John L Berberich Charitable Trust
John L Berberich Charitable Trust is a private foundation, based in Pontiac, IL. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $5.0M in total assets. In 2025, it awarded 7 grants totaling $203K. Net investment income was $129K.
John L Berberich Charitable Trust at a glance
In short: John L Berberich Charitable Trust gave $203K across 7 grants in 2025 (avg $29K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $203,300
- +84.8% vs 2024
- Grants made (2025)
- 7
- +40.0% vs 2024
- Average grant
- $29,043
- +32.0% vs 2024
- Median grant
- $12,100
- Total assets
- $5,024,879
- +5.7% vs 2024
- Primary geography
- Illinois (83% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who John L Berberich Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was American Cancer Society ($75K). Together the top 7 received $203K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 9 grants of 13 (69%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How John L Berberich Charitable Trust gives
- In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $50K (2023) to $203K (2025). In 2025 it made 7 grants totaling $203K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Chicago, IL | Donation | $75,000 |
| Central Catholic High School Bloomington, IL | Donation | $70,000 |
| St Jude Children's Research Hospital Minneapolis, MN | Donation | $25,000 |
| Catholic Diocese of Peoria Peoria, IL | Donation | $12,100 |
| Fire Foundation of Central Illinois Normal, IL | Donation | $10,000 |
| Mayo Clinic Rochester, MN | Donation | $10,000 |
| St Mary's School Pontiac, IL | Donation | $1,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,024,879 | $81,991 | $230,378 | $203,300 | 7 | $203,300 | $129,325 | $267,797 |
| 2024 | $4,752,266 | — | $111,577 | $110,000 | 5 | $110,000 | — | $751 |
| 2023 | $10,000 | $44,582 | $50,000 | $50,000 | 1 | $50,000 | $44,582 | — |
Under IRS private-foundation payout rules, John L Berberich Charitable Trust reported a distributable amount of $268K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John L Berberich Charitable Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Grace M. Herr
Trustee
On filings since 2023
1 hr/week
No compensation reported
Sarah E. Gilpin
Trustee
On filings since 2023
1 hr/week
No compensation reported
Serena M. Herr
Trustee
On filings since 2023
1 hr/week
No compensation reported
Thomas E. Herr
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about John L Berberich Charitable Trust
How much does John L Berberich Charitable Trust give each year?
John L Berberich Charitable Trust gave $203K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 5 grants.
What is John L Berberich Charitable Trust's typical grant size?
John L Berberich Charitable Trust's median grant in 2025 was $12,100, and its average grant was $29,043, across 7 grants on its 2025 IRS Form 990-PF.
Where does John L Berberich Charitable Trust give grants?
John L Berberich Charitable Trust gives mostly in Illinois: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (17%).
Does John L Berberich Charitable Trust give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on John L Berberich Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (7 grants).
Who are John L Berberich Charitable Trust's largest grantees?
John L Berberich Charitable Trust's largest 2025 grantees include American Cancer Society ($75,000), Central Catholic High School ($70,000) and St Jude Children's Research Hospital ($25,000), according to its 2025 IRS Form 990-PF. Together they received 84% of its itemized 2025 grant dollars.
How large is John L Berberich Charitable Trust?
John L Berberich Charitable Trust reported $5.0M in total assets on its 2025 IRS Form 990-PF. It paid out $203K in qualifying distributions that year, against a required minimum of $268K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is John L Berberich Charitable Trust's EIN?
John L Berberich Charitable Trust's EIN (Employer Identification Number) is 88-4280881. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2023–2024
Live grants for the work John L Berberich Charitable Trust funds
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