Margaret and David Perry Foundation
Margaret and David Perry Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERSBURG, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 20 grants totaling $229K. Net investment income was $490K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.8M
+3.7% YoY
Annual Giving
$229K
-15.6% YoY
Grant Count
20
+17.6% YoY
Avg Grant Size
$11K
-28.3% YoY
Under IRS private-foundation payout rules, Margaret and David Perry Foundation reported a distributable amount of $316K for 2024 — the minimum it must pay out in qualifying distributions.
About Margaret and David Perry Foundation
Based on IRS filings
Margaret and David Perry Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERSBURG, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 20 grants totaling $229K. Net investment income was $490K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,775,660 | $5,571,975 | $5,782,329 |
| Revenue | $496,673 | $129,982 | $379,108 |
| Expenses | $292,988 | $340,336 | $348,375 |
| Qualifying Distributions | $290,652 | $333,738 | $348,375 |
| Net Investment Income | $490,458 | $182,863 | $268,508 |
| Distributable Amount | $315,762 | $301,322 | $316,318 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dali Museum ($50,000), St Petersburg College Foundation ($48,657), First Baptist Church of St Petersburg ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST PETERSBURG COLLEGE FOUNDATION ST PETERSBURG, FL | FOR PALLADIUM COURTYARD | $48,657 |
| WESTCARE FOUNDATION ST PETERSBURG, FL | FOR THE MUSTARD SEED INN | $2,000 |
| FLORIDA DREAM FUND CENTER ST PETERSBURG, FL | FOR GENERAL CHARITABLE PURPOSES TO HELP FAMILIES | $2,000 |
| ACADEMY PREP CENTER OF ST PETERSBURG ST PETERSBURG, FL | FOR CHILDREN EDUCATION | $15,000 |
| BOY SCOUTS OF AMERICA ST PETERSBURG, FL | FOR CHILDREN EDUCATION & GUIDANCE | $3,500 |
| CHORUS ANGELORUM OF ST PETERSBURG ST PETERSBURG, FL | FOR PERFORMING ARTS IN MUSIC | $2,000 |
| DALI MUSEUM ST PETERSBURG, FL | NEW BUILDING & GARDEN MAINTENANCE | $50,000 |
| ST PETE FREE CLINIC ST PETERSBURG, FL | FOR LOCAL COMMUNITY NEEDS FOR FOOD AND OTHER ASSISTANCE | $5,000 |
| FIRST BAPTIST CHURCH OF AUBURN AUBURN, AL | FOR PAINTING, RUG, CHAIRS | $6,000 |
| FIRST BAPTIST CHURCH OF ST PETERSBURG ST PETERSBURG, FL | FOR RELIGOUS ADVANCEMENT | $40,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SABAL TRUST COMPANY | CO-TRUSTEE | 3 | — |
| ROBERT H WILLIS | CO-TRUSTEE | 3 | — |
| JACKSON WILLIS | CO-TRUSTEE | 1 | — |
| WALKER WILLIS | CO-TRUSTEE | 1 | — |
| ELIZABETH WILLIS JORDAN | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Margaret and David Perry Foundation?
Margaret and David Perry Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERSBURG, FL. It holds $5.8M in total assets as of 2024.
How large is Margaret and David Perry Foundation?
As of 2024, Margaret and David Perry Foundation holds $5.8M in total assets with $497K in annual revenue. It awarded 20 grants totaling $229K in 2024.
Where does Margaret and David Perry Foundation operate?
Margaret and David Perry Foundation has awarded grants in Alabama, Florida, Massachusetts, Virginia.
What size grants does Margaret and David Perry Foundation award?
In 2024, Margaret and David Perry Foundation awarded 20 grants totaling $229K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Margaret and David Perry Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Margaret and David Perry Foundation reported a distributable amount of $316K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Margaret and David Perry Foundation's EIN?
Margaret and David Perry Foundation's EIN (Employer Identification Number) is 82-4452306. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Margaret and David Perry Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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