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The Berg Family Foundation at a glance

· Private foundation

The Berg Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$236k
Granted FY2025still arriving
25
Grants FY2025still arriving
5
States reached
$115k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Philanthropy$3.7MHuman Services$1.6MReligion$183kInternational$168kArts & Culture$151kHealth$132kEducation$91kCivil Rights$65kOther$0
02FY2025 · 25 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k19 grants · $45k
  • $10k–50k5 grants · $76k
  • $50k–250k1 grant · $115k
$2,500
Median grant
5
States reached
$7.0M
Total assets
Largest grants
RecipientAmount
UJA-FEDERATION OF NEW YORK$115,000
ANTI-DEFAMATION LEAGUE FOUNDATION$20,000
BOSTON UNIVERSITY HILLEL INC$16,000
AMERICAN FRIENDS OF SHALVA ISRAEL INC$15,000
BIRTHRIGHT ISRAEL FOUNDATION$15,000
SID JACOBSON JEWISH COMMUNITY$10,000
CEDARS-SINAI MEDICAL CENTER$5,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM$5,000
COMMONPOINT QUEENS$5,000
KEHILLAT ISRAEL RECONSTRUCTIONIST CONGREGATION OF PACIFIC PALISADES$5,000
MET NEW YORK COORDINATING COUNCIL ON JEWISH POVERTY$2,500
HOSPITAL FOR SPECIAL SURGERY FUND INC$2,500
LONG ISLAND CARES$2,500
FOOD BANK FOR NEW YORK CITY$2,500
JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK INC$2,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–25, $1.6M) land where the poverty rate runs at 6%, against an area that typically sits at 10%. 2% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%ISLAND HARVEST LTD: $3k → 7%COMMONPOINT QUEENS: $5k → 13%JAFCO- JEWISH ADOPTION AND FAMILY CARE OPTIONS INC: $2k → 13%LONG ISLAND CARES: $3k → 7%COMMONPOINT QUEENS: $5k → 13%JAFCO- JEWISH ADOPTION AND FAMILY CARE OPTIONS INC: $2k → 13%JAFCO- JEWISH ADOPTION AND FAMILY CARE OPTIONS INC: $2k → 13%AMERICAN NATIONAL RED CROSS: $1k → 14%AMERICAN NATIONAL RED CROSS: $250 → 14%MID ISLAND Y JCC: $500k → 6%MID-ISLAND Y JEWISH COMMUNITY CENTER INC: $2k → 6%SID JACOBSON JEWISH COMMUNITY CENTER: $1.0M → 6%SID JACOBSON JEWISH COMMUNITY CENTER: $25k → 6%SID JACOBSON JEWISH COMMUNITY: $10k → 6%SID JACOBSON JEWISH COMMUNITY CENTER: $3k → 6%MOUNT SINAI HEALTH SYSTEM INC: $5k → 17%MOUNT SINAI HEALTH SYSTEM INC: $1k → 17%MOUNT SINAI HEALTH SYSTEM INC: $1k → 17%MOUNT SINAI HEALTH SYSTEM INC: $250 → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$5.8M · 27 repeat orgs$334k to everyone else

Grantees it renews have grown median revenue +36% since the first grant, against +3% for those funded once.

27 repeat relationships: 20 still active in FY2025, 7 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

27
13

Total granted

$5.8M
$322k

Median revenue growth · since first grant

+36%
+3%

Still filing today

89%
69%

New vs renewed · share of each year

In FY2025, 95% of grant dollars renewed an existing relationship; $12k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24’25
Human ServicesHealthInternationalEducationFood & NutritionCivil RightsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • UJ
    UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
    6× · 2019–2025 · $3.7M · revenue +27%
  • SJ
    SID JACOBSON JEWISH COMMUNITY CENTER
    4× · 2021–2025 · $1.0M · revenue +92%
  • MY
    MID-ISLAND Y JEWISH COMMUNITY CENTER IN
    2× · 2020–2023 · $502k · revenue +54%

Funded once

  • KF
    KATAHDIN FOUNDATION
    one grant, 2019 · $150k · revenue -93%
  • RS
    RECONSTRUCTIONIST SYNAGOGUE
    one grant, 2019 · $100k
  • FF
    FOUNDATION FOR EXCELLENCE IN EDUCATION INC
    one grant, 2021 · $25k · revenue -16%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Long Island Jewish Medical Center

Long island jewish medical center is part of the northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and…

Health
2
Metropolitan Jewish Health System Inc

Mjhs health system is a charitable not-for-profit established to support the activities of affiliated organizations. mjhs is built on the core values of compassion, dignity and respect, first established by the four brooklyn ladies in…

Health
3
Beth Israel Medical Center

Since its founding, over 120 years ago, as a medical dispensary to meet the needs of the impoverished and underserved jewish community of the lower east side, beth israel medical center has been committed to the care of persons of all…

Health
4
North Shore University Hospital

North shore university hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
5
The Mount Sinai Hospital

Mount sinai is committed to the advancement of the art and science of medicine through clinical excellence. the central mission consists of high-quality patient care and teaching conducted in an atmosphere of social concern and scholarly…

Health
6
Lenox Hill Hospital

Lenox hill hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future generations…

Health
7
Albert Einstein College of Medicine

Committed to exceptional healthcare quality for all and actively engaged with our community, einstein drives scientific discovery and educates compassionate leaders in health and science.

Education
8
Northwell Health Inc

Northwell health is the parent company of a fully integrated health system that is committed to promote clinical care, health education, conduct biomedical research, and caring for the community regardless of ability to pay.

Community Improvement
9
South Shore University Hospital

South shore university hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
10
Jewish Communal Fund

To facilitate and promote philanthropy through donor advised funds.

Philanthropy
11
Foundation for Jewish Philanthropies Inc

See schedule othe organization is a not-for-profit, public charity established in 1911 to provide for the quality and continuity of jewish life in western new york and around the world through private philanthropy. the foundation seeks,…

Philanthropy
12
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
How this is measured
The grantee most central to the portfolio’s shape is New York-Presbyterian Fund Inc; the most unlike its peers is Mid-Island Y Jewish Community Center in. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

39 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 39 of the 47 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
39/39
Grantees still filing
30/39
Grew since first funded

Where the money sits, by cause and then by grantee

UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC: $3,650,250 · PhilanthropyUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YOR…+1 more: $1,800 · PhilanthropySID JACOBSON JEWISH COMMUNITY CENTER: $1,037,550 · Human ServicesSID JACOBSON JEWISH COMMUNITY…MID-ISLAND Y JEWISH COMMUNITY CENTER IN: $501,500 · Human ServicesMID-ISLAND Y JEWISH COMMUNITY…+6 more: $51,400 · Human ServicesKATAHDIN FOUNDATION: $150,000 · OtherRECONSTRUCTIONIST SYNAGOGUE: $100,000 · OtherBOSTON UNIVERSITY HILLEL INC: $62,600 · OtherTRUSTEES OF BOSTON UNIVERSITY: $57,500 · OtherKEHILLAT ISRAEL RECONSTRUCTIONIST CONGREGATION OF PACIFIC PALISADES: $19,930 · Other+13 more: $63,000 · OtherBIRTHRIGHT ISRAEL FOUNDATION: $61,000 · InternationalAMERICAN FRIENDS OF SHALVA ISRAEL INC: $55,000 · InternationalAMERICAN FRIENDS OF MAGEN DAVID ADOM: $30,000 · InternationalFRIENDS OF ZARA'S CENTER: $17,000 · InternationalWORLD CENTRAL KITCHEN INC: $15,000 · International+1 more: $5,000 · InternationalNORTHWELL HEALTH FOUNDATION: $41,000 · HealthNEW YORK-PRESBYTERIAN FUND INC: $23,500 · HealthCEDARS-SINAI MEDICAL CENTER: $20,000 · HealthMOUNT SINAI MEDICAL CENTER FOUNDATION: $14,500 · HealthMOUNT SINAI MEDICAL CENTER OF FLORIDA INC: $5,000 · Health+3 more: $7,500 · HealthANTI-DEFAMATION LEAGUE FOUNDATION: $60,000 · Civil RightsJewish Community Relations Council of New York: $4,300 · Civil RightsFOUNDATION FOR EXCELLENCE IN EDUCATION INC: $25,000 · EducationFRIENDS OF MARQUEZ: $7,000 · Education+1 more: $1,000 · Education
Philanthropy$3,652,050Human Services$1,590,450Other$453,030International$183,000Health$111,500Civil Rights$64,300Education$33,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC: $3,650,250 over 6y, 1.3% of budgetSID JACOBSON JEWISH COMMUNITY CENTER: $1,037,550 over 4y, 6.3% of budgetMID-ISLAND Y JEWISH COMMUNITY CENTER IN: $501,500 over 2y, 4.1% of budgetKATAHDIN FOUNDATION: $150,000 over 1y, 16% of budgetBOSTON UNIVERSITY HILLEL INC: $62,600 over 7y, 0.8% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $61,000 over 6y, 0.0% of budgetANTI-DEFAMATION LEAGUE FOUNDATION: $60,000 over 3y, 0.1% of budgetTRUSTEES OF BOSTON UNIVERSITY: $57,500 over 4y, 0.0% of budgetAMERICAN FRIENDS OF SHALVA ISRAEL INC: $55,000 over 4y, 0.2% of budgetNORTHWELL HEALTH FOUNDATION: $41,000 over 4y, 0.0% of budgetCOMMONPOINT NY INC: $32,500 over 6y, 0.0% of budgetAMERICAN FRIENDS OF MAGEN DAVID ADOM: $30,000 over 3y, 0.0% of budgetFOUNDATION FOR EXCELLENCE IN EDUCATION INC: $25,000 over 1y, 0.3% of budgetNEW YORK-PRESBYTERIAN FUND INC: $23,500 over 4y, 0.0% of budgetCEDARS-SINAI MEDICAL CENTER: $20,000 over 3y, 0.0% of budgetFRIENDS OF ZARA'S CENTER: $17,000 over 3y, 20% of budgetWORLD CENTRAL KITCHEN INC: $15,000 over 2y, 0.0% of budgetMOUNT SINAI MEDICAL CENTER FOUNDATION: $14,500 over 4y, 0.0% of budgetFOOD BANK FOR NEW YORK CITY: $10,000 over 3y, 0.0% of budgetMOUNT SINAI HEALTH SYSTEM INC: $7,250 over 4y, 0.0% of budgetWESTSIDE FOOD BANK: $7,000 over 3y, 0.1% of budgetFRIENDS OF MARQUEZ: $7,000 over 2y, 0.7% of budgetJewish Adoption and Family Care Options Inc: $5,400 over 3y, 0.2% of budgetMOUNT SINAI MEDICAL CENTER OF FLORIDA INC: $5,000 over 1y, 0.0% of budgetCITY HARVEST INC: $5,000 over 1y, 0.0% of budgetNEW YORK LEGAL ASSISTANCE GROUP INC: $5,000 over 1y, 0.0% of budgetThe American Jewish Joint Distribution Committee Inc: $5,000 over 1y, 0.0% of budgetLOS ANGELES REGIONAL FOOD BANK: $5,000 over 1y, 0.0% of budgetJewish Community Relations Council of New York: $4,300 over 2y, 0.0% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $3,000 over 2y, 0.0% of budgetISLAND HARVEST LTD: $2,500 over 1y, 0.0% of budgetNEW YORK WEILL CORNELL MEDICAL CENTER FUND INC: $2,000 over 1y, 0.0% of budgetCOMMON CAUSE EDUCATION FUND: $2,000 over 1y, 0.0% of budgetTHE GIVING BACK FUND: $1,800 over 1y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $1,250 over 2y, 0.0% of budgetFRIENDS OF UNITED HATZALAH INC: $1,000 over 1y, 0.0% of budgetUCLA FOUNDATION: $1,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Communal FundNational Philanthropi…Gs Donor Advised Phil…Vanguard Charitable E…Morgan Stanley Global…The Bank of America C…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Jewish Communal FundNY14.8× affinity6 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · National Philanthropic Trust · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Berg Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Berg Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 50%1%5%11%20%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 12%
  • Trustees of Boston University: 12% of income from government
no gov moneyreceives it· size = income
5get no government money at all
11report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 47 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Berg Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home