The Perry Ferran

NEW ORLEANS, LA EIN: 26-1614820

The Perry Ferran is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ORLEANS, LA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $102K in total assets. In 2023, it awarded 11 grants totaling $3K. Net investment income was $3K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$102K

+2.0% YoY

Annual Giving

$3K

-15.6% YoY

Grant Count

11

-21.4% YoY

Avg Grant Size

$270

+7.4% YoY

Under IRS private-foundation payout rules, The Perry Ferran reported a distributable amount of $5K for 2023 — the minimum it must pay out in qualifying distributions.

About The Perry Ferran

Based on IRS filings

The Perry Ferran is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ORLEANS, LA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $102K in total assets. In 2023, it awarded 11 grants totaling $3K. Net investment income was $3K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AspenAtlantaAvondaleKennerMetairieNew Orleans

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$14K$22K$29K2020202120222023
Metric202320222021
Total Assets$102,046$100,000$77,415
Revenue$6,661$26,344$8
Expenses$4,097$4,277$3,704
Qualifying Distributions$4,097$4,277$3,704
Net Investment Income$2,661$1,344$8
Distributable Amount$5,027$4,337$3,904

Giving Over Time

Total grant dollars and number of grants per year

$0$879.75$2K$3K$4K7 grants202017 grants202114 grants202211 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

NEW ORLEANS JAZZ & HERIT…$850TULANE UNIVERSITY$500LADIES LEUKEMIA LEAGUE INC$450WWOZ$400NEW ORLEANS BALLET ASSOC$390HOGS FOR THE CAUSE$150GOODWILL INDUSTRIES OF S…$100PROJECT LAZERUS$50DESIRE ST MINISTRIES$30JESUIT CHURCH$25

Grant Size Distribution

49 grants across all recorded years

49<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include New Orleans Jazz & Heritage ($850), Tulane University ($500), Ladies Leukemia League Inc ($450).

RecipientPurposeAmount
GOODWILL INDUSTRIES OF SE LA NEW ORLEANS, LAAGED, NEEDY, UNDER-PRIVILEGED$100
JESUIT CHURCH NEW ORLEANS, LARELIGIOUS$25
PROJECT LAZERUS NEW ORLEANS, LAMEDICAL RESEARCH$50
LIGHTHOUSE LOUISIANA NEW ORLEANS, LAMEDICAL RESEARCH$25
DESIRE ST MINISTRIES ATLANTA, GAAGED, NEEDY, UNDER-PRIVILEGED$30
NEW ORLEANS JAZZ & HERITAGE NEW ORLEANS, LACIVIC & COMMUNITY$850
NEW ORLEANS BALLET ASSOC NEW ORLEANS, LACIVIC & COMMUNITY$390
WWOZ NEW ORLEANS, LACIVIC & COMMUNITY$400
HOGS FOR THE CAUSE NEW ORLEANS, LAMEDICAL RESEARCH$150
LADIES LEUKEMIA LEAGUE INC METAIRIE, LAMEDICAL RESEARCH$450

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
DONNA KAY BERGERTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Perry Ferran?

The Perry Ferran is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ORLEANS, LA. It holds $102K in total assets as of 2023.

How large is The Perry Ferran?

As of 2023, The Perry Ferran holds $102K in total assets with $7K in annual revenue. It awarded 11 grants totaling $3K in 2023.

Where does The Perry Ferran operate?

The Perry Ferran has awarded grants in Colorado, Georgia, Louisiana.

What size grants does The Perry Ferran award?

In 2023, The Perry Ferran awarded 11 grants totaling $3K — an average of about $270 per grant, based on its IRS Form 990 filings.

How much is The Perry Ferran required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, The Perry Ferran reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Perry Ferran's EIN?

The Perry Ferran's EIN (Employer Identification Number) is 26-1614820. IRS Form 990 filing data is available on this page for 2020–2023.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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