Civic Intelligence

The Sandy River Charitable Foundation

990PF • Fiscal year 2025 • EIN 52-2029911

Jun 01, 2024 to May 31, 2025 • Filed on Apr 11, 2026

Organization Profile
349 Voter Hill RdFarmington, ME 04938

(610) 260-0689

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$56,714

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$38,023,472

Up $856,773 (+2.3%) from 2024

Net Assets

Up

$38,023,472

Up $856,773 (+2.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$2,265,129

Down $1,734,499 (-43%) from 2024

Expenses

Down

$1,825,040

Down $249,721 (-12%) from 2024

Net Income

Down

$440,089

Down $1,484,778 (-77%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $36,325,767Liabilities 2011: $02011Assets 2012: $34,801,027Liabilities 2012: $02012Assets 2013: $37,972,073Liabilities 2013: $02013Assets 2014: $38,678,716Liabilities 2014: $02014Assets 2015: $38,269,764Liabilities 2015: $02015Assets 2018: $37,529,059Liabilities 2018: $0Net Assets 2018: $37,529,0592018Assets 2019: $36,126,464Liabilities 2019: $0Net Assets 2019: $36,126,4642019Assets 2020: $35,967,792Liabilities 2020: $0Net Assets 2020: $35,967,7922020Assets 2021: $40,019,584Liabilities 2021: $0Net Assets 2021: $40,019,5842021Assets 2022: $38,162,083Liabilities 2022: $0Net Assets 2022: $38,162,0832022Assets 2023: $36,254,197Liabilities 2023: $0Net Assets 2023: $36,254,1972023Assets 2024: $37,166,699Liabilities 2024: $0Net Assets 2024: $37,166,6992024Assets 2025: $38,023,472Liabilities 2025: $0Net Assets 2025: $38,023,4722025

Highlighted filing

2025

Assets$38,023,472
Liabilities$0
Net Assets$38,023,472
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,291,971Expenses 2011: $748,001Net Income 2011: $543,9702011Revenue 2012: $881,255Expenses 2012: $1,139,390Net Income 2012: -$258,1352012Revenue 2013: $1,410,383Expenses 2013: $1,099,553Net Income 2013: $310,8302013Revenue 2014: $1,725,239Expenses 2014: $2,428,734Net Income 2014: -$703,4952014Revenue 2015: $1,525,434Expenses 2015: $2,048,089Net Income 2015: -$522,6552015Revenue 2018: $1,467,699Expenses 2018: $1,668,941Net Income 2018: -$201,2422018Revenue 2019: $1,507,591Expenses 2019: $1,993,115Net Income 2019: -$485,5242019Revenue 2020: $3,043,089Expenses 2020: $2,526,939Net Income 2020: $516,1502020Revenue 2021: $3,357,729Expenses 2021: $2,334,313Net Income 2021: $1,023,4162021Revenue 2022: $4,330,603Expenses 2022: $1,867,318Net Income 2022: $2,463,2852022Revenue 2023: $3,913,980Expenses 2023: $1,841,368Net Income 2023: $2,072,6122023Revenue 2024: $3,999,628Expenses 2024: $2,074,761Net Income 2024: $1,924,8672024Revenue 2025: $2,265,129Expenses 2025: $1,825,040Net Income 2025: $440,0892025

Highlighted filing

2025

Revenue$2,265,129
Expenses$1,825,040
Net Income$440,089
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 11, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHANAEL W BERRYVice President / SecretaryPT$52,041$4,673$56,714
ARCHIE W BERRY JRPresident-$0--
JON W BERRYTreasurer-$0--
NAN BERRYDirector-$0--
MARLA S BERRYDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantABENAKI HELPING ABENAKICULTURAL AND ECONOMIC PROGRAMPUBLIC CHARITYSHELBURNE, VT, US$180,000
Paid GrantBLACK FARMER FUNDTECHNICAL ASSISTANCEPUBLIC CHARITYNEW YORK CITY, NY, US$100,000
Paid GrantINTERVALE CENTERGENERAL OPERATING CAPACITY BUILDINGPUBLIC CHARITYBURLINGTON, VT, US$100,000
Paid GrantPHILADELPHIA ZOOGENERAL OPERATIONSPUBLIC CHARITYPHILADELPHIA, PA, US$85,000
Paid GrantNEW ENGLAND GRASSROOTS ENVIRONMENTAL FUNDNEW ENGLAND FOOD RESILENCE FUND AND MAINE GRASSROOTS CLIMATEPUBLIC CHARITYNEWMARKET, NH, US$67,500
Paid GrantVERMONT SUSTAINABLE JOBS FUNDVERMONT SUSTAINABLE JOB FUNDPUBLIC CHARITYMONTPELIER, VT, US$60,000
Paid GrantHAWTHORNE VALLEY FARMFARMSCAPE ECOLOGY PROGRAMPUBLIC CHARITYGHENT, NY, US$50,000
Paid GrantHEIFER INTERNATIONALUSA FARM EDUCATION PROGRAM AND GUATAMALA GREEN BUSINESSPUBLIC CHARITYLITTLE ROCK, AR, US$50,000
Paid GrantOAK GROVE SCHOOLCENTRAL MAINE MIMIGRANT PROGRAMPUBLIC CHARITYAUGUSTA, ME, US$50,000
Paid GrantSALVATION FARMSNORTHEAST VERMONT VISIONPUBLIC CHARITYMORRISVILLE, VT, US$50,000
Paid GrantTHE CARROT PROJECTAGRICULTURAL VIABILITY ALLIANCEPUBLIC CHARITYBOSTON, MA, US$40,000
Paid GrantCONFLUENCE PHILANTHROPYNATIVE LEADERSHIP SCHOLARSHIP AND RAINMAKERS COLLABORATIVEPUBLIC CHARITYNEW YORK, NY, US$31,350
Paid GrantWATERFALL UNITY ALLICANCETHE WATERFALL CENTER PROJECT SUPPORTPUBLIC CHARITYMIDDLEBURGH, NY, US$30,000
Paid GrantCHESTER AGRICULTURAL CENTERFAIR FOOD PROJECTPUBLIC CHARITYCHESTER, NY, US$25,000
Paid GrantCULTIVATING COMMUNITYGENERAL OPERATIONSPUBLIC CHARITYPORTLAND, ME, US$25,000
Paid GrantMAINE INITIATIVESGENERAL OPERATIONSPUBLIC CHARITYPORTLAND, ME, US$25,000
Paid GrantMIDDLE COUNTRY LIBRARY FOUNDATION INCFAMILY PLACE LIBRARY NORTHERN NEW ENGLANDPUBLIC CHARITYCENTEREACH, NY, US$22,880
Paid GrantCENTER FOR AN ANGRICULTERAL ECONOMYINFASTRUCTURE GAPPUBLIC CHARITYHARDWICK, VT, US$20,000
Paid GrantTIDES CENTERNORTHEAST SUSTAINABLE AGRICULTURE WORKING GROUPPUBLIC CHARITYPROVIDENCE, RI, US$15,800
Paid GrantOREGON STATE UNIVERSOTYNICHE MEATNICHE MEAT PROCESSOR ASSISTANCE NETWORKPUBLIC CHARITYCORVALLIS, OR, US$15,000
Paid GrantFOOD CONNECTS INCFOOD STORAGE CAPACITYPUBLIC CHARITYBRATTLEBORO, VT, US$10,000
Paid GrantSOCIAL & ENVIRONMENTAL ENTREPRENEURSLONG TABLE HARVESTPUBLIC CHARITYCALABASAS, CA, US$10,000
Paid GrantSUSTAINABLE AGRICULTURE AND FOOD SYSTEM FUNDERSGENERAL OPERATIONSPUBLIC CHARITYSANTA BARBARA, CA, US$8,500
Paid GrantFARMINGTON AREA ECUMENICAL MINISTRYECU HEAT MATCHPUBLIC CHARITYWEST FARMINGTON, ME, US$7,500
Paid GrantPHILANTHROPY NEW YORK750 MEMBERSHIP DUES 5650 GENERAL OPERATING GRANTPUBLIC CHARITYNEW YORK, NY, US$6,400
Paid GrantMAINE PHILANTHROPY CENTERGENERAL OPERATIONS - 5505.00 MEMBERSHIP 445.00PUBLIC CHARITYPORTLAND, ME, US$5,950
Paid GrantFOR PETE'S SAKE CANCER RESPITEAUTOMATION UPGRADE PROJECTPUBLIC CHARITYPLYMOUTH MEETING, PA, US$5,750
Paid GrantFORGOTTEN ANGELS FLORIDAHURRICANE MILTON RECOVERYPUBLIC CHARITYVALRICO, FL, US$2,500
Filing and Contact Details

Filer

Filer Name
The Sandy River Charitable Foundation
EIN
52-2029911
Phone
6102600689
Address
349 VOTER HILL RD, FARMINGTON, ME 04938

Signing Officer

Name
Nathanael W Berry
Title
Vice President/secretary
Phone
6102601551
Signed
2026-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Family Office LLC
Address
1001 CONSHOHOCKEN STATE RD STE, 1-202, WEST CONSHOHOCKEN, PA 19428
Preparer
Benjamin Meck
Phone
6102601555
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0329850
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01911039
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01335
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt022905
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02265129
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02265129
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01911039
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt046837
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05204
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052041
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01099130
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01099130
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0329850
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0329850
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0440089
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01335
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01335
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01911039
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01709738
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt058500
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03645
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt022905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt022905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt055696
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0537696
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0593392
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt05252
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0584
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt05836
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05407
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01269629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0555391
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01825040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02265129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02265129
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0170499
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0555391
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0725910
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0589
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt177017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-9509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-16264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51646616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6209097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt177017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-9509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-16264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51646616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6209097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SUSTAIN IMPACT FUND II LP (K-1 PASSTHROUGH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ACCION QUONA INCLUSION FUND (K-1 PASSTHROUGH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COASTAL VENTURES III (K-1 PASSTHROUGH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3COASTAL VENTURES IV (K-1 PASSTHROUGH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4QUONA ACCION INCLUSION FUND III (K-1 PASSTHROUGH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc54999-1799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc65137-3339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01911039
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0440089
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0416684
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038023472
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037166699
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038023472
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01367946
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01367946
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01367946
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01391711
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023765
IRS990PF/DistributableAmountGrp/TotalTaxAmt023765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt038235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt062000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt038235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt062000
IRS990PF/FMVAssetsEOYAmt038023472
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0271708
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0160359
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0160359
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06573151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04424490
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04424490
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt07529330
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07439138
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt07439138
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011083202
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013677893
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013677893
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt011822742
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt09622726
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt011822742
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt011822742
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt037166699
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt038023472
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02086582
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0498850
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0498850
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037166699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038023472
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt038023472
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037166699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038023472
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037166699
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038023472
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt028258085
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01293461
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026964624
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0423871
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01391711
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027834214
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt028258085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DEBORAH FRANCESCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CHIEF OPERATIONS OFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0604 BETTLEWOOD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0COLLINGSWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd008108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt124.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt152041
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt14673
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARCHIE W BERRY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NATHANAEL W BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JON W BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NAN BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARLA S BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT / SECRETARY

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,023,472
Liabilities
$0
Net assets
$38,023,472
Revenue
$2,265,129
Expenses
$1,825,040
Net income
$440,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$2.27$1.83$0.44
2024Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$4.00$2.07$1.92
2023Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$3.91$1.84$2.07
2022Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$4.33$1.87$2.46
2021Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$3.36$2.33$1.02
2020Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$3.04$2.53$0.52
2019Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$1.51$1.99$0.49
2018Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$1.47$1.67$0.20
2015Summary only. Only limited summary data is available for this year.$38.3$0.00$1.53$2.05$0.52
2014Summary only. Only limited summary data is available for this year.$38.7$0.00$1.73$2.43$0.70
2013Summary only. Only limited summary data is available for this year.$38.0$0.00$1.41$1.10$0.31
2012Summary only. Only limited summary data is available for this year.$34.8$0.00$0.88$1.14$0.26
2011Summary only. Only limited summary data is available for this year.$36.3$0.00$1.29$0.75$0.54