Margaret & David Perry Foundation T-U-A 2-14-18
- Assets
- $5.6m
- Revenue
- $130.0k
- Investments
- $5.3m
- Employees
- 0
- Location
- St Petersburg, FL
- Founding
- 02/2019
- Data as of
- 12/2023
- EIN
- 82-4452306
Organization Overview
Margaret & David Perry Foundation T-U-A 2-14-18 is located in St Petersburg, FL. The organization was established in 2019. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, 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. Margaret & David Perry Foundation T-U-A 2-14-18 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 12/2023, Margaret & David Perry Foundation T-U-A 2-14-18 generated $130.0k in total revenue.
Since 2019, Margaret & David Perry Foundation T-U-A 2-14-18 has awarded 64 individual grants totaling $922,324. 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sabal Trust Company Co-Trustee | 3 | $0 | |
Robert H Willis Co-Trustee | 3 | $0 | |
Sally Stovall Willis Co-Trustee | 3 | $0 | |
Jackson Willis Co-Trustee | 1 | $0 | |
Walker Willis Co-Trustee | 1 | $0 | |
Elizabeth Willis Jordan Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $929 |
| Dividends & Interest | $188,532 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$59,479 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $129,982 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,598 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $57,284 |
| Total operating and administrative expenses | $68,673 |
| Contributions, gifts, grants paid | $271,663 |
| Total expenses and disbursements | $340,336 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $14,510 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $220,640 |
| Total assets | $5,571,975 |
| 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, Margaret & David Perry Foundation T-U-A 2-14-18 has awarded $271,663 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
ACADEMY PREP CENTER OF ST PETERSBURG PURPOSE: FOR CHILDREN EDUCATION | $30,000 |
BOY SCOUTS OF AMERICA PURPOSE: FOR CHILDREN EDUCATION & GUIDANCE | $500 |
DALI MUSEUM PURPOSE: EDUCATION AND ARTS PROGRAMS | $10,000 |
FIRST BAPTIST CHURCH OF ST PETERSBURG PURPOSE: FOR RELIGOUS ADVANCEMENT | $40,000 |
KIND MOUSE PURPOSE: FOOD PROVISION PROGRAMS FOR LOCAL COMMUNITY | $5,000 |
DAYSTAR LIFE CENTER ST PETERSBURG PURPOSE: FOR LOCAL COMMUNITY NEEDS FOR HOUSING FOOD AND OTHER ASSISTANCE | $5,000 |