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Berger Family Foundation Inc. is a private corporation based in RIVERSIDE, CT. The foundation received its IRS ruling in 2012. The principal officer is Gregory A Saum. It holds total assets of $6.8M. Annual income is reported at $1.5M. Total assets have grown from $2.3M in 2010 to $7.5M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Berger Family Foundation Inc. has made 20 grants totaling $2.4M, with a median grant of $80K. Annual giving has decreased from $1.6M in 2020 to $827K in 2022. Individual grants have ranged from $12K to $750K, with an average award of $122K. The foundation has supported 16 unique organizations. The foundation primarily supports organizations in Connecticut, New York, North Carolina, which account for 85% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$25K
Median Grant
$100K
Average Grant
$179K
Largest Grant
$750K
Based on 9 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Berger Family Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in CT, NY, NC.
Berger Family Foundation Inc. has distributed a total of $2.4M across 20 grants. The median grant size is $80K, with an average of $122K. Individual grants have ranged from $12K to $750K.
Berger Family Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Berger Family Foundation Inc. is headquartered in RIVERSIDE, CT. While based in CT, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Elizabeth A Brennan | TREASURER/DIRECTOR | $0 | $0 | N/A |
| Carol B Lacey | SECRETARY/DIRECTOR | $0 | $0 | N/A |
| James W Berger | VICE PRESIDENT/DIRECTOR | $0 | $0 | N/A |
| Frances H Berger | PRESIDENT/DIRECTOR | $0 | $0 | N/A |
Total Giving
$1.5M
Total Assets
$7.5M
Fair Market Value
$24.4M
Net Worth
$7.5M
Grants Paid
$1.4M
Contributions
N/A
Net Investment Income
$991K
Distribution Amount
$1.1M
Total Grants
20
Total Giving
$2.4M
Average Grant
$122K
Median Grant
$80K
Unique Recipients
16
Most Common Grant
$100K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Martin Health FoundationGENERAL | Stuart, FL | $60K | 2020 |
| AmericaresGENERAL | Stamford, CT | $225K | 2022 |
| Children'S Learning CenterGENERAL | Stamford, CT | $100K | 2022 |
| Wake Forest UniversityGENERAL | Winstonsalem, NC | $100K | 2022 |
| Doctors Without Borders UsaGENERAL | New York, NY | $100K | 2022 |
| Save The ChildrenGENERAL | Fairfield, CT | $100K | 2022 |
| Greenwich AcademyGENERAL | Greenwich, CT | $50K | 2022 |
| The Kern ProjectGENERAL | Corte Madera, CA | $50K | 2022 |
| Brunswick SchoolGENERAL | Greenwich, CT | $50K | 2022 |
| Waterside SchoolGENERAL | Stamford, CT | $25K | 2022 |
| First Tee - ConnecticutGENERAL | Cromwell, CT | $15K | 2022 |
| Murphy'S Paw RescueGENERAL | Branford, CT | $12K | 2022 |
| Part Of The SolutionGENERAL | Bronx, NY | $275K | 2020 |
| Doctors Without BordersGENERAL | New York, NY | $50K | 2020 |
| Kids In CrisisGENERAL | Cos Cob, CT | $25K | 2020 |
| Southern Methodist UniversityGENERAL | Dallas, TX | $25K | 2020 |