Stanley L And Phyllis Berger Family Foundation
- Assets
- $1.2m
- Revenue
- $425.9k
- Investments
- $1.2m
- Employees
- 0
- Location
- Southfield, MI
- Founding
- 10/2002
- Data as of
- 12/2023
- EIN
- 38-3614706
Organization Overview
Stanley L And Phyllis Berger Family Foundation is located in Southfield, MI. The organization was established in 2002. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stanley L And Phyllis Berger Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Stanley L And Phyllis Berger Family Foundation generated $425.9k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 6.8% each year. All expenses for the organization totaled $156.2k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Stanley L And Phyllis Berger Family Foundation has awarded 177 individual grants totaling $1,225,066. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stanley L Berger President, Treasurer | 0 | $0 | |
Phyllis Berger Vice President | 0 | $0 | |
Michael Berger Secretary | 0 | $0 | |
Steven Berger Director | 0 | $0 | |
Laurie Bounds Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $207,611 |
| Interest on Savings | $2,747 |
| Dividends & Interest | $30,344 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $185,186 |
| Capital Gain Net Income | $185,186 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $425,888 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $696 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,500 |
| Total operating and administrative expenses | $8,796 |
| Contributions, gifts, grants paid | $147,413 |
| Total expenses and disbursements | $156,209 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $32,298 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,215,133 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,247,431 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Stanley L And Phyllis Berger Family Foundation has awarded $147,413 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
2023 ADOPT-A-FAMILY - JEWISH FAMILY SERVICE PURPOSE: CHARITABLE | $113 |
JARC PURPOSE: CHARITABLE | $100 |
JEWISH SENIOR LIFE PURPOSE: CHARITABLE | $1,800 |
CRANBROOK EDUCATIONAL COMMUNITY PURPOSE: EDUCATIONAL | $22,500 |
JEWISH AGENCY FOR ISRAEL PURPOSE: CHARITABLE | $1,800 |
FRIENDSHIP CIRCLE PURPOSE: CHARITABLE | $10,000 |