The Berry Educational Trust Inc

LONGBOAT KEY, FL EIN: 65-0533522

The Berry Educational Trust Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONGBOAT KEY, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $207K in total assets. In 2024, it awarded 2 grants totaling $10K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$207K

+2.5% YoY

Annual Giving

$10K

-8.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

-8.2% YoY

Under IRS private-foundation payout rules, The Berry Educational Trust Inc reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About The Berry Educational Trust Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Hawaii $54K (100%)

States

Hawaii

Cities

HonoluluKailuaKeaau

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$206,799	$201,679	$215,284
Revenue	$15,220	$14,954	$23,301
Expenses	$10,100	$13,560	$22,508
Qualifying Distributions	$10,100	$11,000	$22,500
Net Investment Income	$15,220	$14,954	$23,293
Distributable Amount	$11,705	$10,516	$11,016

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hawaii Theatre Center ($10,000), Kilauea Drama & Entertainment Network ($100).

Recipient	Purpose	Amount
HAWAII THEATRE CENTER HONOLULU, HI	CHARITABLE CONTRIBUTION	$10,000
KILAUEA DRAMA & ENTERTAINMENT NETWORK KEAAU, HI	CHARITABLE CONTRIBUTION	$100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CAROLYN BERRY WILSON	TRUSTEE	—	—
REBECCA BERRY	TRUSTEE	—	—
DAVID E BERRY	TRUSTEE	—	—
BRIAN BERRY	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Berry Educational Trust Inc?

The Berry Educational Trust Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONGBOAT KEY, FL. It holds $207K in total assets as of 2024.

How large is The Berry Educational Trust Inc?

As of 2024, The Berry Educational Trust Inc holds $207K in total assets with $15K in annual revenue. It awarded 2 grants totaling $10K in 2024.

Where does The Berry Educational Trust Inc operate?

The Berry Educational Trust Inc has awarded grants in Hawaii.

What size grants does The Berry Educational Trust Inc award?

In 2024, The Berry Educational Trust Inc awarded 2 grants totaling $10K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is The Berry Educational Trust Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berry Educational Trust Inc reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Berry Educational Trust Inc's EIN?

The Berry Educational Trust Inc's EIN (Employer Identification Number) is 65-0533522. IRS Form 990 filing data is available on this page for 2020–2024.