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
2022-12-01
NTEE code, primary
Description
The HN and Frances C Berger Foundation is a private foundation located in Palm Desert, CA. Its purpose is to fund operating expenses, program support, educational programs, and operational support for various charitable funds including the d1400: Mahnaz and David Newman Charitable Fund, youth programs, and the Weil Institute. Additionally, the foundation owns real estate which is leased to public charities for charitable purposes consistent with Rev. Ruling 69572. Last year, the foundation made 127 grants to grantees such as Loma Linda University Health and others.
Total revenues
$63,534,141
2022
Total expenses
$36,704,429
2022
Total assets
$500,297,259
2022
Num. employees
17
2022

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
The Foundation also owns and operates a senior citizen mobile home park with 155 spaces, which use is consistent with rev. Ruling 79-18, c.b. 1979-194
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

Who funds HN and Frances C Berger Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Doris & Jerome Hirschmann Family FoundationCharitable$2,600

Personnel at HN and Frances C Berger Foundation

NameTitleCompensation
Joseph GlassettVice President - Finance$234,371
Michael B. RoverVice President - General Counsel$541,515
Jennifer BrockR.e and Leasing Manager / Executive Assistant$94,611
Kevin KneipAccts Rble Manager / Accts R'ble Manager$69,299
Ruel Ortiz-LuisController / Accounting Manager 36 00] 25 , 718 None$143,367
...and 6 more key personnel

Financials for HN and Frances C Berger Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$8,883,303
Net rental income$1,694,756
Net gain from sale of non-inventory assets$38,661,780
Gross sales of inventory$0
Miscellaneous revenues$7,581,474
Total revenues$63,534,141

Form 990s for HN and Frances C Berger Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-01990PFView PDF
2021-122022-11-11990PFView PDF
2020-122021-11-15990PFView PDF
2018-122020-01-22990PFView PDF
2017-122019-02-02990PFView PDF
...and 6 more Form 990s

Organizations like HN and Frances C Berger Foundation

OrganizationLocationRevenue
Jack Kent Cooke Foundation (JKCF)Lansdowne, VA$46,441,200
Lumina FoundationIndianapolis, IN$103,090,471
Skillman FoundationDetroit, MI$34,435,700
Alfred P Sloan FoundationNew York, NY$118,541,925
Bainum Family FoundationBethesda, MD$50,008,492
Ewing Marion Kauffman FoundationKansas City, MO$112,688,316
J F Maddox FoundationHobbs, NM$16,076,297
Jessie Ball duPont FundJacksonville, FL$21,415,423
Colcom FoundationPittsburgh, PA$23,457,577
Hector and Gloria Lopez FoundationAustin, TX$64,044,025
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 - Reporting Incomplete
FTB status revoked
Not revoked
AG Registration Number
093481
FTB Entity ID
1838783
AB 488 data last updated ("as-of") date
2024-10-16
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