Trust Uw Perry Memorial Scholarship

Private foundation · Grantmaker High Point, NC EIN: 56-6290640

Trust Uw Perry Memorial Scholarship is a private foundation, based in High Point, NC. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $430K in total assets. In 2026, it awarded 3 grants totaling $13K. Net investment income was $10K.

Key facts about Trust Uw Perry Memorial Scholarship

In short: Trust Uw Perry Memorial Scholarship gave $13K across 3 grants in 2026 (avg $4K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.

EIN
56-6290640
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$13,200
Grants made (2026)
3
Average grant
$4,400
Median grant
$4,400
Total assets
$430,424
Primary geography
North Carolina (67% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$430K

-0.8% YoY

Annual Giving

$13K

-6.4% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$4K

-6.4% YoY

Under IRS private-foundation payout rules, Trust Uw Perry Memorial Scholarship reported a distributable amount of $26K for 2026 — the minimum it must pay out in qualifying distributions.

How Trust Uw Perry Memorial Scholarship gives

  • Giving fell 43% from 2023 to 2026. Method
  • In 2026 it paid out 51% 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.

Your AI grants department

Ready to take the next step with Trust Uw Perry Memorial Scholarship?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2026 grant dollars across all 3 itemized grants.

Cities

Banner ElkBristolMontreat

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2020 2 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025 3 grants2026

From 2020 to 2026, annual grant giving ranged from $13K (2026) to $23K (2023). In 2026 it made 3 grants totaling $13K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2026

King University: $4KKing University$4KLees McRae College: $4KLees McRae College$4KMontreat College: $4KMontreat College$4K

The largest 2026 recipient was King University ($4K). Together the top 3 received $13K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
King University Bristol, TNAnnual Scholarship Grants$4,400
Lees McRae College Banner Elk, NCAnnual Scholarship Awards$4,400
Montreat College Montreat, NCAnnual Scholarship Awards$4,400

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$430,424$434,068$411,147
Revenue$17,090$40,970$18,231
Expenses$20,734$18,049$25,799
Qualifying Distributions$13,200$14,100$20,878
Net Investment Income$9,556$37,021$12,015
Distributable Amount$26,046$23,750$22,592

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 21, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 30, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 31, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 30, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS September 17, 2025)
  7. Updated Form 990-PF for fiscal year 2026 (received by the IRS March 2, 2026)
  8. IRS filings on file for fiscal years 2020–2026

Leadership & Key People

Officers and directors from IRS filings

Trust Uw Perry Memorial Scholarship's only listed officer is Pinnacle Bank, Trustee on every filing since 2025 (uncompensated).

Officers on the 2026 filing

  • Pinnacle Bank

    Trustee

    On filings since 2025

    2 hrs/week

    No compensation reported

Former officers (1)
  • Former: Bank Of America (2020–2024) — Trustee

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Trust Uw Perry Memorial Scholarship

How much does Trust Uw Perry Memorial Scholarship give each year?

Trust Uw Perry Memorial Scholarship gave $13K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $14K across 3 grants.

What is Trust Uw Perry Memorial Scholarship's typical grant size?

Trust Uw Perry Memorial Scholarship's median grant in 2026 was $4,400, and its average grant was $4,400, across 3 grants on its 2026 IRS Form 990-PF.

Where does Trust Uw Perry Memorial Scholarship give grants?

Trust Uw Perry Memorial Scholarship gives mostly in North Carolina: 67% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (33%).

Does Trust Uw Perry Memorial Scholarship give general operating support?

Not in 2026: none of the 3 grants with a stated purpose on Trust Uw Perry Memorial Scholarship's 2026 IRS Form 990-PF were described as general or operating support.

How large is Trust Uw Perry Memorial Scholarship?

Trust Uw Perry Memorial Scholarship reported $430K in total assets on its 2026 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $26K (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.

What is Trust Uw Perry Memorial Scholarship's EIN?

Trust Uw Perry Memorial Scholarship's EIN (Employer Identification Number) is 56-6290640. IRS Form 990 filing data is available on this page for 2020–2026.

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

Your AI grants department

Here's the math on researching Trust Uw Perry Memorial Scholarship by hand.

Explore Open Grants

Browse active grant opportunities in Trust Uw Perry Memorial Scholarship's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in North Carolina

Lettie Pate Whitehead Foundation Inc

Atlanta, GA

The foundation funds need-based undergraduate scholarships for female Christian students through participating institutions in Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, and Virginia, and supports care for senior women at facilities in Georgia, North Carolina, and Virginia. In 2024, grants ranged from $72,500 to $2,939,000, with a median of $254,000. It does not fund individuals, and institutions not already supported are rarely added; current grantees apply through the foundation’s grant process.

Philanthropy, Voluntarism & Grantmaking

Assets

$990.9M

Grants

208

Total Given

$63.3M

Samuel E and Mary W Thatcher

Miami, FL

The Samuel E and Mary W Thatcher Foundation supports education, Christian organizations, youth programs, social services, and services for people who are blind or visually impaired. Its 2023 grants averaged about $70,600, with awards ranging from local Florida organizations to grantees in several other states. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$330K

Grants

80

Total Given

$5.7M

The Bolick Foundation

Conover, NC

The Bolick Foundation primarily funds Christian ministries and evangelism, as well as religious, educational, charitable, scientific, and medical programs; its 2025 grants ranged from $1,000 to $6.67 million, with a median of $39,787. Based in North Carolina, it funded organizations across the U.S., with the largest share of 2025 grant dollars going to Missouri. It states that it does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$55.1M

Grants

266

Total Given

$22.5M

The Abundant Life Foundation

Cincinnati, OH

Assets

$18.4M

Grants

1

Total Given

$850K

KPMG US Foundation Inc

Montvale, NJ

KPMG US Foundation supports education, mental health, community vitality, and community relief and resilience, with grants distributed across the United States. Its 2025 grants had a median of $25,000, though amounts ranged from about $5,000 to $2.2 million. The available information does not say whether it accepts unsolicited requests.

Assets

$12.4M

Grants

387

Total Given

$33.5M

Glad Tithings Foundation

Bradenton, FL

The foundation’s 2020 grants supported varied 501(c)(3) organizations, with awards ranging from $200 to $1,000 and totaling $17,250; its 2021 final return reported no grants. Grantees were in several states and Washington, D.C., with no stated geographic focus. The final filing invited written applications, but that guidance may no longer be current.

Philanthropy, Voluntarism & Grantmaking

Assets

$278K

Grants

15

Total Given

$17K

Educational Funding of the South Inc

Franklin, TN

Financial literacy services, and need-based scholarships

Public, Societal Benefit

Assets

$856.8M

Grants

4

Total Given

$27K

Triangle Community Foundation Inc

Durham, NC

The foundation supports nonprofits in cultural arts, education and youth, nonprofit capacity building, and sustainable communities, with grants also benefiting fields such as health, conservation, and human services. Its 2025 grants had a median of $20,000 and ranged from about $5,000 to $1.39 million; it primarily serves Durham, Orange, Wake, and Chatham Counties in North Carolina. It accepts applications for competitive discretionary programs during open grant cycles; donor-advised fund grants are also made.

Philanthropy, Voluntarism & Grantmaking

Assets

$335.8M

Grants

599

Total Given

$26.7M

Council of Independent Colleges

Washington, DC

The Council of Independent Colleges funds nonprofit independent colleges, universities, state-based higher-education councils, and related programs, including NetVUE projects for students and professional development for faculty and staff. Recent grants ranged from $6,500 to $172,504, with a median of $26,354; funding went to recipients across multiple states. NetVUE has published grant opportunities and deadlines, but the available information does not say whether CIC accepts unsolicited requests.

Assets

$89.0M

Grants

176

Total Given

$5.9M

The McCormack Foundation Inc

Macclesfield, NC

Assets

$58K

Grants

6

Total Given

$5K

State Employees Credit Union Foundation

Raleigh, NC

The foundation funds capital projects, regional or statewide programs, and organizational capacity building that strengthen North Carolina communities; it favors projects with broad or replicable impact and does not fund operating budgets or shortfalls. Its 2025 grants ranged from $1,250 to $1 million, with a median of $2,500. Applications are accepted at any time and typically reviewed semiannually.

Philanthropy, Voluntarism & Grantmaking

Assets

$61.0M

Grants

1,806

Total Given

$17.4M

Foundation for the Carolinas

Charlotte, NC

Foundation For The Carolinas funds education and youth development, environmental and wildlife work, health and human services, and animal welfare, with a reported median grant of $25,000 in 2024. Its competitive programs focus on Charlotte-Mecklenburg, the Carolinas, and specific local communities, while donor-advised funds may support eligible nonprofits more broadly; it accepts applications for some competitive grants, but most grants are recommended by fund advisors and have no application process.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.9B

Grants

1,605

Total Given

$609.1M

More Funders in North Carolina

Trust Uw Perry Memorial Scholarship down — hundreds of funders to go?

Want AI to do this for you?