Nonprofit · EIN 03-0276834
J KENT PERLEY AND BESSIE V PERLEY FUND
Tax-exempt · BRATTLEBORO, VT 05302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $22,622 | $68,952 | -$46,330 | $722,955 | $0 | $722,955 |
| April 30, 2025 | 990-PF | $96,902 | $63,915 | $32,987 | $769,532 | $0 | $769,532 |
| April 30, 2024 | 990-PF | $63,705 | $61,131 | $2,574 | $735,995 | $0 | $735,995 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $26,835
- Net gain from sales of assets
- -$4,213
Expenses
- Grants and similar amounts paid
- $57,900
- Compensation of officers, directors and key employees
- $7,387
- Disbursements for charitable purposes
- $58,700
- Excise tax on investment income
- $231
Balance sheet and other
- Total assets, start of year
- $769,532
- Total assets, end of year
- $722,955
- Total liabilities, end of year
- $0
- Net assets, end of year
- $722,955
- Fair market value of assets
- $1,380,414
- Qualifying distributions
- $58,700
- Net investment income
- $26,835
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trust Company of Vermont TTEE PO Box 1280, Brattleboro, VT 05302 | TTEE | 1 | $7,387 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trust Company of Vermont TTEE PO Box 1280, Brattleboro, VT 05302 | TTEE | 1 | $7,638 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trust Company of Vermont TTEE PO Box 1280, Brattleboro, VT 05302 | TTEE | 1 | $7,070 |
Address and contacts
- Address (IRS master file)
- PO BOX 1280, BRATTLEBORO, VT 05302-1280
- In care of
- % TRUST COMPANY OF VERMONT TTEE
- Signed the 990-PF
- BARBARA F FLYNN, Vice President
- Phone
- (802) 231-2768
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 03-0276834
- 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
- 1980
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $722,955
- Income (IRS master file)
- $101,766
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $22,622 | $68,952 | $722,955 | IRS |
| 990-PF | April 2025 | $96,902 | $63,915 | $769,532 | IRS |
| 990-PF | April 2024 | $63,705 | $61,131 | $735,995 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | 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 03-0276834).
Questions about J KENT PERLEY AND BESSIE V PERLEY FUND
- What is the EIN of J KENT PERLEY AND BESSIE V PERLEY FUND?
- The employer identification number (EIN) of J KENT PERLEY AND BESSIE V PERLEY FUND is 03-0276834.
- Is J KENT PERLEY AND BESSIE V PERLEY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to J KENT PERLEY AND BESSIE V PERLEY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J KENT PERLEY AND BESSIE V PERLEY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J KENT PERLEY AND BESSIE V PERLEY FUND due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J KENT PERLEY AND BESSIE V PERLEY FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of J KENT PERLEY AND BESSIE V PERLEY FUND?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $7,387 (Trust Company of Vermont TTEE, TTEE).
- How much revenue does J KENT PERLEY AND BESSIE V PERLEY FUND have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $22,622, expenses of $68,952 and total assets of $722,955 at year end.
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