Nonprofit · EIN 52-2381804
LINDA CASWELL BERRY & SONS FOUNDATION INC
Tax-exempt · WEST CHESTER, OH 45069
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $135,688 | $171,402 | -$35,714 | $2,542,034 | $2,000 | $2,540,034 |
| December 31, 2024 | 990-PF | $103,252 | $157,316 | -$54,064 | $2,538,440 | $0 | $2,538,440 |
| December 31, 2023 | 990-PF | $42,403 | $163,670 | -$121,267 | $2,573,439 | $0 | $2,573,439 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $86,079
- Net gain from sales of assets
- $49,609
Expenses
- Grants and similar amounts paid
- $123,000
- Compensation of officers, directors and key employees
- $17,280
- Disbursements for charitable purposes
- $145,106
- Excise tax on investment income
- $1,449
Balance sheet and other
- Total assets, start of year
- $2,538,440
- Total assets, end of year
- $2,542,034
- Total liabilities, end of year
- $2,000
- Net assets, end of year
- $2,540,034
- Fair market value of assets
- $2,542,034
- Qualifying distributions
- $145,106
- Net investment income
- $129,367
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 |
|---|---|---|---|
| JULIE UHRIG 221 E FOURTH STREET SUITE 2300, CINCINNATI, OH 45202 | TRUSTEE - PRESIDENT - TREASURER | 2 | $7,680 |
| WILLIAM A SEARS 221 E FOURTH STREET SUITE 2300, CINCINNATI, OH 45202 | TRUSTEE - VICE PRESIDENT | 1 | $4,800 |
| KEVIN SEARS 221 E FOURTH STREET SUITE 2300, CINCINNATI, OH 45202 | TRUSTEE - SECRETARY | 1 | $4,800 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE UHRIG 221 E FOURTH STREET SUITE 2300, CINCINNATI, OH 45202 | TRUSTEE - PRESIDENT - TREASURER | 2 | $6,000 |
| WILLIAM A SEARS 221 E FOURTH STREET SUITE 2300, CINCINNATI, OH 45202 | TRUSTEE - VICE PRESIDENT | 1 | $4,800 |
| KEVIN SEARS 221 E FOURTH STREET SUITE 2300, CINCINNATI, OH 45202 | TRUSTEE - SECRETARY | 1 | $4,800 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE UHRIG 221 E FOURTH STREET SUITE 2300, CINCINNATI, OH 45202 | TRUSTEE - PRESIDENT - TREASURER | 2 | $6,000 |
| WILLIAM A SEARS 221 E FOURTH STREET SUITE 2300, CINCINNATI, OH 45202 | TRUSTEE - VICE PRESIDENT | 1 | $4,800 |
| KEVIN SEARS 221 E FOURTH STREET SUITE 2300, CINCINNATI, OH 45202 | TRUSTEE - SECRETARY | 1 | $4,800 |
Address and contacts
- Address (IRS master file)
- CO JULIE UHRIG 6317 EMBERWOOD CT, WEST CHESTER, OH 45069-0000
- In care of
- % BOB UHRIG CLARK SCHAFFER HACKET
- Signed the 990-PF
- JULIE UHRIG, TRUSTEE/DIRECTOR
- Phone
- (513) 241-3111
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
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
- 52-2381804
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,542,034
- Income (IRS master file)
- $1,589,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $135,688 | $171,402 | $2,542,034 | IRS |
| 990-PF | December 2024 | $103,252 | $157,316 | $2,538,440 | IRS |
| 990-PF | December 2023 | $42,403 | $163,670 | $2,573,439 | XML |
| 990-PF | December 2021 | $142,159 | $68,162 | $2,751,220 | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 52-2381804).
Questions about LINDA CASWELL BERRY & SONS FOUNDATION INC
- What is the EIN of LINDA CASWELL BERRY & SONS FOUNDATION INC?
- The employer identification number (EIN) of LINDA CASWELL BERRY & SONS FOUNDATION INC is 52-2381804.
- Is LINDA CASWELL BERRY & SONS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to LINDA CASWELL BERRY & SONS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LINDA CASWELL BERRY & SONS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LINDA CASWELL BERRY & SONS FOUNDATION INC 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 LINDA CASWELL BERRY & SONS FOUNDATION INC 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 LINDA CASWELL BERRY & SONS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $7,680 (JULIE UHRIG, TRUSTEE - PRESIDENT - TREASURER).
- How much revenue does LINDA CASWELL BERRY & SONS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $135,688, expenses of $171,402 and total assets of $2,542,034 at year end.
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