· 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.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k10 grants · $34k
- $10k–50k8 grants · $173k
- $50k–250k3 grants · $268k
- $250k+1 grant · $500k
| Recipient | Amount |
|---|---|
| JACKSONVILLE SYMPHONY | $500,000 |
| JACKSONVILLE UNIVERSITY | $150,000 |
| THE UNF FOUNDATION | $68,000 |
| Individual grant recipient | $50,000 |
| WORLD AFFAIRS COUNCIL | $35,000 |
| UNITED WAY OF NE FL | $35,000 |
| Individual grant recipient | $30,000 |
| LEADING CHANGE INC | $25,000 |
| Individual grant recipient | $13,600 |
| JACKSONVILLE SYMPHONY | $12,080 |
| THE UNF FOUNDATION | $12,000 |
| PRINCETON UNIVERSITY | $10,000 |
| THE ASPEN INSTITUTE | $9,000 |
| ACES | $7,000 |
| THE ASPEN INSTITUTE | $5,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 93% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +50% since the first grant, against +9% for the ones you funded once.
29 repeat relationships — 12 still active in FY2025, 17 since wound down; 5 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 92% of grant dollars renewed an existing relationship; $79k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
THE ASPEN INSTITUTE INC8× · 2017–2025 · $484k · revenue +243%- JUJacksonville University5× · 2019–2025 · $367k · revenue +49%
- UOUNIVERSITY OF NORTH FLORIDA FOUNDATION INC2× · 2024–2025 · $100k · revenue +18%
Funded once
THE BETTER ANGELS SOCIETY INCone grant, 2020 · $500k · revenue -25%- WFWINSTON FAMILY YMCAone grant, 2018 · $150k
- UOUNIVERSITY OF NORTH FLone grant, 2017 · $74k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.
Provide post-secondary education of excellence.
Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…
University of the sciences prepares students to become leaders, innovators, and skilled practitioners in the sciences, the health professions, and related disciplines. we deliver excellence in teaching, research, and service through a safe…
Golden gate university prepares individuals to lead and serve by providing high quality, practice-based educational programs in law, taxation, business and related professions - as a nonprofit institution - in an innovative and challenging…
The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.
Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…
Jewelers of america, the most trusted and influential voice of the jewelry industry, empowers and unites its members through expert guidance and advocacy, driving excellence, integrity, and success in an ever-changing marketplace.
American gas association's (the association) mission is to develop and advocate for informed, innovative, and durable policy that fulfills our nation's energy needs, environmental aspirations and economic potential. we are committed to…
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
Undergraduate, graduate, and professional education and research across a broad array of academic domains.
For reference, the grantee most central to the portfolio’s shape is The Heritage Foundation and the most unlike its peers is Project Chance Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 42 years old; the field is 12. You back the established end — and your money leans older still.
The field is 27% startups (under 5 years old) — 5% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 17% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
21 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 21 of the 75 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds THE BETTER ANGELS SOCIETY INC ↗
- Who funds THE ASPEN INSTITUTE INC ↗
- Who funds Jacksonville University ↗
- Who funds UNIVERSITY OF NORTH FLORIDA FOUNDATION INC ↗
- Who funds The Trustees of Princeton University ↗
- Who funds LEADING CHANGE INC ↗
- Who funds GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC ↗
- Who funds ONEJAX INC ↗
- Who funds THEATRE ASPEN ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Berg Family Charitable Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- The Trustees of Princeton University — 11% of income from government
- Jacksonville University — 3% of income from government
- Greenscape of Jacksonville Inc — 2% of income from government
- Cathedral Arts Project Inc — 1% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
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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.