Civic Intelligence

The Kendall Berry Charitable Trust

990PF • Fiscal year 2016 • EIN 62-6384064

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 07, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

9th percentile

-74%

Higher net margin than 9% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

30th percentile

-3.6%

Faster asset growth than 30% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-47%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$514,940

Down $19,281 (-3.6%) from 2015

Net Assets

Down

$514,940

Down $19,281 (-3.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin9th percentile

Revenue

Down

$25,358

Down $22,766 (-47%) from 2015

Expenses

Down

$44,140

Down $553 (-1.2%) from 2015

Net Income

Down

-$18,782

Down $22,213 (-647%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2016

Assets$514,940
Liabilities$0
Net Assets$514,940
Open 2016 Filing

Operations Trend

Revenue Growth9th 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

2016

Revenue$25,358
Expenses$44,140
Net Income-$18,782
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN BERRYTrustee-$0--
PRENTISS W BERRYTrustee-$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
2017-04-07
Discuss with paid preparer
Yes

Preparer

Firm
THOMAS SPEIGHT & NOBLE CPA'S
Address
420 W WALNUT ST, BLYTHEVILLE, AR 72315-2726
Preparer
Kenneth B Thomas
Phone
8707625831
Raw XML Appendix325 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/Amt01045
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt018829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt664634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt712733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt835641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt939496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1013701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt128822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1713893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1816608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1922372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2018074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2119165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2233735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt062960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt425070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt570584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt698422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt873470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt947904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1113675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1222165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1321603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1410272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1527425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1614495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1727760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1820350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19104220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2040700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2119205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2232480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN ELEC POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CENTERPOINT ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CULLEN/FROST BANKERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ENERPLUS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9FIRST HORIZON NATL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GREAT PLAINS ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13OLIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16SUNTRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17THE KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18TRINITY INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19UNILEVER PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PFIZER INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt023890
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01468
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt025358
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025358
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01045
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01045
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt023890
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01468
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt043000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt043000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt023890
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023890
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023890
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-18782
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt018380
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01468
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024218
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt023890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt043000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025358
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02007-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STEPHENS INC SUMMARY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01468
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-18782
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0500
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0515440
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0534221
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0514940
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt042133
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt042133
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt042133
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt042375
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0242
IRS990PF/DistributableAmountGrp/TotalTaxAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0742
IRS990PF/FMVAssetsEOYAmt0911308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0382502
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0418491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0814859
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0534221
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0514940
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0151719
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt096449
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt096449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0534221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0514940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0911308
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0534221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0514940
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0534221
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0514940
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0860404
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0112137
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0748267
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012906
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt042375
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0847498
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0860404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt042396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt042638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt043147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt040860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt041286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt037498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt035998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0847498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0860560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0884382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0802013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0729313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0707349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt043000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250125
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt042758
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt043000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0242
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt043000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt043000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LISTING ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0816 SNEED ROAD WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037069
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043000
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/AppliedToCurrentYearAmt042133
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01167
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04782
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0867
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01167
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0867
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04782
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03915
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 ESTIMATED TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153738584
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENDALL BERRY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KEND
ReturnHeader/Filer/EIN0626384064
ReturnHeader/Filer/USAddress/AddressLine1Txt0816 SNEED ROAD WEST
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370697030
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E239B0134808776A5D3BBE8D3D070E54B44E5BD0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A42E0CF4B0CFABFAFDAD50D00CF409967B1ADB50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710657716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS SPEIGHT & NOBLE CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 W WALNUT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLYTHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0723152726
ReturnHeader/PreparerPersonGrp/PhoneNum08707625831
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH B THOMAS
ReturnHeader/ReturnTs02017-05-15T15:41:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$514,940
Liabilities
$0
Net assets
$514,940
Revenue
$25,358
Expenses
$44,140
Net income
-$18,782
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