Lilly M Berg Memorial Fund

CHICAGO, IL EIN: 95-6022484

TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.1M

-0.2% YoY

Annual Giving

$77K

-4.1% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$38K

-4.1% YoY

About Lilly M Berg Memorial Fund

Based on IRS filings

Lilly M Berg Memorial Fund is a nonprofit organization, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 2 grants totaling $77K. Net investment income was $119K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Los AngelesPasadena

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$51K$103K$154K$206K20202021202220232024
Metric202420232022
Total Assets$3,074,106$3,079,290$3,075,041
Revenue$118,930$126,809$139,638
Expenses$124,354$124,345$96,543
Qualifying Distributions
Net Investment Income$118,930$126,809$139,638
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

HUNTINGTON MEMORIAL HOSP…$51KCHILDREN'S HOSPITAL SOCI…$26K

Grant Size Distribution

10 grants across all recorded years

8<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

NORTHERN TRUST N ATRUSTEE$44K

From 2024 filing

NameTitleHoursCompensation
NORTHERN TRUST N ATRUSTEE40$43,771

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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