Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BERRY FOUNDATION INC
 
% WALTER T BERRY
Number and street (or P.O. box number if mail is not delivered to street address)2402 E 37TH ST N
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS67219
A Employer identification number

20-3942107
B Telephone number (see instructions)

(316) 832-0171
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$379,912
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 625,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 19 19  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 625,019 19  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,500 250 0 2,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 90 0 0 60
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 33,990 0 0 61
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,580 250 0 2,371
25 Contributions, gifts, grants paid....... 598,465 567,710
26 Total expenses and disbursements. Add lines 24 and 25 635,045 250 0 570,081
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,026
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 151,272 147,846 147,846
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment232,066 Click to see attachment232,066
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 151,272 379,912 379,912
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 151,272 379,912
29 Total net assets or fund balances (see instructions)..... 151,272 379,912
30 Total liabilities and net assets/fund balances (see instructions). 151,272 379,912
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
151,272
2
Enter amount from Part I, line 27a .....................
2
-10,026
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
238,666
4
Add lines 1, 2, and 3 ..........................
4
379,912
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
379,912
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 0
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKS
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWALTER T BERRY Telephone no.bullet (316) 832-0171

    Located atbullet2402 E 37TH ST NWICHITAKS ZIP+4bullet67219
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
    Yes
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
    Yes
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    FRED F BERRY JR PRESIDENT/DIRECTOR
    1.0
    0 0 0
    2402 E 37TH ST N
    WICHITA,KS67219
    WALTER T BERRY SECRETARY/TREASURER/DIRECTOR
    1.0
    0 0 0
    2402 E 37TH ST N
    WICHITA,KS67219
    DANIEL J SCHEER DIRECTOR
    1.0
    0 0 0
    2402 E 37TH ST N
    WICHITA,KS67219
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    202,102
    c
    Fair market value of all other assets (see instructions)................
    1c
    232,066
    d
    Total (add lines 1a, b, and c).........................
    1d
    434,168
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    434,168
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    6,513
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    427,655
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    21,383
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    21,383
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    0
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    21,383
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    21,383
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    21,383
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    570,081
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    570,081
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    570,081
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 21,383
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 676,145
    c From 2017...... 566,315
    d From 2018...... 626,168
    e From 2019...... 514,101
    fTotal of lines 3a through e........ 2,382,729
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 570,081
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 21,383
    e Remaining amount distributed out of corpus 548,698
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,931,427
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    2,931,427
    10 Analysis of line 9:
    a Excess from 2016.... 676,145
    b Excess from 2017.... 566,315
    c Excess from 2018.... 626,168
    d Excess from 2019.... 514,101
    e Excess from 2020.... 548,698
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AED Foundation INC
    650 E Algonguin Rd Suite 305
    Schaumburg,IL60173
    NONE PC ANNUAL GIFT 11,000
    American Enterprise Institute
    1789 Massachusetts Ave NW
    Washington,DC20077
    NONE PC ANNUAL GIFT 2,000
    American Heart Association INC
    PO Box 4002031
    Des Moines,IA50340
    NONE PC ANNUAL GIFT 300
    WICHITA Amigos de SER
    1020 N Main Suite D
    Wichita,KS67203
    NONE PC ANNUAL GIFT 250
    AOPA FOUNDATION
    421 Aviation Way
    Frederick,MD21701
    NONE PC ANNUAL GIFT 1,000
    ARC of Sedgwick County INC
    2919 W Second St
    Wichita,KS67203
    NONE PC ANNUAL GIFT 1,000
    Assistance League of Wichita INC
    PO Box 8072
    Wichita,KS67208
    NONE PC ANNUAL GIFT 5,000
    Bartow Family Resources INC
    200 Leake St Suite 107
    Cartersville,GA30120
    NONE PC ANNUAL GIFT 1,000
    KANSAS Big Brothers Big Sisters INC
    310 E Second St
    Wichita,KS67202
    NONE PC ANNUAL GIFT 1,000
    Botanica INC
    701 N Amidon
    Wichita,KS67203
    NONE PC Carousel 10,500
    Breakthrough Club
    PO Box 670
    Wichita,KS67201
    NONE PC ANNUAL GIFT 500
    Bridgets Cradles FOUNDATION
    PO Box 316
    Kechi,KS67067
    NONE PC ANNUAL GIFT 1,500
    Catholic Charities INC
    437 N Topeka
    Wichita,KS67202
    NONE PC ANNUAL GIFT 41,860
    Central Kansas Prison Ministry INC
    PO Box 1279
    El Dorado,KS67042
    NONE PC ANNUAL GIFT 1,000
    Cerebral Palsy Research Foundation OF KANSAS INC
    5111 E 21st St N
    Wichita,KS67208
    NONE PC ANNUAL GIFT 500
    Christian Fellowship OF COLUMBIA MISSOURI INC
    4600 Christian Fellowship Rd
    Columbia,MO65203
    NONE PC ANNUAL GIFT 1,000
    Community College of Aurora FOUNDATION
    16000 E Centre Tech Pkwy Suite A2
    Aurora,CO80011
    NONE I Tuition for employees 26,105
    Community Foundation of Gunnison Valley
    PO Box 7057
    Gunnison,CO81230
    NONE PC ANNUAL GIFT 15,000
    DeBoer Foundation
    2121 N Webb Rd
    Wichita,KS67206
    NONE PF ANNUAL GIFT 2,000
    JAYHAWK CHAPT 88 OF THE EXPER AIRCRAFT ASSOC
    PO Box 780833
    Wichita,KS67278
    NONE PC ANNUAL GIFT 500
    Eastminster Presbyterian Church
    1958 N Webb Rd
    Wichita,KS67206
    NONE PC ANNUAL GIFT 80,000
    Elissa Frank Memorial Fund
    Intrust Bank 105 N Main
    Wichita,KS67202
    NONE I memorial 150
    Exploration Place INC
    300 N McLean Blvd
    Wichita,KS67203
    NONE PC ANNUAL GIFT 500
    Freedom Hooves Therapeutic Riding center inc
    PO Box 782622
    Wichita,KS67278
    NONE PC ANNUAL GIFT 500
    Friends University
    2100 W University
    Wichita,KS67213
    NONE PC Rise Up pledge 39,000
    Fundamental Learning Center Inc
    2220 E 21st St N
    Wichita,KS67214
    NONE PC Transforming Education pledge 53,500
    Girls on the Run OF SEDGWICK COUNTY
    PO Box 533
    Maize,KS67101
    NONE PC Adopt-a-Team 300
    Giving the Basics INC
    10921 E 26th St N
    Wichita,KS67226
    NONE PC ANNUAL GIFT 1,000
    Goodwill Industries OF KANSAS INC
    3351 N Webb Rd
    Wichita,KS67226
    NONE PC ANNUAL GIFT 500
    Greater Wichita YMCA
    402 N Market
    Wichita,KS67202
    NONE PC ANNUAL GIFT 250
    Harry Hynes Memorial Hospice INC
    313 S Market
    Wichita,KS67202
    NONE PC GENERAL SUPPORT 800
    Harvard ALUMNI ASSOCIATION
    124 Mount Auburn St
    Cambridge,MA02138
    NONE PC ANNUAL GIFT 500
    Heartspring INC
    8700 E 29th St N
    Wichita,KS67226
    NONE PC Special Project 5,000
    His Helping Hands INC
    1441 E 37th St N
    Wichita,KS67219
    NONE PC ANNUAL GIFT 5,000
    Historic Wichita Cowtown INC
    1865 W Museum Blvd
    Wichita,KS67203
    NONE PC ANNUAL GIFT 500
    Holy Savior Catholic Academy
    1425 N Chautauqua
    Wichita,KS67214
    NONE PC ANNUAL GIFT 1,000
    HopeNet INC
    2501 E Central
    Wichita,KS67214
    NONE PC ANNUAL GIFT 5,500
    HumanKind Ministries
    829 N Market
    Wichita,KS67214
    NONE PC Humanitarian Awards 1,500
    Institute for Faith Work & Economics INC
    8227 Old Courthouse Rd Ste 310
    Tysons,VA22182
    NONE PC ANNUAL GIFT 3,000
    Jayhawk Area Council of Boy Scouts
    1020 SE Monroe St
    Topeka,KS66612
    NONE PC ANNUAL GIFT 300
    John Sanburn Memorial Fund
    Legacy Bank 3711 N Ridge Rd
    Wichita,KS67205
    NONE I memorial 250
    Junior Achievement
    PO BOX 780683
    WICHITA,KS67278
    NONE PC ANNUAL GIFT 1,000
    THE Kansas African American Museum INC
    601 N Water
    Wichita,KS67203
    NONE PC ANNUAL GIFT 750
    Kansas Aviation Museum
    3350 S George Washington Blvd
    Wichita,KS67210
    NONE PC ANNUAL GIFT 2,750
    Cosmosphere INC
    1100 N Plum St
    Hutchinson,KS67501
    NONE PC ANNUAL GIFT 1,000
    Kansas Council on Economic Education
    1845 Fairmount Campus Box 203
    Wichita,KS67260
    NONE PC ANNUAL GIFT 500
    Kansas FoodBank WAREHOUSE INC
    1919 E Douglas
    Wichita,KS67211
    NONE PC ANNUAL GIFT 600
    Kansas Independent College FOUNDATION
    700 S Kansas Ave Suite 622
    Topeka,KS66603
    NONE PC ANNUAL GIFT 1,000
    Kansas Policy Institute
    250 N Water Suite 216
    Wichita,KS67202
    NONE PC ANNUAL GIFT 1,000
    KANSAS PUBLIC TELECOMMUNICATIONS SERVICE INC
    320 W 21st St N
    Wichita,KS67203
    NONE PC Wichita the Air Capital sponsor 10,250
    KVC Hospitals INC
    21350 W 153rd St
    Olathe,KS66061
    NONE PC ANNUAL GIFT 1,000
    Museum of the Bible
    7507 SW 44th
    Oklahoma City,OK73179
    NONE PC ANNUAL GIFT 1,000
    Music Theatre Wichita
    225 W Douglas Suite 202
    Wichita,KS67202
    NONE PC ANNUAL GIFT 1,500
    Newman University INC
    3100 McCormick
    Wichita,KS67213
    NONE PC ANNUAL GIFT 1,000
    Oh Be Joyful Church
    PO Box 175
    Crested Butte,CO81224
    NONE PC ANNUAL GIFT 2,000
    THE Pando Initiative INC
    412 S Main Suite 212
    Wichita,KS67202
    NONE PC ANNUAL GIFT 1,500
    Prairie View Inc
    PO Box 467
    Newton,KS67114
    NONE PC ANNUAL GIFT 500
    Prison Fellowship MINISTRIES
    44180 RIVERSIDE PARKWAY
    LANDSDOWNE,VA20176
    NONE PC ANNUAL GIFT 1,000
    Project Access
    1102 S Hillside
    Wichita,KS67211
    NONE PC ANNUAL GIFT 500
    Quivira Council BOY SCOUTS OF AMERICA INC
    3247 N Oliver
    Wichita,KS67220
    NONE PC ANNUAL GIFT 300
    Rainbows United INC
    3223 N Oliver
    Wichita,KS67220
    NONE PC ANNUAL GIFT 1,000
    Reasons to Believe
    818 S Oak Park Rd
    Covina,CA91724
    NONE PC ANNUAL GIFT 2,000
    Rise Up For Youth
    PO Box 1256
    Wichita,KS67201
    NONE PC ANNUAL GIFT 1,000
    Rock United Methodist Church
    PO Box 652
    Douglass,KS67039
    NONE PC GENERAL SUPPORT 100
    Rotary Club of Wichita INC
    100 N Main Suite 1003
    Wichita,KS67202
    NONE NC Australian Relief Effort 1,000
    Samaritans Purse
    PO Box 3000
    Boone,NC28607
    NONE PC ANNUAL GIFT 4,000
    Sedgwick County Zoological Society Inc
    5555 Zoo Boulevard
    Wichita,KS67212
    NONE PC ANNUAL GIFT 52,500
    Senior Services INC OF WICHITA FOUNDATION
    200 S Walnut
    Wichita,KS67213
    NONE PC ANNUAL GIFT 1,000
    Shield 616 INC
    13395 Voyager Pkwy Suite 130 516
    Colorado Springs,CO80921
    NONE PC Border to Border Ride 5,000
    THE Society for the Preservation of Greek Housing
    PO Box 2765
    Champaign,IL61825
    NONE PC ANNUAL GIFT 5,000
    St Elizabeth Ann Seton Catholic Church
    645 N 119th St W
    Wichita,KS67235
    NONE PC GENERAL SUPPORT 100
    Starkey INC
    4500 W Maple
    Wichita,KS67209
    NONE PC ANNUAL GIFT 5,000
    StepStone INC
    1329 S Bluffview
    Wichita,KS67218
    NONE PC ANNUAL GIFT 500
    Sterling College
    125 W Cooper
    Sterling,KS67579
    NONE PC Cooper Fund 1,500
    Susan's Kids
    2525 High Point Circle
    Wichita,KS67205
    NONE PC sponsor 36,000
    The Lords Diner
    520 N Broadway
    Wichita,KS67214
    NONE PC ANNUAL GIFT 1,000
    The Salvation Army
    350 N Market
    Wichita,KS67202
    NONE PC ANNUAL GIFT 1,000
    Trinity Academy
    12345 E 21st St N
    Wichita,KS67206
    NONE PC ANNUAL GIFT 1,000
    United Methodist Open Door
    PO Box 2756
    Wichita,KS67201
    NONE PC Homeless Challenge Grant 3,750
    United Way of the Plains inc
    PO Box 47208
    Wichita,KS67201
    NONE PC ANNUAL GIFT 62,000
    University of Illinois Foundation
    1305 W Green St
    Urbana,IL61801
    NONE PC ANNUAL GIFT 2,000
    Urban League of Kansas Inc
    2418 E 9th St N
    Wichita,KS67214
    NONE PC ANNUAL GIFT 1,000
    Victory in the Valley INC
    3755 E Douglas
    Wichita,KS67218
    NONE PC ANNUAL GIFT 250
    Westminster Woods CAMP AND RETREAT CENTER INC
    18487 Barber Rd
    Fall River,KS67047
    NONE PC ANNUAL GIFT 6,000
    Wichita Aero Club
    12828 E 13th St N
    Wichita,KS67230
    NONE NC ANNUAL GIFT 1,250
    Wichita Art MuseuM INC
    1400 W Museum Blvd
    Wichita,KS67203
    NONE PC Preston Singletary sponsor 8,500
    Wichita Childrens Home
    7271 E 37th St N
    Wichita,KS67226
    NONE PC Kidzcope 4,000
    Wichita Educational Foundation
    350 W Douglas
    Wichita,KS67202
    NONE PC Chamber Chair Challenge 2,000
    Wichita Habitat for Humanity
    601 N West St Suite 246
    Wichita,KS67203
    NONE PC ANNUAL GIFT 6,000
    Wichita Crime Commission INC
    100 S Main Suite 508
    Wichita,KS67202
    NONE PC ANNUAL GIFT 600
    Wichita State University
    1845 Fairmount
    Wichita,KS67260
    NONE GOV GENERAL SUPPORT 200
    Wichita Symphony Society
    225 W Douglas Suite 207
    Wichita,KS67202
    NONE PC Savor the Symphony 4,000
    Wichita-Sedgwick County Historical Museum
    204 S Main
    Wichita,KS67202
    NONE PC ANNUAL GIFT 250
    Workforce Alliance OF SOUTH CENTRAL KANSAS INC
    300 W Douglas Suite 850
    Wichita,KS67202
    NONE PC ANNUAL GIFT 500
    World Impact INC
    PO Box 80507
    City of Industry,CA91716
    NONE PC ANNUAL GIFT 8,000
    WICHITA STATE UNIVERSITY Foundation
    1845 Fairmount
    Wichita,KS67260
    NONE PC Endowed Scholarship 11,500
    YMCA of THE Greater Houston AREA
    PO Box 3007
    Houston,TX77253
    NONE PC ANNUAL GIFT 250
    YMCA of Greater Kansas City
    3100 Broadway Suite 1020
    Kansas City,MO64111
    NONE PC ANNUAL GIFT 250
    THE TOPEKA YMCA FOUNDATION
    3635 SW Chelsea
    Topeka,KS66614
    NONE PC ANNUAL GIFT 250
    Young Life
    6505 E Central Suite 318
    Wichita,KS67206
    NONE PC ANNUAL GIFT 3,000
    Youth Entrepreneurs INC
    4111 E 37th St N Suite D101
    Wichita,KS67220
    NONE PC ANNUAL GIFT 1,000
    Youth Horizons INC
    125 S Washington Suite 200
    Wichita,KS67202
    NONE PC ANNUAL GIFT 2,000
    Total .................................bullet 3a 598,465
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 19  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   19  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    19
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    BERRY FOUNDATION INC
     
    Employer identification number

    20-3942107
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    BERRY FOUNDATION INC
     
    Employer identification number
    20-3942107
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    BERRY COMPANIES
    2402 E 37TH ST N
     
    WICHITA, KS67219

    $ 625,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    BERRY FOUNDATION INC
     
    Employer identification number

    20-3942107
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    BERRY FOUNDATION INC
     
    Employer identification number

    20-3942107
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    BERRY FOUNDATION INC
    EIN:
    20-3942107
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,500 250   2,250

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    BERRY FOUNDATION INC
    EIN:
    20-3942107
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 OtherAssetsSchedule
    Name:
    BERRY FOUNDATION INC
    EIN:
    20-3942107
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LIFE INSURANCE POLICY 0 232,066 232,066


    TY 2020 OtherExpensesSchedule
    Name:
    BERRY FOUNDATION INC
    EIN:
    20-3942107
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 61 0 0 61
    LIFE INSURANCE EXPENSE 33,929 0 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    BERRY FOUNDATION INC
    EIN:
    20-3942107
    Description Amount
    OTHER INCREASE 238,666


    TY 2020 TaxesSchedule
    Name:
    BERRY FOUNDATION INC
    EIN:
    20-3942107
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 30 0 0 0
    ANNUAL REPORT 60 0 0 60