Jeanette Perry Charitable Trust

MILWAUKEE, WI EIN: 47-6369001

Jeanette Perry Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $602K in total assets. In 2024, it awarded 6 grants totaling $25K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$602K

-0.4% YoY

Annual Giving

$25K

-18.2% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$4K

-18.2% YoY

Under IRS private-foundation payout rules, Jeanette Perry Charitable Trust reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.

About Jeanette Perry Charitable Trust

Based on IRS filings

Jeanette Perry Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $602K in total assets. In 2024, it awarded 6 grants totaling $25K. Net investment income was $26K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AlexandriaAtlantaCumberlandHoffman EstatesJoplinKennesawSarverSprinfieldUppr MarlboroWashingtonWashington Dc

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K20202021202220232024
Metric202420232022
Total Assets$602,141$604,497$620,172
Revenue$36,673$27,636$4,080
Expenses$39,035$43,309$58,825
Qualifying Distributions$27,754$33,227$46,001
Net Investment Income$25,684$16,487$4,884
Distributable Amount$35,713$32,644$34,348

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$22K$33K$43K6 grants20206 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

THE VILLAGE OF CUMBERLAN…$6KBUFFALO PRESBYTERIAN CHU…$6KAMERICAN CANCER SOCIETY …$3KTHE SALVATION ARMY$3KJOPLIN FIRST COMM CHURCH…$3KAMERICAN RED CROSS$3K

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Village of Cumberland Ohio ($6,272), Buffalo Presbyterian Church ($6,272), American Cancer Society Inc ($3,136).

RecipientPurposeAmount
THE VILLAGE OF CUMBERLAND OHIO CUMBERLAND, OHGENERAL OPERATING$6,272
AMERICAN CANCER SOCIETY INC ATLANTA, GAGENERAL OPERATING$3,136
THE SALVATION ARMY ALEXANDRIA, VAGENERAL OPERATING$3,136
BUFFALO PRESBYTERIAN CHURCH SARVER, PAGENERAL OPERATING$6,272
JOPLIN FIRST COMM CHURCH OF CHRIST JOPLIN, MOGENERAL OPERATING$3,136
AMERICAN RED CROSS WASHINGTON DC, DCGENERAL OPERATING$3,136

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK N ATRUSTEE$12K

From 2024 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$11,662

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jeanette Perry Charitable Trust?

Jeanette Perry Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $602K in total assets as of 2024.

How large is Jeanette Perry Charitable Trust?

As of 2024, Jeanette Perry Charitable Trust holds $602K in total assets with $37K in annual revenue. It awarded 6 grants totaling $25K in 2024.

Where does Jeanette Perry Charitable Trust operate?

Jeanette Perry Charitable Trust has awarded grants in District of Columbia, Georgia, Illinois, Maryland, Missouri, Ohio, Pennsylvania, Virginia.

What size grants does Jeanette Perry Charitable Trust award?

In 2024, Jeanette Perry Charitable Trust awarded 6 grants totaling $25K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Jeanette Perry Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jeanette Perry Charitable Trust reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jeanette Perry Charitable Trust's EIN?

Jeanette Perry Charitable Trust's EIN (Employer Identification Number) is 47-6369001. 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.

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