Elizabeth B Perkins Trust
Elizabeth B Perkins Trust is a private foundation, based in York, ME. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $961K in total assets. In 2025, it awarded 1 grant totaling $96K. Net investment income was $61K.
Elizabeth B Perkins Trust at a glance
In short: Elizabeth B Perkins Trust gave $96K across 1 grant in 2025 (avg $96K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $96,128
- -4.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $96,128
- -4.1% vs 2024
- Median grant
- $96,128
- Total assets
- $960,943
- -2.6% vs 2024
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Elizabeth B Perkins Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Old York Historical Society ($96K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Elizabeth B Perkins Trust gives
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 133% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $66K (2021) to $113K (2023). In 2025 it made 1 grant totaling $96K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Old York Historical Society York, ME | To Maintain & Operate the Old York Museum | $96,128 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $960,943 | $72,759 | $112,939 | $96,128 | 1 | $96,128 | $61,375 | $72,348 |
| 2024 | $986,697 | $85,091 | $114,369 | $100,262 | 1 | $100,262 | $74,134 | $69,831 |
| 2023 | $1,015,975 | $39,607 | $126,907 | $112,919 | 1 | $112,919 | $29,307 | $66,594 |
| 2022 | $1,035,050 | $77,049 | $90,896 | $75,417 | 1 | $75,417 | $65,784 | $69,362 |
| 2021 | $1,048,897 | $71,271 | $80,177 | $66,482 | 1 | — | $60,576 | $66,842 |
| 2020 | $1,057,803 | $45,027 | $86,772 | $71,356 | 1 | — | $32,873 | $59,263 |
Under IRS private-foundation payout rules, Elizabeth B Perkins Trust reported a distributable amount of $72K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Elizabeth B Perkins Trust is led by Joseph Donnelly, Chairperson on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joseph Donnelly
Chairperson
On filings since 2020
1 hr/week
No compensation reported
Elaine Morgillo
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Peter Driscoll
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Russell Peterson
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Calvin Hosmer
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Elizabeth B Perkins Trust
How much does Elizabeth B Perkins Trust give each year?
Elizabeth B Perkins Trust gave $96K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 1 grant.
How large is Elizabeth B Perkins Trust?
Elizabeth B Perkins Trust reported $961K in total assets on its 2025 IRS Form 990-PF. It paid out $96K in qualifying distributions that year, against a required minimum of $72K (roughly 5% of its investment assets).
Where does Elizabeth B Perkins Trust operate?
Elizabeth B Perkins Trust has awarded grants in Maine.
What is Elizabeth B Perkins Trust's EIN?
Elizabeth B Perkins Trust's EIN (Employer Identification Number) is 01-6008022. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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Browse active grant opportunities in Elizabeth B Perkins Trust's focus areas in our free grants database
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