Berg Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GOLDEN BEACH, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 3 grants totaling $321K. Net investment income was $42K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$321K
+1338.5% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$107K
+859.0% YoY
About Berg Family Foundation Inc
Based on IRS filings
Berg Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GOLDEN BEACH, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 3 grants totaling $321K. Net investment income was $42K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $135,535 | $295,325 |
| Revenue | $41,791 | $-3,515 | $8,082 |
| Expenses | $321,238 | $22,580 | $22,359 |
| Qualifying Distributions | $321,235 | $22,332 | $22,179 |
| Net Investment Income | $41,788 | $848 | $7,902 |
| Distributable Amount | — | $6,992 | $15,201 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JANICE LIPTON | SECRETARY | — | — |
| ALAN LIPTON | CFO & DIRECTOR | — | — |
| SUSAN R HANTMAN | DIRECTOR | — | — |
| AUSTIN P MOLLER | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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