Berry Family Charitable Trust
EIN 856759096Total Given 2021–2024
$427K
66 grants · $107K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$10K
grant size
22%
balanced · 10/45 multi-year
repeat
$2.4M
Assets (2024)
45
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(815) 777-1107
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $125K | $2.5M | $2.2M | 14 |
| 2022 | $95K | $1.9M | $-40K | 12 |
| 2023 | $93K | $2.3M | $23K | 12 |
| 2024 | $114K | $2.4M | $33K | 28 |
Grant Size Distribution
Based on 66 grants on record
Minimum
$500
25th Pctl
$2K
Median
$5K
Average
$6K
75th Pctl
$10K
Maximum
$35K
Geographic Distribution
Officers & Directors
JB
James O Berry
Trustee
JL
Joseph Lillie
Trustee
CL
Christine Lillie
Trustee
LB
Lara Berry
Trustee
RB
Robert Berry
Trustee
EB
Elizabeth Berry
Trustee
AB
Ann S Berry
Trustee
JB
James O Berry
Trustee
AB
Ann S Berry
Trustee
EB
Elizabeth Berry
Trustee
RB
Robert Berry
Trustee
LB
Lara Berry
Trustee
CL
Christine Lillie
Trustee
JL
Joseph Lillie
Trustee
JB
James O Berry
Trustee
JL
Joseph Lillie
Trustee
CL
Christine Lillie
Trustee
LB
Lara Berry
Trustee
RB
Robert Berry
Trustee
EB
Elizabeth Berry
Trustee
AB
Ann S Berry
Trustee
JB
James O Berry
Trustee
AB
Ann S Berry
Trustee
EB
Elizabeth Berry
Trustee
RB
Robert Berry
Trustee
LB
Lara Berry
Trustee
CL
Christine Lillie
Trustee
JL
Joseph Lillie
Trustee
Grants Awarded (66 total)
| Purpose | ||||
|---|---|---|---|---|
| Union League Boys Club | Chicago, IL | $35,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2022 |
| Union Leaugue Boys & Girls Club | Chicago, IL | $25,000 | GENERAL FOUNDATION TO HELP FUND YOUNG PEOPLE | 2021 |
| Union League Boys Club | Chicago, IL | $25,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2023 |
| American Simmental Foundation | Bozeman, MT | $20,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2021 |
| Northwestern University | Evanston, IL | $20,000 | GENERAL CONTRIBUTION | 2024 |
| Union League Boys & Girls Club | Chicago, IL | $20,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2024 |
| Dubuque Symphony Orchestra | Dubuque, IA | $11,500 | MEMBERSHIP | 2024 |
| Dubuque Symphony Orchestra | Dubuque, IA | $10,500 | MEMBERSHIP | 2023 |
| Luminarts Cultural Foundation | Chicago, IL | $10,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2021 |
| Dubuque Symphony Orchestra | Dubuque, IA | $10,000 | MEMBERSHIP | 2021 |
| Union League Boys Club | Chicago, IL | $10,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2021 |
| Grace Episcopal Church | Galena, IL | $10,000 | CHURCH DONATION | 2021 |
| Dubuque Symphony Orchestra | Dubuque, IA | $10,000 | MEMBERSHIP | 2022 |
| Kellogg School of Management | Evanston, IL | $10,000 | ALUMNI GIVING | 2022 |
| Luminarts Cultural Foundation | Chicago, IL | $10,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2022 |
| Kellogg School of Management | Evanston, IL | $10,000 | ALUMNI GIVING | 2023 |
| Luminarts Cultural Foundation | Chicago, IL | $10,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2023 |
| Northwestern University | Evanston, IL | $10,000 | GENERAL CONTRIBUTION | 2023 |
| Scales Mound Community Foundation | Scales Mound, IL | $10,000 | GENERAL CONTRIBUTION | 2024 |
| National Ffa Foundation | Indianapolis, IN | $7,000 | TO SUPPORT THE ORGANIZATION THAT PROVIDES RESOURCES FOR THE FUTURE OF AGRICULTURAL EDUCATION. | 2024 |
| Jodaviess County 4H | Elizabeth, IL | $5,500 | GENERAL CONTRIBUTION | 2023 |
| Culver Educational Foundation | Culver, IN | $5,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2021 |
| Northwestern University Annual Fund | Evanston, IL | $5,000 | ANNUAL FUND | 2021 |
| Kellogg School of Management | Evanston, IL | $5,000 | ALUMNI GIVING | 2021 |
| Jo Daviess County Ext & 4-H Foundation | Elizabeth, IL | $5,000 | GENERAL CONTRIBUTION TO HELP FUND FOUNDATION | 2021 |