Marjorie L Perfect Charitable
Marjorie L Perfect Charitable is a private foundation, based in Reading, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $472K in total assets. In 2025, it made $6K in qualifying distributions. Net investment income was $20K.
Marjorie L Perfect Charitable at a glance
- Total assets
- $472,209
- +3.4% vs 2024
- Revenue (2025)
- $21,337
- -17.4% vs 2024
- Qualifying distributions (2025)
- $5,963
- -80.1% vs 2024
- Expenses (2025)
- $5,963
- -80.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Marjorie L Perfect Charitable funds
How this funder distributes its grants
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Marjorie L Perfect Charitable gives
- Giving fell 20% from 2021 to 2024. Method
- In 2025 it paid out 20% 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 2019 to 2024, annual grant giving ranged from $24K (2022) to $30K (2021). In 2024 it made 4 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CASA of Berks County Wyomissing, PA | Operating Funds | $6,000 |
| Lighthouse Womens & Childrens Center Reading, PA | Operating Funds | $6,000 |
| Opportunity House Reading, PA | Operating Funds | $6,000 |
| Safe Berks Reading, PA | Operating Funds | $6,000 |
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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 | $472,209 | $21,337 | $5,963 | — | — | $5,963 | $19,886 | $30,468 |
| 2024 | $456,835 | $25,825 | $29,980 | $24,000 | 4 | $29,980 | $19,845 | $787 |
| 2023 | $460,990 | $25,740 | $30,090 | $24,000 | 4 | $30,090 | $19,650 | $25,108 |
| 2022 | $465,340 | $37,162 | $29,868 | $24,000 | 4 | $29,868 | $31,294 | $26,993 |
| 2021 | $458,046 | $23,106 | $35,812 | $30,000 | 4 | $35,812 | $17,294 | $30,058 |
| 2020 | $465,634 | $29,021 | $34,885 | $29,500 | 4 | — | $23,636 | $29,319 |
| 2019 | $471,498 | $27,365 | $35,134 | $30,000 | 5 | — | $23,390 | $29,815 |
Under IRS private-foundation payout rules, Marjorie L Perfect Charitable reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marjorie L Perfect Charitable's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Frances Aitken
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Kevin Murphy
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Former officers (3)
- Former: Larry E. Miles (2019–2025) — Trustee · Filing note: Until 10/2025
- Former: Socrates Georgeadis (2025) — Trustee · Filing note: Until 10/2025
- Former: Robert H. Kauffman (2019–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Marjorie L Perfect Charitable
How large is Marjorie L Perfect Charitable?
Marjorie L Perfect Charitable reported $472K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $30K (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.
Where does Marjorie L Perfect Charitable operate?
Marjorie L Perfect Charitable has awarded grants in Pennsylvania.
What is Marjorie L Perfect Charitable's EIN?
Marjorie L Perfect Charitable's EIN (Employer Identification Number) is 13-4216122. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 9, 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 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 17, 2026)
- IRS filings on file for fiscal years 2019–2025
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