Nellie T Thatcher Perkins Foundation

MILWAUKEE, WI EIN: 95-6652211

Nellie T Thatcher Perkins Foundation is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 10 grants totaling $107K. Net investment income was $662K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+30.3% YoY

Annual Giving

$107K

-18.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

-18.9% YoY

Under IRS private-foundation payout rules, Nellie T Thatcher Perkins Foundation reported a distributable amount of $110K for 2024 — the minimum it must pay out in qualifying distributions.

About Nellie T Thatcher Perkins Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $446K (100%)

States

California

Cities

La JollaOceansideSan Diego

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,363,064	$1,813,850	$1,848,933
Revenue	$691,635	$130,692	$83,938
Expenses	$140,846	$162,336	$142,005
Qualifying Distributions	$110,981	$140,112	$115,995
Net Investment Income	$662,147	$107,426	$58,234
Distributable Amount	$109,628	$112,856	$129,318

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

40 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Lung Association ($10,700), Muscular Dystrophy Association ($10,700), American Cancer Society ($10,700).

Recipient	Purpose	Amount
AMERICAN LUNG ASSOCIATION SAN DIEGO, CA	GENERAL OPERATING	$10,700
MUSCULAR DYSTROPHY ASSOCIATION OCEANSIDE, CA	GENERAL OPERATING	$10,700
AMERICAN CANCER SOCIETY SAN DIEGO, CA	GENERAL OPERATING	$10,700
AMERICAN HEART ASSOCIATION LA JOLLA, CA	GENERAL OPERATING	$10,700
SALVATION ARMY SAN DIEGO SAN DIEGO, CA	GENERAL OPERATING	$10,700
AMERICAN RED CROSS SAN DIEGO, CA	GENERAL OPERATING	$10,700
YWCA OF SAN DIEGO COUNTY SAN DIEGO, CA	GENERAL OPERATING	$10,700
YMCA OF SAN DIEGO COUNTY SAN DIEGO, CA	GENERAL OPERATING	$10,700
UNITED WAY SAN DIEGO COUNTY SAN DIEGO, CA	GENERAL OPERATING	$10,700
SHARP HEALTHCARE FOUNDATION SAN DIEGO, CA	GENERAL OPERATING	$10,700

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$29,354

Frequently Asked Questions

How large is Nellie T Thatcher Perkins Foundation?

As of 2024, Nellie T Thatcher Perkins Foundation holds $2.4M in total assets with $692K in annual revenue. It awarded 10 grants totaling $107K in 2024.

Where does Nellie T Thatcher Perkins Foundation operate?

Nellie T Thatcher Perkins Foundation has awarded grants in California.

What size grants does Nellie T Thatcher Perkins Foundation award?

In 2024, Nellie T Thatcher Perkins Foundation awarded 10 grants totaling $107K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Nellie T Thatcher Perkins Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Nellie T Thatcher Perkins Foundation reported a distributable amount of $110K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Nellie T Thatcher Perkins Foundation's EIN?

Nellie T Thatcher Perkins Foundation's EIN (Employer Identification Number) is 95-6652211. IRS Form 990 filing data is available on this page for 2021–2024.