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

2

+0.0% YoY

Avg Grant Size

$5K

-8.2% YoY

About The Berry Educational Trust Inc

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

HonoluluKailuaKeaau

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6K$13K$19K$26K20202021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$11K$17K$23K3 grants20200 grants20213 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

HAWAII THEATRE CENTER$10KKILAUEA DRAMA & ENTERTAI…$100

Grant Size Distribution

10 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CAROLYN BERRY WILSONTRUSTEE
REBECCA BERRYTRUSTEE
DAVID E BERRYTRUSTEE
BRIAN BERRYTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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