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Carolyn a Berry Foundation at a glance

· Private foundation

Carolyn a Berry Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$7k
Granted FY2025still arriving
6
Grants FY2025still arriving
2
States reached
$4k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$31kEducation$24kHealth$700
02FY2025 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
2
States reached
$86k
Total assets
Largest grants
RecipientAmount
WEST VIRIGINIA UNIVERSITY FOUNDATION$3,600
MANOA VALLEY THEATRE$2,000
MAKE A WISH HAWAII$500
HAWAII EDUCATION OF THE ARTS$500
KIDS HURT TOO HAWAII$200
KILAUEA DRAMA & ENTERTAINMENT NETWORK$200
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 10%, against an area that typically sits at 7%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%HEARTS HAWAII EDUCATION FOR THE ARTS: $2k → 9%KILAUEA DRAMA & ENTERTAINMENT NETWORK KDEN: $2k → 15%MANOA VALLEY THEATRE: $2k → 9%KILAUEA DRAMA & ENTERTAINMENT NETWORK: $200 → 15%HAWAII EDUCATION OF THE ARTS: $500 → 9%KIDS HURT TOO HAWAII: $200 → 9%CHAMINADE UNIVERSITY OF HONOLULU: $10k → 9%DIAMOND HEAD THEATRE: $10k → 9%CHAMINADE UNIVERSITY: $5k → 9%CHAMINADE UNIVERSITY OF HONOLULU: $5k → 9%HENRY KAPONO FOUNDATION: $7k → 9%HENRY KAPONO FOUNDATION: $2k → 9%HAWAII THEATRE CENTER: $5k → 9%MAKE A WISH HAWAII: $500 → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

57%of every dollar goes to organizations it has funded before.
$31k · 3 repeat orgs$24k to everyone else

Grantees it renews have grown median revenue +65% since the first grant, against -10% for those funded once.

3 repeat relationships: 1 still active in FY2025, 2 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

3
3

Total granted

$31k
$17k

Median revenue growth · since first grant

+65%
-10%

Still filing today

67%
67%

New vs renewed · share of each year

In FY2025, 3% of grant dollars renewed an existing relationship; $7k went to new ones.

50%100%’17’18’20’21’22’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’20’21’22’24’25
EducationArts & CultureHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CU
    CHAMINADE UNIVERSITY OF HONOLULU
    3× · 2017–2020 · $20k · revenue +43%
  • TH
    The Henry Kapono Foundation
    2× · 2020–2021 · $9k · revenue +65%
  • KD
    KILAUEA DRAMA & ENTERTAINMENT NETWORK KDEN
    2× · 2022–2025 · $2k

Funded once

  • DH
    DIAMOND HEAD THEATRE
    one grant, 2022 · $10k · revenue -20%
  • HT
    HAWAII THEATRE CENTER
    one grant, 2024 · $5k · revenue -10%
  • HH
    HEARTS HAWAII EDUCATION FOR THE ARTS
    one grant, 2021 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Hawaii Book and Music Festival
Arts & Culture
2
Hawaii Education Institute
—
3
E Kupaku Ka Aina - the Hawaii Land Restoration Institute
Environment
4
Aloha Performing Arts Company

The mission of the aloha theatre is to enrich the lives of hawaii residents and visitors by providing quality live theatre, performing arts education, and a venue for artistic expression.

Arts & Culture
5
Hawaii Maritime Center
—
6
Hawaii - American Nurses Association Foundation
Environment
7
Hawaii International Film Festival

To foster international cultural awareness and understanding through the medium of film. to act as a creative pipeline for hawaii and the pacific, showcasing new and emerging talent from hawaii, asia, americas, europe, and the pacific…

Arts & Culture
8
Hilo Education Arts Repertory Theatre

The primary purpose of HEART The Hilo Education Arts Repertory Theatre is to enrich the Hilo community an underserved region on Hawaii Island by providing high-quality, pre-professional theatre experiences for both youth and adults.…

Arts & Culture
9
Hawaii Symphony Orchestra

To present the highest-quality performances of great music, bringing national and international distinction to the orchestra and its community; to delight and educate audiences of all ages and backgrounds, and enhance the cultural vitality…

Arts & Culture
10
Mohala Pua School Dba Honolulu Waldorf School

See schedule o.at honolulu waldorf school, we educate each child to find meaning, passion, and purpose in life and to contribute to the creation of a better world for all. through a curriculum based on the developmental stages of the human…

Education
11
Hawaii Performing Arts Company Ltd

Community theatre production of plays and musicals utilizing about 260 volunteers from the community served a total audience of approximately 16,000.

Arts & Culture
12
Wave of Harmony Foundation

Wave of Harmony transforms lives through the performing arts by empowering Maui's youth, supporting community engagement, and creating opportunities for young artists. We invest in the next generation of storytellers and leaders, fostering…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Make-a-Wish Foundation of Hawaii; the most unlike its peers is The Henry Kapono Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

8 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 8 of the 11 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
8/8
Grantees still filing
4/8
Grew since first funded

Where the money sits, by cause and then by grantee

CHAMINADE UNIVERSITY OF HONOLULU: $20,000 · EducationCHAMINADE UNIVERSITY OF HONOLULUWEST VIRGINIA UNIVERSITY FOUNDATION INC: $3,600 · EducationWEST VIRGINIA UNIVERSITY FOUNDATION INC+1 more: $500 · EducationDIAMOND HEAD THEATRE: $10,000 · OtherDIAMOND HEAD THEATREKILAUEA DRAMA & ENTERTAINMENT NETWORK KDEN: $2,200 · OtherKILAUEA DRAMA & ENTERTAINMENT NET…MANOA VALLEY THEATRE: $2,000 · OtherMANOA VALLEY THEATREHEARTS HAWAII EDUCATION FOR THE ARTS: $1,800 · OtherHEARTS HAWAII EDUCATION FOR THE A…The Henry Kapono Foundation: $9,000 · Arts & CultureThe Henry Kapono FoundationHAWAII THEATRE CENTER: $5,000 · Arts & CultureHAWAII THEATRE CENTERMAKE-A-WISH FOUNDATION OF HAWAII: $500 · HealthKIDS HURT TOO HAWAII: $200 · Health
Education$24,100Other$16,000Arts & Culture$14,000Health$700

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCHAMINADE UNIVERSITY OF HONOLULU: $20,000 over 3y, 0.0% of budgetDIAMOND HEAD THEATRE: $10,000 over 1y, 0.2% of budgetThe Henry Kapono Foundation: $9,000 over 2y, 14% of budgetHAWAII THEATRE CENTER: $5,000 over 1y, 0.1% of budgetWEST VIRGINIA UNIVERSITY FOUNDATION INC: $3,600 over 1y, 0.0% of budgetMAKE-A-WISH FOUNDATION OF HAWAII: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Berry Educational…First Hawaiian Bank F…First Insurance Compa…J Watumull FundAtherton Family Found…McInerny Foundation--Kosasa FoundationTradewind Group Found…Aloha United Way IncJoseph and Vera Zilbe…Enterprise Holdings F…American Online Givin…
The Berry Educational Trust IncFL15.8× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Berry Educational Trust Inc · First Hawaiian Bank Foundation · First Insurance Company of Hawaii Charitable Foundation · J Watumull Fund · Atherton Family Foundation · McInerny Foundation-- · Kosasa Foundation · Tradewind Group Foundation · Aloha United Way Inc · Joseph and Vera Zilber Family Foundation Inc · Enterprise Holdings Foundation · American Online Giving Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Carolyn a Berry Foundation funds: left to right is the share of its income from government, bottom to top the share from Carolyn a Berry Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 11 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Carolyn a Berry’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home