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Also known as: FOUNDATION INC
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Linda Caswell Berry & Sons Foundation Inc. is a private corporation based in WEST CHESTER, OH. The foundation received its IRS ruling in 2003. The principal officer is Bob Uhrig Clark Schaffer Hacket. It holds total assets of $2.5M. Annual income is reported at $193K. Total assets have decreased from $4.2M in 2011 to $2.6M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Ohio and Kentucky. According to available records, Linda Caswell Berry & Sons Foundation Inc. has made 23 grants totaling $112K, with a median grant of $3K. Annual giving has decreased from $66K in 2020 to $46K in 2021. Individual grants have ranged from $1K to $22K, with an average award of $5K. The foundation has supported 16 unique organizations. Grants have been distributed to organizations in Ohio and Kentucky. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$4K
Average Grant
$4K
Largest Grant
$6K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Linda Caswell Berry & Sons Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 23 grants. Its grantmaking reaches organizations primarily in OH, KY.
Linda Caswell Berry & Sons Foundation Inc. has distributed a total of $112K across 23 grants. The median grant size is $3K, with an average of $5K. Individual grants have ranged from $1K to $22K.
Linda Caswell Berry & Sons Foundation Inc. is a private foundation. To inquire about grants, you can look up the foundation using their EIN (522381804) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Linda Caswell Berry & Sons Foundation Inc. is headquartered in WEST CHESTER, OH. While based in OH, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Julie Uhrig | TRUSTEE - PRESIDENT - TREASURER | $6K | $0 | $6K |
| William A Sears | TRUSTEE - VICE PRESIDENT | $5K | $0 | $5K |
| Kevin Sears | TRUSTEE - SECRETARY | $5K | $0 | $5K |
Total Giving
$164K
Total Assets
$2.6M
Fair Market Value
$2.6M
Net Worth
$2.6M
Grants Paid
$111K
Contributions
N/A
Net Investment Income
$30K
Distribution Amount
$128K
Total: $1.2M
Total Grants
23
Total Giving
$112K
Average Grant
$5K
Median Grant
$3K
Unique Recipients
16
Most Common Grant
$3K
of 2021 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boone County High SchoolUNRESTRICTED CONTRIBUTION | Florence, KY | $6K | 2021 |
| Christian Help CenterUNRESTRICTED CONTRIBUTION | Batavia, OH | $5K | 2021 |
| Snc Norwood Food PantryUNRESTRICTED CONTRIBUTION | Cincinnati, OH | $5K | 2021 |
| Inner City Soccer AcademyUNRESTRICTED CONTRIBUTION | Cincinnati, OH | $3K | 2021 |
| Snc Soul Pantry - Tri CountyUNRESTRICTED CONTRIBUTION | Cincinnati, OH | $3K | 2021 |
| Mt Olivet ChurchUNRESTRICTED CONTRIBUTION | Winchester, OH | $2K | 2021 |
| The Greater Cincinnati FoundationUNRESTRICTED CONTRIBUTION | Cincinnati, OH | $22K | 2020 |
| Springdale Nazarene ChurchUNRESTRICTED CONTRIBUTION | Cincinnati, OH | $11K | 2020 |
| Norwood Masonic Temple FoundationUNRESTRICTED CONTRIBUTION | Norwood, OH | $10K | 2020 |
| Norwood City Schools (Avenues For Success)UNRESTRICTED CONTRIBUTION | Cincinnati, OH | $7K | 2020 |
| Ohio Sled Hockey IncUNRESTRICTED CONTRIBUTION | Cincinnati, OH | $3K | 2020 |
| Sycamore Youth Foundation & CheerleadingUNRESTRICTED CONTRIBUTION | Cincinnati, OH | $3K | 2020 |
| Brown County Animal ShelterUNRESTRICTED CONTRIBUTION | Georgetown, OH | $2K | 2020 |
| Clermont Senior ServicesUNRESTRICTED CONTRIBUTION | Batavia, OH | $1K | 2020 |
| FernsideUNRESTRICTED CONTRIBUTION | Cincinnati, OH | $1K | 2020 |
| Crossroads ChurchUNRESTRICTED CONTRIBUTION | Cincinnati, OH | $1K | 2020 |
CLEVELAND, OH
CINCINNATI, OH
DUBLIN, OH