The Berger Foundation
The Berger Foundation is a private foundation, based in Virginia Beach, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $345K in total assets. In 2024, it awarded 14 grants totaling $17K. Net investment income was $15K.
Key facts about The Berger Foundation
- EIN
- 52-6070520
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $17,023
- Grants made (2024)
- 14
- Average grant
- $1,216
- Median grant
- $1,000
- New grantees (estimate)
- 7% first-time grantees (1 of 14, 2024)
- Total assets
- $344,543
- Primary geography
- Arizona (59% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Berger Foundation funds
By grant dollars, the top recipient states for The Berger Foundation's 14 itemized 2024 grants were Arizona (59%), Virginia (26%) and Maryland (9%). The most frequent recipient cities were Green Valley, AZ (5 grants), Norfolk, VA (2 grants) and Virginia Beach, VA (2 grants). None of its 14 grants with a stated purpose were described as general or operating support.
Is The Berger Foundation open to new grantees?
7%
first-time grantees, 2024
In 2024, 1 of 14 grantees (7%) were first-time recipients. First grants averaged $1K; repeat grants $1K. How we count
Medians: $1K first-time, $1K repeat.
- 79% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−17%). Method
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Berger Foundation
- How to evaluate The Berger Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$345K
-0.5% YoY
Annual Giving
$17K
+9.9% YoY
Grant Count
14
+16.7% YoY
Avg Grant Size
$1K
-5.8% YoY
Under IRS private-foundation payout rules, The Berger Foundation reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About The Berger Foundation
Based on IRS filings
The Berger Foundation is a private foundation, based in Virginia Beach, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $345K in total assets. In 2024, it awarded 14 grants totaling $17K. Net investment income was $15K.
Ready to take the next step with The Berger Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 14 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $344,543 | $346,408 | $355,829 |
| Revenue | $15,158 | $7,352 | $1,287 |
| Expenses | $17,023 | $16,773 | $22,836 |
| Qualifying Distributions | $17,023 | $15,900 | $21,998 |
| Net Investment Income | $15,158 | $6,479 | — |
| Distributable Amount | $17,002 | $17,435 | $18,401 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
71 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Salvation Army Green Valley ($3,023), Green Valley Sherriff's Auxiliary ($2,000), Community Food Bank Green Valley ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SALVATION ARMY GREEN VALLEY Green Valley, AZ | SUPPORTING PUBLIC SERVICES | $3,023 |
| GREEN VALLEY SHERRIFF'S AUXILIARY Green Valley, AZ | SUPPORTING PUBLIC SAFETY | $2,000 |
| COMMUNITY FOOD BANK GREEN VALLEY Green Valley, AZ | SUPPORTING THE FOOD BANK | $2,000 |
| VOLUNTEER HAMPTON ROADS Norfolk, VA | SUPPORTING THE COMMUNITY | $1,000 |
| VIRGINIA BEACH NEPTUNE FESTIVAL Virginia Beach, VA | SUPPORTING THE ARTS | $1,000 |
| NORFOLK ACADEMY Norfolk, VA | SUPPORTING EDUCATIONAL ACTIVITIES | $1,000 |
| ANIMAL LEAGUE OF GREEN VALLEY Green Valley, AZ | SUPPORTING THE CARE OF ANIMALS | $1,000 |
| FRIENDS IN DEED Green Valley, AZ | SUPPORTING MEDICAL SERVICES | $1,000 |
| GVR FOUNDATION Green Vally, AZ | SUPPORTING COMMUNITY SERVICES | $1,000 |
| CHESAPEAKE BAY FOUNDATION Annapolis, MD | SUPPORTING THE BAY | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Thomas Kberger | President/Di | — | — |
| Carolyn T Berger | Director | — | — |
Frequently Asked Questions
How large is The Berger Foundation?
As of 2024, The Berger Foundation holds $345K in total assets with $15K in annual revenue. It awarded 14 grants totaling $17K in 2024.
Where does The Berger Foundation operate?
The Berger Foundation has awarded grants in Arizona, District of Columbia, Florida, Massachusetts, Maryland, Virginia.
What size grants does The Berger Foundation award?
In 2024, The Berger Foundation awarded 14 grants totaling $17K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is The Berger Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berger Foundation reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Berger Foundation's EIN?
The Berger Foundation's EIN (Employer Identification Number) is 52-6070520. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.