Frances E Perry Tr FD TW
Frances E Perry Tr FD TW is a private foundation focused on Education, based in Brooklyn, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $271K in total assets. In 2025, it made $2K in qualifying distributions. Net investment income was $4K.
Frances E Perry Tr FD TW at a glance
- Total assets
- $271,436
- +0.7% vs 2024
- Revenue (2025)
- $7,169
- -60.8% vs 2024
- Qualifying distributions (2025)
- $2,000
- -69.2% vs 2024
- Expenses (2025)
- $5,400
- -43.4% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Frances E Perry Tr FD TW funds
How this funder distributes its grants
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Frances E Perry Tr FD TW gives
- Giving fell 69% from 2021 to 2024. Method
- In 2025 it paid out 14% 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 2019 to 2024, annual grant giving ranged from $5K (2024) to $15K (2021). In 2024 it made 3 grants totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tufts University School of Medicine Boston, MA | Scholarship | $1,500 |
| University of Maine at Orono Orono, ME | Scholarship | $1,500 |
| 1 individual scholarship Recipients not named | — | $1,500 |
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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 | $271,436 | $7,169 | $5,400 | — | — | $2,000 | $4,169 | $13,850 |
| 2024 | $269,672 | $18,281 | $9,540 | $4,500 | 3 | $6,500 | $15,235 | $12,500 |
| 2023 | $260,931 | $726 | $19,550 | $14,500 | 6 | $16,550 | $1,717 | $11,391 |
| 2022 | $279,755 | $-2,337 | $20,007 | $13,500 | 5 | $15,550 | $558 | $12,082 |
| 2021 | $302,102 | $64,173 | $20,083 | $14,750 | 6 | $16,750 | $61,167 | $13,423 |
| 2020 | $258,012 | $20,641 | $17,308 | $12,000 | 4 | — | $17,627 | $12,613 |
| 2019 | $254,679 | $23,099 | $17,698 | $13,500 | 6 | — | $20,099 | $12,599 |
Under IRS private-foundation payout rules, Frances E Perry Tr FD TW reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Frances E Perry Tr FD TW is led by Jim Potter West Bay Rtry Schl Comm, Schlr Committee Chair on every filing since 2019; 1 of 8 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jim Potter West Bay Rtry Schl Comm
Schlr Committee Chair
On filings since 2019
1 hr/week
No compensation reported
Keybank N A
Trustee
On filings since 2024
1 hr/week
$4K (2024) → $4K (2025)
Gary Walker
Schlr Committee Member
On filings since 2019
1 hr/week
No compensation reported
Harry Mik Mikkelsen
Schlr Committee Member
On filings since 2019
1 hr/week
No compensation reported
Jay Foster
Schlr Committee Member
On filings since 2019
1 hr/week
No compensation reported
Maria Libby
Schlr Committee Member
On filings since 2019
1 hr/week
No compensation reported
Roberta Smith
Schlr Committee Member
On filings since 2019
1 hr/week
No compensation reported
Ron Hall
Schlr Committee Member
On filings since 2019
1 hr/week
No compensation reported
Former officers (1)
- Former: Keybank National Association (2019–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Keybank N a (Trustee).
Frequently asked questions about Frances E Perry Tr FD TW
How large is Frances E Perry Tr FD TW?
Frances E Perry Tr FD TW reported $271K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $14K (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 Frances E Perry Tr FD TW?
Frances E Perry Tr FD TW is a private foundation focused on Education, based in Brooklyn, OH. It holds $271K in total assets as of 2025.
Where does Frances E Perry Tr FD TW operate?
Frances E Perry Tr FD TW has awarded grants in Connecticut, Massachusetts, Maine, New York.
What is Frances E Perry Tr FD TW's EIN?
Frances E Perry Tr FD TW's EIN (Employer Identification Number) is 01-6031448. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
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