Funder DirectoryTHE LINDA CASWELL BERRY & SONS
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Private foundation (trust)EIN 522381804Est. 2003-07

THE LINDA CASWELL BERRY & SONS

CINCINNATI, OH 45242

Accepts unsolicited proposals

Total Assets

$2.6M

FY 2023

Annual Giving

$111K

FY 2023

Grants Made

18

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$1K–$20K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$42K

Total Expenses

$164K

Qualifying Distributions

$137K

Distributable Amount

$128K

Min. Investment Return

$129K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

18 grants

Grant sizes from minimum $1K through median $5K to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2017 to 2023. Peak $111K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

81 grants

CHRISTIAN HELP CENTER
$30K
5 grants
SPRINGDALE NAZARENE CHURCH
$27K
3 grants
NORWOOD MASONIC TEMPLE FOUNDATION
$23K
4 grants
THE GREATER CINCINNATI FOUNDATION
$23K
2 grants
THE VALLEY CHRUCH
$22K
2 grants
LIFE ENRICHING COMMUNITY
$18K
3 grants
CINCINNATI ROTARY
$16K
1 grant
BOYS AND GIRLS CLUB OF WEST CHESTER
$15K
3 grants

Grant Size Distribution

81 grants

<$10K
76
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Ohio
$302K
94% of total
Kentucky
$13K
4% of total
District of Columbia
$3K
1% of total
South Carolina
$2K
1% of total
North Carolina
$1K
0% of total
Michigan
$800
0% of total

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THE LINDA CASWELL BERRY & SONS — Grants, Financials & Contact | Grantivo