Berg Family Charitable Foundation
The Berg Family Charitable Foundation is a private foundation based in Jacksonville, Florida. Its 2025 filing reports 22 grants totaling $974,480, including support for Jacksonville arts, education, civic, and community organizations.
Berg Family Charitable Foundation at a glance
In short: Berg Family Charitable Foundation gave $974K across 22 grants in 2025 (avg $44K), mostly in Florida. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $974,480
- -65.1% vs 2024
- Grants made (2025)
- 22
- -4.3% vs 2024
- Average grant
- $44,295
- -63.5% vs 2024
- Median grant
- $11,000
- Total assets
- $22,697,232
- +4.3% vs 2024
- New grantees (estimate)
- 29% first-time grantees (5 of 17, 2025; small sample)
- Primary geography
- Florida (89% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Berg Family Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 4306 Pablo Oaks Court, Jacksonville, FL 32224
Phone: (904) 353-5616
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Berg Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jacksonville Symphony ($512K across 2 grants). Together the top 10 received $959K.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 89 grants of 99 (90%).
Geographic Focus
Where this funder awards grants
In 2025, Florida recipients received 89% of grant dollars. Colorado received 6%, Wisconsin 3%, and the District of Columbia and New Jersey 1% each.
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
States
Cities
Is Berg Family Charitable Foundation open to new grantees?
29%
first-time grantees, 2025
In 2025, 5 of 17 grantees (29%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $16K; repeat grants $75K. How we count
Medians: $3K first-time, $25K repeat.
- 59% of 2025 grantees were also funded in 2024. Method
- Giving grew 251% from 2022 to 2025. Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $54K (2023) to $2.8M (2024). In 2025 it made 22 grants totaling $974K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jacksonville Symphony Jacksonville, FL | General Use | $500,000 |
| Jacksonville University Jacksonville, FL | General Use | $150,000 |
| The UNF Foundation Jacksonville, FL | General Use | $68,000 |
| Jacksonville Civic Coun Jacksonville, FL | General Use | $50,000 |
| World Affairs Council Jacksonville, FL | General Use | $35,000 |
| United Way of Ne FL Jacksonville, FL | General Use | $35,000 |
| Aspen Music Festival Aspen, CO | General Use | $30,000 |
| Leading Change Inc Madison, WI | General Use | $25,000 |
| Aspen Music Festival Aspen, CO | General Use | $13,600 |
| Jacksonville Symphony Jacksonville, FL | General Use | $12,080 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $22,697,232 | $2,230,047 | $1,505,476 | $974,480 | 22 | $1,444,469 | $2,223,889 | $1,334,899 |
| 2024 | $21,752,710 | $3,520,269 | $2,927,952 | $2,789,162 | 23 | $2,897,077 | $3,514,310 | $1,343,048 |
| 2023 | $21,100,393 | $13,038,633 | $60,102 | $53,849 | 7 | $53,849 | $968,702 | $759,813 |
| 2022 | $8,227,861 | $6,013,737 | $675,424 | $277,987 | 24 | $604,761 | $5,992,417 | $493,064 |
| 2021 | $2,783,558 | $2,451,230 | $1,198,939 | $319,072 | 23 | $1,154,186 | $887,560 | $380,563 |
| 2020 | $1,449,974 | $2,368,842 | $3,023,608 | $919,845 | 22 | — | $2,361,286 | $325,084 |
| 2019 | $2,371,290 | $1,356,243 | $1,238,474 | $436,665 | 24 | — | $1,349,056 | $422,360 |
Under IRS private-foundation payout rules, Berg Family Charitable Foundation reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for a range of charitable organizations. Jacksonville University describes its mission as empowering students’ lifelong growth as global citizens through an innovative educational experience and community-centered service. Leading Change Inc. says it aims to transform young Africans into leaders who will transform their nations. Project Chance Inc. says it provides professionally trained service dogs to children diagnosed with autism and other disabilities.
Grantmaking
In 2025, the foundation reported 22 grants totaling $974,480. Grants ranged from $100 to $500,000, with a median of $11,000. The largest grants included $500,000 to Jacksonville Symphony, $150,000 to Jacksonville University, $68,000 to The UNF Foundation, $50,000 to Jacksonville Civic Coun, and $35,000 each to World Affairs Council and United Way of NE FL. Each of these grants was listed for general use.
Other reported 2025 grants included $30,000 and $13,600 to Aspen Music Festival, $25,000 to Leading Change Inc., and $10,000 to Princeton University. Jacksonville University received $150,000; Leading Change Inc. received $25,000; The Aspen Institute Inc. received grants of $9,000 and $5,000; and Project Chance Inc. received $3,000.
Leadership & Key People
Leadership team and compensation from IRS filings
Gilchrist Berg is listed as trustee on the 2025 filing.
Berg Family Charitable Foundation is led by Gilchrist B. Berg, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Gilchrist B. Berg
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Berg Family Charitable Foundation
How much does Berg Family Charitable Foundation give each year?
Berg Family Charitable Foundation gave $974K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.8M across 23 grants.
What is Berg Family Charitable Foundation's typical grant size?
Berg Family Charitable Foundation's median grant in 2025 was $11,000, and its average grant was $44,295, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Berg Family Charitable Foundation that year got $16K on average.
Where does Berg Family Charitable Foundation give grants?
Berg Family Charitable Foundation gives mostly in Florida: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (6%). The most frequent recipient cities were Jacksonville, FL (11 grants), Aspen, CO (4 grants) and Washington, DC (2 grants).
Does Berg Family Charitable Foundation give general operating support?
Yes: 100% of Berg Family Charitable Foundation's 2025 grants with a stated purpose (22 of 22) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Berg Family Charitable Foundation's largest grantees?
Berg Family Charitable Foundation's largest 2025 grantees include Jacksonville Symphony ($512,080 across 2 grants), Jacksonville University ($150,000) and The UNF Foundation ($80,000 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.
How large is Berg Family Charitable Foundation?
Berg Family Charitable Foundation reported $22.7M in total assets on its 2025 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $1.3M (roughly 5% of its investment assets).
What does Berg Family Charitable Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants include support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Berg Family Charitable Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Berg Family Charitable Foundation's EIN?
Berg Family Charitable Foundation's EIN (Employer Identification Number) is 59-2803980. IRS Form 990 filing data is available on this page for 2019–2025.
Does Berg Family Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Berg Family Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Berg Family Charitable Foundation funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/berg-family-charitable-foundation-morg_3109de5d2d824873b2e8d0c903b74f0a
BibTeX
@misc{grantable_592803980_2026,
author = {{Grantable}},
title = {{Berg Family Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/berg-family-charitable-foundation-morg_3109de5d2d824873b2e8d0c903b74f0a},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Berg Family Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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