Henry F Berry Charitable Trust

Private foundation · Grantmaker Johnston, RI EIN: 45-6499502

Henry F Berry Charitable Trust is a private foundation, based in Johnston, RI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $777K in total assets. In 2025, it awarded 5 grants totaling $47K. Net investment income was $61K.

Key facts about Henry F Berry Charitable Trust

In short: Henry F Berry Charitable Trust gave $47K across 5 grants in 2025 (avg $9K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.

EIN
45-6499502
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$46,970
Grants made (2025)
5
Average grant
$9,394
Median grant
$9,394
Total assets
$777,261
Primary geography
New Hampshire (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$777K

+0.6% YoY

Annual Giving

$47K

+30.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$9K

+30.6% YoY

Under IRS private-foundation payout rules, Henry F Berry Charitable Trust reported a distributable amount of $51K for 2025 — the minimum it must pay out in qualifying distributions.

How Henry F Berry Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−17%). Method
  • In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 5 itemized grants.

Cities

Manchester

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K4 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2020 to 2025, annual grant giving ranged from $36K (2024) to $62K (2021). In 2025 it made 5 grants totaling $47K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Rotary International - Manchester: $9KRotary International -Manchester$9KNH Masonicare: $9KNH Masonicare$9KGrace Episcopal Church: $9KGrace Episcopal Church$9KElliot Hospital: $9KElliot Hospital$9KGranite United Way: $9KGranite United Way$9K

The largest 2025 recipient was Rotary International - Manchester ($9K). Together the top 5 received $47K.

Grant Size Distribution

25 grants across all recorded years

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

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Rotary International - Manchester Manchester, NHUnrestricted Gift$9,394
NH Masonicare Manchester, NHUnrestricted Gift$9,394
Grace Episcopal Church Manchester, NHUnrestricted Gift$9,394
Elliot Hospital Manchester, NHUnrestricted Gift$9,394
Granite United Way Manchester, NHUnrestricted Gift$9,394

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$777,261$772,616$763,515
Revenue$73,080$63,990$62,724
Expenses$69,306$54,821$74,239
Qualifying Distributions$54,291$43,142$63,122
Net Investment Income$61,204$53,003$45,787
Distributable Amount$50,520$49,150$43,815

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Henry F Berry Charitable Trust's only listed officer is Citizens Bank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Citizens Bank N A

    Trustee

    On filings since 2020

    2 hrs/week

    $12K (2020) → $12K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Citizens Bank N a — Trustee: $12KCitizens Bank N aTrustee$12K

The highest reported compensation on the 2025 filing was $12K, to Citizens Bank N a (Trustee).

Frequently asked questions about Henry F Berry Charitable Trust

How much does Henry F Berry Charitable Trust give each year?

Henry F Berry Charitable Trust gave $47K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 5 grants.

What is Henry F Berry Charitable Trust's typical grant size?

Henry F Berry Charitable Trust's median grant in 2025 was $9,394, and its average grant was $9,394, across 5 grants on its 2025 IRS Form 990-PF.

Where does Henry F Berry Charitable Trust give grants?

Henry F Berry Charitable Trust gives mostly in New Hampshire: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Manchester, NH (5 grants).

Does Henry F Berry Charitable Trust give general operating support?

Yes: 100% of Henry F Berry Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Henry F Berry Charitable Trust's largest grantees?

Henry F Berry Charitable Trust's largest 2025 grantees include Rotary International - Manchester ($9,394), NH Masonicare ($9,394) and Grace Episcopal Church ($9,394), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Henry F Berry Charitable Trust?

Henry F Berry Charitable Trust reported $777K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $51K (roughly 5% of its investment assets).

What is Henry F Berry Charitable Trust's EIN?

Henry F Berry Charitable Trust's EIN (Employer Identification Number) is 45-6499502. IRS Form 990 filing data is available on this page for 2020–2025.

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

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