Perry Family Trust Co Harris Bank
Perry Family Trust Co Harris Bank is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 2 grants totaling $224K. Net investment income was $265K.
Perry Family Trust Co Harris Bank at a glance
In short: Perry Family Trust Co Harris Bank gave $224K across 2 grants in 2025 (avg $112K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $224,240
- +15.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $112,120
- +15.0% vs 2024
- Median grant
- $112,120
- Total assets
- $3,725,584
- +0.2% vs 2024
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Perry Family Trust Co Harris Bank funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Court Street United Methodist Church ($112K). Together the top 2 received $224K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $50–100K range: 6 grants of 10 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Perry Family Trust Co Harris Bank gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 93% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $195K (2024) to $228K (2022). In 2025 it made 2 grants totaling $224K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Court Street United Methodist Church Rockford, IL | Program Support | $112,120 |
| Center for Sight & Hearing Rockford, IL | Program Support | $112,120 |
Ready to take the next step with Perry Family Trust Co Harris Bank?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,725,584 | $296,053 | $289,416 | $224,240 | 2 | $254,918 | $264,744 | $274,283 |
| 2024 | $3,719,510 | $246,568 | $257,882 | $194,920 | 2 | $223,871 | $217,250 | $253,192 |
| 2023 | $3,729,398 | $233,532 | $251,773 | $199,326 | 2 | $224,530 | $205,001 | $220,124 |
| 2022 | $3,747,126 | $22,751 | $285,885 | $228,010 | 2 | $254,331 | $72,270 | $225,645 |
| 2021 | $4,008,564 | $268,166 | $258,291 | $199,152 | 2 | $227,802 | $237,396 | $256,662 |
| 2020 | $3,996,606 | $143,761 | $253,680 | $198,748 | 2 | — | $117,597 | $224,607 |
| 2019 | $4,105,891 | $206,551 | $256,064 | $200,314 | 2 | — | $177,599 | $224,153 |
Under IRS private-foundation payout rules, Perry Family Trust Co Harris Bank reported a distributable amount of $274K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Perry Family Trust Co Harris Bank's only listed officer is BMO Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
BMO Bank N A
Trustee
On filings since 2023
1 hr/week
$50K (2023) → $61K (2025)
Former officers (1)
- Former: BMO Harris Bank N A (2019–2022) — Trustee
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
The highest reported compensation on the 2025 filing was $61K, to BMO Bank N a (Trustee).
Frequently asked questions about Perry Family Trust Co Harris Bank
How much does Perry Family Trust Co Harris Bank give each year?
Perry Family Trust Co Harris Bank gave $224K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $195K across 2 grants.
How large is Perry Family Trust Co Harris Bank?
Perry Family Trust Co Harris Bank reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $255K in qualifying distributions that year, against a required minimum of $274K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Perry Family Trust Co Harris Bank operate?
Perry Family Trust Co Harris Bank has awarded grants in Illinois.
What is Perry Family Trust Co Harris Bank's EIN?
Perry Family Trust Co Harris Bank's EIN (Employer Identification Number) is 26-1634350. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
Explore Open Grants
Browse active grant opportunities in Perry Family Trust Co Harris Bank's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Illinois
Wayne & Ruth Diehl Charitable Trust (R)
Chicago, IL
The trust supports a mix of educational, youth, health, and human-service organizations, with most 2025 grant dollars going to Illinois and smaller amounts to organizations in Florida, Wisconsin, and Tennessee. Its 15 grants in 2025 totaled $10,166, with amounts ranging from $593 to $1,864. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$190K
Grants
15
Total Given
$10K
Marie a Beckman Crut
Chicago, IL
Assets
$1.0M
Grants
4
Total Given
$49K
The Ben Harding Family Foundation
Rockford, IL
The Ben Harding Family Foundation supports varied charitable organizations, including food, arts, health, and community groups, primarily in Illinois. In 2024, its 36 grants totaled $46,000, ranging from $500 to $7,000, with a median grant of $1,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$961K
Grants
36
Total Given
$46K
Ralph J Baudhuin Foundation
Roscoe, IL
The Ralph J. Baudhuin Foundation funds scholarships, religious organizations, and humanitarian services, with most grant dollars going to Illinois and additional support in other states and Haiti. Its 2025 grants ranged from $1,000 to $22,000, with a median of $2,000. It accepts unsolicited community support requests by letter; first-time requests are reviewed at the board’s annual meeting in early December.
Assets
$5.2M
Grants
107
Total Given
$392K
George & Frances Schwenkner Charttr
Rockford, IL
The foundation funded preselected 501(c)(3) organizations, with 2023 grants supporting varied services and causes; most funding went to Illinois, with some to Virginia and Georgia. Its 10 grants in 2023 ranged from about $49,453 to $49,706, but the filing was marked as its final return. It did not accept unsolicited requests.
Assets
—
Grants
10
Total Given
$497K
C Hoffer & C Hoffer Memorial FD Ta
Chicago, IL
Assets
$756K
Grants
1
Total Given
$23K
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Perry Family Trust Co Harris Bank's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Perry Family Trust Co Harris Bank down — hundreds of funders to go?