The Stefany and Simon Bergson Foundation

Foundation · Grantmaker Palisades, NY EIN: 13-4077237
Philanthropy, Voluntarism & Grantmaking

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.

Key facts about The Stefany and Simon Bergson Foundation

In short: The Stefany and Simon Bergson Foundation gave $881K across 51 grants in 2025 (avg $17K), mostly in New York. 26% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
13-4077237
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$880,730
Grants made (2025)
51
Average grant
$17,269
Median grant
$5,000
New grantees (estimate)
26% first-time grantees (13 of 50, 2025)
Total assets
$2,706,243
Primary geography
New York (89% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Quick answers 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 $4K 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.

Is The Stefany and Simon Bergson Foundation open to new grantees?

26%

first-time grantees, 2025

In 2025, 13 of 50 grantees (26%) were first-time recipients. First grants averaged $4K; repeat grants $23K. How we count

Medians: $1K 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.

Next steps with The Stefany and Simon Bergson Foundation

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.7M

+74.3% YoY

Annual Giving

$881K

+70.6% YoY

Grant Count

51

+4.1% YoY

Avg Grant Size

$17K

+63.9% YoY

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 April 2026.

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

15states

Share of all 51 itemized 2025 grant dollars.

States

AlabamaCaliforniaConnecticutDistrict of ColumbiaFloridaIllinoisMassachusettsMarylandMissouriNew JerseyNew YorkOhioPennsylvaniaTexasWashington

Cities

New YorkSt LouisWest NyackWashingtonPalisadesEvanstonSuffernBoca RatonBronxNyackUpper NyackColumbusRockleighSyracuseAlbanyBrooklynLos AngelesCollingswoodDeerfield BeachMargate

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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M202020212022202320242025
Metric202520242023
Total Assets$2,706,243$1,552,936$847,841
Revenue$2,047,569$1,239,448$800,720
Expenses$894,262$534,353$547,037
Qualifying Distributions$893,112$534,353$546,394
Net Investment Income$44,115$38,440—
Distributable Amount$489$568$16,734

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M44 grants202055 grants202145 grants202244 grants202349 grants202451 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Museum of Jewish Heritage: $253KMuseum of Jewish Heritage$253KAuschwitz Jewish Center Foundation: $157K across 2 grantsAuschwitz Jewish CenterFoundation$157K · 2 grantsHolocaust Museum Center for Toleran: $63KHolocaust Museum Center forToleran$63KJewish Federation of Rockland: $52KJewish Federation of Rockland$52KUnited States Holocaust Memorial Mu: $46KUnited States HolocaustMemorial Mu$46KReform Temple of Rockland: $33KReform Temple of Rockland$33KNorthwestern University: $31KNorthwestern University$31KJCC Rockland: $30KJCC Rockland$30KCenter for Jewish Histroy: $26KCenter for Jewish Histroy$26KWashington University in St Louis: $25KWashington University in StLouis$25K

Grant Size Distribution

244 grants across all recorded years

228<$50K12$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MUSEUM OF JEWISH HERITAGE New York, NYOPERATING EXPENSES$253,000
AUSCHWITZ JEWISH CENTER FOUNDATION New York, NYOPERATING EXPENSES$105,660
HOLOCAUST MUSEUM CENTER FOR TOLERAN Suffern, NYOPERATING EXPENSES$63,000
JEWISH FEDERATION OF ROCKLAND West Nyack, NYOPERATING EXPENSES$51,800
AUSCHWITZ JEWISH CENTER FOUNDATION New York, NYOPERATING EXPENSES$51,100
UNITED STATES HOLOCAUST MEMORIAL MU New York, NYOPERATING EXPENSES$45,700
REFORM TEMPLE OF ROCKLAND Upper Nyack, NYOPERATING EXPENSES$32,547
NORTHWESTERN UNIVERSITY Evanston, ILOPERATING EXPENSES$30,720
JCC ROCKLAND West Nyack, NYOPERATING EXPENSES$30,200
CENTER FOR JEWISH HISTROY New York, NYOPERATING EXPENSES$26,000

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.

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.

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

Philanthropy, Voluntarism & Grantmaking

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.

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 2025, The Stefany and Simon Bergson Foundation reported a distributable amount of $489 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 2020–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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