Berg Family Foundation Inc
Berg Family Foundation Inc is a private foundation, 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.
Key facts about Berg Family Foundation Inc
In short: Berg Family Foundation Inc gave $321K across 3 grants in 2024 (avg $107K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- EIN
- 82-2445724
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $321,235
- Grants made (2024)
- 3
- Average grant
- $107,078
- Median grant
- $115,000
- Primary geography
- Florida (64% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
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
How Berg Family Foundation Inc gives
- Giving grew 3469% from 2021 to 2024. Method
- In 2023 it paid out 319% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $9K (2020) to $321K (2024). In 2024 it made 3 grants totaling $321K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Greater Miami Jewish Federation ($150K). Together the top 3 received $321K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 11 grants of 14 (79%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greater Miami Jewish Federation Miami, FL | The federation mobilizes human and financial resources to care for those in need | $150,000 |
| American Friends of Magen David Adom New York, NY | Provides a high level of medical emergency care and trains paramedics in the latest rescue technologies | $115,000 |
| Institute of Contemporary Art Miami, FL | To promote public programs for both the exchange of ideas and stimulate artistic production | $56,235 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Berg Family Foundation Inc's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alan Lipton
CFO & Director
On filings since 2020
No compensation reported
Austin P. Moller
Director
On filings since 2020
No compensation reported
Susan R. Hantman
Director
On filings since 2020
No compensation reported
Janice Lipton
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Foundation Inc
How much does Berg Family Foundation Inc give each year?
Berg Family Foundation Inc gave $321K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $22K across 2 grants.
What is Berg Family Foundation Inc's typical grant size?
Berg Family Foundation Inc's median grant in 2024 was $115,000, and its average grant was $107,078, across 3 grants on its 2024 IRS Form 990-PF.
Where does Berg Family Foundation Inc give grants?
Berg Family Foundation Inc gives mostly in Florida: 64% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (36%). The most frequent recipient cities were Miami, FL (2 grants).
Does Berg Family Foundation Inc give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Berg Family Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.
What is Berg Family Foundation Inc's EIN?
Berg Family Foundation Inc's EIN (Employer Identification Number) is 82-2445724. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Berg Family Foundation Inc by hand.
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