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Nonprofit · EIN 31-6026144

BERRY FAMILY FOUNDATION

Tax-exempt · MORAINE, OH 45439

Financials

$955K$1.8M2023$3M$2.1M2024
Revenue Expenses · by fiscal year end
Financials of BERRY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,032,576$2,142,073$890,503$22,429,622$0$22,429,622
December 31, 2023990-PF$955,408$1,828,710-$873,302$21,539,119$0$21,539,119
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$708,573
Interest
$1,614
Net gain from sales of assets
$2,213,461
Other income
$108,928

Expenses

Grants and similar amounts paid
$1,637,700
Disbursements for charitable purposes
$1,637,700
Excise tax on investment income
$15,226

Balance sheet and other

Total assets, start of year
$21,539,119
Total assets, end of year
$22,429,622
Total liabilities, end of year
$0
Net assets, end of year
$22,429,622
Fair market value of assets
$32,410,520
Qualifying distributions
$1,637,700
Net investment income
$1,201,816

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOHN W BERRY JR
3055 KETTERING BLVD SUITE 418, DAYTON, OH 45439
PRESIDENT/TR0$0
WILLIAM T LINCOLN
3055 KETTERING BLVD SUITE 418, DAYTON, OH 45439
TREASURER/TR0$0
CHARLES D BERRY
4150 RONDEAU RIDGE DR, DAYTON, OH 45429
TRUSTEE0$0
DAVID L BERRY
10 NORTH POINT CIRCLE, BELVEDERE, CA 94920
TRUSTEE0$0
WILLIAM L FRAIM
1280 SHAWNEE TRACE, BELLEFONTAINE, OH 43311
TRUSTEE0$0
DAVID K RAY
1198 WALNUT VALLEY LANE, DAYTON, OH 45458
SECRETARY/TR0$0
PAIGE R HENRY
755 DENNISON AVE, COLUMBUS, OH 43215
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JOHN W BERRY JR
3055 KETTERING BLVD SUITE 418, DAYTON, OH 45439
PRESIDENT AN0$0
WILLIAM T LINCOLN
3055 KETTERING BLVD SUITE 418, DAYTON, OH 45439
TREASURER AN0$0
CHARLES D BERRY
4150 RONDEAU RIDGE DR, DAYTON, OH 45429
TRUSTEE0$0
DAVID L BERRY
10 NORTH POINT CIRCLE, BELVEDERE, CA 94920
TRUSTEE0$0
WILLIAM L FRAIM
1280 SHAWNEE TRACE, BELLEFONTAINE, OH 43311
TRUSTEE0$0
DAVID K RAY
1198 WALNUT VALLEY LANE, DAYTON, OH 45458
SECRETARY AN0$0
PAIGE R HENRY
755 DENNISON AVE, COLUMBUS, OH 43215
TRUSTEE0$0

Address and contacts

Address (IRS master file)
3055 KETTERING BLVD STE 418, MORAINE, OH 45439-1900
In care of
% DAVID RAY
Signed the 990-PF
DAVID K RAY, SECRETARY/TRUSTEE
Phone
(937) 293-0398
Return prepared by
POHLMAN TALMAGE BROWN & CAMPBELL CPA INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-6026144
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1961
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$22,429,622
Income (IRS master file)
$5,641,224

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,032,576$2,142,073$22,429,622IRS
990-PFDecember 2023$955,408$1,828,710$21,539,119XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6026144).

Questions about BERRY FAMILY FOUNDATION

What is the EIN of BERRY FAMILY FOUNDATION?
The employer identification number (EIN) of BERRY FAMILY FOUNDATION is 31-6026144.
Is BERRY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to BERRY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERRY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERRY FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERRY FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BERRY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does BERRY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,032,576, expenses of $2,142,073 and total assets of $22,429,622 at year end.

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