The Berry Family Foundation
The Berry Family Foundation is a private family foundation incorporated in Ohio in 1960 and tax-exempt since September 1961. Based in Moraine, Ohio, the foundation was established to carry forward the philanthropic vision and values of its founders, Loren Berry and John Berry Sr. The foundation supports entrepreneurial spirit and community development, with a particular commitment to strengthening the Dayton region.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$22.4M
+4.1% YoY
Annual Giving
$1.6M
+22.0% YoY
Grant Count
92
+21.1% YoY
Avg Grant Size
$18K
+0.8% YoY
Under IRS private-foundation payout rules, The Berry Family Foundation reported a distributable amount of $1.6M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's work is guided by core beliefs centered on American free enterprise principles and individual achievement. The foundation supports three primary focus areas:
Free Enterprise — The foundation encourages and supports entrepreneurialism, reflecting founder Loren Berry's belief in the free enterprise system as fundamental to American success.
Education & Youth — The foundation supports programs that instill knowledge and confidence in the next generation, with emphasis on responsibility, honesty, self-confidence, teamwork, and achievement.
Healthcare — The foundation is committed to eradicating disease and encouraging healthy communities.
Community — The foundation prioritizes supporting the Dayton community, which provided the foundation for the Berry family's opportunities.
Grantmaking
The foundation makes grants to organizations aligned with its core beliefs and focus areas. Grant sizes typically range from $250 to $205,000, with a median grant of $5,000. The foundation awarded 92 grants in its most recent filing period.
Grant Range
s typically range from $250 to $205,000, with a median grant of $5,000. The foundation awarded 92 grants in its most recent filing period.
Review Cycle
for 2026:**
How to Apply
** The foundation operates on a preselected basis and does not accept unsolicited applications. Organizations interested in partnership should submit a grant inquiry for review.
Ready to take the next step with The Berry Family Foundation?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Ohio, with particular emphasis on the Dayton community. The foundation also supports work in Florida and North Carolina.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Total Assets: $22.4 million (as of 2024)
Total Giving: $1.6 million (2024)
Revenue: $955,408 (2023)
Expenses: $1.83 million (2023)
Total Assets: $21.5 million (2023)
Total Liabilities: $0 (2023)
The foundation has contributed over $102 million through foundation grants and personal family member gifts over its 60+ years of giving to more than 100 organizations.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,429,622 | $21,539,119 | $22,412,421 |
| Revenue | $3,032,576 | $955,408 | $1,096,108 |
| Expenses | $2,142,073 | $1,828,710 | $2,004,966 |
| Qualifying Distributions | $1,637,700 | $1,341,850 | $1,460,405 |
| Net Investment Income | $1,095,385 | $887,325 | $790,150 |
| Distributable Amount | $1,582,901 | $1,460,165 | $1,497,377 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Open Grants
1 open opportunity from The Berry Family Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dayton Art Institute ($205,000), Dayton Live ($200,000), Boys & Girls Club of Dayton ($102,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AGAPE DAYTON, OH | SOCIAL/HUMAN SERVICES | $25,000 |
| AIR CAMP INC DAYTON, OH | YOUTH | $5,000 |
| AMERICAN RED CROSS - WESTERN NORTH ASHEVILLE, NC | SOCIAL/HUMAN SERVICES | $5,000 |
| ARTIS-NAPLES INC NAPLES, FL | EDUCATION | $15,000 |
| BAY COLONY DOLLARS FOR SCHOLARS NAPLES, FL | EDUCATION | $1,500 |
| BCCA SCHOLARSHIP FUND NAPLES, FL | EDUCATION | $1,500 |
| BIG BROTHERSBIG SISTERS DAYTON, OH | YOUTH | $10,000 |
| BLUE RIDGE PUBLIC RADIO ASHEVILLE, NC | SOCIAL/HUMAN SERVICES | $1,500 |
| BOYS & GIRLS CLUB OF DAYTON DAYTON, OH | YOUTH | $102,500 |
| BRIDGE THE GAP COLLEGE DAYTON, OH | EDUCATION | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
John W. Berry Jr. — President and Trustee
William T. Lincoln — Treasurer and Trustee
Charles D. Berry — Trustee
David L. Berry — Trustee
William L. Fraim — Trustee
David K. Ray — Secretary and Trustee
Paige R. Henry — Trustee
The foundation operates with limited paid staffing, relying on board members who serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN W BERRY JR | PRESIDENT/TR | — | — |
| WILLIAM T LINCOLN | TREASURER/TR | — | — |
| CHARLES D BERRY | TRUSTEE | — | — |
| DAVID L BERRY | TRUSTEE | — | — |
| WILLIAM L FRAIM | TRUSTEE | — | — |
| DAVID K RAY | SECRETARY/TR | — | — |
| PAIGE R HENRY | TRUSTEE | — | — |
Frequently Asked Questions
What does The Berry Family Foundation fund?
The foundation's work is guided by core beliefs centered on American free enterprise principles and individual achievement. The foundation supports three primary focus areas: **Free Enterprise** — The foundation encourages and supports entrepreneurialism, reflecting founder Loren Berry's belief in the free enterprise system as fundamental to American success. **Education & Youth** — The foundation supports programs that instill knowledge and confidence in the next generation, with emphasis on r…
How do I apply for a grant from The Berry Family Foundation?
The foundation makes grants to organizations aligned with its core beliefs and focus areas. Grant sizes typically range from $250 to $205,000, with a median grant of $5,000. The foundation awarded 92 grants in its most recent filing period. **Application Process:** The foundation operates on a preselected basis and does not accept unsolicited applications. Organizations interested in partnership should submit a grant inquiry for review. **Grant Submission Deadlines for 2026:** • May 14, 2026 • …
Where does The Berry Family Foundation make grants?
The foundation primarily funds organizations in Ohio, with particular emphasis on the Dayton community. The foundation also supports work in Florida and North Carolina.
What size grants does The Berry Family Foundation award?
In 2024, The Berry Family Foundation awarded 92 grants totaling $1.6M — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is The Berry Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berry Family Foundation reported a distributable amount of $1.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Berry Family Foundation's EIN?
The Berry Family Foundation's EIN (Employer Identification Number) is 31-6026144. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Berry Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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