FundersNew York

The Berg Family Foundation

Syosset, NY · EIN 26-0745467. Reported 74 grants totalling $1,896,930 to 40 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$6,250median grant
$1,896,930granted, 2021-2024
40organizations funded
60%of grantees funded again the next year
$6,583,307assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The Berg Family Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $6,250. Half of everything it gave fell between $2,000 and $10,000; the smallest was $500 and the largest $1,000,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
4 grants
$1,000 - $5,000
21 grants
$5,000 - $10,000
17 grants
$10,000 - $25,000
25 grants
$25,000 - $50,000
3 grants
$100,000 and Up
4 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Sid Jacobson Jewish Community CenterEast Hills, NY$1,027,550332023
Uja-Federation of New YorkNew York, NY$370,250332024
Trustees of Boston UniversityBoston, MA$57,500442024
American Friends of Shalva Israel IncNew York, NY$40,000332024
Anti-Defamation League FoundationNew York, NY$40,000222024
Birthright Israel FoundationNew York, NY$40,000442024
Northwell Health FoundationNew York, NY$40,000332024
Boston University Hillel IncBoston, MA$34,000442024
American Friends of Magen David AdomNew York, NY$25,000222024
Foundation for Excellence in Education IncTallahassee, FL$25,000112021
New York-Presbyterian Fund IncNew York, NY$22,500332024
Friends of Zara's Center IncHunt Valley, MD$16,500222023
Cedars-Sinai Medical CenterLos Angeles, CA$15,000222024
World Central Kitchen IncWashington, DC$15,000222024
Kehillat Israel Reconstructionist Congregation of Pacific PalisadesPacific Palisades, CA$14,930112024
Mount Sinai Medical Center FoundationMiami Beach, FL$13,500332024
Samuel Field Ym-Ywha IncLittle Neck, NY$12,500222022
Commonpoint QueensNew York, NY$10,000222024
Young Jewish Community Center IncPlainview, NY$10,000112022
Cedars-Sinai Gift AdministrationLos Angeles, CA$7,500112023
Friends of MarquezPacific Palisades, CA$7,000222024
Mount Sinai Health System IncNew York, NY$7,000332024
Hospital for Special SurgeryNew York, NY$6,000222024
American Jewish Joint Distribution Committee IncNew York, NY$5,000112022
Los Angeles Regional Food BankLos Angeles, CA$5,000112021
Mount Sinai Medical Center of FloridaMiami Beach, FL$5,000112022
Westside Food BankSanta Monica, CA$5,000112021
Jafco- Jewish Adoption and Family Care Options IncSunrise, FL$3,600222024
Food Bank for New York CityNew York, NY$2,500112024
New York Weill Cornell Medical Center Fund IncNew York, NY$2,000112024
Giving Back Fund IncBoston, MA$1,800112024
Jewish Community Relations Council of New York IncNew York, NY$1,800112024
Mid-Island Y Jewish Community Center IncPlainview, NY$1,500112023
Planned Parenthood Federation of America IncNew York, NY$1,500112024
American National Red CrossWashington, DC$1,000112024
Friends of United Hatzalah IncNew York, NY$1,000112024
Jewish Reconstruction Society of North Shore IncPlandome, NY$1,000222024
The UCLA FoundationLos Angeles, CA$1,000112024
West Side Food BankSanta Monica, CA$1,000112024
Friends of Zara's Center IncMiami Beach, FL$500112024

21 of 40 (52%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 60%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What kind of organizations it funds

By the recipient's own IRS classification, for the 50 grants where we could identify the organization. These are assigned categories, not our guesses.

Health Care
14 grants
International Affairs
12 grants
Human Services
11 grants
Education
4 grants
Civil Rights
3 grants
Food & Nutrition
2 grants
Community Improvement
1 grant
Arts & Culture
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202111$131,000$10,000
202215$1,220,500$10,000
202319$260,350$7,500
202429$285,080$2,500

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 88% of this one's giving went to organizations in New York. If you are outside its footprint, that matters more than how well your programme fits.

New York
$1.7M
Massachusetts
$93K
California
$56K
Florida
$48K
Maryland
$16K
District of Columbia
$16K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund20 shared recipientsDonor Advised Charitable Giving Inc18 shared recipientsJewish Communal Fund15 shared recipientsNational Philanthropic Trust15 shared recipientsVanguard Charitable Endowment Program14 shared recipientsAmerican Online Giving Foundation Inc13 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $6,250. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in New York.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding health care in New YorkEvery funder in this group, rankedFoundations funding international affairs in New YorkEvery funder in this group, rankedFoundations funding human services in New YorkEvery funder in this group, rankedFoundations funding education in New YorkEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from The Berg Family Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Po Box 906, Syosset, NY, 11791. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 26-0745467 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email [email protected] and we will correct it.