The Linda Caswell Berry & Sons
The Linda Caswell Berry & Sons is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST CHESTER, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 28 grants totaling $122K. Net investment income was $85K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
-1.4% YoY
Annual Giving
$122K
+9.9% YoY
Grant Count
28
+55.6% YoY
Avg Grant Size
$4K
-29.3% YoY
Under IRS private-foundation payout rules, The Linda Caswell Berry & Sons reported a distributable amount of $126K for 2024 — the minimum it must pay out in qualifying distributions.
About The Linda Caswell Berry & Sons
Based on IRS filings
The Linda Caswell Berry & Sons is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST CHESTER, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 28 grants totaling $122K. Net investment income was $85K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2021 |
|---|---|---|---|
| Total Assets | $2,538,440 | $2,573,439 | $2,838,941 |
| Revenue | $103,252 | $42,403 | $-461,913 |
| Expenses | $157,316 | $163,670 | $238,041 |
| Qualifying Distributions | $139,488 | $137,038 | — |
| Net Investment Income | $85,152 | $30,002 | $40,257 |
| Distributable Amount | $126,440 | $128,176 | $75,384 |
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
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Appalachia Reach Out ($15,000), Christian Help Center ($10,000), Avenues for Success ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BROWN COUNTY ANIMAL SHELTER GEORGETOWN, OH | UNRESTRICTED CONTRIBUTION | $2,000 |
| CHRISTIAN HELP CENTER BATAVIA, OH | UNRESTRICTED CONTRIBUTION | $10,000 |
| EMMANUAL UNITED METHODIST CHURCH BATAVIA, OH | UNRESTRICTED CONTRIBUTION | $5,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP MILFORD, OH | UNRESTRICTED CONTRIBUTION | $5,000 |
| LIFE ENRICHING COMMUNITY LOVELAND, OH | UNRESTRICTED CONTRIBUTION | $7,500 |
| NORWOOD HIGH SCHOOL CINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $500 |
| NORWOOD MASONIC TEMPLE FOUNDATION NORWOOD, OH | UNRESTRICTED CONTRIBUTION | $5,000 |
| OHIO SLED HOCKEY CINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $2,000 |
| OHIO VALLEY VOICES LOVELAND, OH | UNRESTRICTED CONTRIBUTION | $5,000 |
| SPRINGDALE NAZARENE CHURCH CINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM A SEARS | TRUSTEE - VICE PRESIDENT | 1 | $4,800 |
| JULIE UHRIG | TRUSTEE - PRESIDENT - TREASURER | 2 | $6,000 |
| KEVIN SEARS | TRUSTEE - SECRETARY | 1 | $4,800 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Linda Caswell Berry & Sons?
The Linda Caswell Berry & Sons is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST CHESTER, OH. It holds $2.5M in total assets as of 2024.
How large is The Linda Caswell Berry & Sons?
As of 2024, The Linda Caswell Berry & Sons holds $2.5M in total assets with $103K in annual revenue. It awarded 28 grants totaling $122K in 2024.
Where does The Linda Caswell Berry & Sons operate?
The Linda Caswell Berry & Sons has awarded grants in Indiana, Kentucky, New York, Ohio, Tennessee.
What size grants does The Linda Caswell Berry & Sons award?
In 2024, The Linda Caswell Berry & Sons awarded 28 grants totaling $122K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The Linda Caswell Berry & Sons required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Linda Caswell Berry & Sons reported a distributable amount of $126K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Linda Caswell Berry & Sons's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.