Nonprofit · EIN 20-3927535
LOUIS B & JOAN M PERRY FAMILYFOUNDATION
Tax-exempt · WADSWORTH, OH 44281
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $529,340 | $1,368,184 | -$838,844 | $3,964,026 | $86,151 | $3,877,875 |
| December 31, 2023 | 990-PF | $498,684 | $1,095,064 | -$596,380 | $4,806,785 | $83,685 | $4,723,100 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $25,205
- Dividends
- $160,219
- Interest
- $17
- Net gain from sales of assets
- $339,435
- Other income
- $4,464
Expenses
- Grants and similar amounts paid
- $1,312,118
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,324,487
- Excise tax on investment income
- $6,481
Balance sheet and other
- Total assets, start of year
- $4,806,785
- Total assets, end of year
- $3,964,026
- Total liabilities, end of year
- $86,151
- Net assets, end of year
- $3,877,875
- Fair market value of assets
- $5,609,471
- Qualifying distributions
- $1,324,487
- Net investment income
- $497,302
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 |
|---|---|---|---|
| LOUIS B PERRY 5617 APPIAN WAY, WADSWORTH, OH 44281 | PRESIDENT | 1 | $0 |
| JOAN M PERRY 5617 APPIAN WAY, WADSWORTH, OH 44281 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS B PERRY 5617 APPIAN WAY, WADSWORTH, OH 44281 | PRESIDENT | 1 | $0 |
| JOAN M PERRY 5617 APPIAN WAY, WADSWORTH, OH 44281 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5617 APPIAN WAY, WADSWORTH, OH 44281-8075
- In care of
- % LOUIS B & JOAN M PERRY
- Signed the 990-PF
- LOUIS B PERRY, PRESIDENT
- Phone
- (330) 334-1658
- Return prepared by
- SIKICH LLC
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
- 20-3927535
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,964,026
- Income (IRS master file)
- $2,278,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $529,340 | $1,368,184 | $3,964,026 | IRS |
| 990-PF | December 2023 | $498,684 | $1,095,064 | $4,806,785 | 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 20-3927535).
Questions about LOUIS B & JOAN M PERRY FAMILYFOUNDATION
- What is the EIN of LOUIS B & JOAN M PERRY FAMILYFOUNDATION?
- The employer identification number (EIN) of LOUIS B & JOAN M PERRY FAMILYFOUNDATION is 20-3927535.
- Is LOUIS B & JOAN M PERRY FAMILYFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to LOUIS B & JOAN M PERRY FAMILYFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOUIS B & JOAN M PERRY FAMILYFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUIS B & JOAN M PERRY FAMILYFOUNDATION 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 LOUIS B & JOAN M PERRY FAMILYFOUNDATION 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 LOUIS B & JOAN M PERRY FAMILYFOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does LOUIS B & JOAN M PERRY FAMILYFOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $529,340, expenses of $1,368,184 and total assets of $3,964,026 at year end.
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