Nonprofit · EIN 31-1621824
EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION
Tax-exempt · CHESTNUT HILL, MA 02467
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $367,832 | $431,972 | -$64,140 | $107,039 | $0 | $107,039 |
| December 31, 2024 | 990-PF | $375,147 | $433,281 | -$58,134 | $171,179 | $0 | $171,179 |
| December 31, 2023 | 990-PF | $421,377 | $307,725 | $113,652 | $229,313 | $0 | $229,313 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $360,000
- Dividends
- $7,832
Expenses
- Grants and similar amounts paid
- $431,695
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $431,695
- Excise tax on investment income
- $105
Balance sheet and other
- Total assets, start of year
- $171,179
- Total assets, end of year
- $107,039
- Total liabilities, end of year
- $0
- Net assets, end of year
- $107,039
- Fair market value of assets
- $107,039
- Qualifying distributions
- $431,695
- Net investment income
- $7,832
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 |
|---|---|---|---|
| SLOCUMB HOLLIS PERRY 214 ALLANDALE RD A, CHESTNUT HILL, MA 02467 | PRESIDENT AND TRUSTEE | 1 | $0 |
| ANNE H PERKINS 5097 WEST LAKE RD, MONTICELLO, FL 32344 | TRUSTEE | 1 | $0 |
| JAMES D IRELAND IV 95 TURKEY RUN, SUNDERLAND, VT 05250 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SLOCUMB HOLLIS PERRY 214 ALLANDALE RD A, CHESTNUT HILL, MA 02467 | PRESIDENT AND TRUSTEE | 1 | $0 |
| ANNE H PERKINS 5097 WEST LAKE RD, MONTICELLO, FL 32344 | TRUSTEE | 1 | $0 |
| JAMES D IRELAND IV 95 TURKEY RUN, SUNDERLAND, VT 05250 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SLOCUMB HOLLIS PERRY 214 ALLANDALE RD A, CHESTNUT HILL, MA 02467 | PRESIDENT AND TRUSTEE | 1 | $0 |
| ANNE H PERKINS 5097 WEST LAKE RD, MONTICELLO, FL 32344 | TRUSTEE | 1 | $0 |
| JAMES D IRELAND IV 95 TURKEY RUN, SUNDERLAND, VT 05250 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 214 ALLANDALE RD-A, CHESTNUT HILL, MA 02467-3279
- In care of
- % WALTER S BURRAGE JR
- Signed the 990-PF
- SLOCUMB PERRY, TRUSTEE
- Phone
- (617) 739-1298
- Return prepared by
- GFP PRIVATE WEALTH
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
- 31-1621824
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $107,039
- Income (IRS master file)
- $367,832
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $367,832 | $431,972 | $107,039 | IRS |
| 990-PF | December 2024 | $375,147 | $433,281 | $171,179 | IRS |
| 990-PF | December 2023 | $421,377 | $307,725 | $229,313 | 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 31-1621824).
Questions about EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION
- What is the EIN of EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION?
- The employer identification number (EIN) of EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION is 31-1621824.
- Is EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION 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 EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION 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 EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does EDWARD LEE AND SLOCOMB HOLLIS PERRY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $367,832, expenses of $431,972 and total assets of $107,039 at year end.
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