Christine & Jalmer Berg Foundation
- Assets
- $12.0m
- Revenue
- $439.6k
- Investments
- $11.2m
- Employees
- 0
- Location
- Eureka, CA
- Founding
- 01/1992
- Data as of
- 12/2023
- EIN
- 94-3148730
Organization Overview
Christine & Jalmer Berg Foundation is located in Eureka, CA. The organization was established in 1992. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Christine & Jalmer Berg Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Christine & Jalmer Berg Foundation generated $439.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (8.1%) each year. All expenses for the organization totaled $898.9k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Christine & Jalmer Berg Foundation has awarded 198 individual grants totaling $3,860,841. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert D Prior Pres / Sec | 0.25 | $0 | |
Joseph D Leger CFO | 40 | $99,600 | |
J William Mcauley Director | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $8,000 |
| Interest on Savings | $10,881 |
| Dividends & Interest | $191,732 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $210,365 |
| Capital Gain Net Income | $210,365 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $18,608 |
| Total Revenue | $439,586 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $99,600 |
| Other employee salaries and wages | $16,744 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $13,538 |
| Depreciation | $686 |
| Occupancy | $15,026 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $70,199 |
| Total operating and administrative expenses | $233,589 |
| Contributions, gifts, grants paid | $665,298 |
| Total expenses and disbursements | $898,887 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $65 |
| Savings and temporary cash investments | $781,646 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,290 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $11,166,041 |
| Net Land, buildings, and equipment | $2,223 |
| Other assets | $0 |
| Total assets | $11,951,265 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $80,789 |
| Total liabilities | $80,789 |
Grants Awarded
Over the last fiscal year, Christine & Jalmer Berg Foundation has awarded $665,298 in support to 28 organizations.
| Grant Recipient | Amount |
|---|---|
FOOD FOR PEOPLE PURPOSE: PROGRAM SUPPORT | $25,000 |
HUMBOLDT AREA FOUNDATION PURPOSE: TREE PLANTING IN PUBLIC SPACES | $10,400 |
MIRANDA ANIMAL RESCUE PURPOSE: UTILITY TERRAIN VEHICLE, FENCE REPLACEMENT AND MATERIALS | $35,000 |
HUMBOLDT SENIOR RESOURCE CENTER PURPOSE: PET SUPPLIES FOR SENIORS PARTICIPATING IN MEALS ON WHEELS PROGRAM | $5,000 |
ARCATA VOLUNTEER FIREFIGHTERS ASSN PURPOSE: FURNITURE & EQUIPMENT FOR TRAINING CLASSROOM | $14,140 |
ARCATA VOLUNTEER FIREFIGHTERS ASSN PURPOSE: WILDLAND PERSONAL PROTECTIVE EQUIPMENT | $37,160 |