The Berry Educational Trust Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Berry Educational Trust Inc. Data shown is extracted from Form 990-PF filings.

EIN: 65-0533522

Foundation Overview

Based in Longboat Key, FL, The Berry Educational Trust Inc has awarded 21 grants totaling $111,235 to organizations in Hawaii and North Carolina. Individual grants range from $35 to $15,000, with a median award of $5,000.

Latest Tax Year
2024
Total Giving (all years)
$111,235
Total Assets
$240,128
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$5,050
% Median Grant Decline
-8% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Hawaii

95% of all grants are concentrated in Hawaii, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Hawaii, funding concentrates in Honolulu (60%), Kailua (30%), Keaau (10%).

Funding Trajectory
-25%

Declining funding trend with 25% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Berry Educational Trust Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Hawaii Theatre Center $10,000 Honolulu, HI, US Charitable Contribution 2024
Kilauea Drama & Entertainment Network $100 Keaau, HI, US Charitable Contribution 2024
Hearts Hawaii Education Of The Arts $1,000 Kailua, HI, US Charitable Contribution 2023
Diamond Head Theatre $10,000 Honolulu, HI, US Charitable Contribution 2023
Hearts Hawaii Education Of The Arts $7,000 Kailua, HI, US Charitable Contribution 2022
Hawaii Theatre $15,000 Honolulu, HI, US Charitable Contribution 2022
Sounds Of Aloha $500 Honolulu, HI, US Charitable Contribution 2022
Hearts Hawaii Education Of The Arts $7,000 Kailua, HI, US Charitable Contribution 2022
Hawaii Theatre $15,000 Honolulu, HI, US Charitable Contribution 2022
Sounds Of Aloha $500 Honolulu, HI, US Charitable Contribution 2022
Chaminade University $5,000 Honolulu, HI, US Charitable Contribution 2020
Hearts Hawaii Education Of The Arts $35 Kailua, HI, US Charitable Contribution 2020
Hawaii Opera Theatre $5,000 Honolulu, HI, US Charitable Contribution 2020
Hawaii Education Of The Arts Inc $1,100 Kailua, HI, US Charitable Contribution 2018
Adult Friends For Youth $10,000 Honolulu, HI, US Charitable Contribution 2018
Catholic Charities Hawaii $10,000 Honolulu, HI, US Charitable Contribution 2017
Kilauea Drama & Entertainment Network (kden) $100 Keaau, HI, US Charitable Contribution 2017
Hawaii Education Of The Arts Inc $400 Kailua, HI, US Charitable Contribution 2017
National Organization For Traditional Artists Exchange $5,000 Honolulu, HI, US Charitable Contribution 2016
Friends Of Youth Outreach $6,000 Honolulu, HI, US Charitable Contribution 2016
North Carolina State University $2,500 Raleigh, NC, US Charitable Contribution 2016

Foundations Similar to The Berry Educational Trust Inc

Discover 5 foundations with comparable assets ($239,322-$240,182), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 62-6032524 | 11 grants awarded
$240,182
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$8,174
median grant
Orlando, FL
Same state
100%
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EIN: 84-3490271 | 1 grants awarded
$240,020
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$10,000
median grant
Bonita Springs, FL
Same state
100%
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EIN: 46-0635867 | 26 grants awarded
$239,906
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$5,000
median grant
Tampa, FL
Same state
100%
Excellent match

EIN: 26-1628191 | 577 grants awarded
$239,796
(≈ Similar)
$2,500
median grant
Jacksonville, FL
Same state
100%
Excellent match

EIN: 56-6038009 | 11 grants awarded
$239,322
(≈ Similar)
$7,488
median grant
Orlando, FL
Same state
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Excellent match

Contact Information

Official contact details for The Berry Educational Trust Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 65-0533522
Website N/A
Address 1465 GULF OF MEXICO DRIVE B-406 Longboat Key, FL 34228-0000

Key People (4)

Board members, trustees, and key staff who oversee The Berry Educational Trust Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Carolyn Berry Wilson
Trustee Rebecca Berry
Trustee David E Berry
Trustee Brian Berry

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Berry Educational Trust Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.