The Berry Educational Trust Inc
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.
The Berry Educational Trust Inc at a glance
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.
- Annual giving (2024)
- $10,100
- -8.2% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $5,050
- -8.2% vs 2023
- Median grant
- $5,050
- Total assets
- $206,799
- +2.5% vs 2023
- Primary geography
- Hawaii (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Berry Educational Trust Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Hawaii Theatre Center ($10K). Together the top 2 received $10K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $10K (2020) to $23K (2022). In 2024 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hawaii Theatre Center Honolulu, HI | Charitable Contribution | $10,000 |
| Kilauea Drama & Entertainment Network Keaau, HI | Charitable Contribution | $100 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $206,799 | $15,220 | $10,100 | $10,100 | 2 | $10,100 | $15,220 | $11,705 |
| 2023 | $201,679 | $14,954 | $13,560 | $11,000 | 2 | $11,000 | $14,954 | $10,516 |
| 2022 | $215,284 | $23,301 | $22,508 | $22,500 | 3 | $22,500 | $23,293 | $11,016 |
| 2021 | $199,491 | $16,607 | — | — | — | — | $16,607 | $12,168 |
| 2020 | $238,193 | $7,913 | $10,035 | $10,035 | 3 | — | $7,913 | $10,801 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Berry Educational Trust Inc funds
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