Civic Intelligence

Berger Family Charitable Foundation

EIN 20-8629538 • New York, NY

1177 Avenue Of The Americas 18New York, NY 10036
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.06x

Higher debt load relative to assets than 60% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.49x

Higher debt load relative to revenue than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

5.4%

Faster revenue growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$2,115,136

Up $387,825 (+22%) from 2023

Liabilities

Flat

$108,400

Flat from 2023

Net Assets

Up

$2,006,736

Up $387,825 (+24%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin97th percentile

Revenue

Up

$236,544

Up $15,213 (+6.9%) from 2023

Expenses

Up

$61,680

Up $51,075 (+482%) from 2023

Net Income

Down

$174,864

Down $35,862 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $254,792Liabilities 2010: $0Net Assets 2010: $254,7922010Assets 2011: $143,406Liabilities 2011: $0Net Assets 2011: $143,4062011Assets 2012: $4Liabilities 2012: $0Net Assets 2012: $42012Assets 2013: $51,642Liabilities 2013: $0Net Assets 2013: $51,6422013Assets 2014: $46,078Liabilities 2014: $0Net Assets 2014: $46,0782014Assets 2015: $46,144Liabilities 2015: $0Net Assets 2015: $46,1442015Assets 2016: $43,098Liabilities 2016: $0Net Assets 2016: $43,0982016Assets 2017: $301,044Liabilities 2017: $0Net Assets 2017: $301,0442017Assets 2018: $484,116Liabilities 2018: $0Net Assets 2018: $484,1162018Assets 2019: $725,683Liabilities 2019: $0Net Assets 2019: $725,6832019Assets 2022: $1,660,975Liabilities 2022: $108,400Net Assets 2022: $1,552,5752022Assets 2023: $1,727,311Liabilities 2023: $108,400Net Assets 2023: $1,618,9112023Assets 2024: $2,115,136Liabilities 2024: $108,400Net Assets 2024: $2,006,7362024

Latest loaded filing

2024

Assets$2,115,136
Liabilities$108,400
Net Assets$2,006,736
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2010: $283,0652010Expenses 2011: $351,1522011Expenses 2012: $325,2932012Revenue 2013: $351,708Expenses 2013: $300,070Net Income 2013: $51,6382013Revenue 2014: $32Expenses 2014: $5,595Net Income 2014: -$5,5632014Revenue 2015: $66Expenses 2015: $0Net Income 2015: $662015Revenue 2016: $181Expenses 2016: $3,227Net Income 2016: -$3,0462016Revenue 2017: $259,446Expenses 2017: $1,500Net Income 2017: $257,9462017Revenue 2018: $187,873Expenses 2018: $1,625Net Income 2018: $186,2482018Revenue 2019: $192,158Expenses 2019: $1,983Net Income 2019: $190,1752019Revenue 2022: $209,899Expenses 2022: $7,716Net Income 2022: $202,1832022Revenue 2023: $221,331Expenses 2023: $10,605Net Income 2023: $210,7262023Revenue 2024: $236,544Expenses 2024: $61,680Net Income 2024: $174,8642024

Latest loaded filing

2024

Revenue$236,544
Expenses$61,680
Net Income$174,864
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.11$2.01$0.24$0.06$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.11$1.62$0.22$0.01$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.11$1.55$0.21$0.01$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.19$0.00$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.19$0.00$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.26$0.00$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.35$0.30$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33
2011Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.35
2010Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 2, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY J BERGERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INCGENERAL CHARITABLE-NEW YORK, NY, US$280,216
Paid GrantDANA FARBER CANCER INSTITUTEGENERAL CHARITABLE-BOSTON, MA, US$10,000
Filing and Contact Details

Filer

Filer Name
Berger Family Charitable Foundation
EIN
20-8629538
Phone
6462135100
Address
1177 AVENUE OF THE AMERICAS 18, NEW YORK, NY 10036

Signing Officer

Name
Harvey J Berger
Title
Trustee
Phone
6462135100
Signed
2026-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Brett a Larsen
Phone
6462135100
Raw XML Appendix306 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01875
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01875
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO THE INSTRUCTIONS TO FORM 990-PF AND APPLICABLE TREASURY REGULATIONS, BERGER FAMILY CHARITABLE FOUNDATION, EIN #20-8629538, HEREBY ELECTS TO APPLY $185,205 OF ITS QUALIFYING DISTRIBUTION AMOUNT FOR 2025 TO UNDISTRIBUTED INCOME REMAINING FROM TAX YEARS PRIOR TO 2024.THIS ELECTION IS MADE WITH THE FILING OF THE ORGANIZATION'S FORM 990-PF FOR 2025. THE ELECTED AMOUNT IS REPORTED ON PART XII, LINE 4B OF FORM 990-PF.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc07,897.77 SHARES GS HIGH YIELD FLOATING RATE FUND CLASS P
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06462135100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1280216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DANA FARBER CANCER INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0450 BROOKLINE AVENUE BP418
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 WEST STREET 15TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110282
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0290216
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015995
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0185205
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt090891
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02023
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0292091
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0185205
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt083235
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt090891
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0EDITH BERGER CHARITABLE LEAD ANNUITY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O ANDERSEN TAX LLC 1177 AVENUE OF
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010036
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0181460
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013475
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0202810
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
TaxesSchedule/TaxesDetail/Amt0599
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY J BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06462135100
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGER FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ANDERSEN TAX LLC
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0208629538
ReturnHeader/Filer/PhoneNum06462135100
ReturnHeader/Filer/USAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS 18
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS 18TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT A LARSEN
ReturnHeader/ReturnTs02026-03-02T08:26:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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