Williams-Berry Charitable Foundation Trust
- Assets
- $0.0
- Revenue
- $2.7m
- Investments
- $0.0
- Employees
- 0
- Location
- Bristol, VA
- Founding
- 11/1998
- Data as of
- 12/2020
- EIN
- 54-1884873
Organization Overview
Williams-Berry Charitable Foundation Trust is located in Bristol, VA. The organization was established in 1998. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Williams-Berry Charitable Foundation Trust 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 12/2020, Williams-Berry Charitable Foundation Trust generated $2.7m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 50.6% each year . All expenses for the organization totaled $3.6m during the year ending 12/2020. While expenses have increased by 47.5% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Williams-Berry Charitable Foundation Trust has awarded 113 individual grants totaling $5,304,991. 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 |
|---|---|---|---|
James H Long Trustee/president | 2 | $0 | |
Jane L Sheffey Trustee/president (1/1-6/23) | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $2,382,841 |
| Interest on Savings | $0 |
| Dividends & Interest | $14,837 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,655,666 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $32,928 |
| Contributions, gifts, grants paid | $3,573,241 |
| Total expenses and disbursements | $3,606,169 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $30,048 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Williams-Berry Charitable Foundation Trust has awarded $3,573,241 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
Emory, VA PURPOSE: $2,357,841 FMV OF DONATED APARTMENT COMPLEX- INCOME RESTRICTED FOR CAPITAL IMPROVEMENTS; $10,000 UNRESTRICTED CASH CONTRIBUTION | $2,367,841 |
OAK HILL ACADEMY PURPOSE: $400,000 UNRESTRICTED CONTRIBUTION; $100,000 RESTRICTED FOR USE ON WEBSITE | $500,000 |
Bristol, VA PURPOSE: RESTRICTED CONTRIBUTION- $31,070 FOR IPADS, $3,100 FOR CHARGING STATIONS, $6,230 FOR OTHER TECH NEEDS. | $290,400 |
Abingdon, VA PURPOSE: SUPPORT OF THE ORGANIZATIONS MISSION; UNRESTRICTED | $125,000 |
FIRST UNITED METHODIST CHURCH PURPOSE: $50,000 GENERAL FUND CONTRIBUTION | $50,000 |
THE LINCOLN THEATRE FOUNDATION INC PURPOSE: CHILDRENS PROGRAM & REDUCED TICKETS | $35,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Abell Foundation Inc Baltimore, MD | $398,354,670 | $42,510,470 |
Cognizant Us Foundation Washington, DC | $53,711,221 | $1,081,755 |
J R Hyde Iii Foundation Memphis, TN | $230,354,058 | $26,306,779 |
Operating Engineers Trust Fund Of Washington D C & Vicinity Sparks, MD | $40,754,444 | $17,999,357 |
Humana Foundation Inc Louisville, KY | $467,311,073 | $9,744,567 |
C Kenneth And Dianne Wright Foundation Henrico, VA | $254,775 | $2,124,209 |
Kahlert Foundation Inc Sykesville, MD | $93,179,960 | $19,162,440 |
First Horizon Foundation Memphis, TN | $37,840,936 | $11,265,846 |
Families And Communities Rising Inc Durham, NC | $8,732,109 | $17,644,457 |
Charles A Cannon Charitable Trust N0 One Concord, NC | $132,429,020 | $9,552,538 |
Claude And Betty Harris Foundation Inc Louisville, KY | $58,528,117 | $25,952,323 |
P H P Inc Hopkinsville, KY | $1,933,207 | $15,725,161 |