Funder DirectoryBERG FAMILY CHARITABLE FOUNDATION
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Private foundation (trust)EIN 592803980Est. 1987-07

BERG FAMILY CHARITABLE FOUNDATION

JACKSONVILLE, FL 32224

Total Assets

$27.8M

FY 2023

Annual Giving

$54K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$200–$25K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$13.0M

Total Expenses

$60K

Qualifying Distributions

$54K

Distributable Amount

$760K

Min. Investment Return

$773K

Payout rate 7%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.7%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $200 through median $5K to maximum $25K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $920K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

76 grants

THE BETTER ANGELS SOCIE
$500K
1 grant
UNIVERSITY OF N FLORIDA
$264K
9 grants
JACKSONVILLE UNIV
$202K
2 grants
JACKSONVILLE SYMPHONY
$151K
6 grants
WORLD AFFAIRS COUNCIL
$70K
2 grants
KIPP JACKSONVILLE SCHOO
$50K
1 grant
UNITED WAY NE FLORIDA
$50K
2 grants
PRINCETON UNIVERSITY
$44K
4 grants

Grant Size Distribution

76 grants

<$10K
54
grants
$10–50K
16
grants
$50–250K
5
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

8 states

Florida
$873K
56% of total
District of Columbia
$554K
35% of total
Colorado
$67K
4% of total
New Jersey
$44K
3% of total
New York
$10K
1% of total
Georgia
$10K
1% of total
Virginia
$10K
1% of total
Illinois
$2K
0% of total

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BERG FAMILY CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo