Mary L Perkins Trust Uw

Private foundation · Grantmaker Dallas, TX EIN: 04-6018695

Mary L Perkins Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 5 grants totaling $190K. Net investment income was $459K.

Key facts about Mary L Perkins Trust Uw

In short: Mary L Perkins Trust Uw gave $190K across 5 grants in 2025 (avg $38K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6018695
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$189,685
Grants made (2025)
5
Average grant
$37,937
Median grant
$37,937
Total assets
$4,720,638
Primary geography
Massachusetts (60% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.7M

+5.1% YoY

Annual Giving

$190K

-17.4% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$38K

-17.4% YoY

Under IRS private-foundation payout rules, Mary L Perkins Trust Uw reported a distributable amount of $274K for 2025 — the minimum it must pay out in qualifying distributions.

How Mary L Perkins Trust Uw gives

  • Giving fell 27% from 2022 to 2025. Method
  • In 2025 it paid out 79% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 5 itemized 2025 grant dollars.

Cities

Mt HermonNorthamptonParkvillePhiladelphiaWatertown

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K5 grants20195 grants20205 grants20215 grants20225 grants20235 grants20245 grants2025

From 2019 to 2025, annual grant giving ranged from $171K (2023) to $261K (2022). In 2025 it made 5 grants totaling $190K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Perkins School for the Blind: $38KPerkins School for the Blind$38KClarke School for the Deaf: $38KClarke School for the Deaf$38KNorthfield Mt Hermon Schools: $38KNorthfield Mt Hermon Schools$38KAmerican Bible Society: $38KAmerican Bible Society$38KTreasurer of Park College: $38KTreasurer of Park College$38K

The largest 2025 recipient was Perkins School for the Blind ($38K). Together the top 5 received $190K.

Grant Size Distribution

25 grants across all recorded years

20<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 25 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Perkins School for the Blind Watertown, MAUnrestricted General$37,937
Clarke School for the Deaf Northampton, MAUnrestricted General$37,937
Northfield Mt Hermon Schools Mt Hermon, MAUnrestricted General$37,937
American Bible Society Philadelphia, PAUnrestricted General$37,937
Treasurer of Park College Parkville, MOUnrestricted General$37,937

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019202020212022202320242025
Metric202520242023
Total Assets$4,720,638$4,489,771$4,319,558
Revenue$504,505$473,692$145,619
Expenses$275,078$298,657$230,566
Qualifying Distributions$215,394$253,987$193,078
Net Investment Income$459,236$426,263$97,735
Distributable Amount$274,057$257,671$233,456

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Mary L Perkins Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $47K (2019) → $61K (2025)

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.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $61KBank of AmericaTrustee$61K

The highest reported compensation on the 2025 filing was $61K, to Bank of America (Trustee).

Frequently asked questions about Mary L Perkins Trust Uw

How much does Mary L Perkins Trust Uw give each year?

Mary L Perkins Trust Uw gave $190K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $230K across 5 grants.

What is Mary L Perkins Trust Uw's typical grant size?

Mary L Perkins Trust Uw's median grant in 2025 was $37,937, and its average grant was $37,937, across 5 grants on its 2025 IRS Form 990-PF.

Where does Mary L Perkins Trust Uw give grants?

Mary L Perkins Trust Uw gives mostly in Massachusetts: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Pennsylvania (20%) and Missouri (20%).

Does Mary L Perkins Trust Uw give general operating support?

Yes: 100% of Mary L Perkins Trust Uw's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Mary L Perkins Trust Uw's largest grantees?

Mary L Perkins Trust Uw's largest 2025 grantees include Perkins School for the Blind ($37,937), Clarke School for the Deaf ($37,937) and Northfield Mt Hermon Schools ($37,937), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Mary L Perkins Trust Uw?

Mary L Perkins Trust Uw reported $4.7M in total assets on its 2025 IRS Form 990-PF. It paid out $215K in qualifying distributions that year, against a required minimum of $274K (roughly 5% of its investment assets).

What is Mary L Perkins Trust Uw's EIN?

Mary L Perkins Trust Uw's EIN (Employer Identification Number) is 04-6018695. 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.

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