Nonprofit · EIN 54-6036446
PERRY FOUNDATION INCORPORATED
Tax-exempt · CHARLOTTESVLE, VA 22906
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,212,456 | $2,932,882 | $279,574 | $32,138,323 | $0 | $32,138,323 |
| December 31, 2024 | 990-PF | $3,871,789 | $2,542,771 | $1,329,018 | $31,847,018 | $0 | $31,847,018 |
| December 31, 2023 | 990-PF | $2,331,659 | $2,228,603 | $103,056 | $30,518,000 | $0 | $30,518,000 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $592,799
- Interest
- $117,269
- Net gain from sales of assets
- $2,501,964
- Other income
- $424
Expenses
- Grants and similar amounts paid
- $2,768,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,836,475
- Excise tax on investment income
- $43,752
Balance sheet and other
- Total assets, start of year
- $31,847,018
- Total assets, end of year
- $32,138,323
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,138,323
- Fair market value of assets
- $51,516,073
- Qualifying distributions
- $2,836,475
- Net investment income
- $3,232,057
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD R MORIN PO BOX 8260, CHARLOTTESVILLE, VA 22906 | PRESIDENT | 5 | $0 |
| DANIEL P GOODALL PO BOX 8260, CHARLOTTESVILLE, VA 22906 | VICE PRESIDENT AND TREASURER | 3 | $0 |
| KARA O'BRIEN-COX PO BOX 8260, CHARLOTTESVILLE, VA 22906 | SECRETARY | 2 | $0 |
| SUSAN CABELL-MAINS PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 3 | $0 |
| SUZANNE J BROOKS PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 2 | $0 |
| WADE TREMBLAY PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 2 | $0 |
| MARY BARRICK PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD R MORIN PO BOX 8260, CHARLOTTESVILLE, VA 22906 | PRESIDENT | 5 | $0 |
| DANIEL P GOODALL PO BOX 8260, CHARLOTTESVILLE, VA 22906 | VICE PRESIDENT AND TREASURER | 3 | $0 |
| KARA O'BRIEN-COX PO BOX 8260, CHARLOTTESVILLE, VA 22906 | SECRETARY | 2 | $0 |
| SUSAN CABELL-MAINS PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 3 | $0 |
| SUZANNE J BROOKS PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 2 | $0 |
| WADE TREMBLAY PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 2 | $0 |
| MARY BARRICK PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP L SPARKS PO BOX 8260, CHARLOTTESVILLE, VA 22906 | PRESIDENT | 5 | $0 |
| DONALD R MORIN PO BOX 8260, CHARLOTTESVILLE, VA 22906 | VICE PRESIDENT | 2 | $0 |
| DANIEL P GOODALL PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TREASURER | 3 | $0 |
| KARA O'BRIEN-COX PO BOX 8260, CHARLOTTESVILLE, VA 22906 | SECRETARY | 2 | $0 |
| SUSAN CABELL-MAINS PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 3 | $0 |
| SUZANNE S BROOKS PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 2 | $0 |
| WADE TREMBLAY PO BOX 8260, CHARLOTTESVILLE, VA 22906 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8260, CHARLOTTESVLE, VA 22906-8260
- Signed the 990-PF
- DANIEL GOODALL, TREASURER
- Phone
- (434) 977-5679
- Return prepared by
- HANTZMON WIEBEL LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 54-6036446
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1948
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $32,138,323
- Income (IRS master file)
- $12,126,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,212,456 | $2,932,882 | $32,138,323 | IRS |
| 990-PF | December 2024 | $3,871,789 | $2,542,771 | $31,847,018 | XML |
| 990-PF | December 2023 | $2,331,659 | $2,228,603 | $30,518,000 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-6036446).
Questions about PERRY FOUNDATION INCORPORATED
- What is the EIN of PERRY FOUNDATION INCORPORATED?
- The employer identification number (EIN) of PERRY FOUNDATION INCORPORATED is 54-6036446.
- Is PERRY FOUNDATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
- Are donations to PERRY FOUNDATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PERRY FOUNDATION INCORPORATED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PERRY FOUNDATION INCORPORATED due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PERRY FOUNDATION INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PERRY FOUNDATION INCORPORATED?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does PERRY FOUNDATION INCORPORATED have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,212,456, expenses of $2,932,882 and total assets of $32,138,323 at year end.
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