Jeanette Perry Charitable Tr
- Assets
- $674.9k
- Revenue
- $90.8k
- Investments
- $658.4k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 02/2015
- Data as of
- 12/2021
- EIN
- 47-6369001
Organization Overview
Jeanette Perry Charitable Tr is located in Milwaukee, WI. The organization was established in 2015. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jeanette Perry Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Jeanette Perry Charitable Tr generated $90.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.0% each year. All expenses for the organization totaled $47.3k during the year ending 12/2021. While expenses have increased by 2.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Jeanette Perry Charitable Tr has awarded 33 individual grants totaling $205,326. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $14,434 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $76,389 |
| Capital Gain Net Income | $76,389 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $90,823 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $13,180 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $318 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $14,998 |
| Contributions, gifts, grants paid | $32,338 |
| Total expenses and disbursements | $47,336 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $16,160 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $104,080 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $416 |
| Total assets | $674,928 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jeanette Perry Charitable Tr has awarded $32,338 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
BUFFALO PRESBYTERIAN CHURCH PURPOSE: GENERAL OPERATING | $8,085 |
THE VILLAGE OF CUMBERLAND OHIO PURPOSE: GENERAL OPERATING PURPOSES | $8,085 |
FIRST COMMUNITY CHURCH OF JOPLIN PURPOSE: GENERAL OPERATING PURPOSES | $4,042 |
AMERICAN RED CROSS PURPOSE: GENERAL OPERATING PURPOSES | $4,042 |
Hoffman Estates, IL PURPOSE: GENERAL OPERATING | $4,042 |
AMERICAN CANCER SOCIETY INC PURPOSE: GENERAL OPERATING PURPOSES | $4,042 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Woodbourne Charitable Trust Plymouth, MN | $1,142,964 | $10,020,932 |
Audrey E & Donald L Hutt Tr 283 Chicago, IL | $19,533,735 | $12,080,033 |
James M Stanton Foundation Bloomington, MN | $29,105,685 | $38,323,984 |
Stanley Frankel And Judith Frankel Support Foundation Bloomfield Hills, MI | $0 | $41,274 |
Lawyers Trust Fund Of Illinois Chicago, IL | $23,693,587 | $13,676,265 |
Cokato Charitable Trust Cokato, MN | $9,103,416 | $8,785,306 |
Ferris Foundation Big Rapids, MI | $118,188,680 | $12,993,679 |
William H Miner Foundation Chicago, IL | $135,785,081 | $12,025,973 |
Frederick Henry Prince Testamentary Trust Chicago, IL | $125,717,434 | $17,884,796 |
Gordon Christian Trust Grand Rapids, MI | $67,207,482 | $18,378,082 |
Bluhm Family Charitable Foundation Chicago, IL | $0 | $104,878 |
Willard J And Alice C Corbett Char Tr Chicago, IL | $0 | $307,254 |