The David Berg Foundation Inc
The David Berg Foundation Inc is a private foundation based in New York, New York. Established in 2000 to carry on David Berg’s philanthropic legacy, it supports Jewish institutions, services for underserved and elderly people, access to cultural collections, and engagement with Jewish values.
The David Berg Foundation Inc at a glance
In short: The David Berg Foundation Inc gave $2.9M across 72 grants in 2024 (avg $40K), mostly in New York. 38% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,914,750
- -15.4% vs 2023
- Grants made (2024)
- 72
- +1.4% vs 2023
- Average grant
- $40,483
- -16.5% vs 2023
- Median grant
- $25,000
- Total assets
- $95,714,655
- +3.4% vs 2023
- New grantees (estimate)
- 38% first-time grantees (27 of 72, 2024)
- Primary geography
- New York (80% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The David Berg Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 800 Fifth Avenue 4G, New York, NY 10065
Phone: (212) 517-8634
Website: https://bergfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The David Berg Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was NLI USA Inc ($250K). Together the top 10 received $1.3M.
Grant Size Distribution
345 grants across all recorded years
The most common grant size was under $50K: 205 grants of 345 (59%).
Geographic Focus
Where this funder awards grants
The foundation describes its heritage-preservation work as taking place in the United States, Israel, and Europe. In 2024, 80% of grant dollars went to recipients in New York, followed by California (6%), Washington, DC (4%), Massachusetts (3%), and New Jersey (3%).
Grant Distribution by State
Share of 2024 grant dollars across all 72 itemized grants.
States
Cities
Is The David Berg Foundation Inc open to new grantees?
38%
first-time grantees, 2024
In 2024, 27 of 72 grantees (38%) were first-time recipients. First grants averaged $25K; repeat grants $50K. How we count
Medians: $10K first-time, $50K repeat.
- 58% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−20%). Method
- In 2024 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2024, annual grant giving ranged from $2.9M (2024) to $3.6M (2021). In 2024 it made 72 grants totaling $2.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NLI USA Inc New York, NY | Gallery / Exhibitions | $250,000 |
| The New York Historical New York, NY | Museum Display Cases | $200,000 |
| NYU Grossman School of Medicine New York, NY | Elder Care Services / Education | $150,000 |
| American Friends of Rambam Medical Center New York, NY | Humanitarian Emergency Aid | $100,000 |
| Amer Jewish Joint Distribution Committee New York, NY | Elder Care Services | $100,000 |
| Israaid US Global Humanitarian Assistance Beverly Hills, CA | Humanitarian Emergency Aid | $100,000 |
| The Netherland-America Foundation (For the Anne Frank House) New York, NY | Museum Exhibition | $100,000 |
| United States Holocaust Memorial Museum Washington, DC | Archive Digitization | $100,000 |
| American Friends of Leket Israel Teaneck, NJ | General Operating | $75,000 |
| American Friends of the Hebrew University New York, NY | Legal Services / Education | $75,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $95,714,655 | $5,548,281 | $6,841,987 | $2,914,750 | 72 | $4,781,285 | $5,672,859 | $4,596,765 |
| 2023 | $92,563,422 | $2,957,537 | $5,049,539 | $3,443,588 | 71 | $5,205,469 | $2,596,268 | $4,475,696 |
| 2022 | $92,111,239 | $1,587,422 | $6,525,734 | $2,996,660 | 70 | $4,677,800 | $1,497,959 | $4,781,112 |
| 2021 | $111,696,475 | $7,389,423 | $4,554,564 | $3,622,800 | 76 | $5,175,071 | $8,233,710 | $5,285,150 |
| 2020 | $110,738,085 | $5,679,463 | $5,413,620 | $3,001,800 | 56 | — | $5,912,095 | $4,754,118 |
Under IRS private-foundation payout rules, The David Berg Foundation Inc reported a distributable amount of $4.6M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated aims include strengthening Jewish institutions, improving quality of life for indigent and elderly people, encouraging the study of Jewish history, sharing access to Jewish cultural treasures, and preserving Jewish heritage and landmarks.
Its program areas include museums, exhibitions and publications; archives, libraries and scholarship; combating antisemitism; legal services; and Jewish community assistance. Support includes conservation of Jewish artifacts and manuscripts, exhibitions and research, scholarly publications, and digitization of historical materials. The foundation also describes support for legal services to low-income and underserved communities, with priority for those serving Jewish communities, and for services for older adults, including advance directives, palliative and hospice care, and emergency medical services.
Examples of supported organizations illustrate this range. NLI USA Inc., which received a 2024 grant, says its mission is to build U.S. support for the National Library of Israel and expand the impact of its collections, cultural programs, and educational resources. Citymeals-on-Wheels, also a 2024 grantee, says it provides food and companionship to homebound elderly New Yorkers. The Anti-Defamation League describes its mission as opposing antisemitism and bigotry and securing justice and fair treatment for all.
Grantmaking
In 2024, the foundation reported 72 grants totaling $2,914,750. Grant amounts ranged from $1,000 to $250,000, with a median of $25,000.
Among the largest reported grants were $250,000 to NLI USA Inc. for gallery and exhibitions; $200,000 to The New York Historical for museum display cases; and $150,000 to NYU Grossman School of Medicine for elder care services and education. Other grants included $100,000 to IsraAid US Global Humanitarian Assistance for humanitarian emergency aid, $100,000 to the United States Holocaust Memorial Museum for archive digitization, and $75,000 to Citymeals-on-Wheels for general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Michele C. Tocci as president and director, William D. Zabel as treasurer and director, and Valerie Tocci Longobardi as director.
The David Berg Foundation Inc is led by Michele C. Tocci, President & Director on every filing since 2020; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
Michele C. Tocci
President & Director
On filings since 2020
40 hrs/week
$625K (2020) → $779K (2024)
Valerie Tocci Longobardi
Director
On filings since 2020
0.5 hrs/week
No compensation reported
William D. Zabel
Treasurer & Director
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: H. Jerome Zoffer (2020–2023) — Secretary & Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $779K, to Michele C Tocci (President/Director).
Frequently asked questions about The David Berg Foundation Inc
How much does The David Berg Foundation Inc give each year?
The David Berg Foundation Inc gave $2.9M across 72 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.4M across 71 grants.
What is The David Berg Foundation Inc's typical grant size?
The David Berg Foundation Inc's median grant in 2024 was $25,000, and its average grant was $40,483, across 72 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The David Berg Foundation Inc that year got $25K on average.
Where does The David Berg Foundation Inc give grants?
The David Berg Foundation Inc gives mostly in New York: 80% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was California (6%). The most frequent recipient cities were New York, NY (48 grants), Brooklyn, NY (4 grants), Washington, DC (2 grants) and Philadelphia, PA (2 grants).
Does The David Berg Foundation Inc give general operating support?
Yes: 36% of The David Berg Foundation Inc's 2024 grants with a stated purpose (26 of 72) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Museum Exhibition" (9 grants), "Legal Services" (5 grants) and "Education" (4 grants).
Who are The David Berg Foundation Inc's largest grantees?
The David Berg Foundation Inc's largest 2024 grantees include NLI USA Inc ($250,000), The New York Historical ($200,000) and NYU Grossman School of Medicine ($150,000), according to its 2024 IRS Form 990-PF. Together they received 21% of its itemized 2024 grant dollars.
How large is The David Berg Foundation Inc?
The David Berg Foundation Inc reported $95.7M in total assets on its 2024 IRS Form 990-PF. It paid out $4.8M in qualifying distributions that year, against a required minimum of $4.6M (roughly 5% of its investment assets).
What does The David Berg Foundation Inc fund?
The foundation’s stated aims include strengthening Jewish institutions, improving quality of life for indigent and elderly people, encouraging the study of Jewish history, sharing access to Jewish cultural treasures, and preserving Jewish heritage and landmarks. See mission & focus areas ↑
How do I apply for a grant from The David Berg Foundation Inc?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The David Berg Foundation Inc's EIN?
The David Berg Foundation Inc's EIN (Employer Identification Number) is 13-3753217. IRS Form 990 filing data is available on this page for 2020–2024.
Does The David Berg Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The David Berg Foundation Inc funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/the-david-berg-foundation-inc-morg_eb0c11c6ecd043578af74605fc8a7d36
BibTeX
@misc{grantable_133753217_2026,
author = {{Grantable}},
title = {{The David Berg Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-david-berg-foundation-inc-morg_eb0c11c6ecd043578af74605fc8a7d36},
note = {Accessed 2026-10-15. 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 David Berg Foundation Inc'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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