The Berry Educational Trust Inc

Private foundation · Grantmaker Longboat Key, FL EIN: 65-0533522

The Berry Educational Trust Inc is a private foundation, 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.

Key facts about The Berry Educational Trust Inc

In short: The Berry Educational Trust Inc gave $10K across 2 grants in 2024 (avg $5K), mostly in Hawaii. Source: 2024 IRS Form 990-PF.

EIN
65-0533522
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$10,100
Grants made (2024)
2
Average grant
$5,050
Median grant
$5,050
Total assets
$206,799
Primary geography
Hawaii (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$207K

+2.5% YoY

Annual Giving

$10K

-8.2% YoY

Grant Count

2

+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.

How The Berry Educational Trust Inc gives

  • In 2024 it paid out 86% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

HonoluluKailuaKeaau

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K3 grants2020 0 grants2021 3 grants2022 2 grants2023 2 grants2024

From 2020 to 2024, annual grant giving ranged from $10K (2020) to $23K (2022). In 2024 it made 2 grants totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Hawaii Theatre Center: $10KHawaii Theatre Center$10KKilauea Drama & Entertainment Network: $100Kilauea Drama & EntertainmentNetwork$100

The largest 2024 recipient was Hawaii Theatre Center ($10K). Together the top 2 received $10K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Hawaii Theatre Center Honolulu, HICharitable Contribution$10,000
Kilauea Drama & Entertainment Network Keaau, HICharitable Contribution$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Berry Educational Trust Inc's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Brian Berry

    Trustee

    On filings since 2020

    No compensation reported

  • Carolyn Berry Wilson

    Trustee

    On filings since 2020

    No compensation reported

  • David E. Berry

    Trustee

    On filings since 2020

    No compensation reported

  • Rebecca Berry

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 The Berry Educational Trust Inc

How much does The Berry Educational Trust Inc give each year?

The Berry Educational Trust Inc gave $10K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $11K across 2 grants.

How large is The Berry Educational Trust Inc?

The Berry Educational Trust Inc reported $207K in total assets on its 2024 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $12K (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.

Where does The Berry Educational Trust Inc operate?

The Berry Educational Trust Inc has awarded grants in Hawaii.

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.

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

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