Paul & June Perry Memorial Trust
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 grant totaling $33K. Net investment income was $26K.
Key facts about Paul & June Perry Memorial Trust
- EIN
- 33-6320512
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $32,622
- Grants made (2024)
- 1
- Average grant
- $32,622
- Median grant
- $32,622
- Total assets
- $1,209,538
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Paul & June Perry Memorial Trust gives
- Giving fell 47% from 2021 to 2024. Method
- In 2024 it paid out 65% 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.
Next steps with Paul & June Perry Memorial Trust
- How to evaluate Paul & June Perry Memorial Trust as a funder
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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
1
+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
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 grant totaling $33K. Net investment income was $26K.
Focus Areas
Ready to take the next step with Paul & June Perry Memorial Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Shriners Hospital ($32,622).
| Recipient | Purpose | Amount |
|---|---|---|
| SHRINERS HOSPITAL Tampa, FL | SCIENTIFIC | $32,622 |
Subject Areas
Focus areas based on grantmaking activity
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 grant 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 grant 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.