BERG Family Charitable Foundation

EIN 592803980 Private Foundation

Jacksonville, FL 32204 |(904) 355-5959

Total Given 2016–2023
$3.9M
149 grants · $489K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $1K–$14K
grant size
35%
supporter · 25/71 multi-year
repeat
$27.8M
Assets (2023)
71
Distinct Recipients

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (904) 355-5959

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $255K $15.3M $9.1M 25
2017 $1.5M $15.2M $899K 24
2018 $594K $8.6M $2.0M 24
2020 $920K $6.6M $2.4M 22
2021 $319K $16.1M $2.5M 23
2022 $278K $13.7M $6.0M 24
2023 $54K $27.8M $13.0M 7

Grant Size Distribution

Based on 149 grants on record

Minimum
$100
25th Pctl
$1K
Median
$5K
Average
$26K
75th Pctl
$14K
Maximum
$1.0M

Geographic Distribution

Officers & Directors

Grants Awarded (149 total)

Purpose
Jacksonville Symphony Jacksonville, FL $1,000,000 GENERAL USE 2017
The Better Angels Socie Washington, DC $500,000 GENERAL USE 2020
Jacksonville Symphony Jacksonville, FL $250,000 GENERAL USE 2018
Jacksonville UNIV Jacksonville, FL $200,000 GENERAL USE 2020
The Aspen Institute Aspen, CO $200,000 GENERAL USE 2017
Winston Family YMCA Jacksonville, FL $150,000 GENERAL USE 2018
Jacksonville Symphony Jacksonville, FL $112,832 GENERAL USE 2021
University of N. Florida Jacksonville, FL $60,000 GENERAL USE 2018
University of N. Florida Jacksonville, FL $60,000 GENERAL USE 2020
University of N. Florida Jacksonville, FL $60,000 GENERAL USE 2021
University of N. Florida Jacksonville, FL $60,000 GENERAL USE 2016
University of North FL Jacksonville, FL $60,000 GENERAL USE 2017
University of N. Florida Jacksonville, FL $60,000 GENERAL USE 2022
St Vincents Healthcare Jacksonville, FL $50,000 GENERAL USE 2018
KIPP Jacksonville Schoo Jacksonville, FL $50,000 GENERAL USE 2022
World Affairs Council Jacksonville, FL $35,000 GENERAL USE 2020
World Affairs Council Jacksonville, FL $35,000 GENERAL USE 2021
World Affairs Council Jacksonville, FL $35,000 GENERAL USE 2016
World Affairs Council Jacksonville, FL $35,000 GENERAL USE 2017
Aspen Music Festival Aspen, CO $35,000 GENERAL USE 2022
World Affairs Council Jacksonville, FL $33,333 GENERAL USE 2017
Partners Healthcare at Cambridge, MA $25,000 GENERAL USE 2018
University of N. Florida Jacksonville, FL $25,000 GENERAL USE 2020
Douglas Anderson School Jacksonville, FL $25,000 GENERAL USE 2020
United Way Ne Florida Jacksonville, FL $25,000 GENERAL USE 2021

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