Nonprofit · EIN 62-6384064
THE KENDALL BERRY CHARITABLE TRUST
Also known as BERRY ALAN TTEE
Tax-exempt · FRANKLIN, TN 37069
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $93,957 | $65,653 | $28,304 | $1,041,478 | $0 | $1,041,478 |
| December 31, 2024 | 990-PF | $97,029 | $54,969 | $42,060 | $1,013,174 | $0 | $1,013,174 |
| December 31, 2023 | 990-PF | -$18,293 | $50,399 | -$68,692 | $971,114 | $0 | $971,114 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $41,376
- Interest
- $362
- Net gain from sales of assets
- $52,219
Expenses
- Grants and similar amounts paid
- $63,000
- Disbursements for charitable purposes
- $63,000
- Excise tax on investment income
- $1,272
Balance sheet and other
- Total assets, start of year
- $1,013,174
- Total assets, end of year
- $1,041,478
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,041,478
- Fair market value of assets
- $1,431,619
- Qualifying distributions
- $63,000
- Net investment income
- $94,195
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 |
|---|---|---|---|
| ALAN BERRY 816 SNEED ROAD, FRANKLIN, TN 37069 | Trustee | 4 | $0 |
| PRENTISS W BERRY 3370 BERMUNDA CIRCLE, PENSACOLA, FL 32503 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN BERRY 816 SNEED ROAD, FRANKLIN, TN 37069 | Trustee | 4 | $0 |
| PRENTISS W BERRY 3370 BERMUNDA CIRCLE, PENSACOLA, FL 32503 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN BERRY 816 SNEED ROAD, FRANKLIN, TN 37069 | Trustee | 4 | $0 |
| PRENTISS W BERRY 3370 BERMUNDA CIRCLE, PENSACOLA, FL 32503 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 816 SNEED RD W, FRANKLIN, TN 37069-7030
- In care of
- % ALAN BERRY
- Signed the 990-PF
- ALAN BERRY, Trustee
- Phone
- (615) 373-8584
- Return prepared by
- DAVID C HINTON CPA
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
- 62-6384064
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,041,478
- Income (IRS master file)
- $584,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $93,957 | $65,653 | $1,041,478 | IRS |
| 990-PF | December 2024 | $97,029 | $54,969 | $1,013,174 | IRS |
| 990-PF | December 2023 | -$18,293 | $50,399 | $971,114 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 62-6384064).
Questions about THE KENDALL BERRY CHARITABLE TRUST
- What is the EIN of THE KENDALL BERRY CHARITABLE TRUST?
- The employer identification number (EIN) of THE KENDALL BERRY CHARITABLE TRUST is 62-6384064.
- Is THE KENDALL BERRY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE KENDALL BERRY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE KENDALL BERRY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE KENDALL BERRY CHARITABLE TRUST 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 THE KENDALL BERRY CHARITABLE TRUST 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 THE KENDALL BERRY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE KENDALL BERRY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $93,957, expenses of $65,653 and total assets of $1,041,478 at year end.
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All nonprofits in FRANKLIN · Tennessee · Philanthropy, voluntarism and grantmaking foundations