Berg Family Charitable Foundation
EIN 592803980
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
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
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 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 |