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Berg Family Charitable Foundation is a private corporation based in JACKSONVILLE, FL. The foundation received its IRS ruling in 1987. It holds total assets of $21.8M. Annual income is reported at $41M. Total assets have grown from $1M in 2011 to $21.1M in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Florida. According to available records, Berg Family Charitable Foundation has made 78 grants totaling $929K, with a median grant of $5K. Annual giving has decreased from $319K in 2021 to $54K in 2023. Grantmaking activity was highest in 2022 with $556K distributed across 48 grants. Individual grants have ranged from $100 to $113K, with an average award of $12K. The foundation has supported 31 unique organizations. The foundation primarily supports organizations in Florida, Colorado, District of Columbia, which account for 90% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$5K
Average Grant
$42K
Largest Grant
$500K
Based on 22 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Berg Family Charitable Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 78 grants. Its grantmaking reaches organizations primarily in FL, CO, DC.
Berg Family Charitable Foundation has distributed a total of $929K across 78 grants. The median grant size is $5K, with an average of $12K. Individual grants have ranged from $100 to $113K.
Berg Family Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Berg Family Charitable Foundation is headquartered in JACKSONVILLE, FL. While based in FL, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Gilchrist Berg | TRUSTEE | $0 | $0 | N/A |
Total Giving
$60K
Total Assets
$21.1M
Fair Market Value
$27.8M
Net Worth
$21.1M
Grants Paid
$54K
Contributions
$12M
Net Investment Income
$969K
Distribution Amount
$760K
Total: $20.8M
Total Grants
78
Total Giving
$929K
Average Grant
$12K
Median Grant
$5K
Unique Recipients
31
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Enterprise InsGENERAL USE | Washington, DC | $25K | 2023 |
| Metropolitan OperaGENERAL USE | New York, NY | $10K | 2023 |
| Jacksonville SymphonyGENERAL USE | Jacksonville, FL | $6K | 2023 |
| The Aspen InstituteGENERAL USE | Washington, DC | $5K | 2023 |
| Fl Council On EconomicsGENERAL USE | Tampa, FL | $5K | 2023 |
| Theatre AspenGENERAL USE | Aspen, CO | $3K | 2023 |
| The 200 ClubGENERAL USE | Jacksonville, FL | $200 | 2023 |
| University Of N FloridaGENERAL USE | Jacksonville, FL | $60K | 2022 |
| Kipp Jacksonville SchooGENERAL USE | Jacksonville, FL | $50K | 2022 |
| Aspen Music FestivalGENERAL USE | Aspen, CO | $35K | 2022 |
| United Way Ne FloridaGENERAL USE | Jacksonville, FL | $25K | 2022 |
| AcesGENERAL USE | Aspen, CO | $13K | 2022 |
| Princeton UniversityGENERAL USE | Princeton, NJ | $10K | 2022 |
| WetaGENERAL USE | Arlington, VA | $10K | 2022 |
| Mcduffie Ctr For StringGENERAL USE | Macon, GA | $10K | 2022 |
| The Community FndGENERAL USE | Jacksonville, FL | $9K | 2022 |
| Ymca Tiger AcademyGENERAL USE | Jacksonville, FL | $5K | 2022 |
| Junior Achievement N FlGENERAL USE | Jacksonville, FL | $5K | 2022 |
| Jacksonville UnivGENERAL USE | Jacksonville, FL | $2K | 2022 |
| Cummer MuseumGENERAL USE | Jacksonville, FL | $2K | 2022 |
| Cathedral Arts ProjectGENERAL USE | Jacksonville, FL | $1K | 2022 |
| Sulzbacher CenterGENERAL USE | Jacksonville, FL | $1K | 2022 |
| St Johns RiverkeeperGENERAL USE | Jacksonville, FL | $250 | 2022 |