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Private Foundation · NY · Private Independent Foundations

The Berg Family Foundation

Syosset, NY  ·  EIN 260745467  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$5.5M

Total Giving

$1.2M

Grants on File

15

Average Grant

$81K

Giving Radius

Where The Berg Family Foundation Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — $3K across 1 grant CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — $15K across 2 grants GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — $28K across 2 grants MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — $1.2M across 10 grants OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 15 recipients across 4 states. Top concentrations: EAST HILLS ($1.0M, 1 grant), NEW YORK ($150K, 6 grants), BOSTON ($28K, 2 grants), MIAMI BEACH ($15K, 2 grants), PLAINVIEW ($10K, 1 grant).

Section I

How to Apply

Written request.

On Unsolicited Proposals yes

Restrictions

N/a

Section IV

Recent Grants

Recipient Amount Year
Uja-Federation of New York $115K 2022
Young Jewish Community Center INC $10K 2022
Samuel Field Ym-Ywha INC $5K 2022
Trustees of Boston University $20K 2022
Northwell Health Foundation $10K 2022
Sid Jacobson Jewish Community Center $1.0M 2022
Mount Sinai Medical Center of Florida $5K 2022
Mount Sinai Health System INC $5K 2022
Mount Sinai Medical Center Foundation $10K 2022
New York-Presbyterian Fund INC $10K 2022
Friends of Marquez $3K 2022
Boston University Hillel INC $8K 2022
Birthright Israel Foundation $10K 2022
American Jewish Joint Distribution Committee INC $5K 2022
American Friends of Shalva Israel INC $5K 2022

15 grants total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $5.5M $296K $155K $302K
2022 $5.3M $288K $665K $1.3M
2021 $5.5M $302K $785K $178K
2020 $4.9M $287K $1.0M $3.6M
2019 $7.3M $399K $1.4M $447K
2015 $6.6M $383K $339K $140K
2014 $6.4M $427K $301K $610K
2013 $6.5M $380K $1.9M $522K
2012 $6.2M $325K $1.7M $630K
2011 $6.4M $335K $328K $580K

Section VII

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Similar in focus area, location, and asset size. Worth researching as part of the same campaign.

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