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Florida · Private foundation

Berg Family Charitable Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$974k
Granted FY2025(still arriving)
22
Grants FY2025
19
Organizations funded FY2024
53%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$12,000
Largest grant, FY2025
$500,000
Organizations funded a year
7 to 20
FY2018 to FY2024
States reached, FY2025
6
Total assets, FY2025
$23M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 53% of the organizations Berg Family Charitable Foundation funded were first-time grantees, receiving 5% of its grant dollars.

New vs renewed · share of each year

In FY2024, 95% of grant dollars renewed an existing relationship; $150k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
EducationArts & CultureCivil RightsInternationalPublic BenefitHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving17$974k29%
FY202419$2.8M53%
FY20237$54k29%
FY202220$278k30%
FY202119$319k32%
FY202018$920k44%
FY201918$437k33%
FY201819$594k74%
81% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$5.0MEducation$1.1MSocial Science$514kInternational$248kPhilanthropy$175kHuman Services$152kHealth$131kPublic Benefit$23kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
WI
NY
MA
NJ
CA
CO
VA
DC
GA
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 21 grantees

What it could do for these grantees

Plus 54 recipients with no EIN on record ($6.2M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Berg Family Charitable Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Better Angels Society Inc: $500,000 over 1y, 3.8% of budgetThe Aspen Institute Inc: $483,520 over 8y, 0.2% of budgetJacksonville University: $367,214 over 5y, 0.1% of budgetUniversity of North Florida Foundation Inc: $100,000 over 2y, 0.3% of budgetThe Trustees of Princeton University: $94,100 over 8y, 0.0% of budgetLeading Change Inc: $25,000 over 1y, 1.9% of budgetGreater Washington Educational Telecommunications Association Inc: $10,000 over 1y, 0.0% of budgetOnejax Inc: $8,000 over 2y, 0.4% of budgetTheatre Aspen: $7,960 over 3y, 0.1% of budgetMagnitsky Justice Foundation: $5,000 over 1y, 1.1% of budgetThe Asia Foundation: $5,000 over 1y, 0.0% of budgetThe Heritage Foundation: $5,000 over 1y, 0.0% of budgetSummit54: $3,000 over 1y, 0.3% of budgetProject Chance Inc: $3,000 over 1y, 3.9% of budgetBrain Research Foundation: $2,000 over 1y, 0.1% of budgetCathedral Arts Project Inc: $1,850 over 2y, 0.0% of budgetSt Johns Riverkeeper Inc: $1,250 over 5y, 0.0% of budgetAmyotrophic Lateral Sclerosis Assn: $1,000 over 1y, 0.0% of budgetWjct Inc: $1,000 over 1y, 0.0% of budgetGreenscape of Jacksonville Inc: $500 over 1y, 0.3% of budgetMemorial Park Association Inc: $500 over 1y, 0.3% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 21.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Community Foundation for Northeast Florida IncFL19.6× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation for Northeast Florida Inc · The Haskell Foundation · Hicks Charitable Foundation · Winston Family Foundation · The Jim and Tabitha Furyk Foundation · The Gate Foundation Inc · Dubow Family Foundation Inc · The Maryellen S Willis Charitable Trust · Arthur V Davis Foundation Pf #3 · Jacksonville Jaguars Foundation Inc · Csx Foundation Inc · Jpmorgan Chase Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Berg Family Charitable Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Berg Family Charitable Foundation?

Find your warmest path to Berg Family Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Berg Family Charitable Foundation

How much does Berg Family Charitable Foundation give?
Berg Family Charitable Foundation reported 22 grants totaling $974,480 in its FY2025 IRS filing. It funded between 7 and 20 organizations a year over FY2018 to FY2024.
What does Berg Family Charitable Foundation fund?
By grant dollars over FY2017 to FY2025, its largest causes are Arts & Culture (64%), Education (14%), Social Science (7%).
Who are Berg Family Charitable Foundation's largest grantees?
By total granted over FY2017 to FY2025: The Better Angels Society Inc ($500k), The Aspen Institute Inc ($484k), Jacksonville University ($367k).
Does Berg Family Charitable Foundation fund new organizations?
In FY2024, 53% of the organizations it funded were first-time grantees.
Does Berg Family Charitable Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Berg Family Charitable Foundation?
Its strongest co-funders, measured against what their size predicts, include The Community Foundation for Northeast Florida Inc, The Haskell Foundation, Hicks Charitable Foundation.
Where is Berg Family Charitable Foundation based?
Berg Family Charitable Foundation is based in FL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 75 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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