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 2025. As of 2025, the organization holds $712K in total assets. In 2025, it awarded 3 grants totaling $34K. Net investment income was $61K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$712K
+2.0% YoY
Annual Giving
$34K
+6.4% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$11K
+6.4% YoY
Under IRS private-foundation payout rules, Co Tr Ua M & J Perrella Sch Fd reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.
About Co Tr Ua M & J Perrella Sch Fd
Based on IRS filings
Co Tr Ua M & J Perrella Sch Fd is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $712K in total assets. In 2025, it awarded 3 grants totaling $34K. Net investment income was $61K.
Ready to take the next step with Co Tr Ua M & J Perrella Sch Fd?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $711,508 | $697,361 | $703,721 |
| Revenue | $70,238 | $23,662 | $-15,859 |
| Expenses | $48,385 | $44,911 | $52,567 |
| Qualifying Distributions | $39,098 | $36,663 | $41,377 |
| Net Investment Income | $60,515 | $13,356 | $7,371 |
| Distributable Amount | $41,702 | $38,682 | $37,057 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Bryant University ($11,263), University of Connecticut ($11,263), Spalding University ($11,263).
| Recipient | Purpose | Amount |
|---|---|---|
| BRYANT UNIVERSITY SMITHFIELD, RI | SCHOLARSHIPS | $11,263 |
| UNIVERSITY OF CONNECTICUT STORRS, CT | SCHOLARSHIPS | $11,263 |
| SPALDING UNIVERSITY LOUISVILLE, KY | SCHOLARSHIPS | $11,263 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $12,022 |
Frequently Asked Questions
How large is Co Tr Ua M & J Perrella Sch Fd?
As of 2025, Co Tr Ua M & J Perrella Sch Fd holds $712K in total assets with $70K in annual revenue. It awarded 3 grants totaling $34K in 2025.
Where does Co Tr Ua M & J Perrella Sch Fd operate?
Co Tr Ua M & J Perrella Sch Fd has awarded grants in Connecticut, Kentucky, Rhode Island.
What size grants does Co Tr Ua M & J Perrella Sch Fd award?
In 2025, Co Tr Ua M & J Perrella Sch Fd awarded 3 grants totaling $34K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Co Tr Ua M & J Perrella Sch Fd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Co Tr Ua M & J Perrella Sch Fd reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.