Bertil & Joyce Kjellgren Family
Bertil & Joyce Kjellgren Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 9 grants totaling $133K. Net investment income was $93K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
-1.5% YoY
Annual Giving
$133K
-24.6% YoY
Grant Count
9
-10.0% YoY
Avg Grant Size
$15K
-16.3% YoY
Under IRS private-foundation payout rules, Bertil & Joyce Kjellgren Family reported a distributable amount of $127K for 2024 — the minimum it must pay out in qualifying distributions.
About Bertil & Joyce Kjellgren Family
Based on IRS filings
Bertil & Joyce Kjellgren Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 9 grants totaling $133K. Net investment income was $93K.
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 | $2,546,145 | $2,585,956 | $2,709,859 |
| Revenue | $98,643 | $69,055 | $10,430 |
| Expenses | $138,454 | $192,958 | $151,891 |
| Qualifying Distributions | $133,000 | $176,500 | $136,500 |
| Net Investment Income | $93,189 | $62,597 | — |
| Distributable Amount | $127,135 | $132,486 | $138,448 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Glazer Hall Formerly the Innovatepalm Beach Cultural Innovation Center ($50,000), Town of Palm Beach United Way ($35,000), Caridad Center ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FEEDING SOUTH FLORIDA PEMBROKE PARK, FL | GENERAL | $15,000 |
| WOODWARD ACADEMY INC COLLEGE PARK, GA | GENERAL | $2,500 |
| STAND DOWN AN INITIATIVE OF FAITH HOPE LOVE CHARITY INC PALM SPRINGS, FL | GENERAL | $2,500 |
| CARIDAD CENTER BOYNTON BEACH, FL | GENERAL | $25,000 |
| PALM BEACH ZOO WEST PALM BEACH, FL | GENERAL | $1,000 |
| TRUSTBRIDGE HOSPICE CARE WEST PALM BEACH, FL | GENERAL | $1,000 |
| MONROE CARELL JR CHILDREN'S HOSPITAL AT VANDERBILT NASHVILLE, TN | GENERAL | $1,000 |
| GLAZER HALL FORMERLY THE INNOVATEPALM BEACH CULTURAL INNOVATION CENTER PALM BEACH, FL | GENERAL | $50,000 |
| TOWN OF PALM BEACH UNITED WAY PALM BEACH, FL | GENERAL | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOYCE A KJELLGREN | PRESIDENT/DIRECTOR | 1 | — |
| JENNIFER L KJELLGREN | SECRETARY/DIRECTOR | 0.5 | — |
| SUSAN M ASKINS | TREASURER/DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bertil & Joyce Kjellgren Family?
Bertil & Joyce Kjellgren Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST PALM BEACH, FL. It holds $2.5M in total assets as of 2024.
How large is Bertil & Joyce Kjellgren Family?
As of 2024, Bertil & Joyce Kjellgren Family holds $2.5M in total assets with $99K in annual revenue. It awarded 9 grants totaling $133K in 2024.
Where does Bertil & Joyce Kjellgren Family operate?
Bertil & Joyce Kjellgren Family has awarded grants in Florida, Georgia, Illinois, Indiana, North Carolina, New York, Tennessee.
What size grants does Bertil & Joyce Kjellgren Family award?
In 2024, Bertil & Joyce Kjellgren Family awarded 9 grants totaling $133K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Bertil & Joyce Kjellgren Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertil & Joyce Kjellgren Family reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bertil & Joyce Kjellgren Family's EIN?
Bertil & Joyce Kjellgren Family's EIN (Employer Identification Number) is 81-4592834. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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