Hortense B Perry Trust is a private foundation focused on N/A, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $357K in total assets. In 2024, it awarded 2 grants totaling $15K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$357K
+2.2% YoY
Annual Giving
$15K
-7.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$8K
-7.0% YoY
Under IRS private-foundation payout rules, Hortense B Perry Trust reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
About Hortense B Perry Trust
Based on IRS filings
Hortense B Perry Trust is a private foundation focused on N/A, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $357K in total assets. In 2024, it awarded 2 grants totaling $15K. Net investment income was $26K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $356,893 | $349,285 | $345,062 |
| Revenue | $32,228 | $29,623 | $14,701 |
| Expenses | $24,617 | $25,394 | $33,498 |
| Qualifying Distributions | $18,251 | $19,364 | $23,422 |
| Net Investment Income | $26,320 | $21,309 | $9,111 |
| Distributable Amount | $19,966 | $18,216 | $19,304 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Quinn Chapel Ame Church ($8,425), Hortense B Perry Foundation ($6,894).
| Recipient | Purpose | Amount |
|---|---|---|
| QUINN CHAPEL AME CHURCH LOUISVILLE, KY | GENERAL OPERATING | $8,425 |
| HORTENSE B PERRY FOUNDATION LOUISVILLE, KY | GENERAL OPERATING | $6,894 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $7,158 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Hortense B Perry Trust?
Hortense B Perry Trust is a private foundation focused on N/A, based in BIRMINGHAM, AL. It holds $357K in total assets as of 2024.
How large is Hortense B Perry Trust?
As of 2024, Hortense B Perry Trust holds $357K in total assets with $32K in annual revenue. It awarded 2 grants totaling $15K in 2024.
Where does Hortense B Perry Trust operate?
Hortense B Perry Trust has awarded grants in Kentucky.
What size grants does Hortense B Perry Trust award?
In 2024, Hortense B Perry Trust awarded 2 grants totaling $15K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Hortense B Perry Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hortense B Perry Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.