Civic Intelligence

Henry F Berry Trust

EIN 02-6004162 • 501(c)13 • Johnston, RI

Profile

The trustees shall pay the trust's net income to berry cemetary associates of pittsfield, nh for the purpose of preserving and maintaining the settlor's ancestral burial ground.

One Citizens Bank Way Jcb115Johnston, RI 02919

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)13 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)13 • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-65%

Higher net margin than 13% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$3,048

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 47.0% of source-year revenue.

501(c)13 • <$500k nonprofits • Source year 2024

Asset Growth

25th percentile

-3.3%

Faster asset growth than 25% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$125,061

Down $4,237 (-3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$125,061

Down $4,237 (-3.3%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin13th percentile

Revenue

Up

$6,484

Up $991 (+18%) from 2023

Expenses

Up

$10,717

Up $3,569 (+50%) from 2023

Net Income

Down

-$4,233

Down $2,578 (-156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $95,356Liabilities 2011: $02011Assets 2012: $95,778Liabilities 2012: $02012Assets 2013: $99,564Liabilities 2013: $02013Assets 2014: $108,383Liabilities 2014: $02014Assets 2015: $108,875Liabilities 2015: $02015Assets 2016: $108,178Liabilities 2016: $02016Assets 2017: $110,949Liabilities 2017: $02017Assets 2018: $117,503Liabilities 2018: $0Net Assets 2018: $117,5032018Assets 2019: $115,558Liabilities 2019: $0Net Assets 2019: $115,5582019Assets 2020: $121,067Liabilities 2020: $0Net Assets 2020: $121,0672020Assets 2021: $125,573Liabilities 2021: $0Net Assets 2021: $125,5732021Assets 2022: $130,953Liabilities 2022: $0Net Assets 2022: $130,9532022Assets 2023: $129,298Liabilities 2023: $0Net Assets 2023: $129,2982023Assets 2024: $125,061Liabilities 2024: $0Net Assets 2024: $125,0612024

Highlighted filing

2024

Assets$125,061
Liabilities$0
Net Assets$125,061
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2011: $4,968Expenses 2011: $4,531Net Income 2011: $4372011Revenue 2012: $5,359Expenses 2012: $4,937Net Income 2012: $4222012Revenue 2013: $8,166Expenses 2013: $4,380Net Income 2013: $3,7862013Revenue 2014: $12,835Expenses 2014: $4,016Net Income 2014: $8,8192014Revenue 2015: $4,527Expenses 2015: $4,039Net Income 2015: $4882015Revenue 2016: $4,179Expenses 2016: $4,877Net Income 2016: -$6982016Revenue 2017: $7,666Expenses 2017: $4,895Net Income 2017: $2,7712017Revenue 2018: $11,725Expenses 2018: $5,171Net Income 2018: $6,5542018Revenue 2019: $3,563Expenses 2019: $5,508Net Income 2019: -$1,9452019Revenue 2020: $11,045Expenses 2020: $5,533Net Income 2020: $5,5122020Revenue 2021: $9,811Expenses 2021: $5,303Net Income 2021: $4,5082021Revenue 2022: $11,527Expenses 2022: $6,144Net Income 2022: $5,3832022Revenue 2023: $5,493Expenses 2023: $7,148Net Income 2023: -$1,6552023Revenue 2024: $6,484Expenses 2024: $10,717Net Income 2024: -$4,2332024

Highlighted filing

2024

Revenue$6,484
Expenses$10,717
Net Income-$4,233
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,061
Liabilities
$0
Net assets
$125,061
Revenue
$6,484
Expenses
$10,717
Net income
-$4,233
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.12$0.06$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11$0.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.12$0.05$0.07
2017Summary only. Only limited summary data is available for this year.$1.11$0.00$0.08$0.05$0.03
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.04$0.05$0.01
2015Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$1.08$0.00$0.13$0.04$0.09
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.08$0.04$0.04
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.05$0.05$0.00
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.05$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$21,849
Mission and Program Overview

Mission

The trustees shall pay the trust's net income to berry cemetary associates of pittsfield, nh for the purpose of preserving and maintaining the settlor's ancestral burial ground.

Program Services

DescriptionGrantsExpenses
THE TRUSTEES SHALL PAY THE TRUST'S NET INCOME TO BERRY CEMETARY ASSOCIATES OF PITTSFIELD, NH FOR THE PURPOSE OF PRESERVING AND MAINTAINING THE SETTLOR'S ANCESTRAL BURIAL GROUND.$6,869$6,869
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,048-$3,048
Governance and Compliance

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 990 is sent to the administrative officer for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Conflict of interest policy is required to be signed annually.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Henry F Berry Trust
EIN
02-6004162
Phone
6036347772
Address
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919

Signing Officer

Name
Donald Lustig
Title
Tax Officer
Phone
6036347772
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Lyle J Mohler
Phone
6892065200
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Accounting fees 725 nh ag filing fee 75”

Form 990-EZ, Part I, Line 20

“ROC ADJUSTMENT 4”

Raw XML Appendix110 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CITIZENS BANK NA
IRS990EZ/BooksInCareOfDetail/PhoneNum04012604198
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE CITIZENS BANK WAY JCB 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002919
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0129298
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125061
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt015365
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4233
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0129298
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125061
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01940
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06869
IRS990EZ/GrossReceiptsAmt021849
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04544
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129298
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125061
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129298
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125061
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0CITIZENS BANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03048
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-4
IRS990EZ/OtherExpensesTotalAmt0800
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUSTEES SHALL PAY THE TRUST'S NET INCOME TO BERRY CEMETARY ASSOCIATES OF PITTSFIELD, NH FOR THE PURPOSE OF PRESERVING AND MAINTAINING THE SETTLOR'S ANCESTRAL BURIAL GROUND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUSTEES SHALL PAY THE TRUST'S NET INCOME TO BERRY CEMETARY ASSOCIATES OF PITTSFIELD, NH FOR THE PURPOSE OF PRESERVING AND MAINTAINING THE SETTLOR'S ANCESTRAL BURIAL GROUND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06869
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06869
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03048
IRS990EZ/SaleOfAssetsGrossAmt017305
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010717
IRS990EZ/TotalProgramServiceExpensesAmt06869
IRS990EZ/TotalRevenueAmt06484
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS SENT TO THE ADMINISTRATIVE OFFICER FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTING FEES 725 NH AG FILING FEE 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROC ADJUSTMENT 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LUSTIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06036347772
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY F BERRY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BERR
ReturnHeader/Filer/EIN0026004162
ReturnHeader/Filer/PhoneNum06036347772
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE CITIZENS BANK WAY JCB115
ReturnHeader/Filer/USAddress/CityNm0JOHNSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002919
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLAZA SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum06892065200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-08T14:01:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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