Co Tr Ua M & J Perrella Sch Fd

DALLAS, TX EIN: 52-6526866

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $57K (33%)

Kentucky $57K (33%)

Rhode Island $57K (33%)

States

Connecticut Kentucky Rhode Island

Cities

LouisvilleSmithfieldStorrs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.