William T Perry Charitable Trust

COLUMBUS, OH EIN: 31-6018719

William T Perry Charitable Trust is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 4 grants totaling $95K. Net investment income was $124K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+0.9% YoY

Annual Giving

$95K

-3.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$24K

-3.9% YoY

Under IRS private-foundation payout rules, William T Perry Charitable Trust reported a distributable amount of $114K for 2024 — the minimum it must pay out in qualifying distributions.

About William T Perry Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $541K (100%)

States

Ohio

Cities

South ZanesvilleZanesville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,740,000	$1,723,720	$1,728,629
Revenue	$134,241	$113,071	$118,785
Expenses	$118,197	$118,620	$153,668
Qualifying Distributions	$106,419	$109,337	$139,148
Net Investment Income	$123,605	$103,360	$108,745
Distributable Amount	$114,001	$100,931	$105,840

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Genesis Healthcare Foundation ($23,762), Helen Purcell Home ($23,762), First Baptist Church ($23,762).

Recipient	Purpose	Amount
GENESIS HEALTHCARE FOUNDATION ZANESVILLE, OH	GENERAL OPERATING	$23,762
HELEN PURCELL HOME ZANESVILLE, OH	GENERAL OPERATING	$23,762
FIRST BAPTIST CHURCH SOUTH ZANESVILLE, OH	GENERAL OPERATING	$23,762
WOMEN'S BENEVOLENT SOC ZANESVILLE, OH	GENERAL OPERATING	$23,762

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HUNTINGTON NATIONAL BANK	TRUSTEE	1	$19,818

Frequently Asked Questions

How large is William T Perry Charitable Trust?

As of 2024, William T Perry Charitable Trust holds $1.7M in total assets with $134K in annual revenue. It awarded 4 grants totaling $95K in 2024.

Where does William T Perry Charitable Trust operate?

William T Perry Charitable Trust has awarded grants in Ohio.

What size grants does William T Perry Charitable Trust award?

In 2024, William T Perry Charitable Trust awarded 4 grants totaling $95K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is William T Perry Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William T Perry Charitable Trust reported a distributable amount of $114K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William T Perry Charitable Trust's EIN?

William T Perry Charitable Trust's EIN (Employer Identification Number) is 31-6018719. IRS Form 990 filing data is available on this page for 2019–2024.