Nonprofit · EIN 33-6320512
PAUL E & JUNE L PERRY TR UW CHARITABLE
Tax-exempt · GREENSBURG, PA 15601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $50,751 | $114,398 | -$63,647 | $1,145,891 | $0 | $1,145,891 |
| December 31, 2024 | 990-PF | $31,453 | $51,625 | -$20,172 | $1,209,538 | $0 | $1,209,538 |
| December 31, 2023 | 990-PF | -$7,270 | $39,642 | -$46,912 | $1,227,997 | $0 | $1,227,997 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,650
- Interest
- $18,642
- Net gain from sales of assets
- $8,459
Expenses
- Grants and similar amounts paid
- $91,715
- Compensation of officers, directors and key employees
- $15,538
- Disbursements for charitable purposes
- $100,166
- Excise tax on investment income
- $588
Balance sheet and other
- Total assets, start of year
- $1,209,538
- Total assets, end of year
- $1,145,891
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,145,891
- Fair market value of assets
- $1,325,180
- Qualifying distributions
- $100,166
- Net investment income
- $50,751
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 |
|---|---|---|---|
| DANA GARLAND 701 EAST PITTSBURGH STREET, GREENSBURG, PA 15601 | TRUSTEE | 0.5 | $15,538 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY MCKEEL 800 PHILADELPHIA STREET, INDIANA, PA 15701 | TRUSTEE | 0.5 | $15,470 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARB CALIZZI APOLLO TRUST COMPANY BOX 247, APOLLO, PA 15613 | TRUSTEE | 0.5 | $8,515 |
| TRACY MCKEEL 800 PHILADELPHIA STREET, INDIANA, PA 15701 | TRUSTEE | 0.5 | $6,315 |
Address and contacts
- Address (IRS master file)
- 701 E PITTSBURGH ST, GREENSBURG, PA 15601-2636
- In care of
- % APOLLO TRUST COMPANY TTEE
- Signed the 990-PF
- DANA GARLAND, TRUSTEE
- Phone
- (724) 465-3059
- Return prepared by
- STOECKLEIN CPA 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 | 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
- 33-6320512
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,145,891
- Income (IRS master file)
- $346,983
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $50,751 | $114,398 | $1,145,891 | IRS |
| 990-PF | December 2024 | $31,453 | $51,625 | $1,209,538 | IRS |
| 990-PF | December 2023 | -$7,270 | $39,642 | $1,227,997 | 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 33-6320512).
Questions about PAUL E & JUNE L PERRY TR UW CHARITABLE
- What is the EIN of PAUL E & JUNE L PERRY TR UW CHARITABLE?
- The employer identification number (EIN) of PAUL E & JUNE L PERRY TR UW CHARITABLE is 33-6320512.
- Is PAUL E & JUNE L PERRY TR UW CHARITABLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to PAUL E & JUNE L PERRY TR UW CHARITABLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL E & JUNE L PERRY TR UW CHARITABLE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL E & JUNE L PERRY TR UW CHARITABLE 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 PAUL E & JUNE L PERRY TR UW CHARITABLE 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 PAUL E & JUNE L PERRY TR UW CHARITABLE?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,538 (DANA GARLAND, TRUSTEE).
- How much revenue does PAUL E & JUNE L PERRY TR UW CHARITABLE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,751, expenses of $114,398 and total assets of $1,145,891 at year end.
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