Civic Intelligence

The Kendall Berry Charitable Trust

990PF • Fiscal year 2014 • EIN 62-6384064

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 17, 2015

Organization Profile
816 Sneed Road WestFranklin, TN 37069-7030

(615) 373-8584

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

16th percentile

-7.7%

Faster asset growth than 16% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

9.4%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$522,643

Down $43,742 (-7.7%) from 2013

Net Assets

Down

$522,643

Down $43,742 (-7.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin17th percentile

Revenue

Up

$35,229

Up $3,037 (+9.4%) from 2013

Expenses

Down

$41,902

Down $714 (-1.7%) from 2013

Net Income

Up

-$6,673

Up $3,751 (+36%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $576,829Liabilities 2010: $0Net Assets 2010: $576,8292010Assets 2011: $569,013Liabilities 2011: $0Net Assets 2011: $569,0132011Assets 2012: $576,565Liabilities 2012: $0Net Assets 2012: $576,5652012Assets 2013: $566,385Liabilities 2013: $0Net Assets 2013: $566,3852013Assets 2014: $522,643Liabilities 2014: $0Net Assets 2014: $522,6432014Assets 2015: $534,221Liabilities 2015: $0Net Assets 2015: $534,2212015Assets 2016: $514,940Liabilities 2016: $0Net Assets 2016: $514,9402016Assets 2017: $498,146Liabilities 2017: $0Net Assets 2017: $498,1462017Assets 2018: $486,121Liabilities 2018: $0Net Assets 2018: $486,1212018Assets 2019: $536,369Liabilities 2019: $0Net Assets 2019: $536,3692019Assets 2020: $557,692Liabilities 2020: $0Net Assets 2020: $557,6922020Assets 2021: $1,050,469Liabilities 2021: $0Net Assets 2021: $1,050,4692021Assets 2022: $1,039,806Liabilities 2022: $0Net Assets 2022: $1,039,8062022Assets 2023: $971,114Liabilities 2023: $12023

Highlighted filing

2014

Assets$522,643
Liabilities$0
Net Assets$522,643
Open 2014 Filing

Operations Trend

Revenue Growth60th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $34,8792010Expenses 2011: $37,1622011Expenses 2012: $38,9122012Revenue 2013: $32,192Expenses 2013: $42,616Net Income 2013: -$10,4242013Revenue 2014: $35,229Expenses 2014: $41,902Net Income 2014: -$6,6732014Revenue 2015: $48,124Expenses 2015: $44,693Net Income 2015: $3,4312015Revenue 2016: $25,358Expenses 2016: $44,140Net Income 2016: -$18,7822016Revenue 2017: $32,140Expenses 2017: $48,934Net Income 2017: -$16,7942017Revenue 2018: $37,124Expenses 2018: $49,149Net Income 2018: -$12,0252018Revenue 2019: $101,233Expenses 2019: $50,985Net Income 2019: $50,2482019Revenue 2020: $71,908Expenses 2020: $50,585Net Income 2020: $21,3232020Revenue 2021: $537,534Expenses 2021: $44,757Net Income 2021: $492,7772021Revenue 2022: $33,512Expenses 2022: $44,175Net Income 2022: -$10,6632022Revenue 2023: -$18,293Expenses 2023: $50,399Net Income 2023: -$68,6922023

Highlighted filing

2014

Revenue$35,229
Expenses$41,902
Net Income-$6,673
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 17, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN BERRYCo-Trustee-$0--
PRENTISS W BERRYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Kendall Berry Charitable Trust
EIN
62-6384064
Address
816 SNEED ROAD WEST, FRANKLIN, TN 37069-7030

Signing Officer

Name
Alan Berry
Title
Trustee
Phone
6153738584
Signed
2015-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Koonce Simmons and Carraway Pllc
Address
PO BOX 1527, Blytheville, AR 72316
Preparer
Harry D Simmons CPA
Phone
8707637601
Raw XML Appendix369 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0885
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt621344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt822372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt964634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1012733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1128002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1235641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1339496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1413701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt178822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1816911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt196655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2213893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2316608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2518074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt260720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt423430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt634530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt756512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt894190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9105929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1147047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1287480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1332510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1414016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1514205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1610402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1718162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1822770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1917925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt209075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2120950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2228010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2320240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2535920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABERDEEN AUSTRALIA EQ FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN ELEC POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CENTERPOINT ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CONOCOPHILLIPS CS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CULLENFROST BANKERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8WALT DISNEY CS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DUKE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ENERPLUS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ENTERGY ARKANSAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FIRST HORIZON NAT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FREEPORT MCMORAN C&G INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GREAT PLAINS ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16KRAFT FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18OLIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21SUN TRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22TRINITY INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23UNILEVER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24WINDSTREAM HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25XCEL ENERGY INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt026619
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08414
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt035033
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt035033
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0885
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0885
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08414
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt040860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt040860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0196
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt026619
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026619
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6673
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt069824
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08414
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt033991
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt041902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01042
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt240340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt242594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WINDSTREAM HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ABERDEEN AUSTRALIAN EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMEREN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08414
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6673
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt038813
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01744
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0561456
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0566385
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0522643
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt043539
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt043539
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt043539
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt044219
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0680
IRS990PF/DistributableAmountGrp/TotalTaxAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0640
IRS990PF/FMVAssetsEOYAmt0919081
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0566385
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0522643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0501293
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0401616
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0798054
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt065092
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0121027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0121027
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0566385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0522643
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0919081
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0566385
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0522643
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0566385
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0522643
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0897850
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt069115
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0828735
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013468
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt044219
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0884382
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0897850
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALAN BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PRENTISS W BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0816 SNEED ROAD WEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13370 BERMUDA CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FRANKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PENSACOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt045311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt045651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt041550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt037498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt035998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt033697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt031163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0884382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0802013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0729313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0707349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0665713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0605752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256177
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt040860
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040860
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040860
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALAN BERRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0816 SNEED ROAD WEST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FRANKLIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037069
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06153738584
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LISTING ATCH BY PDF FILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Nashville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040860
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040860
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01836
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0875
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02679
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01167
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040860
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02880
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05559
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0350
OtherDecreasesSchedule/OtherDecreasesDetail/Amt138462
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX ESTIMATE PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR PERIOD STOCK ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01744
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt072
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt072
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153738584
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENDALL BERRY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BERR
ReturnHeader/Filer/EIN0626384064
ReturnHeader/Filer/USAddress/AddressLine1Txt0816 SNEED ROAD WEST
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370697030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710480868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOONCE SIMMONS AND CARRAWAY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1527
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Blytheville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072316
ReturnHeader/PreparerPersonGrp/PhoneNum08707637601
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY D SIMMONS CPA
ReturnHeader/ReturnTs02015-04-30T08:21:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$522,643
Liabilities
$0
Net assets
$522,643
Revenue
$35,229
Expenses
$41,902
Net income
-$6,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.97$0.00$0.02$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.54$0.04$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.07$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.10$0.05$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.04$0.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.03$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.05$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.03$0.04$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.03