The Stefany and Simon Bergson Foundation
The Stefany and Simon Bergson Foundation is a private foundation based in Palisades, New York. In its 2025 filing, it reported 51 grants totaling $880,730, with most grant dollars going to recipients in New York.
The Stefany and Simon Bergson Foundation at a glance
In short: The Stefany and Simon Bergson Foundation gave $881K across 51 grants in 2025 (avg $17K), mostly in New York. 24% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $880,730
- +70.6% vs 2024
- Grants made (2025)
- 51
- +4.1% vs 2024
- Average grant
- $17,269
- +63.9% vs 2024
- Median grant
- $5,000
- Total assets
- $2,706,243
- +74.3% vs 2024
- New grantees (estimate)
- 24% first-time grantees (12 of 50, 2025)
- Primary geography
- New York (89% 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 Stefany and Simon Bergson Foundation
- 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: PO Box 695, Palisades, NY 10964
Phone: (845) 359-5551
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Stefany and Simon Bergson Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Museum of Jewish Heritage ($253K). Together the top 10 received $715K.
Grant Size Distribution
244 grants across all recorded years
The most common grant size was under $50K: 228 grants of 244 (93%).
Geographic Focus
Where this funder awards grants
In 2025, 89% of grant dollars went to recipients in New York. The remaining shares went to Illinois (3%), Missouri (3%), Washington (2%), and Washington, DC (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 51 itemized grants.
States
Cities
Is The Stefany and Simon Bergson Foundation open to new grantees?
24%
first-time grantees, 2025
In 2025, 12 of 50 grantees (24%) were first-time recipients. First grants averaged $3K; repeat grants $22K. How we count
Medians: $788 first-time, $5K repeat.
- 66% of 2025 grantees were also funded in 2024. Method
- Giving grew 126% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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 $340K (2021) to $881K (2025). In 2025 it made 51 grants totaling $881K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Museum of Jewish Heritage New York, NY | Operating Expenses | $253,000 |
| Auschwitz Jewish Center Foundation New York, NY | Operating Expenses | $105,660 |
| Holocaust Museum Center for Toleran Suffern, NY | Operating Expenses | $63,000 |
| Jewish Federation of Rockland West Nyack, NY | Operating Expenses | $51,800 |
| Auschwitz Jewish Center Foundation New York, NY | Operating Expenses | $51,100 |
| United States Holocaust Memorial Mu New York, NY | Operating Expenses | $45,700 |
| Reform Temple of Rockland Upper Nyack, NY | Operating Expenses | $32,547 |
| Northwestern University Evanston, IL | Operating Expenses | $30,720 |
| JCC Rockland West Nyack, NY | Operating Expenses | $30,200 |
| Center for Jewish Histroy New York, NY | Operating Expenses | $26,000 |
Ready to take the next step with The Stefany and Simon Bergson 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 | $2,706,243 | $2,047,569 | $894,262 | $880,730 | 51 | $893,112 | $44,115 | $489 |
| 2024 | $1,552,936 | $1,239,448 | $534,353 | $516,171 | 49 | $534,353 | $38,440 | $568 |
| 2023 | $847,841 | $800,720 | $547,037 | $512,342 | 44 | $546,394 | — | $16,734 |
| 2022 | $598,919 | $750,720 | $426,853 | $389,549 | 45 | $426,310 | — | $12,177 |
| 2021 | $280,879 | $504 | $399,758 | $339,912 | 55 | $398,565 | — | $24,935 |
| 2020 | $683,631 | $700,657 | $554,132 | $522,022 | 44 | — | — | $23,485 |
Under IRS private-foundation payout rules, The Stefany and Simon Bergson Foundation reported a distributable amount of $489 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
The available information does not state a mission for the foundation. Its grants show support for organizations with a range of missions. For example, the Museum of Jewish Heritage describes itself as New York’s contribution to the global responsibility to never forget the Holocaust. JCC Rockland says it is dedicated to the enrichment and continuity of Jewish life and the preservation of Jewish heritage.
Other supported organizations describe work in education, the arts, and STEM. Northwestern University cites teaching, research, and student growth as its commitments; Harlem Stage says it supports artists of color and celebrates Harlem’s artistic legacy; and IGNITE Worldwide describes programming to promote STEM education and career advancement for girls and nonbinary youth from historically marginalized communities.
Grantmaking
In 2025, the foundation made 51 grants totaling $880,730. Grants ranged from $100 to $253,000, with a median grant of $5,000. The largest listed grants included $253,000 to the Museum of Jewish Heritage, $105,660 and $51,100 to the Auschwitz Jewish Center Foundation, and $63,000 to the Holocaust Museum Center for Tolerance.
Other notable grants included $51,800 to the Jewish Federation of Rockland, $45,700 to the United States Holocaust Memorial Museum, $32,547 to Reform Temple of Rockland, $30,720 to Northwestern University, and $30,200 to JCC Rockland. The filing lists operating expenses as the purpose for these grants.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Stefany Bergson as treasurer and Simon Bergson as trustee.
The Stefany and Simon Bergson Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Simon Bergson
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Stefany Bergson
Treasurer
On filings since 2020
5 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 Stefany and Simon Bergson Foundation
How much does The Stefany and Simon Bergson Foundation give each year?
The Stefany and Simon Bergson Foundation gave $881K across 51 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $516K across 49 grants.
What is The Stefany and Simon Bergson Foundation's typical grant size?
The Stefany and Simon Bergson Foundation's median grant in 2025 was $5,000, and its average grant was $17,269, across 51 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Stefany and Simon Bergson Foundation that year got $3K on average.
Where does The Stefany and Simon Bergson Foundation give grants?
The Stefany and Simon Bergson Foundation gives mostly in New York: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (24 grants), West Nyack, NY (2 grants), St. Louis, MO (2 grants) and Washington, DC (2 grants).
Does The Stefany and Simon Bergson Foundation give general operating support?
Yes: 100% of The Stefany and Simon Bergson Foundation's 2025 grants with a stated purpose (51 of 51) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Stefany and Simon Bergson Foundation's largest grantees?
The Stefany and Simon Bergson Foundation's largest 2025 grantees include Museum of Jewish Heritage ($253,000), Auschwitz Jewish Center Foundation ($156,760 across 2 grants) and Holocaust Museum Center for Toleran ($63,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.
How large is The Stefany and Simon Bergson Foundation?
The Stefany and Simon Bergson Foundation reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $893K in qualifying distributions that year, against a required minimum of $489 (roughly 5% of its investment assets).
What does The Stefany and Simon Bergson Foundation fund?
The available information does not state a mission for the foundation. Its grants show support for organizations with a range of missions. For example, the Museum of Jewish Heritage describes itself as New York’s contribution to the global responsibility to never forget the Holocaust. See mission & focus areas ↑
How do I apply for a grant from The Stefany and Simon Bergson Foundation?
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 Stefany and Simon Bergson Foundation's EIN?
The Stefany and Simon Bergson Foundation's EIN (Employer Identification Number) is 13-4077237. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Stefany and Simon Bergson Foundation 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Stefany and Simon Bergson Foundation funds
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Cite this profile
Grantable. (2026). The Stefany and Simon Bergson Foundation funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/the-stefany-and-simon-bergson-foundation-morg_ff986a758f0e439092e70a4f16176b4b
BibTeX
@misc{grantable_134077237_2026,
author = {{Grantable}},
title = {{The Stefany and Simon Bergson Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-stefany-and-simon-bergson-foundation-morg_ff986a758f0e439092e70a4f16176b4b},
note = {Accessed 2026-10-17. 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 Stefany and Simon Bergson 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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