Mary L Perkins Trust Uw

DALLAS, TX EIN: 04-6018695

Mary L Perkins Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 5 grants totaling $230K. Net investment income was $426K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.5M

+3.9% YoY

Annual Giving

$230K

+34.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$46K

+34.0% YoY

Under IRS private-foundation payout rules, Mary L Perkins Trust Uw reported a distributable amount of $258K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary L Perkins Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $669K (60%)

Missouri $223K (20%)

Pennsylvania $223K (20%)

States

Massachusetts Missouri Pennsylvania

Cities

Mt HermonNorthamptonParkvillePhiladelphiaWatertown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,489,771	$4,319,558	$4,406,195
Revenue	$473,692	$145,619	$-97,827
Expenses	$298,657	$230,566	$340,322
Qualifying Distributions	$253,987	$193,078	$282,856
Net Investment Income	$426,263	$97,735	$53,651
Distributable Amount	$257,671	$233,456	$239,708

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Perkins School for the Blind ($45,936), Clarke School for the Deaf ($45,936), Northfield Mt Hermon Schools ($45,936).

Recipient	Purpose	Amount
PERKINS SCHOOL FOR THE BLIND WATERTOWN, MA	UNRESTRICTED GENERAL	$45,936
CLARKE SCHOOL FOR THE DEAF NORTHAMPTON, MA	UNRESTRICTED GENERAL	$45,936
NORTHFIELD MT HERMON SCHOOLS MT HERMON, MA	UNRESTRICTED GENERAL	$45,936
AMERICAN BIBLE SOCIETY PHILADELPHIA, PA	UNRESTRICTED GENERAL	$45,936
TREASURER OF PARK COLLEGE PARKVILLE, MO	UNRESTRICTED GENERAL	$45,936

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$57,466

Frequently Asked Questions

How large is Mary L Perkins Trust Uw?

As of 2024, Mary L Perkins Trust Uw holds $4.5M in total assets with $474K in annual revenue. It awarded 5 grants totaling $230K in 2024.

Where does Mary L Perkins Trust Uw operate?

Mary L Perkins Trust Uw has awarded grants in Massachusetts, Missouri, Pennsylvania.

What size grants does Mary L Perkins Trust Uw award?

In 2024, Mary L Perkins Trust Uw awarded 5 grants totaling $230K — an average of about $46K per grant, based on its IRS Form 990 filings.

How much is Mary L Perkins Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary L Perkins Trust Uw reported a distributable amount of $258K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.