Bertil and Joyce Kjellgren Family
Bertil and Joyce Kjellgren Family is a private foundation, based in West Palm Beach, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 9 grants totaling $89K. Net investment income was $55K.
Bertil and Joyce Kjellgren Family at a glance
In short: Bertil and Joyce Kjellgren Family gave $89K across 9 grants in 2025 (avg $10K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $89,100
- -33.0% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $9,900
- -33.0% vs 2024
- Median grant
- $1,000
- Total assets
- $2,612,501
- +2.6% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bertil and Joyce Kjellgren Family funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Palm Beach Cultural Innovation Inc ($50K). Together the top 9 received $89K.
Grant Size Distribution
56 grants across all recorded years
The most common grant size was under $50K: 52 grants of 56 (93%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Bertil and Joyce Kjellgren Family gives
- Giving fell 35% from 2022 to 2025. Method
- In 2025 it paid out 71% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $32K (2020) to $177K (2023). In 2025 it made 9 grants totaling $89K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Palm Beach Cultural Innovation Inc Palm Beach, FL | General | $50,000 |
| Town of Palm Beach United Way Palm Beach, FL | General | $31,000 |
| Children's Rainbow Fund Palm Beach, FL | General | $2,500 |
| Gulfstream Goodwill Industries West Palm Beach, FL | General | $2,000 |
| Cancer Alliance of Help & Hope Inc Palm Beach, FL | General | $1,000 |
| Dress for Success Palm Beaches Greenacres, FL | General | $1,000 |
| Palm Beach Zoo West Palm Beach, FL | General | $1,000 |
| Pipers Angels Foundation Inc Jupiter, FL | General | $500 |
| South Florida PBS Inc Boynton Beach, FL | General | $100 |
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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 | $2,612,501 | $161,408 | $95,052 | $89,100 | 9 | $89,100 | $55,456 | $125,793 |
| 2024 | $2,546,145 | $98,643 | $138,454 | $133,000 | 9 | $133,000 | $93,189 | $127,135 |
| 2023 | $2,585,956 | $69,055 | $192,958 | $176,500 | 10 | $176,500 | $62,597 | $132,486 |
| 2022 | $2,709,859 | $10,430 | $151,891 | $136,500 | 12 | $136,500 | — | $138,448 |
| 2021 | $2,851,319 | $2,897 | $72,400 | $71,400 | 16 | — | $1,897 | $142,686 |
| 2020 | $2,920,822 | $2,003,831 | $37,976 | $31,500 | 15 | — | — | $70,820 |
Under IRS private-foundation payout rules, Bertil and Joyce Kjellgren Family reported a distributable amount of $126K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertil and Joyce Kjellgren Family is led by Joyce A. Kjellgren, President & Director on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joyce A. Kjellgren
President & Director
On filings since 2020
1 hr/week
No compensation reported
Jennifer L. Kjellgren
Secretary & Director
On filings since 2020
0.5 hrs/week
No compensation reported
Susan M. Askins
Treasurer & Director
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Bertil and Joyce Kjellgren Family
How much does Bertil and Joyce Kjellgren Family give each year?
Bertil and Joyce Kjellgren Family gave $89K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $133K across 9 grants.
What is Bertil and Joyce Kjellgren Family's typical grant size?
Bertil and Joyce Kjellgren Family's median grant in 2025 was $1,000, and its average grant was $9,900, across 9 grants on its 2025 IRS Form 990-PF.
Where does Bertil and Joyce Kjellgren Family give grants?
Bertil and Joyce Kjellgren Family gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Palm Beach, FL (4 grants) and West Palm Beach, FL (2 grants).
Does Bertil and Joyce Kjellgren Family give general operating support?
Yes: 100% of Bertil and Joyce Kjellgren Family's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bertil and Joyce Kjellgren Family's largest grantees?
Bertil and Joyce Kjellgren Family's largest 2025 grantees include Palm Beach Cultural Innovation Inc ($50,000), Town of Palm Beach United Way ($31,000) and Children's Rainbow Fund ($2,500), according to its 2025 IRS Form 990-PF. Together they received 94% of its itemized 2025 grant dollars.
How large is Bertil and Joyce Kjellgren Family?
Bertil and Joyce Kjellgren Family reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $89K in qualifying distributions that year, against a required minimum of $126K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Bertil and Joyce Kjellgren Family's EIN?
Bertil and Joyce Kjellgren Family's EIN (Employer Identification Number) is 81-4592834. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
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