Co Tr UA M & J Perrella Sch FD
Co Tr UA M & J Perrella Sch FD is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $809K in total assets. In 2026, it awarded 3 grants totaling $36K. Net investment income was $102K.
Co Tr UA M & J Perrella Sch FD at a glance
In short: Co Tr UA M & J Perrella Sch FD gave $36K across 3 grants in 2026 (avg $12K), top state Rhode Island. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $36,393
- +7.7% vs 2025
- Grants made (2026)
- 3
- +0.0% vs 2025
- Average grant
- $12,131
- +7.7% vs 2025
- Median grant
- $12,131
- Total assets
- $808,715
- +13.7% vs 2025
- Primary geography
- Rhode Island (33% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Co Tr UA M & J Perrella Sch FD funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Bryant University ($12K). Together the top 3 received $36K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
Cities
How Co Tr UA M & J Perrella Sch FD gives
- Giving held roughly steady from 2023 to 2026 (−1%). Method
- In 2026 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $31K (2021) to $37K (2023). In 2026 it made 3 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bryant University Smithfield, RI | Scholarships | $12,131 |
| University of Connecticut Storrs, CT | Scholarships | $12,131 |
| Spalding University Louisville, KY | Scholarships | $12,131 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $808,715 | $111,854 | $53,505 | $36,393 | 3 | $42,297 | $101,822 | $46,614 |
| 2025 | $711,508 | $70,238 | $48,385 | $33,789 | 3 | $39,098 | $60,515 | $41,702 |
| 2024 | $697,361 | $23,662 | $44,911 | $31,770 | 3 | $36,663 | $13,356 | $38,682 |
| 2023 | $703,721 | $-15,859 | $52,567 | $36,675 | 3 | $41,377 | $7,371 | $37,057 |
| 2022 | $762,898 | $152,704 | $52,264 | $36,675 | 3 | $42,186 | $142,550 | $41,603 |
| 2021 | $763,415 | $62,151 | $46,076 | $31,140 | 3 | — | $53,548 | $41,895 |
Under IRS private-foundation payout rules, Co Tr UA M & J Perrella Sch FD reported a distributable amount of $47K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Co Tr UA M & J Perrella Sch FD's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$13K (2022) → $14K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $14K, to Bank of America (Trustee).
Frequently asked questions about Co Tr UA M & J Perrella Sch FD
How much does Co Tr UA M & J Perrella Sch FD give each year?
Co Tr UA M & J Perrella Sch FD gave $36K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $34K across 3 grants.
What is Co Tr UA M & J Perrella Sch FD's typical grant size?
Co Tr UA M & J Perrella Sch FD's median grant in 2026 was $12,131, and its average grant was $12,131, across 3 grants on its 2026 IRS Form 990-PF.
Where does Co Tr UA M & J Perrella Sch FD give grants?
Co Tr UA M & J Perrella Sch FD's top state is Rhode Island, with 33% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were Connecticut (33%) and Kentucky (33%).
Does Co Tr UA M & J Perrella Sch FD give general operating support?
Not in 2026: none of the 3 grants with a stated purpose on Co Tr UA M & J Perrella Sch FD's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (3 grants).
How large is Co Tr UA M & J Perrella Sch FD?
Co Tr UA M & J Perrella Sch FD reported $809K in total assets on its 2026 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $47K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Co Tr UA M & J Perrella Sch FD's EIN?
Co Tr UA M & J Perrella Sch FD's EIN (Employer Identification Number) is 52-6526866. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2021–2025
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