The Berg Foundation
The Berg Foundation is a private foundation, based in Fallon, NV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 6 grants totaling $279K. Net investment income was $573K.
The Berg Foundation at a glance
In short: The Berg Foundation gave $279K across 6 grants in 2024 (avg $47K), top state North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $279,300
- +57.4% vs 2023
- Grants made (2024)
- 6
- +20.0% vs 2023
- Average grant
- $46,550
- +31.2% vs 2023
- Median grant
- $12,500
- Total assets
- $5,395,572
- +53.6% vs 2023
- Primary geography
- North Carolina (47% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Berg Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was High Point University ($126K). Together the top 6 received $279K.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 16 grants of 22 (73%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
How The Berg Foundation gives
- Giving held roughly steady from 2021 to 2024 (+18%). Method
- In 2024 it paid out 123% of its IRS minimum distribution (the 5% rule). 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 2024, annual grant giving ranged from $150K (2020) to $279K (2024). In 2024 it made 6 grants totaling $279K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| High Point University Highpoint, NC | Support Program | $125,550 |
| Safe Passage New Gloucester, ME | Support Program | $125,000 |
| Edison High School Portland, OR | Support Program | $20,000 |
| Manna Food Bank Mills Reive, NC | Support Program | $5,000 |
| Lekotek of Georgia Tucker, GA | Support Program | $3,250 |
| Plan International Providence, RI | Support Program | $500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,395,572 | $2,179,007 | $296,431 | $279,300 | 6 | $279,300 | $573,350 | $227,071 |
| 2023 | $3,512,996 | $981,522 | $202,344 | $177,468 | 5 | $177,468 | $362,486 | $174,732 |
| 2022 | $2,734,868 | $516,526 | $189,037 | $153,920 | 7 | $153,920 | $124,859 | $178,525 |
| 2021 | $2,406,329 | $487,728 | $275,959 | $237,420 | 2 | $237,420 | $229,352 | $136,462 |
| 2020 | $2,194,560 | $266,444 | $181,623 | $150,420 | 2 | — | $73,537 | $108,162 |
Under IRS private-foundation payout rules, The Berg Foundation reported a distributable amount of $227K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Berg Foundation is led by Elizabeth Berg, President since 2022 (on filings since 2020); none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Elizabeth Berg
President
Secretary → President, 2022
On filings since 2020
1 hr/week
No compensation reported
Arthur Berg
Secretary & Treasurer
Treasurer → Secretary & Treasurer, 2022
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Jessica Wilson (2020–2021) — President
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 The Berg Foundation
How much does The Berg Foundation give each year?
The Berg Foundation gave $279K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $177K across 5 grants.
What is The Berg Foundation's typical grant size?
The Berg Foundation's median grant in 2024 was $12,500, and its average grant was $46,550, across 6 grants on its 2024 IRS Form 990-PF.
Where does The Berg Foundation give grants?
The Berg Foundation's top state is North Carolina, with 47% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Maine (45%) and Oregon (7%).
Does The Berg Foundation give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on The Berg Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support Program" (6 grants).
Who are The Berg Foundation's largest grantees?
The Berg Foundation's largest 2024 grantees include High Point University ($125,550), Safe Passage ($125,000) and Edison High School ($20,000), according to its 2024 IRS Form 990-PF. Together they received 97% of its itemized 2024 grant dollars.
How large is The Berg Foundation?
The Berg Foundation reported $5.4M in total assets on its 2024 IRS Form 990-PF. It paid out $279K in qualifying distributions that year, against a required minimum of $227K (roughly 5% of its investment assets).
What is The Berg Foundation's EIN?
The Berg Foundation's EIN (Employer Identification Number) is 27-1557632. 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Berg Foundation's focus areas in our free grants database
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