Hortense B Perry Trust
Hortense B Perry Trust is a private foundation focused on N/A, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $351K in total assets. In 2025, it awarded 2 grants totaling $17K. Net investment income was $16K.
Hortense B Perry Trust at a glance
In short: Hortense B Perry Trust gave $17K across 2 grants in 2025 (avg $9K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $17,033
- +11.2% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $8,517
- +11.2% vs 2024
- Median grant
- $8,517
- Total assets
- $350,666
- -1.7% vs 2024
- Primary geography
- Kentucky (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 Hortense B Perry Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Quinn Chapel Ame Church ($9K). Together the top 2 received $17K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Hortense B Perry Trust gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 98% 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 2020 to 2025, annual grant giving ranged from $12K (2020) to $21K (2022). In 2025 it made 2 grants totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Quinn Chapel Ame Church Louisville, KY | General Operating | $9,368 |
| Hortense B Perry Foundation Louisville, KY | General Operating | $7,665 |
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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 | $350,666 | $22,215 | $28,003 | $17,033 | 2 | $19,938 | $16,105 | $20,264 |
| 2024 | $356,893 | $32,228 | $24,617 | $15,319 | 2 | $18,251 | $26,320 | $19,966 |
| 2023 | $349,285 | $29,623 | $25,394 | $16,465 | 2 | $19,364 | $21,309 | $18,216 |
| 2022 | $345,062 | $14,701 | $33,498 | $20,583 | 2 | $23,422 | $9,111 | $19,304 |
| 2021 | $363,892 | $42,238 | $29,387 | $20,177 | 2 | $23,156 | $36,141 | $26,892 |
| 2020 | $347,711 | $14,628 | $20,315 | $11,927 | 2 | — | $9,428 | $19,870 |
Under IRS private-foundation payout rules, Hortense B Perry Trust reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hortense B Perry Trust's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $7K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2022–2023) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Regions Bank (Trustee).
Frequently asked questions about Hortense B Perry Trust
How much does Hortense B Perry Trust give each year?
Hortense B Perry Trust gave $17K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 2 grants.
How large is Hortense B Perry Trust?
Hortense B Perry Trust reported $351K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $20K (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 Hortense B Perry Trust?
Hortense B Perry Trust is a private foundation focused on N/A, based in Birmingham, AL. It holds $351K in total assets as of 2025.
Where does Hortense B Perry Trust operate?
Hortense B Perry Trust has awarded grants in Kentucky.
What is Hortense B Perry Trust's EIN?
Hortense B Perry Trust's EIN (Employer Identification Number) is 61-6423313. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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