Paul & June Perry Memorial Trust

INDIANA, PA EIN: 33-6320512

Paul & June Perry Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in INDIANA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $33K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-1.5% YoY

Annual Giving

$33K

+35.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$33K

+35.6% YoY

Under IRS private-foundation payout rules, Paul & June Perry Memorial Trust reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.

About Paul & June Perry Memorial Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $239K (100%)

States

Florida

Cities

Tampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,209,538	$1,227,997	$1,274,909
Revenue	$31,453	$-7,270	$25,003
Expenses	$51,625	$39,642	$83,229
Qualifying Distributions	$41,267	$31,813	$72,233
Net Investment Income	$25,638	$19,719	$16,059
Distributable Amount	$63,672	$60,534	$64,548

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shriners Hospital ($32,622).

Recipient	Purpose	Amount
SHRINERS HOSPITAL TAMPA, FL	SCIENTIFIC	$32,622

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Paul & June Perry Memorial Trust?

Paul & June Perry Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in INDIANA, PA. It holds $1.2M in total assets as of 2024.

How large is Paul & June Perry Memorial Trust?

As of 2024, Paul & June Perry Memorial Trust holds $1.2M in total assets with $31K in annual revenue. It awarded 1 grants totaling $33K in 2024.

Where does Paul & June Perry Memorial Trust operate?

Paul & June Perry Memorial Trust has awarded grants in Florida.

What size grants does Paul & June Perry Memorial Trust award?

In 2024, Paul & June Perry Memorial Trust awarded 1 grants totaling $33K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Paul & June Perry Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Paul & June Perry Memorial Trust reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Paul & June Perry Memorial Trust's EIN?

Paul & June Perry Memorial Trust's EIN (Employer Identification Number) is 33-6320512. IRS Form 990 filing data is available on this page for 2020–2024.