Bertil and Joyce Kjellgren Family

Private foundation · Grantmaker West Palm Beach, FL EIN: 81-4592834

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.

Key facts about Bertil and Joyce Kjellgren Family

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.

EIN
81-4592834
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$89,100
Grants made (2025)
9
Average grant
$9,900
Median grant
$1,000
Total assets
$2,612,501
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.6M

+2.6% YoY

Annual Giving

$89K

-33.0% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$10K

-33.0% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

Palm BeachBoynton BeachWest Palm BeachPalm SpringsCollege ParkLake WorthMiamiRaleighRiviera BeachAvon ParkBloomingtonChicagoGreenacresJupiterMariettaMemphisNashvilleNew YorkPembroke Park

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K15 grants2020 16 grants2021 12 grants2022 10 grants2023 9 grants2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $32K (2020) to $177K (2023). In 2025 it made 9 grants totaling $89K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Palm Beach Cultural Innovation Inc: $50KPalm Beach Cultural InnovationInc$50KTown of Palm Beach United Way: $31KTown of Palm Beach United Way$31KChildren's Rainbow Fund: $3KChildren's Rainbow Fund$3KGulfstream Goodwill Industries: $2KGulfstream Goodwill Industries$2KCancer Alliance of Help & Hope Inc: $1KCancer Alliance of Help & HopeInc$1KDress for Success Palm Beaches: $1KDress for Success Palm Beaches$1KPalm Beach Zoo: $1KPalm Beach Zoo$1KPipers Angels Foundation Inc: $500Pipers Angels Foundation Inc$500South Florida PBS Inc: $100South Florida PBS Inc$100

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

52<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 52 grants of 56 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Palm Beach Cultural Innovation Inc Palm Beach, FLGeneral$50,000
Town of Palm Beach United Way Palm Beach, FLGeneral$31,000
Children's Rainbow Fund Palm Beach, FLGeneral$2,500
Gulfstream Goodwill Industries West Palm Beach, FLGeneral$2,000
Cancer Alliance of Help & Hope Inc Palm Beach, FLGeneral$1,000
Dress for Success Palm Beaches Greenacres, FLGeneral$1,000
Palm Beach Zoo West Palm Beach, FLGeneral$1,000
Pipers Angels Foundation Inc Jupiter, FLGeneral$500
South Florida PBS Inc Boynton Beach, FLGeneral$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,612,501$2,546,145$2,585,956
Revenue$161,408$98,643$69,055
Expenses$95,052$138,454$192,958
Qualifying Distributions$89,100$133,000$176,500
Net Investment Income$55,456$93,189$62,597
Distributable Amount$125,793$127,135$132,486

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 13, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 2, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)

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.

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