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· 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 FY2025still arriving
22
Grants FY2025still arriving
6
States reached
$500k
Largest
01What it funds
0181% 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
02FY2025 · 22 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k10 grants · $34k
  • $10k–50k8 grants · $173k
  • $50k–250k3 grants · $268k
  • $250k+1 grant · $500k
$12,000
Median grant
6
States reached
$23M
Total assets
Largest grants
RecipientAmount
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
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 93% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%PARTNERS HEALTH CARE: $25k → 8%THE ASPEN INSTITUTE: $200k → 14%LEADING CHANGE INC: $25k → 10%PARTNERS HEALTHCARE AT: $25k → 8%THE ASPEN INSTITUTE: $30k → 14%THE ASPEN INSTITUTE: $200k → 6%PARTNERS HEALTHCARE: $25k → 8%ASPEN MUSIC FESTIVAL: $35k → 6%ASPEN MUSIC FESTIVAL: $30k → 6%ST VINCENTS HEALTHCARE: $50k → 14%CEPR: $25k → 14%THE BETTER ANGELS SOCIE: $500k → 14%AMERICAN ENTERPRISE INS: $25k → 14%AMERICAN ENTERPRISE INS: $25k → 14%AMERICAN ENTERPRISE INS: $25k → 14%KIPP JACKSONVILLE SCHOO: $50k → 14%JACKSONVILLE UNIV: $200k → 14%JACKSONVILLE UNIVERSITY: $150k → 14%THE UNF FOUNDATION: $68k → 14%UNIVERSITY OF N FLORIDA: $60k → 14%UNIVERSITY OF N FLORIDA: $60k → 14%UNIVERSITY OF N FLORIDA: $60k → 14%UNIVERSITY OF NORTH FL: $60k → 14%UNIVERSITY OF N FLORIDA: $60k → 14%UNIVERSITY OF N FLORIDA: $60k → 14%UNIVERSITY OF N FLORIDA: $25k → 14%UNIVERSITY OF N FLORIDA: $25k → 14%JACKSONVILLE SYMPHONY: $2.5M → 14%JACKSONVILLE SYMPHONY: $1.0M → 14%JACKSONVILLE SYMPHONY: $500k → 14%JACKSONVILLE SYMPHONY: $250k → 14%WINSTON FAMILY YMCA: $150k → 14%JACKSONVILLE SYMPHONY: $113k → 14%WJCT PUBLIC MEDIA: $50k → 14%JACKSONVILLE CIVIC COUN: $50k → 14%WORLD AFFAIRS COUNCIL: $35k → 14%UNITED WAY OF NE FL: $35k → 14%WORLD AFFAIRS COUNCIL: $35k → 14%WORLD AFFAIRS COUNCIL: $35k → 14%WORLD AFFAIRS COUNCIL: $35k → 14%WORLD AFFAIRS COUNCIL: $35k → 14%UNITED WAY OF NE FL: $35k → 14%WORLD AFFAIRS COUNCIL: $35k → 14%WORLD AFFAIRS COUNCIL: $33k → 14%UNITED WAY NE FLORIDA: $25k → 14%UNITED WAY NE FL: $25k → 14%UNITED WAY NE FLORIDA: $25k → 14%UNITED WAY NE FLORIDA: $25k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
WI
NY
MA
NJ
CA
CO
VA
DC
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

85%of every dollar goes to organizations it has funded before.
$6.7M · 29 repeat orgs$1.2M to everyone else

Grantees it renews have grown median revenue +50% since the first grant, against +9% for those 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

Re-uppedFunded once

Organizations

29
41

Total granted

$6.7M
$1.1M

Median revenue growth · since first grant

+50%
+9%

Still filing today

28%
24%

New vs renewed · share of each year

In FY2025, 92% of grant dollars renewed an existing relationship; $79k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationArts & CultureEnvironmentHealthCivil RightsSocial ScienceOther
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.

Backed again, and grew

  • THE ASPEN INSTITUTE INC
    8× · 2017–2025 · $484k · revenue +243%
  • JU
    Jacksonville University
    5× · 2019–2025 · $367k · revenue +49%
  • UO
    UNIVERSITY OF NORTH FLORIDA FOUNDATION INC
    2× · 2024–2025 · $100k · revenue +18%

Funded once

  • THE BETTER ANGELS SOCIETY INC
    one grant, 2020 · $500k · revenue -25%
  • WF
    WINSTON FAMILY YMCA
    one grant, 2018 · $150k
  • UO
    UNIVERSITY OF NORTH FL
    one grant, 2017 · $74k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
United States Naval Institute

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.

—
2
Atlantic University Inc

Provide post-secondary education of excellence.

Education
3
Augustana College

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…

Education
4
University of the Sciences in Philadelphia

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…

—
5
Golden Gate University

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…

Education
6
Furman University

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.

Education
7
American Association for the Advancement of Science

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,…

Science & Tech
8
Jewelers of America Inc

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.

—
9
American Gas Association

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…

—
10
University of New Haven

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…

Education
11
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
12
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
How this is measured
The grantee most central to the portfolio’s shape is The Heritage Foundation; 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.
04the grantee network

21 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
21/21
Grantees still filing
13/21
Grew since first funded

Where the money sits, by cause and then by grantee

JACKSONVILLE SYMPHONY: $4,433,954 · OtherJACKSONVILLE SYMPHONYUNIVERSITY OF N FLORIDA: $424,062 · OtherUNIVERSITY OF N FLORIDAWORLD AFFAIRS COUNCIL: $243,333 · Other+58 more: $1,138,172 · Other+58 moreJacksonville University: $367,214 · EducationUNIVERSITY OF NORTH FLORIDA FOUNDATION INC: $100,000 · EducationThe Trustees of Princeton University: $94,100 · EducationLEADING CHANGE INC: $25,000 · Education+2 more: $4,850 · EducationTHE BETTER ANGELS SOCIETY INC: $500,000 · Arts & Culture+2 more: $17,960 · Arts & CultureTHE ASPEN INSTITUTE INC: $483,520 · Social ScienceONEJAX INC: $8,000 · Civil RightsMAGNITSKY JUSTICE FOUNDATION: $5,000 · Civil RightsTHE ASIA FOUNDATION: $5,000 · InternationalTHE HERITAGE FOUNDATION: $5,000 · Public Benefit
Other$6,239,521Education$591,164Arts & Culture$517,960Social Science$483,520Civil Rights$13,000International$5,000Public Benefit$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 ↗

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.

How much its grantees rely on government

Each dot is one organization Berg Family Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Berg Family Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%0%1%3%5%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 3%
  • 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
no gov moneyreceives it· size = income
4get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

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.

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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