LEO V BERGER FUND
https://N/ATotal Given 2017–2024
$1.9M
77 grants · $234K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $2K–$25K
grant size
19%
balanced · 10/54 multi-year
repeat
$3.8M
Assets · 2021
54
Distinct recipients
About
EFFECTIVE JANUARY 1, 2020, THE FOUNDATION MADE THE BELOW DISTRIBUTIONS IN A SUBSTANTIAL CONTRACTION. THE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS BUT IS EFFECTIVELY DIVIDING THE FOUNDATION INTO TWO SEPARATE FOUNDATIONS BOTH OF WHICH WILL CONTINUE TO CARRY ON THE MISSION OF THE ORIGINAL FOUNDER. TRANSFEREE: LEO V. BERGER FOUNDATION 3635 OLD COURT ROAD, #309 PIKESVILLE, MD 21208 EIN: 83-1003749 ASSETS DISTRIBUTED AND FMV: CASH AND MARKETABLE SECURITIES VALUED AT $3,982,957.72 THE DISTRIBUTION WAS MADE PURSUANT TO A CAPITAL ENDOWMENT GRANT AGREEMENT BETWEEN THE LEO V. BERGER FUND AND LEO V. BERGER FOUNDATION (COPY ENCLOSED). THE DISTRIBUTION IS REFLECTED PAGE 2, PART III, LINE 5.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
6463196404
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $411K | $8.2M | $257K | 36 |
| 2018 | $423K | $7.3M | $391K | 13 |
| 2019 | N/A | $7.6M | $222K | N/A |
| 2020 | $316K | $3.5M | $106K | 8 |
| 2021 | $183K | $3.8M | $244K | 4 |
| 2022 | $172K | $3.5M | $42K | 5 |
| 2023 | $187K | $3.8M | $121K | 7 |
| 2024 | $183K | $3.9M | $177K | 4 |
Grant Size Distribution
Based on 77 grants on record
Minimum
$500
25th Pctl
$2K
Median
$8K
Average
$24K
75th Pctl
$25K
Maximum
$250K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JOSHUA SCHWARTZ | VICE PRESIDENT | — |
| JASON SCHWARTZ | PRESIDENT AND TREASURER | — |
| JONATHAN SCHWARTZ | VICE PRESIDENT AND SECRETARY | — |
| HARVEY SCHWARTZ ESQDECEASED | FORMER PRESIDENT | — |
| HARVEY SCHWARTZ ESQ | DIRECTOR - PRESIDENT | — |
| SIGMUND KASSAP | DIRECTOR - VICE PRESIDENT | — |
| HARRY KASSAP | DIRECTOR | — |
Grants Awarded (77 total)
| Purpose | ||||
|---|---|---|---|---|
| FRIENDS OF UNITED HATZALAH INC | NEW YORK, NY | $250,000 | GENERAL CHARITABLE | 2020 |
| AISH HATORAH | NEW YORK, NY | $165,700 | GENERAL CHARITABLE | 2018 |
| FRIENDS OF UNITED HATZALAH INC | NEW YORK, NY | $115,000 | GENERAL CHARITABLE | 2022 |
| BATYA-FRIENDS OF UNITED HATZALAH INC | NEW YORK, NY | $107,000 | GENERAL CHARITABLE | 2021 |
| FRIENDS OF UNITED HATZALAH INC | NEW YORK, NY | $100,000 | GENERAL CHARITABLE | 2018 |
| FRIENDS OF UNITED HATZALAH INC | NEW YORK, NY | $78,000 | GENERAL CHARITABLE | 2017 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | NEW YORK, NY | $75,000 | GENERAL CHARITABLE | 2024 |
| MCDONOGH SCHOOL INCORPORATED | OWINGS MILLS, MD | $75,000 | GENERAL CHARITABLE | 2017 |
| FRIENDS OF ISRAEL DEFENSE FORCES | NEW YORK, NY | $57,000 | GENERAL CHARITABLE | 2024 |
| EZER MIZION | BROOKLYN, NY | $50,000 | GENERAL CHARITABLE | 2023 |
| SOCIETY FOR THE PROMOTION OF JEWISH EDUCATION | NEW YORK, NY | $50,000 | GENERAL CHARITABLE | 2021 |
| AMERICAN FRIENDS OF YESHIVATH KEREM BEYAVNE INC | BROOKLYN, NY | $50,000 | GENERAL CHARITABLE | 2023 |
| AMERICAN FRIENDS OF THE IDF RABBINATE | NEW YORK, NY | $50,000 | GENERAL CHARITABLE | 2018 |
| FRIENDS OF UNITED HATZALAH INC | NEW YORK, NY | $44,500 | GENERAL CHARITABLE | 2023 |
| MPT FOUNDATION INC | OWINGS MILLS, MD | $42,000 | GENERAL CHARITABLE | 2017 |
| AMERICAN FRIENDS OF IYIM | FAR ROCKAWAY, NY | $36,500 | GENERAL CHARITABLE | 2017 |
| FRIENDS OF UNITED HATZALAH INC | NEW YORK, NY | $36,000 | GENERAL CHARITABLE | 2024 |
| FRIENDS OF ISRAEL DEFENSE FORCES | NEW YORK, NY | $30,000 | GENERAL CHARITABLE | 2023 |
| AHAVAT YISROEL HUMANITY INC | BROOKLYN, NY | $25,000 | GENERAL CHARITABLE | 2020 |
| AMERICAN FRIENDS OF INTERNATIONAL YOUNG ISRAEL MOVEMENT | FAR ROCKAWAY, NY | $25,000 | GENERAL CHARITABLE | 2018 |
| FRIENDS OF LONE SOLDIER | NEW YORK, NY | $25,000 | GENERAL CHARITABLE | 2022 |
| FRIENDS OF ASOR FUND USA INC | JERUSALEM | $25,000 | GENERAL CHARITABLE | 2021 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | WASHINGTON, CA | $25,000 | GENERAL CHARITABLE | 2018 |
| FRIENDS OF ISRAEL DEFENSE FORCES | NEW YORK, NY | $25,000 | GENERAL CHARITABLE | 2020 |
| ICPHH | NEW YORK, NY | $25,000 | GENERAL CHARITABLE | 2018 |