HN and Frances C. Berger Foundation
EIN 521757452 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$37.7M
542 grants · $9.4M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$20K
typical small grants · $5K–$40K
grant size
41%
supporter · 108/264 multi-year
repeat
$525.0M
Assets (2023)
264
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(760) 341-5293
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $6.8M | $540.1M | $33.5M | 188 |
| 2021 | $15.9M | $561.2M | $30.2M | 125 |
| 2022 | $7.0M | $521.4M | $63.5M | 108 |
| 2023 | $7.9M | $525.0M | $27.8M | 121 |
Grant Size Distribution
Based on 542 grants on record
Minimum
$750
25th Pctl
$5K
Median
$20K
Average
$70K
75th Pctl
$40K
Maximum
$7.2M
Geographic Distribution
Texas Counties Served
0.4% of US grants
· Rank #11 of 25 states
$25K across
2 grants
2 of 254 counties
Top 2 counties
- 1 Parker
- 2 Fort Bend
Officers & Directors
CR
Catharine Reed
4+ yrs
Vice President Programs/Director
Leadership
JG
Joseph Glassett
4+ yrs
Vice President CFO
Leadership
JK
Joan Kalimanis
4+ yrs
Director/Vice President
Leadership
DV
Douglass Vance
4+ yrs
Vice President Real Estate/Director
Leadership
CM
Christopher McGuire
4+ yrs
President/Board Chairman
Leadership
MS
Michael Stutz
4+ yrs
Director
MR
Michael Rover
4+ yrs
Director/General Counsel
FW
Francis WONG
4+ yrs
Director
DB
Darrell Burrage
4+ yrs
Director
CR
Catharine Reed
4+ yrs
Vice President Programs/Director
Leadership
CM
Christopher McGuire
4+ yrs
President/Board Chairman
Leadership
DV
Douglass Vance
4+ yrs
Vice President Real Estate/Director
Leadership
JK
Joan Kalimanis
4+ yrs
Director/Vice President
Leadership
JG
Joseph Glassett
4+ yrs
Vice President CFO
Leadership
DB
Darrell Burrage
4+ yrs
Director
FW
Francis WONG
4+ yrs
Director
MR
Michael Rover
4+ yrs
Director
MS
Michael Stutz
4+ yrs
Director
JG
Joseph Glassett
4+ yrs
Vice President-CFO
Leadership
JK
Joan Kalimanis
4+ yrs
Director/Vice President
Leadership
CM
Christopher McGuire
4+ yrs
President/Board Chairman
Leadership
DV
Douglass Vance
4+ yrs
Vice President-Real Estate/Director
Leadership
CR
Catharine Reed
4+ yrs
Vice President-Programs/Director
Leadership
DB
Darrell Burrage
4+ yrs
Director
MR
Michael Rover
4+ yrs
Director
MS
Michael Stutz
4+ yrs
Director
FW
Francis Wong
4+ yrs
Director
CR
Catharine Reed
4+ yrs
Vice President-Programs/Director
Leadership
DV
Douglass Vance
4+ yrs
Vice President-Real Estate/Director
Leadership
CM
Christopher McGuire
4+ yrs
President/Board Chairman
Leadership
JK
Joan Kalimanis
4+ yrs
Director/Vice President
Leadership
JG
Joseph Glassett
4+ yrs
Vice President-CFO
Leadership
DB
Darrell Burrage
4+ yrs
Director
FW
Francis Wong
4+ yrs
Director
MS
Michael Stutz
4+ yrs
Director
MR
Michael Rover
4+ yrs
Director
Grants Awarded (542 total)
| Purpose | ||||
|---|---|---|---|---|
| LOMA Linda University Health | LOMA Linda, CA | $7,250,000 | WEIL INSTITUTE OF CRITICAL CARE MEDICINE BUILDING | 2021 |
| County of Riverside | Riverside, CA | $1,800,000 | CONDITION 080-FIRE | 2021 |
| City of Indio | Indio, CA | $1,070,000 | A Single-Tenant Commercial Building; 2.77 - acres; Located at 44700 Palm St. Indio, CA: APN: 611-164-003 | 2022 |
| Eisenhower Medical Center | Rancho Mirage, CA | $1,000,000 | COVID-19 healthcare medical and financial crisis | 2020 |
| Elsenshower Medical Center | Rancho Mirage, CA | $1,000,000 | A NEW CARDIAC VASCULAR INSTITUTE | 2021 |
| Eisenhower Medical Center | Rancho Mirage, CA | $1,000,000 | to support the Eisenhower Campaign for the Cardiovascular Institute | 2023 |
| Orlando Health Foundation | Orlando, FL | $800,000 | COMPRENSIVE CARE CENTER AT ORLANDO | 2021 |
| Orlando Health Foundation | Orlando, FL | $800,000 | Comprehensive Care Center at Orlando Health Arnold Palmer Hospital for Children | 2022 |
| Orlando Health Foundation | Orlando, FL | $800,000 | Comprehensive Care Center at Orlando Health Arnold Palmer Hospital for Children | 2023 |
| Honor Health Foundation | Scottsdale, AZ | $520,000 | to upgrade the K-9 training field | 2022 |
| Orlando Health Foundation | Orlando, FL | $500,000 | Grant 2 of 2, In memory of Tom Kalimanis | 2020 |
| Teammates for Kids Foundation | Denver, CO | $500,000 | OPERATING EXPENSES | 2021 |
| Samaritan's Purse | Boone, NC | $500,000 | for critical medical care and necessary supplies-including food, water, hygiene kite, health clinics and an... | 2022 |
| CECSeabee Historical Foundation | Gulfport, MS | $500,000 | match for SHF memberships | 2022 |
| Palm Springs Air Museum | Palm Springs, CA | $500,000 | the construction of the Auen Learning Center | 2023 |
| USC Arcadia Hospital Foundation | Arcadia, CA | $500,000 | to purchase a new CT Scanner in the Emergency Department | 2023 |
| Cumberland College | Williamsburg, KY | $300,000 | Scholarship Programs | 2023 |
| Pacific Heart Lung & Blood Institute - PHLBI | Los Angeles, CA | $250,000 | support for Dr. Cameron's mesothelioma research | 2020 |
| University of California San Francisco | San Francisco, CA | $250,000 | Dr. David Jablon's Mesothelioma Research | 2020 |
| University of California San Francisco | San Francisco, CA | $250,000 | Dr. David Jablon's Mesothelioma Research | 2021 |
| Prager University Foundation | Sherman Oa, CA | $250,000 | to support a wide range of content to promote Life, Liberty, and the Pursuit of Happiness | 2022 |
| The First Academy Inc | Orlando, FL | $250,000 | to complete renovations to the track, scoreboard, lighting, and fencing | 2023 |
| Loma Linda University Health | Loma Linda, CA | $250,000 | to support efforts to prepare the Rancho Mirage facility for planning design, building repairs, maintenance and upkeep | 2023 |
| Palm Springs Air Museum | Palm Springs, CA | $250,000 | the Auen Learning Center | 2023 |
| Prager University Foundation | Sherman Oaks, CA | $250,000 | One through Five of the Five Minute Video sponsorship | 2023 |
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