Harold and Anne Berry Family Founda

TETON VILLAGE, WY EIN: 82-3197285

Harold and Anne Berry Family Founda is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TETON VILLAGE, WY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 7 grants totaling $72K. Net investment income was $35K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+0.1% YoY

Annual Giving

$72K

-6.3% YoY

Grant Count

7

+16.7% YoY

Avg Grant Size

$10K

-19.7% YoY

Under IRS private-foundation payout rules, Harold and Anne Berry Family Founda reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.

About Harold and Anne Berry Family Founda

Based on IRS filings

Harold and Anne Berry Family Founda is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TETON VILLAGE, WY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 7 grants totaling $72K. Net investment income was $35K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AmherstBathBrooklynBrunswickDamariscottaDeerfieldKennebunkNorthhamptonPhillipsburgPortlandSouth BristolSpringfield

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$189K$378K$567K$757K20202021202220232024
Metric202420232022
Total Assets$1,410,274$1,409,168$1,474,085
Revenue$37,223$34,633$34,811
Expenses$74,784$82,727$84,221
Qualifying Distributions$72,548$76,696$83,141
Net Investment Income$34,987$30,066$33,957
Distributable Amount$68,686$69,627$70,206

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$42K$62K$83K4 grants20201 grants20217 grants20226 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

COASTAL RIVERS CONSERVAT…$19KTHE HEIGHTS PLAYERS INC$14KUNITED WAY OF HAMPSHIRE$13KMAINE STATE MUSIC THEATER$10KCOMMUNITY FOUNDATION OF …$6KSOUTH BRISTOL FIRE DEPAR…$5KALLEN CHASE FOUNDATION$5K

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Coastal Rivers Conservation Trust ($18,960), The Heights Players Inc ($13,971), United Way of Hampshire ($12,973).

RecipientPurposeAmount
UNITED WAY OF HAMPSHIRE NORTHHAMPTON, MAOPERATIONS$12,973
ALLEN CHASE FOUNDATION DEERFIELD, MAOPERATIONS$4,990
MAINE STATE MUSIC THEATER BRUNSWICK, MEOPERATIONS$9,979
COMMUNITY FOUNDATION OF WESTERN MA SPRINGFIELD, MAOPERATIONS$5,988
COASTAL RIVERS CONSERVATION TRUST DAMARISCOTTA, MEOPERATIONS$18,960
THE HEIGHTS PLAYERS INC BROOKLYN, NYOPERATIONS$13,971
SOUTH BRISTOL FIRE DEPARTMENT SOUTH BRISTOL, MEOPERATIONS$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LINDSAY BERRYPRESIDENT2
ELIZABETH BERRYOFFICER2
HAROLD BERRY JROFFICER2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Harold and Anne Berry Family Founda?

Harold and Anne Berry Family Founda is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TETON VILLAGE, WY. It holds $1.4M in total assets as of 2024.

How large is Harold and Anne Berry Family Founda?

As of 2024, Harold and Anne Berry Family Founda holds $1.4M in total assets with $37K in annual revenue. It awarded 7 grants totaling $72K in 2024.

Where does Harold and Anne Berry Family Founda operate?

Harold and Anne Berry Family Founda has awarded grants in Massachusetts, Maine, New Jersey, New York.

What size grants does Harold and Anne Berry Family Founda award?

In 2024, Harold and Anne Berry Family Founda awarded 7 grants totaling $72K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Harold and Anne Berry Family Founda required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harold and Anne Berry Family Founda reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harold and Anne Berry Family Founda's EIN?

Harold and Anne Berry Family Founda's EIN (Employer Identification Number) is 82-3197285. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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