The Linda Caswell Berry & Sons
The Linda Caswell Berry & Sons is a private foundation based in West Chester, Ohio. Its 2025 filing reports 27 grants totaling $123,000, primarily to organizations in Ohio.
Key facts about The Linda Caswell Berry & Sons
In short: The Linda Caswell Berry & Sons gave $123K across 27 grants in 2025 (avg $5K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 52-2381804
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $123,000
- Grants made (2025)
- 27
- Average grant
- $4,556
- Median grant
- $5,000
- Total assets
- $2,542,034
- Primary geography
- Ohio (93% of itemized 2025 grant dollars)
- How to apply
- The filing lists a one-page letter as the application material, states that there are no deadlines, and lists no restrictions on awards. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.5M
+0.1% YoY
Annual Giving
$123K
+0.8% YoY
Grant Count
27
-3.6% YoY
Avg Grant Size
$5K
+4.6% YoY
Under IRS private-foundation payout rules, The Linda Caswell Berry & Sons reported a distributable amount of $124K for 2025 — the minimum it must pay out in qualifying distributions.
How The Linda Caswell Berry & Sons gives
- 74% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 117% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided in the filing information. Its grants support a range of organizations. For example, Your Store of the Queen City says its mission is to expand fresh food access and create community-based jobs through neighborhood enterprises in Cincinnati food desert areas. Magnified Giving says it provides grants to local charities through youth participating in its philanthropy education program. Ohio Valley Voices says it teaches children who are deaf or hard of hearing to listen and speak and advocates for their families.
Grantmaking
In 2025, the foundation made 27 grants totaling $123,000. Awards ranged from $1,000 to $11,000, with a median grant of $5,000. Notable grants included $11,000 to Springdale Nazarene Church, $10,000 to Christian Help Center, and $7,500 each to Emmanuel United Methodist Church, The Valley Church, and Your Store of the Queen City. The filing lists these as unrestricted contributions.
Other 2025 recipients included Urban Appalachian Community Coalition ($5,500), Magnified Giving ($5,000), Ohio Valley Voices ($5,000), and Norwood Masonic Temple Foundation Incorporated ($5,000). Norwood Masonic Temple Foundation says it provides accommodation for area organizations and events, scholarships, space for a children’s dyslexic learning center, and preservation of a historic building.
The foundation’s filings report 28 grants totaling $122,000 in 2024 and 18 grants totaling $110,960 in 2023.
How to Apply
The filing lists a one-page letter as the application material, states that there are no deadlines, and lists no restrictions on awards.
Ready to take the next step with The Linda Caswell Berry & Sons?
Geographic Focus
Where this funder awards grants
In 2025, 93% of grant dollars went to recipients in Ohio. The remaining grant dollars went to recipients in Tennessee (4%), Indiana (2%), and Michigan (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $23K (2021) to $123K (2025). In 2025 it made 27 grants totaling $123K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Springdale Nazarene Church ($11K). Together the top 10 received $70K.
Grant Size Distribution
90 grants across all recorded years
The most common grant size was under $50K: 90 grants of 90 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Springdale Nazarene Church Cincinnati, OH | Unrestricted Contribution | $11,000 |
| Christian Help Center Batavia, OH | Unrestricted Contribution | $10,000 |
| Emmanuel United Methodist Church Batavia, OH | Unrestricted Contribution | $7,500 |
| The Valley Church Cincinnati, OH | Unrestricted Contribution | $7,500 |
| Your Store of the Queen City Cincinnati, OH | Unrestricted Contribution | $7,500 |
| Luke 5 Adventures Mason, OH | Unrestricted Contribution | $6,000 |
| Urban Appalachian Community Coalition Cincinnati, OH | Unrestricted Contribution | $5,500 |
| Franklin High School Franklin, TN | Unrestricted Contribution | $5,000 |
| Inner Cincinnati Soccer Academy Norwood, OH | Unrestricted Contribution | $5,000 |
| Intervarsity Christian Fellowship Milford, OH | Unrestricted Contribution | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,542,034 | $135,688 | $171,402 | $123,000 |
| 2024 | $2,538,440 | $103,252 | $157,316 | $122,000 |
| 2023 | $2,573,439 | $42,403 | $163,670 | $110,960 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,542,034 | $2,538,440 | $2,573,439 |
| Revenue | $135,688 | $103,252 | $42,403 |
| Expenses | $171,402 | $157,316 | $163,670 |
| Qualifying Distributions | $145,106 | $139,488 | $137,038 |
| Net Investment Income | $104,278 | $85,152 | $30,002 |
| Distributable Amount | $123,939 | $126,440 | $128,176 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Julie Uhrig as trustee, president, and treasurer; William A Sears as trustee and vice president; and Kevin Sears as trustee and secretary.
The Linda Caswell Berry & Sons's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Julie Uhrig
Trustee - President - Treasurer
Trustee & Director → Trustee - President - Treasurer, 2021
On filings since 2020
2 hrs/week
$6K (2020) → $8K (2025)
Kevin Sears
Trustee - Secretary
Trustee & Director → Trustee - Secretary, 2021
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
William A. Sears
Trustee - Vice President
Treasurer → Trustee - Vice President, 2021
On filings since 2020
1 hr/week
$39K (2020) → $5K (2025)
Former officers (1)
- Former: Robert F. Uhrig (2020) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Julie Uhrig (Trustee - President - Treasurer). 3 officers or directors reported compensation on that filing.
Contact
Application contact: Julie Uhrig
Mailing address: 221 E Fourth Street Suite 2300, Cincinnati, OH 45202
Phone: (513) 241-3111
Frequently asked questions about The Linda Caswell Berry & Sons
How much does The Linda Caswell Berry & Sons give each year?
The Linda Caswell Berry & Sons gave $123K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $122K across 28 grants.
What is The Linda Caswell Berry & Sons's typical grant size?
The Linda Caswell Berry & Sons's median grant in 2025 was $5,000, and its average grant was $4,556, across 27 grants on its 2025 IRS Form 990-PF.
Where does The Linda Caswell Berry & Sons give grants?
The Linda Caswell Berry & Sons gives mostly in Ohio: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cincinnati, OH (14 grants), Batavia, OH (2 grants), Norwood, OH (2 grants) and Loveland, OH (2 grants).
Does The Linda Caswell Berry & Sons give general operating support?
Yes: 100% of The Linda Caswell Berry & Sons's 2025 grants with a stated purpose (27 of 27) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Linda Caswell Berry & Sons's largest grantees?
The Linda Caswell Berry & Sons's largest 2025 grantees include Springdale Nazarene Church ($11,000), Christian Help Center ($10,000) and Emmanuel United Methodist Church ($7,500), according to its 2025 IRS Form 990-PF. Together they received 23% of its itemized 2025 grant dollars.
How large is The Linda Caswell Berry & Sons?
The Linda Caswell Berry & Sons reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $145K in qualifying distributions that year, against a required minimum of $124K (roughly 5% of its investment assets).
What does The Linda Caswell Berry & Sons fund?
No mission statement for the foundation is provided in the filing information. Its grants support a range of organizations. See mission & focus areas ↑
How do I apply for a grant from The Linda Caswell Berry & Sons?
The filing lists a one-page letter as the application material, states that there are no deadlines, and lists no restrictions on awards. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Linda Caswell Berry & Sons's EIN?
The Linda Caswell Berry & Sons's EIN (Employer Identification Number) is 52-2381804. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Linda Caswell Berry & Sons by hand.
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Cite this profile
Grantable. (2026). The Linda Caswell Berry & Sons funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-linda-caswell-berry-and-sons-morg_e860af644d224f4b9b51f42b461310f0
BibTeX
@misc{grantable_522381804_2026,
author = {{Grantable}},
title = {{The Linda Caswell Berry \& Sons funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-linda-caswell-berry-and-sons-morg_e860af644d224f4b9b51f42b461310f0},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Linda Caswell Berry & Sons's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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