Berry Family Foundation
EIN 770523640Total Given 2016–2024
$976K
142 grants · $108K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $5K–$10K
grant size
64%
deep partner · 23/36 multi-year
repeat
$3.4M
Assets (2024)
36
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ANN BERRY PHILLIPS
Phone
(559) 636-6498
Deadlines
REQUESTS MUST BE SUBMITTED NO LATER THAN SEPTEMBER 30 FOR THE FOLLOWING CALENDAR YEAR.
How to Apply
UNSOLICITED REQUESTS FROM TAX-EXEMPT CHARITABLE ORGANIZATIONS SHOULD CLEARLY IDENTIFY HOW THE FUNDS WILL BE SPENT, THE NUMBER OF INDIVIDUALS EXPECTED TO BE SERVED IN THE LOCAL REGION INCLUDING MODESTO, CALIFORNIA, AND A PROGRAM BUDGET FOR THE NEXT CALENDAR YEAR. THE CHARITABLE ORGANIZATION SHOULD ALSO ATTACH A COPY OF ITS IRS DETERMINATION LETTER EVIDENCING ITS TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), A COPY OF ITS FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE FOR THE PRIOR YEAR, A COPY OF ITS ANNUAL FINANCIAL STATEMENTS FOR THE MOST RECENT THREE PRIOR YEARS, AND A COPY OF ITS BUDGET FOR THE CURRENT YEAR AS WELL AS THE FOLLOWING YEAR.
Restrictions
REQUESTS WILL BE CONSIDERED ONLY IF FROM CHARITABLE ORGANIZATIONS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND SERVICING THE LOCAL REGION INCLUDING MODESTO, CALIFORNIA.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $113K | $2.5M | $-20K | 16 |
| 2017 | $126K | $2.6M | $28K | 21 |
| 2018 | $116K | $2.2M | $75K | 18 |
| 2019 | N/A | $2.4M | $140K | N/A |
| 2020 | $116K | $2.2M | $44K | 18 |
| 2021 | $103K | $2.6M | $111K | 16 |
| 2022 | $121K | $2.8M | $151K | 17 |
| 2023 | $138K | $3.0M | $126K | 17 |
| 2024 | $143K | $3.4M | $867K | 19 |
Grant Size Distribution
Based on 142 grants on record
Minimum
$800
25th Pctl
$5K
Median
$5K
Average
$7K
75th Pctl
$10K
Maximum
$19K
Geographic Distribution
Officers & Directors
Grants Awarded (142 total)
| Purpose | ||||
|---|---|---|---|---|
| Good Shepherd Catholic School | Santa Cruz, CA | $18,660 | SUPPORT OF CATHOLIC EDUCATION | 2016 |
| St Stanislaus Catholic Community School | Modesto, CA | $18,000 | SUPPORT OF CATHOLIC EDUCATION | 2022 |
| The Salvation Army | Visalia, CA | $18,000 | FOOD AND CLOTHING FOR THE POOR | 2023 |
| Good Shepherd Catholic School | Santa Cruz, CA | $15,190 | SUPPORT OF CATHOLIC EDUCATION | 2020 |
| Boys and Girls Clubs of Santa Cruz County | Santa Cruz, CA | $15,000 | SUPPORT OF CHILDREN IN THE COMMUNITY | 2017 |
| Good Shepherd Catholic School | Santa Cruz, CA | $14,600 | SUPPORT OF CATHOLIC EDUCATION | 2021 |
| Good Shepherd Catholic School | Santa Cruz, CA | $14,240 | SUPPORT OF CATHOLIC EDUCATION | 2017 |
| Good Shepherd Catholic School | Santa Cruz, CA | $13,430 | SUPPORT OF CATHOLIC EDUCATION | 2018 |
| Catholic Relief Services | Baltimore, MD | $13,000 | HELPING THE POOR | 2023 |
| Central Catholic High School | Modesto, CA | $12,000 | SUPPORT OF CATHOLIC EDUCATION | 2018 |
| Community Bridges | Santa Cruz, CA | $12,000 | FOOD FOR THE POOR | 2020 |
| Boys and Girls Clubs of Santa Cruz County | Santa Cruz, CA | $12,000 | SUPPORT OF CHILDREN IN THE COMMUNITY | 2021 |
| Boys and Girls Clubs of Santa Cruz County | Santa Cruz, CA | $12,000 | SUPPORT OF CHILDREN IN THE COMMUNITY | 2022 |
| Community Bridges | Santa Cruz, CA | $12,000 | FOOD FOR THE POOR | 2022 |
| Community Bridges | Santa Cruz, CA | $12,000 | FOOD FOR THE POOR | 2023 |
| St Francis Catholic Kitchen | Santa Cruz, CA | $12,000 | FOOD FOR THE HUNGRY | 2023 |
| Boys and Girls Clubs of Santa Cruz County | Santa Cruz, CA | $12,000 | SUPPORT OF CHILDREN IN THE COMMUNITY | 2023 |
| Boys and Girls Clubs of Santa Cruz County | Santa Cruz, CA | $11,000 | SUPPORT OF CHILDREN IN THE COMMUNITY | 2020 |
| Boys and Girls Clubs of Santa Cruz County | Santa Cruz, CA | $11,000 | SUPPORT OF CHILDREN IN THE COMMUNITY | 2016 |
| Boys and Girls Clubs of Santa Cruz County | Santa Cruz, CA | $10,000 | SUPPORT OF CHILDREN IN THE COMMUNITY | 2018 |
| Community Bridges | Santa Cruz, CA | $10,000 | FOOD FOR THE POOR | 2018 |
| St Francis Catholic Kitchen | Santa Cruz, CA | $10,000 | FOOD FOR THE HUNGRY | 2018 |
| St Francis Catholic Kitchen | Santa Cruz, CA | $10,000 | FOOD FOR THE HUNGRY | 2020 |
| Community Bridges | Santa Cruz, CA | $10,000 | FOOD FOR THE POOR | 2021 |
| St Francis Catholic Kitchen | Santa Cruz, CA | $10,000 | FOOD FOR THE HUNGRY | 2021 |