The Stefany and Simon Bergson Foundation
The Stefany and Simon Bergson Foundation is a private foundation established in 1999 and based in Palisades, New York. The foundation operates as a 501(c)(3) organization dedicated to philanthropic grantmaking across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
+83.2% YoY
Annual Giving
$516K
+0.7% YoY
Grant Count
49
+11.4% YoY
Avg Grant Size
$11K
-9.5% YoY
Under IRS private-foundation payout rules, The Stefany and Simon Bergson Foundation reported a distributable amount of $568 for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports organizations involved with:
- Arts
- Education
- Judaism
- Human Services
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
The foundation primarily funds operating expenses for its grantees.
Average Grant
amount: $100–$115,000
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on:
- New York
- Florida
- Ohio
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $1,552,936
- Total Revenues: $1,239,448
- Total Expenses: $534,353
- Total Giving: $516,171
As of 2023:
- Total Assets: $848,000
- Total Revenues: $801,000
- Total Expenses: $547,000
Revenue Composition (2024):
- Total grants and contributions: $1,201,008
- Investment income and dividends: $38,440
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,552,936 | $847,841 | $598,919 |
| Revenue | $1,239,448 | $800,720 | $750,720 |
| Expenses | $534,353 | $547,037 | $426,853 |
| Qualifying Distributions | $534,353 | $546,394 | $426,310 |
| Net Investment Income | $38,440 | — | — |
| Distributable Amount | $568 | $16,734 | $12,177 |
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
232 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United States Holocaust Memorial Mu ($115,000), Washington University in St Louis ($75,000), Museum of Jewish Heritage ($53,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE ALS ASSOCIATION WASHINGTON, DC | OPERATING EXPENSES | $1,000 |
| AUSCHWITZ JEWISH CENTER FOUNDATION NEW YORK, NY | OPERATING EXPENSES | $31,008 |
| BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NY | OPERATING EXPENSES | $11,000 |
| CHABAD OF THE NYACKS NYACK, NY | OPERATING EXPENSES | $5,540 |
| COLUMBIA COLLEGE ANNUAL FUND NEW YORK, NY | OPERATING EXPENSES | $2,500 |
| DRAMA LEAGUE NEW YORK, NY | OPERATING EXPENSES | $1,000 |
| FELLOWSHIPS AT AUSCHWITZ FOR THE ST NEW YORK, NY | OPERATING EXPENSES | $10,000 |
| HARLEM STAGE NEW YORK, NY | OPERATING EXPENSES | $10,000 |
| HILLEL INTERNATIONAL WASHINGTON, DC | OPERATING EXPENSES | $360 |
| HOLOCAUST MUSEUM CENTER FOR TOLERAN SUFFERN, NY | OPERATING EXPENSES | $12,200 |
Leadership & Key People
Leadership team and compensation from IRS filings
Simon Bergson - Founder and principal figure of the foundation. Born in Hallein, Austria in 1948, the son of Auschwitz survivors. Simon's family immigrated to the United States in 1949. He is the founder and CEO of Manhattan Beer Distributors and moved to Palisades in 1984 with his family.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEFANY BERGSON | Treasurer | 5 | — |
| SIMON BERGSON | Trustee | 5 | — |
Contact Information
- Address: PO Box 695, Palisades, NY 10964-0695
- Telephone: 845-359-5551
- EIN: 13-4077237
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Stefany and Simon Bergson Foundation fund?
The foundation supports organizations involved with: • Arts • Education • Judaism • Human Services • Philanthropy, Voluntarism & Grantmaking
How do I apply for a grant from The Stefany and Simon Bergson Foundation?
**Grant Activity:** • Made 45 grants in 2024 • Total giving in 2024: $516,171 • Average grant amount: $100–$115,000 **Recent Grants (2024):** • Washington University in St. Louis: $75,000 (Operating Expenses) • Jewish Federation of Rockland County: $35,000 (Operating Expenses) • The Auschwitz Jewish Center Foundation: $31,008 (Operating Expenses) • Palisades Community Center: $500 (Operating Expenses) The foundation primarily funds operating expenses for its grantees.
Where does The Stefany and Simon Bergson Foundation make grants?
The foundation's grantmaking focuses primarily on: • New York • Florida • Ohio
What size grants does The Stefany and Simon Bergson Foundation award?
In 2024, The Stefany and Simon Bergson Foundation awarded 49 grants totaling $516K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is The Stefany and Simon Bergson Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Stefany and Simon Bergson Foundation reported a distributable amount of $568 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Stefany and Simon Bergson Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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