients. First grants averaged $2K; repeat grants $11K. How we count
Medians: $3K first-time, $3K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving fell 81% from 2022 to 2025. Method
- In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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
From 2020 to 2025, annual grant giving ranged from $131K (2021) to $3.5M (2020). In 2025 it made 25 grants totaling $236K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UJA-Federation of New York New York, NY | General Support | $115,000 |
| Anti-Defamation League Foundation New York, NY | General Support | $20,000 |
| Boston University Hillel Inc Boston, MA | General Support | $16,000 |
| American Friends of Shalva Israel Inc New York, NY | General Support | $15,000 |
| Birthright Israel Foundation New York, NY | General Support | $15,000 |
| Sid Jacobson Jewish Community East Hills, NY | General Support | $10,000 |
| American Friends of Magen David Adom New York, NY | General Support | $5,000 |
| Cedars-Sinai Medical Center Los Angeles, CA | General Support | $5,000 |
| Commonpoint Queens New York, NY | General Support | $5,000 |
| Kehillat Israel Reconstructionist Congregation of Pacific Palisades Pacific Palisades, CA | General Support | $5,000 |
Ready to take the next step with The Berg Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $7,030,522 | $1,787,416 | $263,188 | $235,800 | 25 | $246,540 | $697,033 | $333,061 |
| 2024 | $5,499,718 | $292,921 | $312,588 | $285,080 | 29 | $296,124 | $276,207 | $317,387 |
| 2023 | $5,525,923 | $154,723 | $301,515 | $260,350 | 19 | $273,984 | $144,331 | $296,302 |
| 2022 | $5,302,026 | $664,920 | $1,251,240 | $1,220,500 | 15 | $1,228,072 | $648,752 | $287,862 |
| 2021 | $5,507,053 | $785,196 | $177,832 | $131,000 | 11 | $139,118 | $771,232 | $301,592 |
| 2020 | $4,854,323 | $1,017,230 | $3,550,725 | $3,532,600 | 8 | — | $1,006,540 | $286,616 |
Under IRS private-foundation payout rules, The Berg Family Foundation reported a distributable amount of $333K 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
No foundation mission statement is provided. Its 2025 grants show support for a range of organizations. The grantees describe their own work as including promoting the Anti-Defamation League’s mission, supporting Shalva’s services for children with disabilities and their families, and helping young Jewish adults visit Israel through Birthright Israel. Food Bank for New York City describes its work as helping New Yorkers achieve food security; Island Harvest says its mission is to end hunger and reduce food waste on Long Island.
Grantmaking
In 2025, the foundation awarded 25 grants totaling $235,800. Grants ranged from $250 to $115,000, with a median of $2,500. The largest awards included $115,000 to UJA-Federation of New York, $20,000 to the Anti-Defamation League Foundation, $16,000 to Boston University Hillel, and $15,000 each to American Friends of Shalva Israel and Birthright Israel Foundation. The listed purposes for these grants were general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Gayle R. Berg as trustee, Carly A. Berg as secretary, and Jarret Berg as treasurer.
The Berg Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gayle R. Berg
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Carly A. Berg
Secretary
On filings since 2023
0.3 hrs/week
No compensation reported
Jarret Berg
Treasurer
On filings since 2023
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 The Berg Family Foundation
How much does The Berg Family Foundation give each year?
The Berg Family Foundation gave $236K across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $285K across 29 grants.
What is The Berg Family Foundation's typical grant size?
The Berg Family Foundation's median grant in 2025 was $2,500, and its average grant was $9,432, across 25 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Berg Family Foundation that year got $2K on average.
Where does The Berg Family Foundation give grants?
The Berg Family Foundation gives mostly in New York: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (7%). The most frequent recipient cities were New York, NY (14 grants) and Washington, DC (2 grants).
Does The Berg Family Foundation give general operating support?
Yes: 100% of The Berg Family Foundation's 2025 grants with a stated purpose (25 of 25) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Berg Family Foundation's largest grantees?
The Berg Family Foundation's largest 2025 grantees include UJA-Federation of New York ($115,000), Anti-Defamation League Foundation ($20,000) and Boston University Hillel Inc ($16,000), according to its 2025 IRS Form 990-PF. Together they received 64% of its itemized 2025 grant dollars.
How large is The Berg Family Foundation?
The Berg Family Foundation reported $7.0M in total assets on its 2025 IRS Form 990-PF. It paid out $247K in qualifying distributions that year, against a required minimum of $333K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Berg Family Foundation fund?
No foundation mission statement is provided. Its 2025 grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from The Berg Family Foundation?
The 2025 filing lists a written request to Gayle Berg. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Berg Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Berg Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Berg Family Foundation funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/the-berg-family-foundation-morg_e118ff6bba3e4a9382f4597d841bf47f
BibTeX
@misc{grantable_260745467_2026,
author = {{Grantable}},
title = {{The Berg Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-berg-family-foundation-morg_e118ff6bba3e4a9382f4597d841bf47f},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Berg Family 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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