Nonprofit · EIN 82-4452306
MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18
Tax-exempt · ST PETERSBURG, FL 33701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $496,673 | $292,988 | $203,685 | $5,775,660 | $0 | $5,775,660 |
| December 31, 2023 | 990-PF | $129,982 | $340,336 | -$210,354 | $5,571,975 | $0 | $5,571,975 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $179,062
- Net gain from sales of assets
- $313,732
- Other income
- $3,879
Expenses
- Grants and similar amounts paid
- $229,157
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $290,652
- Excise tax on investment income
- $6,817
Balance sheet and other
- Total assets, start of year
- $5,571,975
- Total assets, end of year
- $5,775,660
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,775,660
- Fair market value of assets
- $6,503,263
- Qualifying distributions
- $290,652
- Net investment income
- $492,794
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SABAL TRUST COMPANY 101 CENTRAL AVENUE, ST PETERSBURG, FL 33701 | CO-TRUSTEE | 3 | $0 |
| ROBERT H WILLIS PO BOX 30, ST PETERSBURG, FL 33731 | CO-TRUSTEE | 3 | $0 |
| JACKSON WILLIS PO BOX 30, ST PETERSBURG, FL 33731 | CO-TRUSTEE | 1 | $0 |
| WALKER WILLIS PO BOX 30, ST PETERSBURG, FL 33731 | CO-TRUSTEE | 1 | $0 |
| ELIZABETH WILLIS JORDAN PO BOX 30, ST PETERSBURG, FL 33731 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SABAL TRUST COMPANY 101 CENTRAL AVENUE, ST PETERSBURG, FL 33701 | CO-TRUSTEE | 3 | $0 |
| ROBERT H WILLIS PO BOX 30, ST PETERSBURG, FL 33731 | CO-TRUSTEE | 3 | $0 |
| SALLY STOVALL WILLIS PO BOX 30, ST PETERSBURG, FL 33731 | CO-TRUSTEE | 3 | $0 |
| JACKSON WILLIS PO BOX 30, ST PETERSBURG, FL 33731 | CO-TRUSTEE | 1 | $0 |
| WALKER WILLIS PO BOX 30, ST PETERSBURG, FL 33731 | CO-TRUSTEE | 1 | $0 |
| ELIZABETH WILLIS JORDAN PO BOX 30, ST PETERSBURG, FL 33731 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 101 CENTRAL AVE, ST PETERSBURG, FL 33701-3344
- Signed the 990-PF
- ROBERT H WILLIS JR, DIRECTOR
- Phone
- (727) 822-3907
- Return prepared by
- RALPH PRICE MCAULIFFE & ASSOC PA
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 | Not 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
- 82-4452306
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,775,660
- Income (IRS master file)
- $2,223,095
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $496,673 | $292,988 | $5,775,660 | IRS |
| 990-PF | December 2023 | $129,982 | $340,336 | $5,571,975 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 82-4452306).
Questions about MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18
- What is the EIN of MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18?
- The employer identification number (EIN) of MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18 is 82-4452306.
- Is MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does MARGARET & DAVID PERRY FOUNDATION T-U-A 2-14-18 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $496,673, expenses of $292,988 and total assets of $5,775,660 at year end.
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