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The Berry Family Foundation

Private foundation · Grantmaker Dayton, OH EIN: 31-6026144 Website

The Berry Family Foundation is a private foundation based in Dayton, Ohio. Established in 1960, it provides grants to organizations aligned with its mission to perpetuate Loren and John Berry Sr.’s passion for free enterprise and a strong Dayton community.

Key facts about The Berry Family Foundation

In short: The Berry Family Foundation gave $1.6M across 92 grants in 2024 (avg $18K), mostly in Ohio. 36% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
31-6026144
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,637,700
Grants made (2024)
92
Average grant
$17,801
Median grant
$5,000
New grantees (estimate)
36% first-time grantees (33 of 92, 2024)
Total assets
$22,429,622
Primary geography
Ohio (94% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests. Full details ↓
Deadline
The website lists grant submission deadlines of May 14, 2026, and October 22, 2026.

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

Is The Berry Family Foundation open to new grantees?

36%

first-time grantees, 2024

In 2024, 33 of 92 grantees (36%) were first-time recipients. First grants averaged $17K; repeat grants $18K. How we count

Medians: $5K first-time, $5K repeat.

  • 59% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+2%). Method
  • In 2024 it paid out 103% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s mission is to perpetuate Loren and John Berry Sr.’s passion for free enterprise and a strong Dayton community. Its stated core beliefs include encouraging entrepreneurialism, personal goals and responsibility, and supporting Dayton, youth programs, education, and a strong healthcare system.

Examples of supported organizations illustrate a range of work. The Boys & Girls Club of Dayton says its mission is to help young people reach their full potential. Omega Community Development Corporation says it focuses on youth, family, and economic development services. Family Service Association says it works to strengthen families and communities through counseling and education, while Miami Valley Meals describes preparing donated food for distribution to people experiencing food insecurity. These are the organizations’ own descriptions of their work.

Grantmaking

In filing year 2024, the foundation reported 92 grants totaling $1,637,700. Grants ranged from $250 to $205,000, with a median of $5,000.

Review Cycle

The website lists grant submission deadlines of May 14, 2026, and October 22, 2026. The 2024 filing lists no deadlines.

Open Grants

1 open opportunity from The Berry Family Foundation

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Geographic Focus

Where this funder awards grants

The foundation’s website identifies support for the Dayton community as central to its mission. In 2024, 94% of grant dollars went to recipients in Ohio; the remaining shares went to Florida (2%), California (1%), North Carolina (1%), and Michigan (1%).

Grant Distribution by State

21states

Share of 2024 grant dollars across all 92 itemized grants.

Cities

DaytonNaplesColumbusCincinnatiLos AngelesWashingtonDublinHillsdaleMilfordNew OrleansNew YorkArlingtonAtlantaBlue AshCedarvilleCincinnattiCulver CityMemphisMiamisburgStanford

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M65 grants2020 63 grants2021 73 grants2022 76 grants2023 92 grants2024

From 2020 to 2024, annual grant giving ranged from $1.1M (2020) to $1.6M (2024). In 2024 it made 92 grants totaling $1.6M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Dayton Art Institute: $205KDayton Art Institute$205KDayton Live: $200KDayton Live$200KBoys & Girls Club of Dayton: $103KBoys & Girls Club of Dayton$103KSicsa: $102KSicsa$102KDayton Christian Schools: $100KDayton Christian Schools$100KEast End Community Services: $100KEast End Community Services$100KOmega Community Development Corp: $100KOmega Community DevelopmentCorp$100KUniversity of Notre Dame: $100KUniversity of Notre Dame$100KDayton Performing Arts Alliance: $80KDayton Performing ArtsAlliance$80KDayton History at Carillon Historic: $50KDayton History at CarillonHistoric$50K

The largest 2024 recipient was Dayton Art Institute ($205K). Together the top 10 received $1.1M.

Grant Size Distribution

369 grants across all recorded years

318<$50K26$50–100K24$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 318 grants of 369 (86%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Dayton Art Institute Dayton, OHSocial/Human Services$205,000
Dayton Live Dayton, OHSocial/Human Services$200,000
Boys & Girls Club of Dayton Dayton, OHYOUTH$102,500
Sicsa Dayton, OHSocial/Human Services$101,750
Dayton Christian Schools Dayton, OHEducation$100,000
East End Community Services Dayton, OHSocial/Human Services$100,000
Omega Community Development Corp Dayton, OHSocial/Human Services$100,000
University of Notre Dame Dayton, OHEducation$100,000
Dayton Performing Arts Alliance Dayton, OHSocial/Human Services$80,000
Dayton History at Carillon Historic Dayton, OHSocial/Human Services$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $22,429,622 $3,032,576 $2,142,073 $1,637,700
2023 $21,539,119 $955,408 $1,828,710 $1,341,850
2022 $22,412,421 $1,096,108 $2,004,966 $1,460,405
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024
Metric202420232022
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

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

Leadership team and compensation from IRS filings

The 2024 filing lists John W. Berry Jr. as president and trustee; William T. Lincoln as treasurer and trustee; David K. Ray as secretary and trustee; and Charles D. Berry, David L. Berry, William L. Fraim, and Paige R. Henry as trustees. The foundation’s website identifies John Berry Jr. as chairman.

The Berry Family Foundation is led by John W. Berry Jr., President since 2024 (on filings since 2020); none of the 7 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • John W. Berry Jr.

    President

    President An → President, 2024

    On filings since 2020

    No compensation reported

  • Charles D. Berry

    Trustee

    On filings since 2020

    No compensation reported

  • David L. Berry

    Trustee

    On filings since 2020

    No compensation reported

  • William L. Fraim

    Trustee

    On filings since 2020

    No compensation reported

  • Paige R. Henry

    Trustee

    On filings since 2021

    No compensation reported

  • William T. Lincoln

    Treasurer

    Treasurer An → Treasurer, 2024

    On filings since 2020

    No compensation reported

  • David K. Ray

    Secretary

    Trustee → Secretary An, 2022

    Secretary An → Secretary, 2024

    On filings since 2021

    No compensation reported

Former officers (1)
  • Former: James O. Payne (2020–2021) — Secretary An

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.

Contact

Application contact: David Ray
Mailing address: 3055 S Kettering Blvd Suite 418, Dayton, OH 45439
Phone: (937) 293-0398
Website: https://berryfamilyfoundation.org

Frequently asked questions about The Berry Family Foundation

How much does The Berry Family Foundation give each year?

The Berry Family Foundation gave $1.6M across 92 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.3M across 76 grants.

What is The Berry Family Foundation's typical grant size?

The Berry Family Foundation's median grant in 2024 was $5,000, and its average grant was $17,801, across 92 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Berry Family Foundation that year got $17K on average.

Where does The Berry Family Foundation give grants?

The Berry Family Foundation gives mostly in Ohio: 94% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Dayton, OH (46 grants), Naples, FL (7 grants), Columbus, OH (5 grants) and Asheville, NC (2 grants).

Does The Berry Family Foundation give general operating support?

Not in 2024: none of the 92 grants with a stated purpose on The Berry Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Social/Human Services" (40 grants), "Education" (21 grants) and "Youth" (12 grants).

Who are The Berry Family Foundation's largest grantees?

The Berry Family Foundation's largest 2024 grantees include Dayton Art Institute ($205,000), Dayton Live ($200,000) and Boys & Girls Club of Dayton ($102,500), according to its 2024 IRS Form 990-PF. Together they received 31% of its itemized 2024 grant dollars.

How large is The Berry Family Foundation?

The Berry Family Foundation reported $22.4M in total assets on its 2024 IRS Form 990-PF. It paid out $1.6M in qualifying distributions that year, against a required minimum of $1.6M (roughly 5% of its investment assets).

What does The Berry Family Foundation fund?

The foundation’s mission is to perpetuate Loren and John Berry Sr.’s passion for free enterprise and a strong Dayton community. See mission & focus areas ↑

How do I apply for a grant from The Berry Family Foundation?

The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Does The Berry Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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