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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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