Linda Caswell Berry & Sons Foundation Inc
- Assets
- $2.8m
- Revenue
- $142.2k
- Investments
- $1.2m
- Employees
- 0
- Location
- Cincinnati, OH
- Founding
- 07/2003
- Data as of
- 12/2021
- EIN
- 52-2381804
Organization Overview
Linda Caswell Berry & Sons Foundation Inc is located in Cincinnati, OH. The organization was established in 2003. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Linda Caswell Berry & Sons Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Linda Caswell Berry & Sons Foundation Inc generated $142.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (10.0%) each year. All expenses for the organization totaled $68.2k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (14.6%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Linda Caswell Berry & Sons Foundation Inc has awarded 173 individual grants totaling $531,709. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julie Uhrig Trustee - President - Treasurer | 2 | $1,500 | |
William A Sears Trustee - Vice President | 1 | $1,200 | |
Kevin Sears Trustee - Secretary | 1 | $1,200 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $46,485 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $95,603 |
| Capital Gain Net Income | $95,603 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $71 |
| Total Revenue | $142,159 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $3,900 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $31 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,767 |
| Total operating and administrative expenses | $45,062 |
| Contributions, gifts, grants paid | $23,100 |
| Total expenses and disbursements | $68,162 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,511,312 |
| Savings and temporary cash investments | $77,496 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $169,908 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,751,220 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Linda Caswell Berry & Sons Foundation Inc has awarded $23,100 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
BOONE COUNTY HIGH SCHOOL PURPOSE: UNRESTRICTED CONTRIBUTION | $6,000 |
CHRISTIAN HELP CENTER PURPOSE: UNRESTRICTED CONTRIBUTION | $5,000 |
SNC NORWOOD FOOD PANTRY PURPOSE: UNRESTRICTED CONTRIBUTION | $5,000 |
INNER CITY SOCCER ACADEMY PURPOSE: UNRESTRICTED CONTRIBUTION | $2,600 |
SNC SOUL PANTRY - TRI COUNTY PURPOSE: UNRESTRICTED CONTRIBUTION | $2,500 |
MT OLIVET CHURCH PURPOSE: UNRESTRICTED CONTRIBUTION | $2,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Asante Foundation Inc South Bend, IN | $170,490,031 | $16,382,298 |
The Steve & Amy Van Andel Foundation Grand Rapids, MI | $111,040,892 | $8,504,096 |
Linlundh Foundation Huntingdon Valley, PA | $26,974,319 | $5,576,892 |
Hamilton Family Charitable Trust Wayne, PA | $141,914,105 | $43,786,350 |
Deborah Joy Simon Foundation Carmel, IN | $67,791,546 | $8,858,983 |
Hillier Family Foundation Akron, OH | $0 | $3,603,112 |
Daniel B And Florence E Green Foundation Conshohocken, PA | $179,390,509 | $18,946,870 |
Wing Shadow Foundation Ada, MI | $89,908,464 | $23,772,931 |
Seed The Dream Foundation Gladwyne, PA | $47,208,358 | $1,088,502 |
Hazel Ruby Mcquain Charitable Tr Morgantown, WV | $103,286,088 | $9,092,496 |
Scripps-Howard Foundation Cincinnati, OH | $57,417,924 | $12,029,094 |
Albert J Weatherhead Estate Trust Uw Item Iv National City Bk Of Cle Mayfield Heights, OH | $171,110,624 | $12,657,241 |