Nonprofit · EIN 61-6669395
PERRY FAMILY FOUNDATION
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $5,162,677 | $10,211,928 | -$5,049,251 | $760,097 | $0 | $760,097 |
| September 30, 2024 | 990-PF | $1,267,895 | $1,558,133 | -$290,238 | $6,814,477 | $0 | $6,814,477 |
| September 30, 2023 | 990-PF | $122,748 | $127,758 | -$5,010 | $7,104,717 | $0 | $7,104,717 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,486,441
- Dividends
- $146,536
- Net gain from sales of assets
- $3,529,700
Expenses
- Grants and similar amounts paid
- $10,110,000
- Compensation of officers, directors and key employees
- $54,727
- Disbursements for charitable purposes
- $10,119,879
- Excise tax on investment income
- $50,453
Balance sheet and other
- Total assets, start of year
- $6,814,477
- Total assets, end of year
- $760,097
- Total liabilities, end of year
- $0
- Net assets, end of year
- $760,097
- Fair market value of assets
- $1,253,470
- Qualifying distributions
- $10,119,879
- Net investment income
- $3,676,236
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | TRUSTEE | 1 | $54,727 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | TRUSTEE | 1 | $75,776 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | TRUSTEE | 1 | $66,783 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK TTEE
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 61-6669395
- 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
- 2022
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $760,097
- Income (IRS master file)
- $11,650,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $5,162,677 | $10,211,928 | $760,097 | XML |
| 990-PF | September 2024 | $1,267,895 | $1,558,133 | $6,814,477 | XML |
| 990-PF | September 2023 | $122,748 | $127,758 | $7,104,717 | XML |
| 990-PF | September 2022 | $7,146,377 | $36,658 | $7,109,725 | 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 61-6669395).
Questions about PERRY FAMILY FOUNDATION
- What is the EIN of PERRY FAMILY FOUNDATION?
- The employer identification number (EIN) of PERRY FAMILY FOUNDATION is 61-6669395.
- Is PERRY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to PERRY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PERRY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PERRY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PERRY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of PERRY FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $54,727 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does PERRY FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $5,162,677, expenses of $10,211,928 and total assets of $760,097 at year end.
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- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI EIN 31-0537178 · last filed 990 for 2025
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All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations