EIN 52-1757452

HN and Frances C Berger Foundation

IRS 501(c) type
501(c)(3)
Num. employees
17
Year formed
1996
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The HN and Frances C Berger Foundation is a private foundation based in Palm Desert, CA, dedicated to thoughtfully supporting established nonprofit organizations that promote healthcare, social services, and education. The foundation acts as a catalyst for helping others achieve their goals through collaboration, clear objectives, and determination. It primarily funds operating expenses, program support, and scholarship programs while encouraging partnerships among agencies. Last year, the foundation made 121 grants to various grantees, including Eisenhower Medical Center.
Total revenues
$27,759,670
2023
Total expenses
$39,026,888
2023
Total assets
$489,101,990
2023
Num. employees
17
2023

Program areas at HN and Frances C Berger Foundation

Golf course charitable portion of expenses over revenues supporting charity golf tournaments, internship, educational partnerships with schools, and valley resident discounts.
The Foundation owns real estate which is leased to public charities for a charitable purpose consistent with rev. Ruling 69572, c.b. 1969-2-119
Supporting charity tournaments, supporting coachella valley charities, providing education opportunities and partnerships, supporting school athletic programs, promoting enviornmental awareness and responsibility, and access to golf faciliites for coachella vally residents at substantially below-market course rates.

Grants made by HN and Frances C Berger Foundation

GranteeGrant descriptionAmount
Orlando Health FoundationComprehensive Care Center at Orlando Health Arnold Palmer Hospital for Children$800,000
Samaritan's PurseFor Critical Medical Care and Necessary Supplies-Including Food, Water, Hygiene Kite, Health Clinics and An Emergency Field Hospital$500,000
Prager University FoundationTo Support A Wide Range of Content To Promote Life, Liberty, and the Pursuit of Happiness$250,000
...and 78 more grants made totalling $4,270,191

Personnel at HN and Frances C Berger Foundation

NameTitleCompensation
Joseph K. GlassettVice President - Finance$234,371
Michael B. RoverVice President - General Counsel , Secretary$541,515
Jennifer BrockR.e and Leasing Manager / Executive Assistant$94,611
Kevin KneipAccts Rble Manager / Accts R'ble Manager$69,299
Christopher M. McGuirePresident and Chairman of the Board$766,055
...and 4 more key personnel

Financials for HN and Frances C Berger Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$7,150,794
Net rental income$4,764,982
Net gain from sale of non-inventory assets$1,311,010
Gross sales of inventory$0
Miscellaneous revenues$8,244,919
Total revenues$27,759,670

Form 990s for HN and Frances C Berger Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990PFView PDF
2022-122023-11-01990PFView PDF
2021-122022-11-11990PFView PDF
2020-122021-11-15990PFView PDF
2018-122020-01-22990PFView PDF
...and 7 more Form 990s

Organizations like HN and Frances C Berger Foundation

OrganizationLocationRevenue
Lumina FoundationIndianapolis, IN$103,090,471
Jack Kent Cooke Foundation (JKCF)Lansdowne, VA$46,441,200
The Skillman FoundationDetroit, MI$34,435,700
Boettcher FoundationDenver, CO$15,010,009
Alfred P Sloan FoundationNew York, NY$118,438,028
J F Maddox FoundationHobbs, NM$16,076,297
Bainum Family FoundationBethesda, MD$50,008,492
Research Corporation for Science Advancement (RCSA)Tucson, AZ$7,402,998
Ewing Marion Kauffman FoundationKansas City, MO$112,688,316
Jessie Ball duPont FundJacksonville, FL$21,415,423
Data update history
January 10, 2024
Posted financials
Added Form 990PF for fiscal year 2022
December 31, 2023
Received grants
Identified 1 new grant, including a grant for $2,600 from Doris & Jerome Hirschmann Family Foundation
August 5, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 27, 2023
Updated personnel
Identified 4 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedNational levelTax deductible donationsAccepts online donations
General information
Address
PO Box 13390
Palm Desert, CA 92255
Metro area
Riverside-San Bernardino-Ontario, CA
County
Riverside County, CA
Website URL
hnberger.org/ 
Phone
(760) 341-5293
IRS details
EIN
52-1757452
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
093481
FTB Entity ID
1838783
AB 488 data last updated ("as-of") date
2024-12-31
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