Civic Intelligence

Berg Family Charitable Foundation

EIN 59-2803980 • Jacksonville, FL

4306 Pablo Oaks CourtJacksonville, FL 32224
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

47th percentile

3.1%

Faster asset growth than 47% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-73%

Faster revenue growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$21,752,710

Up $652,317 (+3.1%) from 2023

Liabilities

Up

$60,000

Up $60,000 from 2023

Net Assets

Up

$21,692,710

Up $592,317 (+2.8%) from 2023

Operations
Liabilities / Revenue28th percentileNet Margin66th percentile

Revenue

Down

$3,520,269

Down $9,518,364 (-73%) from 2023

Expenses

Up

$2,927,952

Up $2,867,850 (+4772%) from 2023

Net Income

Down

$592,317

Down $12,386,214 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $1,154,498Liabilities 2010: $0Net Assets 2010: $1,154,4982010Assets 2011: $1,024,062Liabilities 2011: $0Net Assets 2011: $1,024,0622011Assets 2012: $948,796Liabilities 2012: $0Net Assets 2012: $948,7962012Assets 2013: $1,220,717Liabilities 2013: $0Net Assets 2013: $1,220,7172013Assets 2014: $1,262,087Liabilities 2014: $0Net Assets 2014: $1,262,0872014Assets 2015: $1,003,805Liabilities 2015: $300,000Net Assets 2015: $703,8052015Assets 2016: $8,273,696Liabilities 2016: $211,300Net Assets 2016: $8,062,3962016Assets 2017: $7,148,255Liabilities 2017: $310,000Net Assets 2017: $6,838,2552017Assets 2018: $1,971,971Liabilities 2018: $0Net Assets 2018: $1,971,9712018Assets 2019: $2,371,290Liabilities 2019: $281,550Net Assets 2019: $2,089,7402019Assets 2020: $1,449,974Liabilities 2020: $15,000Net Assets 2020: $1,434,9742020Assets 2021: $2,783,558Liabilities 2021: $0Net Assets 2021: $2,783,5582021Assets 2022: $8,227,861Liabilities 2022: $106,000Net Assets 2022: $8,121,8612022Assets 2023: $21,100,393Liabilities 2023: $0Net Assets 2023: $21,100,3932023Assets 2024: $21,752,710Liabilities 2024: $60,000Net Assets 2024: $21,692,7102024

Highlighted filing

2024

Assets$21,752,710
Liabilities$60,000
Net Assets$21,692,710
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,029,2632010Expenses 2011: $661,9602011Expenses 2012: $592,3442012Revenue 2013: $734,898Expenses 2013: $762,977Net Income 2013: -$28,0792013Revenue 2014: $1,162,478Expenses 2014: $1,123,275Net Income 2014: $39,2032014Revenue 2015: $1,391,135Expenses 2015: $1,799,417Net Income 2015: -$408,2822015Revenue 2016: $9,071,315Expenses 2016: $1,914,883Net Income 2016: $7,156,4322016Revenue 2017: $898,732Expenses 2017: $2,122,873Net Income 2017: -$1,224,1412017Revenue 2018: $1,959,390Expenses 2018: $6,825,675Net Income 2018: -$4,866,2852018Revenue 2019: $1,356,243Expenses 2019: $1,238,474Net Income 2019: $117,7692019Revenue 2020: $2,368,842Expenses 2020: $3,023,608Net Income 2020: -$654,7662020Revenue 2021: $2,451,230Expenses 2021: $1,198,939Net Income 2021: $1,252,2912021Revenue 2022: $6,013,737Expenses 2022: $675,424Net Income 2022: $5,338,3132022Revenue 2023: $13,038,633Expenses 2023: $60,102Net Income 2023: $12,978,5312023Revenue 2024: $3,520,269Expenses 2024: $2,927,952Net Income 2024: $592,3172024

Highlighted filing

2024

Revenue$3,520,269
Expenses$2,927,952
Net Income$592,317
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$21,752,710
Liabilities
$60,000
Net assets
$21,692,710
Revenue
$3,520,269
Expenses
$2,927,952
Net income
$592,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.06$21.7$3.52$2.93$0.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$13.0$0.06$13.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.23$0.11$8.12$6.01$0.68$5.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$2.45$1.20$1.25
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$2.37$3.02$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.28$2.09$1.36$1.24$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$1.96$6.83$4.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$0.31$6.84$0.90$2.12$1.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.27$0.21$8.06$9.07$1.91$7.16
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.30$0.70$1.39$1.80$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.16$1.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.73$0.76$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.59
2011Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.66
2010Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GILCHRIST B BERGTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE BETTER ANGELS SOCIEGENERAL USE501C3WASHINGTON, DC, US$500,000
Paid GrantJACKSONVILLE UNIVGENERAL USE501C3JACKSONVILLE, FL, US$200,000
Paid GrantUNIVERSITY OF N FLORIDAGENERAL USE501C3JACKSONVILLE, FL, US$60,000
Paid GrantWORLD AFFAIRS COUNCILGENERAL USE501C3JACKSONVILLE, FL, US$35,000
Paid GrantUNIVERSITY OF N FLORIDAGENERAL USE501C3JACKSONVILLE, FL, US$25,000
Paid GrantDOUGLAS ANDERSON SCHOOLGENERAL USE501C3JACKSONVILLE, FL, US$25,000
Paid GrantUNIVERSITY OF N FLORIDAGENERAL USE501C3JACKSONVILLE, FL, US$14,345
Paid GrantPRINCETON UNIVERSITYGENERAL USE501C3PRINCETON, NJ, US$14,100
Paid GrantPRINCETON UNIVERSITYGENERAL USE501C3PRINCETON, NJ, US$10,000
Paid GrantCUMMER MUSEUMGENERAL USE501C3JACKSONVILLE, FL, US$10,000
Paid GrantTHE ASPEN INSTITUTEGENERAL USE501C3WASHINGTON, DC, US$5,000
Paid GrantTHE COMMUNITY FOUNDATIOGENERAL USE501C3JACKSONVILLE, FL, US$5,000
Paid GrantUNIVERSITY OF N FLORIDAGENERAL USE501C3JACKSONVILLE, FL, US$5,000
Paid GrantJACKSONVILLE SYMPHONYGENERAL USE501C3JACKSONVILLE, FL, US$3,500
Paid GrantBRAIN RESEARCH FOUNDATIGENERAL USE501C3CHICAGO, IL, US$2,000
Paid GrantTHE COMMUNITY FNDGENERAL USE501C3JACKSONVILLE, FL, US$1,500
Paid GrantBOY SCOUTS OF AMERICAGENERAL USE501C3JACKSONVILLE, FL, US$1,500
Paid GrantWJCTGENERAL USE501C3JACKSONVILLE, FL, US$1,000
Paid GrantCATHERDAL ARTS PROJECTGENERAL USE501C3JACKSONVILLE, FL, US$850
Paid GrantCROHNS & COLITISGENERAL USE501C3SAINT CLOUD, FL, US$500
Paid GrantJACKSONVILLE CHILDRENSGENERAL USE501C3JACKSONVILLE, FL, US$300
Paid GrantST JOHNS RIVERKEEPERGENERAL USE501C3JACKSONVILLE, FL, US$250
Filing and Contact Details

Filer

Filer Name
Berg Family Charitable Foundation
EIN
59-2803980
Address
4306 PABLO OAKS COURT, JACKSONVILLE, FL 32224

Signing Officer

Name
Gilchrist B Berg
Title
Trustee
Signed
2021-05-13

Preparer

Firm
Frazier & Frazier Attys at Law PA
Address
1515 Riverside Ave STE A, Jacksonville, FL 32204
Preparer
D Kent Sausaman
Phone
9043535616
Raw XML AppendixShowing 400 of 606 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72002-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82004-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111995-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt022339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt258017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt410282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt616001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt79309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt999655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1017924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11230434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12189658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13139393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0141304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt169878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2316461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3172301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt47755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt541385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-7392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt737303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt841574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9144208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101004647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11313587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12778995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0141304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt169878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2316461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3172301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt47755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt541385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-7392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt737303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt841574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9144208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101004647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11313587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12778995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0163643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt175244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2374478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3186621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt418037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt544693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt746612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9141229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10162132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111235081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12503245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13918388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02500 SHARES OF BROWN FORMAN CORP CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11000 SHARES OF BROWN FORMAN CORP CL B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25000 SHARES OF CARMAX INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500 SHARES OF COSTCO WHOLESALE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4324 SHARES OF NEWMONT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5300 ROCKWELL AUTOMATION INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc610000 SHARES OF STEIN MART INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7400 SHARES OF NESTLE SA CHAM ET VEVEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc80 SHARES OF SPYD GOLD TRUST ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9900 SHARES OF SILTRONIC AG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100 SHARE OF ALPHABET INC A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc114 SHARES OF BERSHIRE HATHAWAY INC A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122500 SHARES OF BERSHIRE HATHAWAY B NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SEE ATTACHED WORKSHEET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02283011
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt041574
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-654766
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01434974
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02089740
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01434974
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0325084
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0325084
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0325084
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0357906
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032822
IRS990PF/DistributableAmountGrp/TotalTaxAmt032822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt027000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05843
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt027000
IRS990PF/FMVAssetsEOYAmt06563549
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02089740
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01434974
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0693198
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0323505
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0323500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01678092
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01126469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06240049
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0281550
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02371290
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01449974
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06563549
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0281550
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02371290
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01449974
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02089740
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01434974
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07267127
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0682351
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06584776
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0109007
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0357906
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07158120
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07267127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GILCHRIST B BERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04306 PABLO OAKS COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JACKSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032224
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02952932
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02976545
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt023613
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02976545
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GILCHRIST B BERG-TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04306 PABLO OAK COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032224
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09043555959
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GILCHRIST B BERG TRUSTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt214345
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt560000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt735000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt143500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL USE

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