Private foundation
LINDA CASWELL BERRY & SONS FOUNDATION INC
WEST CHESTER, OHEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
WEST CHESTER, OHEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $135,688 | $171,402 | $145,106 | $2,542,034 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 19% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| THE GREATER CINCINNATI FOUNDATIONMatched to this organization because 11 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.CINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $22,000 | 2020 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Sears | TRUSTEE - VICE PRESIDENT | 1.00 | $4,800 |
| Julie Uhrig | TRUSTEE - PRESIDENT - TREASURER | 2.00 | $7,680 |
| Kevin Sears | TRUSTEE - SECRETARY | 1.00 | $4,800 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $2,540,034 |
| FY2024 | 990-PF | $103,252 | $157,316 | $139,488 | $2,538,440 | $2,538,440 |
| FY2023 | 990-PF | $42,403 | $163,670 | $137,038 | $2,573,439 | $2,573,439 |
| FY2021amended | 990-PF | $142,159 | $68,162 | $24,900 | $2,751,220 | $2,751,220 |
| FY2021 | 990-PF | −$461,913 | $238,041 | $99,065 | $2,838,941 | $2,775,666 |
| FY2020 | 990-PF | $90,615 | $276,855 | $112,701 | $3,326,068 | $3,326,068 |
| FY2019 | 990-PF | $147,138 | $251,713 | $131,661 | $3,628,556 | $3,628,556 |
| FY2018 | 990-PF | $126,085 | $207,852 | $107,183 | $3,806,797 | $3,806,797 |
| FY2017 | 990-PF | $76,145 | $220,061 | $100,125 | $3,895,984 | $3,895,984 |
| FY2016 | 990-PF | $298,078 | $205,963 | $100,096 | $4,021,811 | $4,020,082 |
| THE VALLEY CHRUCHCINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $20,000 | 2023 |
| CINCINNATI ROTARYCINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $16,000 | 2021 |
| APPALACHIA REACH OUTINEZ, KY | UNRESTRICTED CONTRIBUTION | $15,000 | 2024 |
| THE GREATER CINCINNATI FOUNDATIONMatched to this organization because 11 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.CINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $15,000 | 2019 |
| WT SPORTS COMPLEXCINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $12,000 | 2023 |
| SPRINGDALE NAZARENE CHURCHCINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $11,000 | 2025 |
| SPRINGDALE NAZARENE CHURCHCINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $11,000 | 2020 |
| Healthy VisionMontgomery, OH | unrestricted contribution | $10,500 | 2016 |
| SPRINGDALE NAZARENE CHURCHLOVELAND, OH | UNRESTRICTED CONTRIBUTION | $10,000 | 2023 |
| NORWOOD MASONIC TEMPLE FOUNDATIONNORWOOD, OH | UNRESTRICTED CONTRIBUTION | $10,000 | 2020 |
| CHRISTIAN HELP CENTERBATAVIA, OH | UNRESTRICTED CONTRIBUTION | $10,000 | 2025 |
| CHRISTIAN HELP CENTERBATAVIA, OH | UNRESTRICTED CONTRIBUTION | $10,000 | 2023 |
| CHRISTIAN HELP CENTERBATAVIA, OH | UNRESTRICTED CONTRIBUTION | $10,000 | 2024 |
| HEALTHY VISIONMONTGOMERY, OH | UNRESTRICTED CONTRIBUTION | $9,000 | 2018 |
| Healthy VisionMontgomery, OH | unrestricted contribution | $9,000 | 2017 |
| AVENUES FOR SUCCESSCINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $8,000 | 2024 |
| Cincinnati Hebrew Day SchoolCincINNATI, OH | unrestricted contribution | $7,600 | 2016 |
| BOYS AND GIRLS CLUB OF WEST CHESTERWEST CHESTER, OH | UNRESTRICTED CONTRIBUTION | $7,500 | 2019 |
| BOYS AND GIRLS CLUB OF WEST CHESTERWEST CHESTER, OH | UNRESTRICTED CONTRIBUTION | $7,500 | 2023 |
| LIFE ENRICHING COMMUNITYLOVELAND, OH | UNRESTRICTED CONTRIBUTION | $7,500 | 2023 |
| EMMANUEL UNITED METHODIST CHURCHBATAVIA, OH | UNRESTRICTED CONTRIBUTION | $7,500 | 2025 |
| LIFE ENRICHING COMMUNITYLOVELAND, OH | UNRESTRICTED CONTRIBUTION | $7,500 | 2024 |
| sisters of Notre DameCincinnati, OH | unrestricted contribution | $7,500 | 2017 |
| THE VALLEY CHURCHCINCINNATI, OH | UNRESTRICTED CONTRIBUTION | $7,500 | 2025 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202511349349102871
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202401359349102610
Form 990-PF · FY2021 · period ending Dec 31, 2021 · amended
Filing id 202343209349101454
Form 990-PF · FY2021 · period ending Jun 30, 2021
Filing id 202231369349102908
Form 990-PF · FY2020 · period ending Jun 30, 2020
Filing id 202141379349100819
Form 990-PF · FY2019 · period ending Jun 30, 2019
Filing id 202001979349101025
Form 990-PF · FY2018 · period ending Jun 30, 2018
Filing id 201921359349100247
Form 990-PF · FY2017 · period ending Jun 30, 2017
Filing id 201713349349100101
Form 990-PF · FY2016 · period ending Jun 30, 2016
Filing id 201730459349100318
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.