Donna And Robert Berg Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Donna And Robert Berg Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 77-0567652

Foundation Overview

Based in Los Angeles, CA, Donna And Robert Berg Foundation has awarded 39 grants totaling $692,000 to organizations in California, Kentucky and 2 other states across the US. Individual grants range from $1,000 to $75,000, with a median award of $8,500.

Latest Tax Year
2024
Total Giving (all years)
$692,000
Total Assets
$138,880
Median Grant (all grants)
$8,500

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$6,250
% Median Grant Growth
+19% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
California

82% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Paso Robles (59%), San Luis Obispo (25%), Atascadero (9%).

Funding Trajectory
-30%

Declining funding trend with 30% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects + General Purposes

Dual focus on community projects (89%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Donna And Robert Berg Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Neighborhood Music School $2,500 Los Angeles, CA, US For Use In Art And Community Services 2024
Ymca Of Greater Los Angeles $7,500 Los Angeles, CA, US For Use In Providing Community Services 2024
Paso Robles Youth Arts Foundation $55,000 Paso Robles, CA, US For Use In Art And Community Services 2024
Loaves And Fishes $5,000 Paso Robles, CA, US For Use In Providing Community Services 2024
Loaves And Fishes $8,500 Paso Robles, CA, US For Use In Providing Assistance And Community Services 2023
Paso Robles Youth Arts Foundation $75,000 Paso Robles, CA, US For Use In Art And Community Services 2023
San Luis Obispo County Animal Services - Guardian Angel Fund $1,500 San Luis Obispo, CA, US To Provide Assistance To Sheltered Animals 2023
Woods Humane Society $2,000 San Luis Obispo, CA, US To Rescue And Assist Animals In Need 2023
Paso Robles Youth Arts Foundation $25,000 Paso Robles, CA, US For Use In Art And Community Services 2022
Woods Humane Society $1,500 San Luis Obispo, CA, US To Rescue And Assist Animals In Need 2022
San Luis Obispo County Animal Services - Guardian Angel Fund $1,000 San Luis Obispo, CA, US To Provide Assistance To Sheltered Animals 2022
Loaves And Fishes $7,500 Paso Robles, CA, US For Use In Providing Assistance And Community Services 2022
Paso Robles Youth Arts Foundation $25,000 Paso Robles, CA, US For Use In Art And Community Services 2022
Woods Humane Society $1,500 San Luis Obispo, CA, US To Rescue And Assist Animals In Need 2022
San Luis Obispo County Animal Services - Guardian Angel Fund $1,000 San Luis Obispo, CA, US To Provide Assistance To Sheltered Animals 2022
Loaves And Fishes $7,500 Paso Robles, CA, US For Use In Providing Assistance And Community Services 2022
Paso Robles Youth Arts Foundation $25,000 Paso Robles, CA, US For Use In Art And Community Services 2022
Woods Humane Society $1,500 San Luis Obispo, CA, US To Rescue And Assist Animals In Need 2022
San Luis Obispo County Animal Services - Guardian Angel Fund $1,000 San Luis Obispo, CA, US To Provide Assistance To Sheltered Animals 2022
Loaves And Fishes $7,500 Paso Robles, CA, US For Use In Providing Assistance And Community Services 2022
Paso Robles Youth Arts Foundation $50,000 Paso Robles, CA, US For Use In Art And Community Services 2021
Loaves And Fishes $5,000 Paso Robles, CA, US For Use In Community Services 2020
Paso Robles Youth Arts Foundation $50,000 Paso Robles, CA, US For Use In Art And Community Services 2020
Dav Charitable Service Trust $10,000 Cold Spring, KY, US For Use In Veteran Services 2018
Fisher House Foundation $10,000 Rockville, MD, US For Use In Veteran Services 2018
Loaves And Fishes $5,000 Paso Robles, CA, US For Use In Community Services 2018
Woods Humane Society $20,000 Atascadero, CA, US For Use In Animal Rescue Services 2018
Paso Robles Youth Arts Foundation $50,000 Paso Robles, CA, US For Use In Art And Community Services 2018
Kids Of Courage $5,000 Cedarhurst, NY, US For Use In Community Services 2018
Dav Charitable Service Trust $12,500 Cold Spring, KY, US For Use In Veteran Services 2017
Fisher House Foundation $12,500 Rockville, MD, US For Use In Veteran Services 2017
Loaves And Fishes $5,000 Paso Robles, CA, US For Use In Community Services 2017
North County Humane Society $20,000 Atascadero, CA, US For Use In Animal Rescue Services 2017
Paso Robles Youth Arts Foundation $75,000 Paso Robles, CA, US For Use In Art And Community Services 2017
Loaves And Fishes $5,000 Paso Robles, CA, US For Use In Community Services 2016
North County Humane Society $20,000 Atascadero, CA, US For Use In Animal Rescue Services 2016
Paso Robles Youth Arts Foundation $50,000 Paso Robles, CA, US For Use In Art And Community Services 2016
Fisher House Foundation $12,500 Rockville, MD, US For Use In Veteran Services 2016
Dav Charitable Service Trust $12,500 Cold Spring, KY, US For Use In Veteran Services 2016

Foundations Similar to Donna And Robert Berg Foundation

Discover 5 foundations with comparable assets ($138,092-$139,706), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 77-0546905 | 15 grants awarded
$139,265
(≈ Similar)
$5,000
median grant
Ventura, CA
Same state
100%
Excellent match

EIN: 94-2417732 | 96 grants awarded
$139,512
(≈ Similar)
$5,000
median grant
Oakland, CA
Same state
100%
Excellent match

EIN: 91-2169788 | 5 grants awarded
$139,564
(≈ Similar)
$10,000
median grant
Rancho Santa Fe, CA
Same state
100%
Excellent match

EIN: 87-3792957 | 12 grants awarded
$138,092
(≈ Similar)
$8,000
median grant
Los Angeles, CA
Same state
100%
Excellent match

EIN: 30-0027632 | 72 grants awarded
$139,706
(≈ Similar)
$5,000
median grant
Calabasas, CA
Same state
100%
Excellent match

Contact Information

Official contact details for Donna And Robert Berg Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 77-0567652
Website N/A
Address 5550 TOPANGA CANYON BLVD STE 210 Woodland Hls, CA 91367-7469

Key People (2)

Board members, trustees, and key staff who oversee Donna And Robert Berg Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Sandra Berg
Secretary/treasurer Jennifer Lahoda

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Donna And Robert Berg Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.