Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
PERRY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 8260
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTESVILLE, VA22906
A Employer identification number

54-6036446
B Telephone number (see instructions)

(434) 977-5679
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$48,790,007J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 798,730 798,730  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,073,059
b Gross sales price for all assets on line 6a 25,593,943
7 Capital gain net income (from Part IV, line 2)... 3,073,059
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,871,789 3,871,789  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,500 0   11,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
85,429 85,429   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
77,724 2,724   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,230 0   2,230
21 Travel, conferences, and meetings....... 2,071 0   2,071
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,146 0   46,145
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 225,100 88,153   61,946
25 Contributions, gifts, grants paid....... 2,317,671 2,317,671
26 Total expenses and disbursements. Add lines 24 and 25 2,542,771 88,153   2,379,617
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,329,018
b Net investment income (if negative, enter -0-) 3,783,636
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 766,585 1,762,638 1,762,638
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 25,850,394 Click to see attachment
List of Attached Documents:
// Content
24,095,469 		41,032,709
c Investments—corporate bonds (attach schedule)....... 3,901,021 Click to see attachment
List of Attached Documents:
// Content
5,988,911 		5,994,660
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 30,518,000 31,847,018 48,790,007
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,517,745 10,517,745
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 20,000,255 21,329,273
29 Total net assets or fund balances (see instructions)..... 30,518,000 31,847,018
30 Total liabilities and net assets/fund balances (see instructions). 30,518,000 31,847,018
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
30,518,000
2
Enter amount from Part I, line 27a .....................
2
1,329,018
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
31,847,018
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,847,018
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,593,943   22,520,884 3,073,059
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,073,059
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,073,059
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 52,593
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 52,593
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 52,593
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 66,336
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 66,336
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 178
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 13,565
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow13,565 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSTEPHANIE LEECH Telephone no.right arrow (434) 296-2156

Located atright arrowPO BOX 8260CHARLOTTESVILLEVA ZIP+4right arrow22906
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DONALD R MORIN PRESIDENT
5.00 		0 0 0
PO BOX 8260
CHARLOTTESVILLE,VA22906
DANIEL P GOODALL VICE PRESIDENT AND TREASURER
3.00 		0 0 0
PO BOX 8260
CHARLOTTESVILLE,VA22906
KARA O'BRIEN-COX SECRETARY
2.00 		0 0 0
PO BOX 8260
CHARLOTTESVILLE,VA22906
SUSAN CABELL-MAINS TRUSTEE
3.00 		0 0 0
PO BOX 8260
CHARLOTTESVILLE,VA22906
SUZANNE J BROOKS TRUSTEE
2.00 		0 0 0
PO BOX 8260
CHARLOTTESVILLE,VA22906
WADE TREMBLAY TRUSTEE
2.00 		0 0 0
PO BOX 8260
CHARLOTTESVILLE,VA22906
MARY BARRICK TRUSTEE
2.00 		0 0 0
PO BOX 8260
CHARLOTTESVILLE,VA22906
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
DAVENPORT & COMPANY LLC INVESTMENT MANAGEMENT 85,429
901 EAST CARY STREET 11TH FLOOR
RICHMOND,VA23219
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 THE FOUNDATION HAS NO PROGRAM RELATED INVESTMENTS. 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
45,585,360
b
Average of monthly cash balances.......................
1b
1,694,521
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
47,279,881
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
47,279,881
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
709,198
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
46,570,683
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,328,534
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,328,534
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
52,593
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
52,593
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,275,941
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,275,941
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,275,941
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,379,617
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,379,617
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,275,941
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 203,334
b From 2020...... 143,427
c From 2021...... 182,250
d From 2022...... 193,723
e From 2023...... 218,904
f Total of lines 3a through e ........ 941,638
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,379,617
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,275,941
e Remaining amount distributed out of corpus 103,676
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,045,314
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		203,334
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		841,980
10 Analysis of line 9:
a Excess from 2020.... 143,427
b Excess from 2021.... 182,250
c Excess from 2022.... 193,723
d Excess from 2023.... 218,904
e Excess from 2024.... 103,676
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DONALD R MORIN
PO BOX 8260
CHARLOTTESVILLE,VA22906
(434) 977-5679
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE BY LETTER. THE APPLICATION MUST INCLUDE A DESCRIPTION OF THE ORGANIZATION AND STATE THE NATURE OF THE REQUEST.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE MADE ONLY TO PUBLIC CHARITIES; NO GRANTS ARE MADE TO INDIVIDUALS OR OTHER PRIVATE FOUNDATIONS.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALBEMARLE COUNTY POLICE FOUNDATION

PO BOX 5043
CHARLOTTESVILLE,VA22905 		  PUBLIC CHARITY PURPOSE OF DONEE 15,000

ALBEMARLE HOUSING IMPROVEMENT PROGRAM

2127 BERKMAR DRIVE
CHARLOTTESVILLE,VA22901 		  PUBLIC CHARITY PURPOSE OF DONEE 20,000

AMERICAN FRONTIER CULTURE FOUNDATION INC

PO BOX 629
STAUNTON,VA22402 		  PUBLIC CHARITY PURPOSE OF DONEE 5,000

ARC OF THE PIEDMONT

509 PARK STREET
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 45,000

BENNET'S VILLAGE

716 SHAMROCK ROAD
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 55,000

BLUE RIDGE AREA FOOD BANK

1207 HARRIS STREET
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 10,000

BOYS & GIRLS CLUB

108 5TH ST SE
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 125,000

BUILDING GOODNESS FOUNDATION

128 CARLTON RD
CHARLOTTESVILE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 15,000

CAMP HOLIDAY TRAILS

400 HOLIDAY TRAILS LANE
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 200,000

CASA ALMA

911 NASSAU ST
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 25,000

CENTRAL VIRGINIA LEGAL AID SOCIETY

103 EAST WATER STREET SUITE 201
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 10,900

CHARLOTTESVILLE ALBEMARLE RESCUE SQUAD

828 MCINTIRE ROAD
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 5,000

CHARLOTTESVILLE ALBEMARLE SPCA

3355 BERKMAR DR
CHARLOTTESVILLE,VA22901 		  PUBLIC CHARITY PURPOSE OF DONEE 10,000

CHARLOTTESVILLE DAY SCHOOL

320 10TH ST NE
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 100,000

CHARLOTTESVILLE FREE CLINIC

1138 ROSE HILL DR
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 5,000

CHARLOTTESVILLE HIGH SCHOOL ORCHESTRA

1400 MELBOURNE ROAD
CHARLOTTESVILLE,VA22901 		  PUBLIC CHARITY PURPOSE OF DONEE 35,000

CHARLOTTESVILLE POLICE DEPARTMENT FOUNDATION

PO BOX 2631
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 15,000

CJ'S THUMBS UP FOUNDATION

PO BOX 854
ASHLAND,VA23005 		  PUBLIC CHARITY PURPOSE OF DONEE 5,000

COVENANT SCHOOL

175 HICKORY ST CHARLOTTESVILLE
CHARLOTTESVILE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 75,000

CULTIVATE CHARLOTTESVILLE

PO BOX 5282
CHARLOTTESVILLE,VA22905 		  PUBLIC CHARITY PURPOSE OF DONEE 15,000

FIRST TEE OF THE VIRGINIA BLUE RIDGE

2421 IVY ROAD SUITE 120
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 85,000

FOOTHILLS CHILD ADVOCACY CENTER

1106 EAST HIGH STREET
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 15,000

FRIENDS OF CHARLOTTESVILLE DOWNTOWN

PO BOX 253
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 54,323

GREEN DOGS UNLEASHED INC

1171 N BOSTON RD
TROY,VA22974 		  PUBLIC CHARITY PURPOSE OF DONEE 5,000

HABITAT FOR HUMANITY

1221 HARRIS STREET
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 500,000

HOPE'S LEGACY EQUINE

5145 TAYLOR CREEK RD
AFTON,VA22920 		  PUBLIC CHARITY PURPOSE OF DONEE 5,000

HOSPICE OF THE PIEDMONT

675 PETER JEFFERSON PARKWAY ST 300
CHARLOTTESVILLE,VA22911 		  PUBLIC CHARITY PURPOSE OF DONEE 22,500

JEFFERSON AREA BOARD FOR AGING

674 HILLSDALE DRIVE
CHARLOTTESVILLE,VA22901 		  PUBLIC CHARITY PURPOSE OF DONEE 5,000

LITERARY VOLUNTEERS

233 4TH ST NW
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 20,448

LOUISA DOWNTOWN DEVELOPMENT CORPORATION DBA LOUISA ARTS CENTER

PO BOX 2119
LOUISA,VA23093 		  PUBLIC CHARITY PURPOSE OF DONEE 30,000

MARTHA JEFFERSON HOUSE

1600 GORDON AVENUE
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 50,000

MEALS ON WHEELS

2270 IVY ROAD
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 10,000

MONTPELIER FOUNDATION

PO BOX 911
ORANGE,VA22960 		  PUBLIC CHARITY PURPOSE OF DONEE 145,000

PACEM

PO BOX 14
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 10,000

PIEDMONT FAMILY YMCA

674 HILLSDALE DR
CHARLOTTESVILLE,VA22901 		  PUBLIC CHARITY PURPOSE OF DONEE 20,000

PIEDMONT VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION

501 COLLEGE DRIVE
CHARLOTTESVILLE,VA22902 		  GOVERNMENT PURPOSE OF DONEE 166,000

RESILIENCE EDUCATION

PO BOX 4631
CHARLOTTESVILLE,VA22905 		  PUBLIC CHARITY PURPOSE OF DONEE 10,000

RONALD MCDONALD HOUSE OF CHARLOTTESVILLE

300 9TH ST SW
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 10,000

SALVATION ARMY

207 RIDGE STREET
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 20,000

SANTA FUND (UNITED WAY)

806 EAST HIGH STREET
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 25,000

SENTARA MARTHA JEFFERSON HOSPITAL FOUNDATION

500 MARTHA JEFFERSON DRIVE
CHARLOTTESVILLE,VA22911 		  PUBLIC CHARITY PURPOSE OF DONEE 20,000

SERVICE DOGS OF VA

218 ALBEMARLE SQUARE
CHARLOTTESVILLE,VA22901 		  PUBLIC CHARITY PURPOSE OF DONEE 10,000

THE CENTER CHARLOTTESVILLE

540 BELVEDERE BVLD
CHARLOTTESVILE,VA22901 		  PUBLIC CHARITY PURPOSE OF DONEE 800

THE FOUNTAIN FUND

PO BOX 2301
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 15,000

THE HAVEN

112 W MARKET ST
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 5,000

THE LIVING EARTH SCHOOL

1724 ALLIED ST SUITE 2B
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 10,000

UNITED WAY OF GREATER CHARLOTTESVILLE

200 GARRETT ST SUITE I
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 150,000

UVA CHILDREN'S HOSPITAL

1204 W MAIN ST
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY PURPOSE OF DONEE 70,700

WILDLIFE CENTER OF VIRGINIA

PO BOX 1557
WAYNESBORO,VA22980 		  PUBLIC CHARITY PURPOSE OF DONEE 5,000

WINTERGREEN ADAPTIVE SPORTS

11 GRASSY RIDGE
ROSELAND,VA22967 		  PUBLIC CHARITY PURPOSE OF DONEE 12,000

WOMEN'S INITIATIVE

1101 EAST HIGH STREET SUITE A
CHARLOTTESVILLE,VA22902 		  PUBLIC CHARITY PURPOSE OF DONEE 20,000
Total .................................right arrow 3a 2,317,671
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 798,730  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,073,059  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,871,789 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,871,789
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PREPARATION OF FORM 990-PF 11,500 0   11,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO NT 65,002 65,200
AMGEN INC. SR NOTE 2.2% DUE 02/21/27 70,931 66,379
APPLIED MATERIALS INC. SR NOTE 84,743 82,827
ASTRAZENECA FIN LLC NT 4.875% 3/3/28 71,233 70,420
AUTOMATIC DATA PROCESSING INC NT 4.45% 90,635 85,755
BLACKROCK FUNDING INC 4.90% 69,781 68,636
BRISTOL MYERS SQUIBB CO 4.90% 64,871 65,287
GENERAL MTRS FINL CO INC SR NT 6% 1/9/28 82,011 82,113
HONEYWELL INTL INC 4.5% 1/15/34 67,187 66,809
ISHARES TR FLTG RATE NOTE 48,170 48,590
ISHARES TR INTER GOVT BOND 107,354 101,103
KEURIG DR PEPPER INC SR NT 5.05% 70,476 70,207
LOWES CO SR NT 4% 9/8/25 68,878 69,899
MARTIN MARIETTA MATLS INC SR NT 5.15% 89,249 88,367
META PLATFORMS INC SR NT 4.95% 5/15/33 80,907 80,132
MPLX LP SR NOTE 4.125% DUE 03/01/27 71,487 68,965
PHILIP MORRIS INTL INC NT 5.125% 11/17/27 91,949 91,072
ROYAL BK CDA GLOBAL MEDIUM TERM SR BK NTS 69,382 68,822
SCHLUMBERGER INVT SA SR NT 85,286 83,201
SCHWAB CHARLES CORP NEW 5.875% 8/24/26 65,187 66,120
SHERWIN-WILLIAMS CO SR NOTE 3.45% DUE 06/01/27 80,096 77,782
UNITED STATES TREASURY BILLS 1/9/25 2,749,227 2,777,720
UNITED STATES TREASURY BILLS 3/6/25 1,499,962 1,503,910
UNITED STS TREAS NTS 4% 6/30/28 47,291 47,497
UNITED STS TREAS NTS 4.625% 50,102 50,295
WISDOM TREE 47,514 47,552

TY 2024 InvestmentsCorpStockSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 267,483 354,374
ACCENTURE PLC IRELAND CLASS A NEW 63,759 481,249
ADOBE SYSTEMS INC 217,375 506,046
ADVANCED MICRO DEVICES INC COM 287,104 290,379
AIR PRODUCTS & CHEMICALS INC 373,726 594,002
ALIGHT INC CL A 137,041 91,738
ALIGN TECHNOLOGY INC COM 193,515 179,110
AMAZON.COM, INC. 122,085 1,158,818
AMERICAN TOWER CORP NEW 38,623 82,351
ANALOG DEVICES INC COM 198,996 232,006
AON PLC 215,808 379,273
APPLE INC 141,589 700,425
AUTODESK INC. 27,864 71,528
AVANTOR INC COM 119,563 121,764
BERKSHIRE HATHAWAY INC DE CI B NEW 15,933 384,835
BROADCOM INC 66,859 592,815
BROOKFIELD ASSET MANAGEMENT 43,624 107,073
BROOKFIELD CORP 254,317 963,057
BROOKFIELD CORP 86,647 260,442
CARMAX INC COM 121,356 139,646
CASEYS GEN STORES INC COM 70,756 95,888
CLEAN HBRS INC COM 122,171 150,051
COSTCO WHOLSALE CORP 183,530 358,262
DANAHER CORP 35,446 465,527
DRAFTKINGS 75,910 147,461
ELECTRONIC ARTS INC 275,277 321,129
ENOVIS 186,714 151,518
EOG RES 362,027 398,508
ESAB 63,102 136,852
ETSY INC 126,627 119,479
FAIRFAX FINANCIAL HOLDING PLC 40,041 134,910
FIDELITY NATIONAL FINANCIAL INC GROUP 30,835 85,838
GOOGLE INC. CLASS A 23,315 517,736
HOME DEPOT INC 108,392 239,229
HUNT JB TRANS SVCS INC COM 108,682 99,665
INTERCONTINENTAL EXCHANGE INC COM 282,232 394,877
INTUITIVE SURGICAL INC COM NEW 178,702 214,526
KINSALE CAP GROUP INC COM 181,414 229,309
LAMAR ADVERTISING CO 65,774 114,923
LIVE NATION ENTERTAINMENT INC 152,307 270,655
MARKEL CORP 41,877 276,197
MARKEL CORP 31,165 120,836
MARTIN MARIETTA MATERIALS INC 175,429 441,091
MARTIN MARIETTA MATERIALS INC 49,261 135,323
MASTERCARD INC 107,829 555,005
META PLATFORMS INC CL A 306,584 1,036,353
MICROSOFT CORP 198,696 840,893
MOBILEYE GLOBAL INC 120,981 71,553
NOVO NORDISK 323,133 376,596
NVIDIA CORP COM 364,404 844,550
O'REILLY AUTOMOTIVE INC 28,178 149,411
PALO ALTO NETWORKS INC COM 228,345 330,803
PTC 42,777 68,216
REPUBLIC SVCS INC COM 181,957 277,628
ROCKWELL AUTOMATION INC COM 457,119 487,844
SERVICES NOW INC 288,026 573,525
SHERWIN WILLIAMS CO 151,081 441,569
SHERWIN WILLIAMS CO 30,593 114,556
SPOTIFY TECHNOLOGY SA REGISTERED SHS 266,894 362,378
TAKE-TWO INTERACTIVE INC 48,283 94,249
TJX COS INC 184,334 403,626
UBER TECHNOLOGIES INC COM 368,800 320,721
UNION PACIFIC CORP 106,151 263,614
UNITEDHEALTH GROUP INC 545,190 648,513
VANGUARD INDEX S&P 500 13,390,371 18,470,407
VERTEX PHARMACEUTICALS INC COM 297,168 345,517
VISA INC CLASS A 26,177 433,916
WATSCO INC A 15,575 93,830
XYLEM INC 52,570 116,715

TY 2024 OtherExpensesSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SECRETARIAL SERVICES 37,500 0   37,500
ADMIN EXPENSES 8,646 0   8,645


TY 2024 OtherProfessionalFeesSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEE 85,429 85,429   0


TY 2024 TaxesSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,724 2,724   0
FED TAXES 75,000 0   0