Berry Family Charitable Trust
Berry Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCALES MOUND, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 28 grants totaling $114K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
-5.4% YoY
Annual Giving
$114K
+22.8% YoY
Grant Count
28
+133.3% YoY
Avg Grant Size
$4K
-47.4% YoY
Under IRS private-foundation payout rules, Berry Family Charitable Trust reported a distributable amount of $115K for 2024 — the minimum it must pay out in qualifying distributions.
About Berry Family Charitable Trust
Based on IRS filings
Berry Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCALES MOUND, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 28 grants totaling $114K. Net investment income was $19K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,975,504 | $2,089,026 | $2,175,718 |
| Revenue | $33,058 | $23,213 | $-40,333 |
| Expenses | $146,945 | $109,905 | $181,469 |
| Qualifying Distributions | $121,931 | $93,600 | $99,500 |
| Net Investment Income | $19,036 | $55,708 | — |
| Distributable Amount | $114,544 | $107,329 | $105,913 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
66 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Northwestern University ($20,000), Union League Boys & Girls Club ($20,000), Dubuque Symphony Orchestra ($11,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ANDERSON HUMANE SOCIETY INC SOUTH ELGIN, IL | GENERAL CONTRIBUTIONS | $1,500 |
| BARRINGTON JUNIOR WOMENS CLUB INC BARRINGTON, IL | GENERAL CONTRIBUTION | $1,500 |
| BARRINGTON YOUTH & FAMILY SERVICES BARRINGTON, IL | GENERAL CONTRIBUTION | $1,500 |
| CASA KANE COUNTY GENEVA, IL | GENERAL CONTRIBUTION | $2,000 |
| CITIZENS FOR CONSERVATION NORTH BARRINGTON, IL | GENERAL CONTRIBUTION | $1,000 |
| COMMUNITY CRISIS CENTER ELGIN, IL | GENERAL CONTRIBUTION | $2,000 |
| CRYSTAL LAKE FOOD PANTRY INC CRYSTAL LAKE, IL | GENERAL CONTRIBUTION | $2,500 |
| DUBUQUE SYMPHONY ORCHESTRA DUBUQUE, IA | MEMBERSHIP | $11,500 |
| DUNDEE TOWNSHIP ROTARY FOUNDATION DUNDEE, IL | GENERAL CONTRIBUTION | $2,000 |
| ELY AREA COMMUNITY FOUNDATION INC ELY, MN | GENERAL CONTRIBUTION | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES O BERRY | TRUSTEE | 2 | — |
| ANN S BERRY | TRUSTEE | — | — |
| ELIZABETH BERRY | TRUSTEE | — | — |
| ROBERT BERRY | TRUSTEE | — | — |
| LARA BERRY | TRUSTEE | — | — |
| CHRISTINE LILLIE | TRUSTEE | — | — |
| JOSEPH LILLIE | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Berry Family Charitable Trust?
Berry Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCALES MOUND, IL. It holds $2.0M in total assets as of 2024.
How large is Berry Family Charitable Trust?
As of 2024, Berry Family Charitable Trust holds $2.0M in total assets with $33K in annual revenue. It awarded 28 grants totaling $114K in 2024.
Where does Berry Family Charitable Trust operate?
Berry Family Charitable Trust has awarded grants in Georgia, Iowa, Idaho, Illinois, Indiana, Minnesota, Montana, North Carolina, New York, Virginia, Wisconsin.
What size grants does Berry Family Charitable Trust award?
In 2024, Berry Family Charitable Trust awarded 28 grants totaling $114K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Berry Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Berry Family Charitable Trust reported a distributable amount of $115K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Berry Family Charitable Trust's EIN?
Berry Family Charitable Trust's EIN (Employer Identification Number) is 85-6759096. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Berry Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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