The Berg Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.4M
+53.6% YoY
Annual Giving
$279K
+57.4% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$47K
+31.2% YoY
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.
About The Berg Foundation
Based on IRS filings
The Berg Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
Ready to take the next step with The Berg Foundation?
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 | $5,395,572 | $3,512,996 | $2,734,868 |
| Revenue | $2,179,007 | $981,522 | $516,526 |
| Expenses | $296,431 | $202,344 | $189,037 |
| Qualifying Distributions | $279,300 | $177,468 | $153,920 |
| Net Investment Income | $573,350 | $362,486 | $124,859 |
| Distributable Amount | $227,071 | $174,732 | $178,525 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include High Point University ($125,550), Safe Passage ($125,000), Edison High School ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LEKOTEK OF GEORGIA TUCKER, GA | SUPPORT PROGRAM | $3,250 |
| PLAN INTERNATIONAL PROVIDENCE, RI | SUPPORT PROGRAM | $500 |
| SAFE PASSAGE NEW GLOUCESTER, ME | SUPPORT PROGRAM | $125,000 |
| EDISON HIGH SCHOOL PORTLAND, OR | SUPPORT PROGRAM | $20,000 |
| HIGH POINT UNIVERSITY HIGHPOINT, NC | SUPPORT PROGRAM | $125,550 |
| MANNA FOOD BANK MILLS REIVE, NC | SUPPORT PROGRAM | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ELIZABETH BERG | PRESIDENT | 1 | — |
| ARTHUR BERG | SECRETARY/TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Berg Foundation?
The Berg Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FALLON, NV. It holds $5.4M in total assets as of 2024.
How large is The Berg Foundation?
As of 2024, The Berg Foundation holds $5.4M in total assets with $2.2M in annual revenue. It awarded 6 grants totaling $279K in 2024.
Where does The Berg Foundation operate?
The Berg Foundation has awarded grants in Connecticut, Georgia, Illinois, Maine, North Carolina, New Jersey, New York, Oregon, Rhode Island.
What size grants does The Berg Foundation award?
In 2024, The Berg Foundation awarded 6 grants totaling $279K — an average of about $47K per grant, based on its IRS Form 990 filings.
How much is The Berg Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berg Foundation reported a distributable amount of $227K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Berg Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Dna 1957 Foundation
LAS VEGAS, NV
Assets
—
Grants
0
Total Given
—
Love Foundation for American Music
INCLINE VILLAGE, NV
Assets
$1K
Grants
4
Total Given
$125K
Haupt S Fbo Charities Tuw
LAS VEGAS, NV
Assets
—
Grants
4
Total Given
$73K
Hall Mildred C Tuw
LAS VEGAS, NV
Assets
$184K
Grants
2
Total Given
$239K
M D Close Foundation
LAS VEGAS, NV
Assets
$330K
Grants
11
Total Given
$338K
Friends of Sutro Tunnel Charity
CARSON CITY, NV
Assets
$856K
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Berg Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Berg Foundation to a real strategy.