Nonprofit · EIN 59-2803980
BERG FAMILY CHARITABLE FOUNDATION
Tax-exempt · JACKSONVILLE, FL 32224
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,230,047 | $1,505,476 | $724,571 | $22,697,232 | $279,951 | $22,417,281 |
| December 31, 2024 | 990-PF | $3,520,269 | $2,927,952 | $592,317 | $21,752,710 | $60,000 | $21,692,710 |
| December 31, 2023 | 990-PF | $13,038,633 | $60,102 | $12,978,531 | $21,100,393 | $0 | $21,100,393 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $63,140
- Interest
- $903,849
- Net gain from sales of assets
- $1,263,058
Expenses
- Grants and similar amounts paid
- $1,444,469
- Disbursements for charitable purposes
- $1,444,469
- Excise tax on investment income
- $30,912
Balance sheet and other
- Total assets, start of year
- $21,752,710
- Total assets, end of year
- $22,697,232
- Total liabilities, end of year
- $279,951
- Net assets, end of year
- $22,417,281
- Fair market value of assets
- $28,829,689
- Qualifying distributions
- $1,444,469
- Net investment income
- $2,230,047
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GILCHRIST BERG 4306 PABLO OAKS COURT, JACKSONVILLE, FL 32224 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GILCHRIST BERG 4306 PABLO OAKS COURT, JACKSONVILLE, FL 32224 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GILCHRIST BERG 4306 PABLO OAKS COURT, JACKSONVILLE, FL 32224 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4306 PABLO OAKS CT, JACKSONVILLE, FL 32224-9631
- Signed the 990-PF
- GILCHRIST BERG, TRUSTEE
- Phone
- (904) 353-5616
- Return prepared by
- Frazier & Frazier Attys at Law
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-2803980
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $22,697,232
- Income (IRS master file)
- $39,952,246
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,230,047 | $1,505,476 | $22,697,232 | IRS |
| 990-PF | December 2024 | $3,520,269 | $2,927,952 | $21,752,710 | IRS |
| 990-PF | December 2023 | $13,038,633 | $60,102 | $21,100,393 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2803980).
Questions about BERG FAMILY CHARITABLE FOUNDATION
- What is the EIN of BERG FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BERG FAMILY CHARITABLE FOUNDATION is 59-2803980.
- Is BERG FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to BERG FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERG FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERG FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERG FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERG FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BERG FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,230,047, expenses of $1,505,476 and total assets of $22,697,232 at year end.
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