Perry Family Trust Co Harris Bank

CHICAGO, IL EIN: 26-1634350

Perry Family Trust Co Harris Bank is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 2 grants totaling $195K. Net investment income was $217K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

-0.3% YoY

Annual Giving

$195K

-2.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$97K

-2.2% YoY

Under IRS private-foundation payout rules, Perry Family Trust Co Harris Bank reported a distributable amount of $253K for 2024 — the minimum it must pay out in qualifying distributions.

About Perry Family Trust Co Harris Bank

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $1.0M (100%)

States

Illinois

Cities

Rockford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,719,510	$3,729,398	$3,747,126
Revenue	$246,568	$233,532	$22,751
Expenses	$257,882	$251,773	$285,885
Qualifying Distributions	$223,871	$224,530	$254,331
Net Investment Income	$217,250	$205,001	$72,270
Distributable Amount	$253,192	$220,124	$225,645

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Court Street United Methodist Church ($97,460), Center for Sight & Hearing ($97,460).

Recipient	Purpose	Amount
COURT STREET UNITED METHODIST CHURCH ROCKFORD, IL	PROGRAM SUPPORT	$97,460
CENTER FOR SIGHT & HEARING ROCKFORD, IL	PROGRAM SUPPORT	$97,460

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BMO BANK N A	TRUSTEE	1	$57,641

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Perry Family Trust Co Harris Bank?

Perry Family Trust Co Harris Bank is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $3.7M in total assets as of 2024.

How large is Perry Family Trust Co Harris Bank?

As of 2024, Perry Family Trust Co Harris Bank holds $3.7M in total assets with $247K in annual revenue. It awarded 2 grants totaling $195K in 2024.

Where does Perry Family Trust Co Harris Bank operate?

Perry Family Trust Co Harris Bank has awarded grants in Illinois.

What size grants does Perry Family Trust Co Harris Bank award?

In 2024, Perry Family Trust Co Harris Bank awarded 2 grants totaling $195K — an average of about $97K per grant, based on its IRS Form 990 filings.

How much is Perry Family Trust Co Harris Bank required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Perry Family Trust Co Harris Bank reported a distributable amount of $253K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.