Margaret and David Perry Foundation
The Margaret and David Perry Foundation is a private foundation based in St. Petersburg, Florida. It reported 20 grants totaling $229,157 in 2024, supporting charitable organizations with purposes that included education, religious advancement, cultural facilities, community assistance, and building renovations.
Margaret and David Perry Foundation at a glance
In short: Margaret and David Perry Foundation gave $229K across 20 grants in 2024 (avg $11K), mostly in Florida. 45% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $229,157
- -15.6% vs 2023
- Grants made (2024)
- 20
- +17.6% vs 2023
- Average grant
- $11,458
- -28.3% vs 2023
- Median grant
- $2,750
- Total assets
- $5,775,660
- +3.7% vs 2023
- New grantees (estimate)
- 45% first-time grantees (9 of 20, 2024; small sample)
- Primary geography
- Florida (86% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Margaret and David Perry Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 101 Central Avenue, St Petersburg, FL 33701
Phone: (727) 822-3907
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Margaret and David Perry Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Dali Museum ($50K). Together the top 10 received $210K.
Grant Size Distribution
82 grants across all recorded years
The most common grant size was under $50K: 78 grants of 82 (95%).
Geographic Focus
Where this funder awards grants
In 2024, 86% of grant dollars went to recipients in Florida and 14% to recipients in Alabama. The reported grants included support for organizations in St. Petersburg and other Florida communities, as well as recipients in Loachapoka and Auburn, Alabama.
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
Cities
Is Margaret and David Perry Foundation open to new grantees?
45%
first-time grantees, 2024
In 2024, 9 of 20 grantees (45%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $10K; repeat grants $13K. How we count
Medians: $2K first-time, $6K repeat.
- 50% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+8%). Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $142K (2020) to $281K (2022). In 2024 it made 20 grants totaling $229K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dali Museum St Petersburg, FL | New Building & Garden Maintenance | $50,000 |
| St Petersburg College Foundation St Petersburg, FL | For Palladium Courtyard | $48,657 |
| First Baptist Church of St Petersburg St Petersburg, FL | For Religous Advancement | $40,000 |
| Lee County Histrocial Society Loachapoka, AL | Renovations for Feed & Seed Building | $25,000 |
| Academy Prep Center of St Petersburg St Petersburg, FL | For Children Education | $15,000 |
| University of Florida Foundation Gainesville, FL | Endowment for Margaret & David Perry Scholarship | $10,000 |
| Greater Tampa Bay Area Council Boy Scouts of America Clearwater, FL | To Purchase & Wrap Trailer | $7,000 |
| First Baptist Church of Auburn Auburn, AL | For Painting, Rug, Chairs | $6,000 |
| St Pete Free Clinic St Petersburg, FL | For local community needs for food and other assistance | $5,000 |
| Boy Scouts of America St Petersburg, FL | For Children Education & Guidance | $3,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,775,660 | $496,673 | $292,988 | $229,157 | 20 | $290,652 | $490,458 | $315,762 |
| 2023 | $5,571,975 | $129,982 | $340,336 | $271,663 | 17 | $333,738 | $182,863 | $301,322 |
| 2022 | $5,782,329 | $379,108 | $348,375 | $281,000 | 19 | $348,375 | $268,508 | $316,318 |
| 2021 | $5,754,765 | $1,142,925 | $278,796 | $212,661 | 14 | $278,796 | $78,920 | $321,612 |
| 2020 | $4,881,082 | $3,930,211 | $184,369 | $142,000 | 12 | — | $92,484 | $176,058 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2024 grants show support for organizations including the Dali Museum, for building and garden maintenance; Academy Prep Center of St. Petersburg, for children’s education; and St. Pete Free Clinic, for local food and other community assistance.
Among the grantees’ own descriptions, Academy Prep Center says it works to empower students qualifying for need-based scholarships through a middle school program and graduate support. The Shirley Proctor Puller Foundation says its mission is to advance literacy and help close the achievement gap for students in South St. Petersburg. Florida Resurrection House describes its work as providing shelter and support services to help families experiencing homelessness rebuild their lives.
Grantmaking
In 2024, the foundation awarded 20 grants totaling $229,157. Grant amounts ranged from $1,000 to $50,000, with a median grant of $2,750.
The largest reported grants included $50,000 to the Dali Museum for a new building and garden maintenance; $48,657 to St. Petersburg College Foundation for the Palladium courtyard; $40,000 to First Baptist Church of St. Petersburg for religious advancement; $25,000 to Lee County Historical Society for renovations to the Feed & Seed Building; and $15,000 to Academy Prep Center of St. Petersburg for children’s education. Other recipients included the University of Florida Foundation, which received $10,000 for an endowment for the Margaret & David Perry Scholarship, and St. Pete Free Clinic, which received $5,000 for local community needs, food, and other assistance.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Sabal Trust Company, Robert H. Willis, Jackson Willis, Walker Willis, and Elizabeth Willis Jordan as co-trustees.
Margaret and David Perry Foundation's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Elizabeth Willis Jordan
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Jackson Willis
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Robert H. Willis
Co-Trustee
On filings since 2020
3 hrs/week
No compensation reported
Sabal Trust Company
Co-Trustee
On filings since 2020
3 hrs/week
No compensation reported
Walker Willis
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Sally Stovall Willis (2020–2023) — Co-Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Margaret and David Perry Foundation
How much does Margaret and David Perry Foundation give each year?
Margaret and David Perry Foundation gave $229K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $272K across 17 grants.
What is Margaret and David Perry Foundation's typical grant size?
Margaret and David Perry Foundation's median grant in 2024 was $2,750, and its average grant was $11,458, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Margaret and David Perry Foundation that year got $10K on average.
Where does Margaret and David Perry Foundation give grants?
Margaret and David Perry Foundation gives mostly in Florida: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Alabama (14%). The most frequent recipient cities were St Petersburg, FL (14 grants).
Does Margaret and David Perry Foundation give general operating support?
Yes: 30% of Margaret and David Perry Foundation's 2024 grants with a stated purpose (6 of 20) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Margaret and David Perry Foundation's largest grantees?
Margaret and David Perry Foundation's largest 2024 grantees include Dali Museum ($50,000), St Petersburg College Foundation ($48,657) and First Baptist Church of St Petersburg ($40,000), according to its 2024 IRS Form 990-PF. Together they received 61% of its itemized 2024 grant dollars.
How large is Margaret and David Perry Foundation?
Margaret and David Perry Foundation reported $5.8M in total assets on its 2024 IRS Form 990-PF. It paid out $291K in qualifying distributions that year, against a required minimum of $316K (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 does Margaret and David Perry Foundation fund?
No foundation mission statement is provided. Its 2024 grants show support for organizations including the Dali Museum, for building and garden maintenance; Academy Prep Center of St. Petersburg, for children’s education; and St. Pete Free Clinic, for local food and other community assistance. See mission & focus areas ↑
How do I apply for a grant from Margaret and David Perry Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Margaret and David Perry Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Margaret and David Perry Foundation funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/margaret-and-david-perry-foundation-morg_0a558972dadb49ee82c0299ec1e7da5d
BibTeX
@misc{grantable_824452306_2026,
author = {{Grantable}},
title = {{Margaret and David Perry Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/margaret-and-david-perry-foundation-morg_0a558972dadb49ee82c0299ec1e7da5d},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Margaret and David Perry Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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