Berg Family Charitable Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Berg Family Charitable Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 59-2803980
Foundation Overview
Based in Jacksonville, FL, Berg Family Charitable Foundation has awarded 180 grants totaling $4,241,571 to organizations in Colorado, Florida and 7 other states across the US. Individual grants range from $100 to $1,000,000, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 14 recipients (29%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
72% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Jacksonville (96%), Tampa (2%), Saint Cloud (1%).
Funding Trajectory
Declining funding trend with 79% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Berg Family Charitable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Jacksonville Symphony | $5,649 | Jacksonville, FL, US | General Use | 2023 |
| The Aspen Institute | $5,000 | Washington, DC, US | General Use | 2023 |
| The 200 Club | $200 | Jacksonville, FL, US | General Use | 2023 |
| American Enterprise Ins | $25,000 | Washington, DC, US | General Use | 2023 |
| Theatre Aspen | $3,000 | Aspen, CO, US | General Use | 2023 |
| Metropolitan Opera | $10,000 | New York, NY, US | General Use | 2023 |
| Fl Council On Economics | $5,000 | Tampa, FL, US | General Use | 2023 |
| Jacksonville Symphony | $5,649 | Jacksonville, FL, US | General Use | 2023 |
| The Aspen Institute | $5,000 | Washington, DC, US | General Use | 2023 |
| The 200 Club | $200 | Jacksonville, FL, US | General Use | 2023 |
| American Enterprise Ins | $25,000 | Washington, DC, US | General Use | 2023 |
| Theatre Aspen | $3,000 | Aspen, CO, US | General Use | 2023 |
| Metropolitan Opera | $10,000 | New York, NY, US | General Use | 2023 |
| Fl Council On Economics | $5,000 | Tampa, FL, US | General Use | 2023 |
| Aspen Music Festival | $35,000 | Aspen, CO, US | General Use | 2022 |
| Aces | $12,500 | Aspen, CO, US | General Use | 2022 |
| St Johns Riverkeeper | $250 | Jacksonville, FL, US | General Use | 2022 |
| Kipp Jacksonville Schoo | $50,000 | Jacksonville, FL, US | General Use | 2022 |
| Salvation Army | $100 | Jacksonville, FL, US | General Use | 2022 |
| Princeton University | $10,000 | Princeton, NJ, US | General Use | 2022 |
| Cummer Museum | $1,500 | Jacksonville, FL, US | General Use | 2022 |
| Sulzbacher Center | $1,000 | Jacksonville, FL, US | General Use | 2022 |
| Jacksonville Symphony | $10,300 | Jacksonville, FL, US | General Use | 2022 |
| Cathedral Arts Project | $1,000 | Jacksonville, FL, US | General Use | 2022 |
| United Way Ne Florida | $25,000 | Jacksonville, FL, US | General Use | 2022 |
| Ymca Tiger Academy | $5,000 | Jacksonville, FL, US | General Use | 2022 |
| University Of N Florida | $14,357 | Jacksonville, FL, US | General Use | 2022 |
| University Of N Florida | $60,000 | Jacksonville, FL, US | General Use | 2022 |
| Weta | $10,000 | Arlington, VA, US | General Use | 2022 |
| Junior Achievement N Fl | $5,000 | Jacksonville, FL, US | General Use | 2022 |
| The Community Fnd | $900 | Jacksonville, FL, US | General Use | 2022 |
| University Of N Florida | $500 | Jacksonville, FL, US | General Use | 2022 |
| The Aspen Institute | $5,000 | Washington, DC, US | General Use | 2022 |
| The Community Fnd | $9,000 | Jacksonville, FL, US | General Use | 2022 |
| Jacksonville Univ | $2,100 | Jacksonville, FL, US | General Use | 2022 |
| Jacksonville Symphony | $9,280 | Jacksonville, FL, US | General Use | 2022 |
| Mcduffie Ctr For String | $10,000 | Macon, GA, US | General Use | 2022 |
| The 200 Club | $200 | Jacksonville, FL, US | General Use | 2022 |
| Aspen Music Festival | $35,000 | Aspen, CO, US | General Use | 2022 |
| Aces | $12,500 | Aspen, CO, US | General Use | 2022 |
| St Johns Riverkeeper | $250 | Jacksonville, FL, US | General Use | 2022 |
| Kipp Jacksonville Schoo | $50,000 | Jacksonville, FL, US | General Use | 2022 |
| Salvation Army | $100 | Jacksonville, FL, US | General Use | 2022 |
| Princeton University | $10,000 | Princeton, NJ, US | General Use | 2022 |
| Cummer Museum | $1,500 | Jacksonville, FL, US | General Use | 2022 |
| Sulzbacher Center | $1,000 | Jacksonville, FL, US | General Use | 2022 |
| Jacksonville Symphony | $10,300 | Jacksonville, FL, US | General Use | 2022 |
| Cathedral Arts Project | $1,000 | Jacksonville, FL, US | General Use | 2022 |
| United Way Ne Florida | $25,000 | Jacksonville, FL, US | General Use | 2022 |
| Ymca Tiger Academy | $5,000 | Jacksonville, FL, US | General Use | 2022 |
| University Of N Florida | $14,357 | Jacksonville, FL, US | General Use | 2022 |
| University Of N Florida | $60,000 | Jacksonville, FL, US | General Use | 2022 |
| Weta | $10,000 | Arlington, VA, US | General Use | 2022 |
| Junior Achievement N Fl | $5,000 | Jacksonville, FL, US | General Use | 2022 |
| The Community Fnd | $900 | Jacksonville, FL, US | General Use | 2022 |
| University Of N Florida | $500 | Jacksonville, FL, US | General Use | 2022 |
| The Aspen Institute | $5,000 | Washington, DC, US | General Use | 2022 |
| The Community Fnd | $9,000 | Jacksonville, FL, US | General Use | 2022 |
| Jacksonville Univ | $2,100 | Jacksonville, FL, US | General Use | 2022 |
| Jacksonville Symphony | $9,280 | Jacksonville, FL, US | General Use | 2022 |
| Mcduffie Ctr For String | $10,000 | Macon, GA, US | General Use | 2022 |
| The 200 Club | $200 | Jacksonville, FL, US | General Use | 2022 |
| Cummer Museum | $1,250 | Jacksonville, FL, US | General Use | 2021 |
| The Aspen Institute | $4,700 | Washington, DC, US | General Use | 2021 |
| Jacksonville Symphony | $112,832 | Jacksonville, FL, US | General Use | 2021 |
| United Way Ne Florida | $25,000 | Jacksonville, FL, US | General Use | 2021 |
| American Red Cross | $2,000 | Jacksonville, FL, US | General Use | 2021 |
| Aces | $12,500 | Aspen, CO, US | General Use | 2021 |
| Chpc Foundation | $500 | Jacksonville, FL, US | General Use | 2021 |
| Boy Scouts Of America | $5,000 | Jacksonville, FL, US | General Use | 2021 |
| World Affairs Council | $35,000 | Jacksonville, FL, US | General Use | 2021 |
| Aspen Music Festival | $1,600 | Aspen, CO, US | General Use | 2021 |
| The Aspen Institute | $4,520 | Washington, DC, US | General Use | 2021 |
| Memorial Park Associati | $500 | Jacksonville, FL, US | General Use | 2021 |
| St Johns Riverkeeper | $250 | Jacksonville, FL, US | General Use | 2021 |
| University Of N Florida | $25,000 | Jacksonville, FL, US | General Use | 2021 |
| University Of N Florida | $60,000 | Jacksonville, FL, US | General Use | 2021 |
| The 200 Club | $200 | Jacksonville, FL, US | General Use | 2021 |
| Jacksonville Symphony | $9,620 | Jacksonville, FL, US | General Use | 2021 |
| The Aspen Institute | $5,000 | Washington, DC, US | General Use | 2021 |
| Princeton University | $10,000 | Princeton, NJ, US | General Use | 2021 |
| Salvation Army | $100 | Jacksonville, FL, US | General Use | 2021 |
| Greenscape Of Jax | $500 | Jacksonville, FL, US | General Use | 2021 |
| Jacksonville Childrens | $500 | Jacksonville, FL, US | General Use | 2021 |
| Theatre Aspen | $2,500 | Aspen, CO, US | General Use | 2021 |
| Catherdal Arts Project | $850 | Jacksonville, FL, US | General Use | 2020 |
| Princeton University | $14,100 | Princeton, NJ, US | General Use | 2020 |
| University Of N Florida | $14,345 | Jacksonville, FL, US | General Use | 2020 |
| The Aspen Institute | $5,000 | Washington, DC, US | General Use | 2020 |
| The Community Foundatio | $5,000 | Jacksonville, FL, US | General Use | 2020 |
| University Of N Florida | $60,000 | Jacksonville, FL, US | General Use | 2020 |
| The Community Fnd | $1,500 | Jacksonville, FL, US | General Use | 2020 |
| World Affairs Council | $35,000 | Jacksonville, FL, US | General Use | 2020 |
| University Of N Florida | $25,000 | Jacksonville, FL, US | General Use | 2020 |
| St Johns Riverkeeper | $250 | Jacksonville, FL, US | General Use | 2020 |
| University Of N Florida | $5,000 | Jacksonville, FL, US | General Use | 2020 |
| Princeton University | $10,000 | Princeton, NJ, US | General Use | 2020 |
| Jacksonville Univ | $200,000 | Jacksonville, FL, US | General Use | 2020 |
| Brain Research Foundati | $2,000 | Chicago, IL, US | General Use | 2020 |
| Jacksonville Symphony | $3,500 | Jacksonville, FL, US | General Use | 2020 |
| The Better Angels Socie | $500,000 | Washington, DC, US | General Use | 2020 |
| Wjct | $1,000 | Jacksonville, FL, US | General Use | 2020 |
| Boy Scouts Of America | $1,500 | Jacksonville, FL, US | General Use | 2020 |
| Crohns & Colitis | $500 | Saint Cloud, FL, US | General Use | 2020 |
| Jacksonville Childrens | $300 | Jacksonville, FL, US | General Use | 2020 |
| Cummer Museum | $10,000 | Jacksonville, FL, US | General Use | 2020 |
| Douglas Anderson School | $25,000 | Jacksonville, FL, US | General Use | 2020 |
| Aspen Music Festival | $4,100 | Aspen, CO, US | General Use | 2018 |
| University Of N Florida | $5,000 | Jacksonville, FL, US | General Use | 2018 |
| Aspen Center Environmen | $4,750 | Aspen, CO, US | General Use | 2018 |
| St Marks Episcopal Chur | $5,000 | Jacksonville, FL, US | General Use | 2018 |
| Salvation Army | $100 | Jacksonville, FL, US | General Use | 2018 |
| St Vincents Healthcare | $1,050 | Jacksonville, FL, US | General Use | 2018 |
| Greenscape Of Jacksonvi | $500 | Jacksonville, FL, US | General Use | 2018 |
| The Community Foundatio | $1,500 | Jacksonville, FL, US | General Use | 2018 |
| St Johns River Keeper | $250 | Jacksonville, FL, US | General Use | 2018 |
| St Vincents Healthcare | $50,000 | Jacksonville, FL, US | General Use | 2018 |
| Jax Children's Chorus | $300 | Jacksonville, FL, US | General Use | 2018 |
| The Community Foundatio | $5,000 | Jacksonville, FL, US | General Use | 2018 |
| University Of N Florida | $14,475 | Jacksonville, FL, US | General Use | 2018 |
| University Of N Florida | $60,000 | Jacksonville, FL, US | General Use | 2018 |
| Princeton University | $10,000 | Princeton, NJ, US | General Use | 2018 |
| Aspen Center For Enviro | $5,000 | Aspen, CO, US | General Use | 2018 |
| 2oo Club Of Jacksonvill | $125 | Jacksonville, FL, US | General Use | 2018 |
| Douglas Anderson School | $1,000 | Jacksonville, FL, US | General Use | 2018 |
| Boy Scouts Of America | $500 | Jacksonville, FL, US | General Use | 2018 |
| Boy Scouts Of America | $300 | Jacksonville, FL, US | General Use | 2018 |
| Memorial Park Associati | $500 | Jacksonville, FL, US | General Use | 2018 |
| Winston Family Ymca | $150,000 | Jacksonville, FL, US | General Use | 2018 |
| Jacksonville Symphony | $250,000 | Jacksonville, FL, US | General Use | 2018 |
| Partners Healthcare At | $25,000 | Cambridge, MA, US | General Use | 2018 |
| University Of North Fl | $14,322 | Jacksonville, FL, US | General Use | 2017 |
| Aspen Music Festival | $3,950 | Aspen, CO, US | General Use | 2017 |
| Brass | $600 | Ponte Vedra Be, FL, US | General Use | 2017 |
| The Aspen Institute | $200,000 | Aspen, CO, US | General Use | 2017 |
| Comm Foundation Ne Fl | $5,000 | Jacksonville, FL, US | General Use | 2017 |
| University Of North Fl | $60,000 | Jacksonville, FL, US | General Use | 2017 |
| Boy Scouts N Fl Council | $500 | Jacksonville, FL, US | General Use | 2017 |
| Comm Foundation Ne Fl | $1,500 | Jacksonville, FL, US | General Use | 2017 |
| Gateway Community Servi | $10,000 | Jacksonville, FL, US | General Use | 2017 |
| St Marks Episcopal Chur | $100 | Jacksonville, FL, US | General Use | 2017 |
| Anderson Ranch Art Cntr | $23,850 | Snowmass Villa, CO, US | General Use | 2017 |
| Partners Health Care | $25,000 | Waltham, MA, US | General Use | 2017 |
| Jacksonville Symphony | $1,000,000 | Jacksonville, FL, US | General Use | 2017 |
| Audubon Florida | $10,000 | Miami, FL, US | General Use | 2017 |
| Princeton University | $10,000 | Princeton, NJ, US | General Use | 2017 |
| World Affairs Council | $35,000 | Jacksonville, FL, US | General Use | 2017 |
| The Aspen Institute | $1,000 | Aspen, CO, US | General Use | 2017 |
| Boy Scouts N Fl Council | $1,000 | Jacksonville, FL, US | General Use | 2017 |
| Timucuana Parks Fnd | $500 | Jacksonville, FL, US | General Use | 2017 |
| Jacksonville Symphony | $3,750 | Jacksonville, FL, US | General Use | 2017 |
| World Affairs Council | $33,333 | Jacksonville, FL, US | General Use | 2017 |
| St Johns Riverkeeper | $250 | Jacksonville, FL, US | General Use | 2017 |
| United Way Ne Fl | $25,000 | Jacksonville, FL, US | General Use | 2017 |
| American Enterprise Ins | $25,000 | Washington, DC, US | General Use | 2017 |
| Cummer Museum | $1,250 | Jacksonville, FL, US | General Use | 2016 |
| Aspen Center Environmen | $4,000 | Aspen, CO, US | General Use | 2016 |
| University Of North Fl | $25,000 | Jacksonville, FL, US | General Use | 2016 |
| Scenic Jax Underground | $10,000 | Jacksonville, FL, US | General Use | 2016 |
| St Marks Episcopal Chur | $5,000 | Jacksonville, FL, US | General Use | 2016 |
| Jasmyn | $500 | Jacksonville, FL, US | General Use | 2016 |
| World Affairs Council | $840 | Jacksonville, FL, US | General Use | 2016 |
| Community Foundation | $5,000 | Jacksonville, FL, US | General Use | 2016 |
| The Metropolitan Opera | $5,000 | New York, NY, US | General Use | 2016 |
| University Of North Fl | $14,272 | Jacksonville, FL, US | General Use | 2016 |
| Boy Scouts Of Am Ne Fl | $1,000 | Jacksonville, FL, US | General Use | 2016 |
| St Johns Riverkeeper | $250 | Jacksonville, FL, US | General Use | 2016 |
| Ny Botanical Gardens | $23,500 | Bronx, NY, US | General Use | 2016 |
| Hope Lodge Jacksonville | $1,000 | Jacksonville, FL, US | General Use | 2016 |
| World Affairs Council | $35,000 | Jacksonville, FL, US | General Use | 2016 |
| University Of N Florida | $60,000 | Jacksonville, FL, US | General Use | 2016 |
| Gilder Lehrman Institut | $4,590 | New York, NY, US | General Use | 2016 |
| United Way Of Ne Fl | $25,000 | Jacksonville, FL, US | General Use | 2016 |
| Aspen Music Festival | $3,500 | Aspen, CO, US | General Use | 2016 |
| Theatre Aspen | $250 | Aspen, CO, US | General Use | 2016 |
| Jacksonville University | $2,275 | Jacksonville, FL, US | General Use | 2016 |
| Partners Healthcare Hom | $25,000 | Waltham, MA, US | General Use | 2016 |
| Timucuan Parks Fdn | $200 | Jacksonville, FL, US | General Use | 2016 |
| Kipp Jacksonville Schoo | $1,500 | Jacksonville, FL, US | General Use | 2016 |
| Douglas Anderson School | $950 | Jacksonville, FL, US | General Use | 2016 |
Foundations Similar to Berg Family Charitable Foundation
Discover 5 foundations with comparable assets ($27,517,360-$28,453,644), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Thomas A & Mary S James Foundation
EIN: 59-3288143 | 98 grants awarded |
$27,768,110
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$5,000
median grant |
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Marc And Sharon Hagle Charitable
EIN: 45-4474525 | 214 grants awarded |
$27,604,925
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$5,000
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Winter Park, FL
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Bruce And Cynthia Sherman
EIN: 05-0629744 | 184 grants awarded |
$27,517,360
(≈ Similar) |
$10,000
median grant |
West Palm Beach, FL
Same state |
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|
Dubow Family Foundation Inc
EIN: 59-2981682 | 846 grants awarded |
$28,347,859
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$10,000
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Gustaf Westfeldt Mcilhenny Family Founda
EIN: 72-1404522 | 497 grants awarded |
$28,453,644
(≈ Similar) |
$5,000
median grant |
Boca Grande, FL
Same state |
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Related Foundation Resources in FL:
Contact Information
Official contact details for Berg Family Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 59-2803980 |
| Website | N/A |
| Address | 4306 PABLO OAKS CT Jacksonville, FL 32224-9631 |
Key People (1)
Board members, trustees, and key staff who oversee Berg Family Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Gilchrist Berg |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Berg Family Charitable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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