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· Private foundation

Harold and Anne Berry Family Founda

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$72k
Granted FY2024still arriving
7
Grants FY2024still arriving
3
States reached
$19k
Largest
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Environment$82kPhilanthropy$61kArts & Culture$57kAnimals$47kEducation$14kPublic Safety & Disaster$6kOther$0
02FY2024 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k4 grants · $26k
  • $10k–50k3 grants · $46k
$9,979
Median grant
3
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
COASTAL RIVERS CONSERVATION TRUST$18,960
THE HEIGHTS PLAYERS INC$13,971
UNITED WAY OF HAMPSHIRE$12,973
MAINE STATE MUSIC THEATER$9,979
COMMUNITY FOUNDATION OF WESTERN MA$5,988
SOUTH BRISTOL FIRE DEPARTMENT$5,000
ALLEN CHASE FOUNDATION$4,990
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 (FY19–24) land where the poverty rate runs at 10%, against an area that typically sits at 13%. 14% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 13%THE ARTSALON: $1k → 12%ALLEN CHASE FOUNDATION: $5k → 14%COMMUNITY FOUNDATION OF WESTERN MA: $6k → 17%THE HEIGHTS PLAYERS INC: $14k → 20%MYLESTONE EQUINE RESCUE: $15k → 7%MAINE STATE MUSIC THEATRE: $20k → 7%ANIMAL WELFARE SOCIETY: $19k → 9%SOUTH BRISTOL FIRE DEPARTMENT: $5k → 9%BATH SAVINGS: $19k → 9%KESTREL LAND TRUST: $5k → 12%EAGLEBROOK SCHOOL: $4k → 14%COMMUNITY FOUNDATION OF WESTERN MAS: $5k → 17%MYLESTONE EQUINE RESCUE: $7k → 7%MAINE STATE MUSIC THEATER: $10k → 7%SOUTH BRISTOL VOLUNTEER FIRE DEPT: $1k → 9%MYLESTONE EQUINE RESCUE: $6k → 7%MAINE STATE MUSIC THEATRE: $7k → 7%COASTAL RIVERS CONSERVATION TRUST: $20k → 9%MAINE STATE MUSIC THEATRE: $6k → 7%COASTAL RIVERS CONSERVATION TRUST: $19k → 9%THE CHILDREN'S NURSERY SCHOOL: $5k → 7%COASTAL RIVERS CONSERVATION TRUST: $19k → 9%COSTAL RIVERS CONSERVATION TRUST: $7k → 9%COSTAL RIVERS CONSERVATION TRUST: $7k → 9%COASTAL RIVERS CONSERVATION TR: $5k → 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.

68%of every dollar goes to organizations it has funded before.
$191k · 6 repeat orgs$89k to everyone else

6 repeat relationships: 3 still active in FY2024, 3 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

6
8

Total granted

$191k
$60k

Median revenue growth · since first grant

+30%
+79%

Still filing today

67%
50%

New vs renewed · share of each year

In FY2024, 56% of grant dollars renewed an existing relationship; $29k went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

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

’19’20’21’22’23’24
EnvironmentArts & CultureAnimalsEducationPublic Safety & DisasterOther
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

  • CR
    Coastal Rivers Conservation Trust
    5× · 2019–2024 · $72k · revenue +33%
  • MS
    MAINE STATE MUSIC THEATRE
    3× · 2019–2022 · $33k · revenue +30%
  • ME
    MYLESTONE EQUINE RESCUE
    3× · 2019–2022 · $28k · revenue +17%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $19k
  • AW
    ANIMAL WELFARE SOCIETY INCgraduated
    one grant, 2023 · $19k · revenue +79%
  • KL
    KESTREL LAND TRUST INC
    one grant, 2023 · $5k · revenue -23%
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
Upper Saco Valley Land Trust

The Organization works with local landowners to permanently protect natural land and waters that define its community and enrich the quality of life by purchasing, managing, negotiating and developing conservations easements in the Upper…

Food & Nutrition
2
Somerset Woods Trustees

To conserve lands with significant ecological or cultural resources and manage them in a sustainable way for public benefit.

Environment
3
Kestrel Land Trust

Kestrel land trust conserves and cares for forests, farms, and riverways in the connecticut river valley of western massachusetts while nurturing an enduring love of the land

Environment
4
Sebasticook Regional Land Trust

The mission of the SRLT is to recognize and conserve the rich wild and workinglandscape of Central Maine's Sebasticook River watershed through conservation,stewardship and education. Our focal programs are land conservation for…

Environment
5
Islesboro Islands Trust

The mission of Islesboro Islands Trust is to enhance the quality of residents' lives through the preservation of open space, educate all residents as to the value of the island's natural ecosystems, and act as an environmental advocate on…

Philanthropy
6
Kennebunkport Conservation Trust

With the assistance from the community and countless volunteers, the Trust has build a network of protected places. It blends land preservation, stewardship, member engagement, education of natural and historic resources into our mission.

Environment
7
Mahoosuc Land Trust Inc

To protect and conserve land and traditional land uses including farming, recreation, significant habitats, scenery, and water resources for the benefit of the public. The organization facilitates community-based conservation.

Environment
8
Kennebunk Land Trust

Kennebunk Land Trust's mission is to permanently conserve and steward land to benefit natural and human communities.

Environment
9
Connecticut Farmland Trust Inc

Protect Connecticuts farmland for agricultural use by purchasing and accepting donations of agricultural conservation easements

Food & Nutrition
10
East Quabbin Land Trust Inc

To foster the sustainable use of our natural and historic resources for the benefit of all generations through the conservation and stewardship of the farmlands, woodlands, and water in our region of massachusetts.

Environment
11
Greater Worcester Land Trust

The greater worcester land trust promotes the protection, stewardship and appreciation of open space to enhance the quality of life and functioning of natural systems in worcester and the region.

Environment
12
Coastal Mountains Land Trust

We conserve land permanently to benefit the natural and human communities of western the Penobscot Bay region.

Environment
How this is measured
The grantee most central to the portfolio’s shape is Coastal Rivers Conservation Trust; the most unlike its peers is Heights Players Inc. 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

10 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 18 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)
10/10
Grantees still filing
8/10
Grew since first funded

Where the money sits, by cause and then by grantee

UNITED WAY OF HAMPSHIRE: $37,613 · OtherUNITED WAY OF HAMPSHIREIndividual grant recipient: $19,174 · OtherIndividual grant recipientUNITED WAY OF NEW HAMPSHIRE: $13,000 · OtherUNITED WAY OF NEW HAMPSHIREMAINE STATE MUSIC THEATER: $9,979 · OtherMAINE STATE MUSIC THEATERCOASTAL RIVERS CONSERVATION TR: $5,000 · OtherChildren's Nursery School: $5,000 · OtherSOUTH BRISTOL FIRE DEPARTMENT: $5,000 · OtherCOMMUNITY FOUNDATION OF WESTERN MAS: $4,845 · Other+1 more: $1,000 · OtherCoastal Rivers Conservation Trust: $71,669 · EnvironmentCoastal Rivers Conservation Tr…KESTREL LAND TRUST INC: $5,101 · EnvironmentKESTREL LAND TRUST INCMYLESTONE EQUINE RESCUE: $27,613 · AnimalsMYLESTONE EQUINE R…ANIMAL WELFARE SOCIETY INC: $19,174 · AnimalsANIMAL WELFARE SOC…MAINE STATE MUSIC THEATRE: $32,535 · Arts & CultureMAINE STATE MUSIC …HEIGHTS PLAYERS INC: $13,971 · Arts & CultureHEIGHTS PLAYERS IN…ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL: $9,036 · EducationCOMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: $5,988 · PhilanthropySOUTH BRISTOL VOLUNTEER FIRE DEPARTMENT: $1,000 · Public Safety & Disaster
Other$100,611Environment$76,770Animals$46,787Arts & Culture$46,506Education$9,036Philanthropy$5,988Public Safety & Disaster$1,000

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

25%50%75%100%$100k$1.0M$10Mgrantee revenue →↑ funder's share of their budgetCoastal Rivers Conservation Trust: $71,669 over 5y, 0.8% of budgetMAINE STATE MUSIC THEATRE: $32,535 over 3y, 0.3% of budgetMYLESTONE EQUINE RESCUE: $27,613 over 3y, 3.1% of budgetANIMAL WELFARE SOCIETY INC: $19,174 over 1y, 0.6% of budgetHEIGHTS PLAYERS INC: $13,971 over 1y, 8.2% of budgetALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL: $9,036 over 2y, 0.0% of budgetCOMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: $5,988 over 1y, 0.0% of budgetKESTREL LAND TRUST INC: $5,101 over 1y, 0.1% of budgetChildren's Nursery School: $5,000 over 1y, 5.6% of budgetSOUTH BRISTOL VOLUNTEER FIRE DEPARTMENT: $1,000 over 1y, 2.2% 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.

Vanguard Charitable Endowment ProgramPA9.8× affinity6 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Vanguard Charitable Endowment Program · The Bank of America Charitable Foundation Inc · National Philanthropic Trust · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 Harold and Anne Berry Family Founda funds: left to right is the share of its income from government, bottom to top the share from Harold and Anne Berry Family Founda. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Harold and Anne Berry Family Founda?

    Find your warmest path to Harold and Anne Berry Family Founda through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 18 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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