Skip to content
ProPublica Donate

Perry Family Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$247k (2024)

Expenses
$258k (2024)

Total Assets
$3.72M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$246,568
Expenses
$257,882
Net Income
-$11,314
Net Assets
$3,719,510
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $125,396
50.9%
Sales of Assets $121,172
49.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $223,871
86.8%
Compensation of Officers* $57,641
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,719,510
Total Liabilities $0
Net Assets $3,719,510
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $57,641 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$233,532
Expenses
$251,773
Net Income
-$18,241
Net Assets
$3,729,398
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $111,735
47.8%
Sales of Assets $119,473
51.2%
Other Income $2,324
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,530
89.2%
Compensation of Officers* $50,377
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,729,398
Total Liabilities $0
Net Assets $3,729,398
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $50,377 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,751
Expenses
$285,885
Net Income
-$263,134
Net Assets
$3,747,126
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $98,859
> 100%
Sales of Assets -$76,108
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $254,331
89.0%
Compensation of Officers* $52,613
18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,747,126
Total Liabilities $0
Net Assets $3,747,126
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $52,613 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$268,166
Expenses
$258,291
Net Income
$9,875
Net Assets
$4,008,564
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $122,411
45.6%
Sales of Assets $143,838
53.6%
Other Income $1,917
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $227,802
88.2%
Compensation of Officers* $57,300
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,008,564
Total Liabilities $0
Net Assets $4,008,564
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $57,300 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$143,761
Expenses
$253,680
Net Income
-$109,919
Net Assets
$3,996,605
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $114,723
79.8%
Sales of Assets $28,798
20.0%
Other Income $240
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,204
88.4%
Compensation of Officers* $50,882
20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,996,606
Total Liabilities $1
Net Assets $3,996,605
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $50,882 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$206,551
Expenses
$256,064
Net Income
-$49,513
Net Assets
$4,105,890
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $127,544
61.7%
Sales of Assets $76,608
37.1%
Other Income $2,399
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,719
88.1%
Compensation of Officers* $50,780
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,105,891
Total Liabilities $1
Net Assets $4,105,890
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $50,780 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$216,494
Expenses
$263,069
Net Income
-$46,575
Net Assets
$4,155,675
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $124,123
57.3%
Sales of Assets $92,371
42.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,720
85.4%
Compensation of Officers* $51,622
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,155,675
Total Liabilities $0
Net Assets $4,155,675
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $51,622 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$281,953
Expenses
$253,146
Net Income
$28,807
Net Assets
$4,224,318
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $118,416
42.0%
Sales of Assets $163,314
57.9%
Other Income $223
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,472
88.7%
Compensation of Officers* $48,207
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,224,318
Total Liabilities $0
Net Assets $4,224,318

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$390,983
Expenses
$264,979
Net Income
$126,004
Net Assets
$4,197,180
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $121,883
31.2%
Sales of Assets $268,289
68.6%
Other Income $811
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $234,106
88.3%
Compensation of Officers* $48,206
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,197,180
Total Liabilities $0
Net Assets $4,197,180

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$431,126
Expenses
$250,284
Net Income
$180,842
Net Assets
$4,071,743
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $113,503
26.3%
Sales of Assets $317,154
73.6%
Other Income $469
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $204,944
81.9%
Compensation of Officers* $46,728
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,071,743
Total Liabilities $0
Net Assets $4,071,743

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$236,677
Expenses
$240,601
Net Income
-$3,924
Net Assets
$3,891,136
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $118,592
50.1%
Sales of Assets $114,081
48.2%
Other Income $4,004
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,914
82.7%
Compensation of Officers* $45,392
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,891,136
Total Liabilities $0
Net Assets $3,891,136

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$201,046
Expenses
$250,499
Net Income
-$49,453
Net Assets
$3,895,017
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $134,128
66.7%
Sales of Assets $65,291
32.5%
Other Income $1,627
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $197,879
79.0%
Compensation of Officers* $45,598
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,895,017
Total Liabilities $0
Net Assets $3,895,017

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us