Funder DirectoryJR and Katie Berger Family Foundation
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Private foundation (trust)EIN 851393990Est. 2022-03

JR and Katie Berger Family Foundation

Chicago, IL 60611

Total Assets

$6.2M

FY 2023

Annual Giving

$288K

FY 2023

Grants Made

45

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$250–$152K

Typical

Deadlines

Applications

Focus Areas

Corporate Foundations

Financial Snapshot

2023 filing

Total Revenue

$164K

Total Expenses

$296K

Qualifying Distributions

$292K

Distributable Amount

$288K

Min. Investment Return

$290K

Undistributed Income

$276K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

45 grants

Grant sizes from minimum $250 through median $2K to maximum $152K, 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 $288K in 2023. Hover bars for details.

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

Top Recipients

153 grants

Jewish United Fund
$283K
4 grants
United States Holocaust Memorial Museum
$50K
2 grants
Latin School of Chicago
$45K
3 grants
High Jump
$38K
4 grants
Congregation Bene Shalom
$25K
1 grant
Illinois Holocaust Museum
$25K
3 grants
Jewish Federation of Greater KC
$18K
1 grant
US Holocaust Memorial Museum (USHMM)
$15K
1 grant

Grant Size Distribution

153 grants

<$10K
140
grants
$10–50K
11
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

13 states

Illinois
$560K
80% of total
District of Columbia
$70K
10% of total
Kansas
$29K
4% of total
New York
$23K
3% of total
California
$5K
1% of total
Missouri
$4K
1% of total
Massachusetts
$3K
0% of total
Colorado
$3K
0% of total
Alabama
$2K
0% of total
South Carolina
$1K
0% of total

+3 more states

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JR and Katie Berger Family Foundation — Grants, Financials & Contact | Grantivo