The Kendall Berry Charitable Trust

Berry Alan Ttee

Franklin, TN
Tax-exempt since Jan. 2002
EIN: 62-6384064

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$97k (2024)

Expenses

$55k (2024)

Total Assets

$1.01M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$97,029

Expenses

$54,969

Net Income

$42,060

Net Assets

$1,013,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$517	0.5%
Dividends	$33,039	34.1%
Sales of Assets	$63,473	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,750	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,013,174
Total Liabilities	$0
Net Assets	$1,013,174

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

-$18,293

Expenses

$50,399

Net Income

-$68,692

Net Assets

$971,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$129
Dividends	$19,231
Sales of Assets	-$37,653
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,500	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$971,114
Total Liabilities	$0
Net Assets	$971,114

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$33,512

Expenses

$44,175

Net Income

-$10,663

Net Assets

$1,039,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.1%
Dividends	$34,266	> 100%
Sales of Assets	-$789
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,100	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,039,806
Total Liabilities	$0
Net Assets	$1,039,806

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on Aug. 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$537,534

Expenses

$44,757

Net Income

$492,777

Net Assets

$1,050,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,991	4.6%
Sales of Assets	$512,543	95.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,900	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,050,469
Total Liabilities	$0
Net Assets	$1,050,469

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$71,908

Expenses

$50,585

Net Income

$21,323

Net Assets

$557,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$171	0.2%
Dividends	$27,135	37.7%
Sales of Assets	$44,602	62.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$557,692
Total Liabilities	$1
Net Assets	$557,691

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$101,233

Expenses

$50,985

Net Income

$50,248

Net Assets

$536,368

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.0%
Dividends	$28,197	27.9%
Sales of Assets	$73,008	72.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,400	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$536,369
Total Liabilities	$1
Net Assets	$536,368

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on July 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$37,124

Expenses

$49,149

Net Income

-$12,025

Net Assets

$486,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,859	77.7%
Sales of Assets	$8,265	22.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,000	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$486,121
Total Liabilities	$0
Net Assets	$486,121

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$32,140

Expenses

$48,934

Net Income

-$16,794

Net Assets

$498,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,023	81.0%
Sales of Assets	$6,117	19.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,300	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$498,146
Total Liabilities	$0
Net Assets	$498,146

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on July 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$25,358

Expenses

$44,140

Net Income

-$18,782

Net Assets

$514,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,890	94.2%
Sales of Assets	$1,468	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,000	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$514,940
Total Liabilities	$0
Net Assets	$514,940

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$48,124

Expenses

$44,693

Net Income

$3,431

Net Assets

$534,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,200	2.5%
Interest Revenue	$0
Dividends	$25,293	52.6%
Sales of Assets	$21,631	44.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,605	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$534,221
Total Liabilities	$0
Net Assets	$534,221

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Trustee)	$0	$0
Prentiss W Berry (Trustee)	$0	$0

990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$35,229

Expenses

$41,902

Net Income

-$6,673

Net Assets

$522,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$196	0.6%
Interest Revenue	$0
Dividends	$26,619	75.6%
Sales of Assets	$8,414	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,860	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$522,643
Total Liabilities	$0
Net Assets	$522,643

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Co Trustee)	$0	$0
Prentiss W Berry (Co Trustee)	$0	$0

990-PF

Filed on April 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$32,192

Expenses

$42,616

Net Income

-$10,424

Net Assets

$566,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,729	14.7%
Interest Revenue	$0
Dividends	$26,217	81.4%
Sales of Assets	$746	2.3%
Other Income	$500	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,550	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$566,385
Total Liabilities	$0
Net Assets	$566,385

Compensation

Key Employees and Officers	Compensation	Other
Alan Berry (Co Trustee)	$0	$0
Prentiss W Berry (Co Trustee)	$0	$0

990-PF

Filed on April 30, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$47,040

Expenses

$38,912

Net Income

$8,128

Net Assets

$576,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,843	12.4%
Interest Revenue	$0
Dividends	$26,723	56.8%
Sales of Assets	$14,471	30.8%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,900	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$576,565
Total Liabilities	$1
Net Assets	$576,564

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,403

Expenses

$37,162

Net Income

-$7,759

Net Assets

$569,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,728	16.1%
Interest Revenue	$0
Dividends	$26,062	88.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,250	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$569,013
Total Liabilities	$1
Net Assets	$569,012

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated March 23, 2026

The Kendall Berry Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $97k (2024)

Expenses $55k (2024)

Total Assets $1.01M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$97k (2024)

Expenses

$55k (2024)

Total Assets

$1.01M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001