The Berg Foundation

FALLON, NV EIN: 27-1557632

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

BristolChicagoHighpointMills ReiveNew GloucesterNew HavenNew YorkPortlandProvidenceTuckerWest CaldwellYarmouth

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$599K$1M$2M$2M20202021202220232024
Metric202420232022
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

$0$70K$140K$209K$279K2 grants20202 grants20217 grants20225 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

HIGH POINT UNIVERSITY$126KSAFE PASSAGE$125KEDISON HIGH SCHOOL$20KMANNA FOOD BANK$5KLEKOTEK OF GEORGIA$3KPLAN INTERNATIONAL$500

Grant Size Distribution

22 grants across all recorded years

16<$50K$50–100K6$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

From 2024 filing

NameTitleHoursCompensation
ELIZABETH BERGPRESIDENT1
ARTHUR BERGSECRETARY/TREASURER1

Subject Areas

Focus areas based on grantmaking activity

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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