Nonprofit · EIN 45-6499502
HENRY F BERRY CHARITABLE TR
Tax-exempt · JOHNSTON, RI 02919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $73,080 | $69,306 | $3,774 | $777,261 | $0 | $777,261 |
| December 31, 2024 | 990-PF | $63,990 | $54,821 | $9,169 | $772,616 | $0 | $772,616 |
| December 31, 2023 | 990-PF | $62,724 | $74,239 | -$11,515 | $763,515 | $0 | $763,515 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $28,076
- Net gain from sales of assets
- $44,368
- Other income
- $636
Expenses
- Grants and similar amounts paid
- $46,970
- Compensation of officers, directors and key employees
- $12,042
- Disbursements for charitable purposes
- $54,291
Balance sheet and other
- Total assets, start of year
- $772,616
- Total assets, end of year
- $777,261
- Total liabilities, end of year
- $0
- Net assets, end of year
- $777,261
- Fair market value of assets
- $1,084,567
- Qualifying distributions
- $54,291
- Net investment income
- $72,444
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK N A ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919 | TRUSTEE | 2 | $12,042 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK N A ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919 | TRUSTEE | 2 | $11,773 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK N A ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919 | TRUSTEE | 2 | $10,634 |
Address and contacts
- Address (IRS master file)
- ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
- In care of
- % CITIZENS BANK NA TTEE
- Signed the 990-PF
- DONALD LUSTIG, TRUSTEE
- Phone
- (603) 634-7772
- Return prepared by
- KPMG LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-6499502
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $777,261
- Income (IRS master file)
- $201,354
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $73,080 | $69,306 | $777,261 | IRS |
| 990-PF | December 2024 | $63,990 | $54,821 | $772,616 | IRS |
| 990-PF | December 2023 | $62,724 | $74,239 | $763,515 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 45-6499502).
Questions about HENRY F BERRY CHARITABLE TR
- What is the EIN of HENRY F BERRY CHARITABLE TR?
- The employer identification number (EIN) of HENRY F BERRY CHARITABLE TR is 45-6499502.
- Is HENRY F BERRY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HENRY F BERRY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY F BERRY CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY F BERRY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HENRY F BERRY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,042 (CITIZENS BANK N A, TRUSTEE).
- How much revenue does HENRY F BERRY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $73,080, expenses of $69,306 and total assets of $777,261 at year end.
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