Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
CHARLOTTESVILLE
State or province
VA
Country  
ZIP or foreign postal code
22906
A Employer identification number

54-6036446
B Telephone number (see instructions)

4349775679
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$51,516,073J 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 .................
3 Interest on savings and temporary cash investments 117,269 117,269  
4 Dividends and interest from securities... 592,799 592,799  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,501,964
b Gross sales price for all assets on line 6a 11,415,517
7 Capital gain net income (from Part IV, line 2)... 2,521,989
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)....... Click to see attachment
List of Attached Documents:
// Content
424 0  
12 Total. Add lines 1 through 11........ 3,212,456 3,232,057  
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
7,500 0   7,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
79,018 79,018   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,188 5,207   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,230 0   2,230
21 Travel, conferences, and meetings....... 8,590 0   8,590
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,356 201   50,155
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 164,882 84,426   68,475
25 Contributions, gifts, grants paid....... 2,768,000 2,768,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,932,882 84,426   2,836,475
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 279,574
b Net investment income (if negative, enter -0-) 3,147,631
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 1,762,638 905,267 905,267
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 24,095,469 Click to see attachment
List of Attached Documents:
// Content
23,383,048 		42,701,036
c Investments—corporate bonds (attach schedule)....... 5,988,911 Click to see attachment
List of Attached Documents:
// Content
7,850,008 		7,909,770
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,847,018 32,138,323 51,516,073
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 21,329,273 21,620,578
29 Total net assets or fund balances (see instructions)..... 31,847,018 32,138,323
30 Total liabilities and net assets/fund balances (see instructions). 31,847,018 32,138,323
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
31,847,018
2
Enter amount from Part I, line 27a .....................
2
279,574
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
11,731
4
Add lines 1, 2, and 3 ..........................
4
32,138,323
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
32,138,323
Form 990-PF (2025)
Form 990-PF (2025)
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 11,415,517   8,893,528 2,521,989
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       2,521,989
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 2,521,989
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 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 43,752
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 43,752
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 43,752
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 35,565
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 35,565
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
8 227
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 8,414
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
VA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofSTEPHANIE LEECH Telephone no. (434) 296-2156

Located atPO BOX 8260CHARLOTTESVILLEVA ZIP+422906
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 79,018
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
45,508,533
b
Average of monthly cash balances.......................
1b
4,666,404
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
50,174,937
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
50,174,937
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
752,624
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
49,422,313
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,471,116
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,471,116
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
43,752
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
43,752
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,427,364
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,427,364
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
2,427,364
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, line 26, column (d) ..........
1a
2,836,475
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
2,836,475
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,427,364
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 143,427
b From 2021...... 182,250
c From 2022...... 193,723
d From 2023...... 218,904
e From 2024...... 103,676
f Total of lines 3a through e ........ 841,980
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,836,475
a Applied to 2024, 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 2025 distributable amount..... 2,427,364
e Remaining amount distributed out of corpus 409,111
5 Excess distributions carryover applied to 2025. 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 1,251,091
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		143,427
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,107,664
10 Analysis of line 9:
a Excess from 2021 .... 182,250
b Excess from 2022 .... 193,723
c Excess from 2023 .... 218,904
d Excess from 2024 .... 103,676
e Excess from 2025 .... 409,111
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 CHARLOTTESVILLE HISTORICAL SOCIETY

200 SECOND STREET NE
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 24,000

ALBEMARLE COUNTY POLICE FOUNDATION

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

ALBEMARLE HOUSING IMPROVEMENT PROGRAM

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

AMERICAN RED CROSS

1105 ROSE HILL DRIVE
CHARLOTTESVILLE,VA22903 		    PURPOSE OF DONEE 35,000

BENNET'S VILLAGE

716 SHAMROCK ROAD
CHARLOTTESVILLE,VA22903 		    PURPOSE OF DONEE 80,000

BLACK KNIGHTS ATHLETIC CLUB

PO BOX 4662
CHARLOTTESVILLE,VA22905 		    PURPOSE OF DONEE 30,000

BLUE RIDGE AREA FOOD BANK

1207 HARRIS STREET
CHARLOTTESVILLE,VA22903 		    PURPOSE OF DONEE 52,000

BLUE RIDGE CHILDRENS MUSEUM

201 SHORT STREET
WAYNESBORO,VA22980 		    PURPOSE OF DONEE 25,000

BUILDING GOODNESS FOUNDATION

128 CARLTON RD
CHARLOTTESVILE,VA22902 		    PURPOSE OF DONEE 10,000

CHARLOTTESVILLE ALBEMARLE RESCUE SQUAD

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

CHARLOTTESVILLE ALBEMARLE SPCA

3355 BERKMAR DR
CHARLOTTESVILLE,VA22901 		    PURPOSE OF DONEE 15,000

CHARLOTTESVILLE FREE CLINIC

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

CHARLOTTESVILLE POLICE DEPARTMENT FOUNDATION

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

CJ'S THUMBS UP FOUNDATION

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

FIRST TEE OF THE VIRGINIA BLUE RIDGE

2421 IVY ROAD SUITE 120
CHARLOTTESVILLE,VA22903 		    PURPOSE OF DONEE 10,000

FLUVANNA-LOUISA HOUSING FOUNDATION

144 RESOURCE LANE
LOUISA,VA22093 		    PURPOSE OF DONEE 25,000

FOOTHILLS CHILD ADVOCACY CENTER

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

FOUNDATION FOR LAKE ANNA EMERGENCY SERVICES

PO BOX 1021
LOUISA,VA22093 		    PURPOSE OF DONEE 15,000

FREE UNION COUNTRY SCHOOL

4220 FREE UNION ROAD
FREE UNION,VA22940 		    PURPOSE OF DONEE 50,000

GEORGIA'S FRIENDS

405 RIDGE ST
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 5,000

HOPE'S LEGACY EQUINE

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

HOSPICE OF THE PIEDMONT

675 PETER JEFFERSON PARKWAY ST 300
CHARLOTTESVILLE,VA22911 		    PURPOSE OF DONEE 12,500

KINDNESS CVILLE

151 MCINTIRE PARK DRIVE
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 25,000

LITERARY VOLUNTEERS

233 4TH ST NW
CHARLOTTESVILLE,VA22903 		    PURPOSE OF DONEE 1,000

LOAVES AND FISHES FOOD PANTRY

PO BOX 8001
CHARLOTTESVILLE,VA22906 		    PURPOSE OF DONEE 40,000

MEALS ON WHEELS

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

NEW HILL DEVELOPMENT CORPORATION

221 CARLTON RD STE 1
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 300,000

NORTH BRANCH SCHOOL

221 MICKENS RD
AFTON,VA22920 		    PURPOSE OF DONEE 125,000

ON OUR OWN CHARLOTTESVILLE

123 4TH STREE NW
CHARLOTTESVILLE,VA22903 		    PURPOSE OF DONEE 46,000

PACEM

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

PAUL STEFAN FOUNDATION

120 CAROLINE ST
ORANGE,VA22960 		    PURPOSE OF DONEE 25,500

PEABODY SCHOOL

1232 STONEY RIDGE RD
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 50,000

PIEDMONT FAMILY YMCA

674 HILLSDALE DR
CHARLOTTESVILLE,VA22901 		    PURPOSE OF DONEE 84,500

REGION TEN COMMUNITY SERVICES BOARD

502 OLD LYNCHBURG ROAD
CHARLOTTESVILLE,VA22903 		    PURPOSE OF DONEE 150,000

RENAISSANCE SCHOOL

418 E JEFFERSON ST
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 25,000

ROCKFISH VALLEY COMMUNITY CENTER

190 ROCKFISH SCHOOL LANE
AFTON,VA22920 		    PURPOSE OF DONEE 30,000

RONALD MCDONALD HOUSE OF CHARLOTTESVILLE

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

SALVATION ARMY

207 RIDGE STREET
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 125,000

SANTA FUND (UNITED WAY)

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

SENTARA MARTHA JEFFERSON HOSPITAL FOUNDATION

500 MARTHA JEFFERSON DRIVE
CHARLOTTESVILLE,VA22911 		    PURPOSE OF DONEE 25,000

SERVICE DOGS OF VA

218 ALBEMARLE SQUARE
CHARLOTTESVILLE,VA22901 		    PURPOSE OF DONEE 12,500

THE CHARLOTTESVILLE BAND

1119 5TH ST SW
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 3,500

THE FOUNDATION FUND

233 4TH ST NW
CHARLOTTESVILLE,VA22903 		    PURPOSE OF DONEE 15,000

THE FREE BOOK BUS

PO BOX 5025
CHARLOTTESVILLE,VA22905 		    PURPOSE OF DONEE 1,000

THE HAVEN

112 W MARKET ST
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 25,000

TOWN TO TRAIL

PO BOX 132
GORDONSVILLE,VA22942 		    PURPOSE OF DONEE 35,000

TWICE IS NICE

600 PRESTON AVE
CHARLOTTESVILLE,VA22903 		    PURPOSE OF DONEE 250,000

UNITED WAY OF GREATER CHARLOTTESVILLE

200 GARRETT ST SUITE I
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 160,000

VIA CENTERS FOR NEURODEVELOPMENT

491 HILLSDALE DRIVE
CHARLOTTESVILLE,VA22901 		    PURPOSE OF DONEE 125,000

VILLAGE SCHOOL

215 EAST HIGH STREET
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 250,000

VIRGINIA SOCCER ALLIANCE

1685 POLO GROUNDS ROAD
CHARLOTTESVILLE,VA22911 		    PURPOSE OF DONEE 125,000

WILDLIFE CENTER OF VIRGINIA

PO BOX 1557
WAYNESBORO,VA22980 		    PURPOSE OF DONEE 2,500

WILDROCK

6600 BLACKWELLS HOLLOW ROAD
CROZET,VA22932 		    PURPOSE OF DONEE 26,000

WINTERGREEN ADAPTIVE SPORTS

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

WOMEN'S INITIATIVE

1101 EAST HIGH STREET SUITE A
CHARLOTTESVILLE,VA22902 		    PURPOSE OF DONEE 10,000

WOODROW WILSON PRESIDENTIAL LIBRARY

PO BOX 24
STUANTON,VA24402 		    PURPOSE OF DONEE 125,000

YELLOW DOOR FOUNDATION

3039 GILBERT STATION ROAD
BARBOURSVILLE,VA22923 		    PURPOSE OF DONEE 10,000
Total ................................. 3a 2,768,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 117,269  
4 Dividends and interest from securities ....     14 592,799  
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 .....     14 424  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,501,964  
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 3,212,456 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,212,456
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 7,500 0   7,500

TY 2025 InvestmentsCorpBondsSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON COM INC NT 4.65% 11/20/35 89,191 88,787
AMERICAN EXPRESS CO NT 4.90% 2/13/26 65,002 65,064
AMGEN INC. SR NOTE 2.2% DUE 02/21/27 70,931 68,684
APPLIED MATERIALS INC. SR NOTE 3.30% 4/1/27 84,743 84,564
ASTRAZENECA FIN LLC NT 4.875% 3/3/28 71,233 71,542
AUTOMATIC DATA PROCESSING INC NT 4.45% 90,635 89,879
BLACKROCK FUNDING INC 4.90% 69,781 71,588
GENERAL MTRS FINL CO INC SR NT 6% 1/9/28 82,011 82,674
HONEYWELL INTL INC 4.5% 1/15/34 76,139 78,464
ISHARES TR FLTG RATE NOTE 55,805 56,200
ISHARES TR INTER GOVT CR BD ETF 115,240 111,966
KEURIG DR PEPPER INC SR NT 5.05% 03/15/29 70,476 71,477
MARTIN MARIETTA MATLS INC SR NT 5.15% 12/01/34 91,299 94,056
MERCK & CO INC NEW NT 4.45% 12/04/32 75,191 75,239
META PLATFORMS INC SR NT 4.95% 5/15/33 80,907 82,488
MPLX LP SR NOTE 4.125% DUE 03/01/27 71,487 70,032
PHILIP MORRIS INTL INC NT 5.125% 11/17/27 91,949 91,968
ROYAL BK CDA GLOBAL MEDIUM TERM SR BK NTS 69,382 72,015
SCHLUMBERGER INVT SA SR NT 36,737 37,181
SCHWAB CHARLES CORP NEW 5.875% 8/24/26 65,187 65,714
SHERWIN-WILLIAMS CO SR NOTE 3.45% DUE 06/01/27 80,096 79,397
T-MOBILE USA INC 4.625% 01/15/33 93,971 93,616
UNITED STATES TREAS BILLS 01/08/26 2,999,590 3,026,244
UNITED STATES TREAS BILLS 04/09/26 2,999,397 3,025,733
UNITED STS TREAS NTS 4% 6/30/28 47,291 48,574
UNITED STS TREAS NTS 4.625% 09/15/26 50,102 50,366
WISDOMTREE TR WISDOMTREE FL TG RATE TREAS FD NEW 56,235 56,258

TY 2025 InvestmentsCorpStockSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 252,025 374,241
ACCENTURE PLC IRELAND CLASS A NEW 124,184 323,570
ADOBE SYSTEMS INC 99,752 311,491
AGILENT TECHNOLOGIES INC COM 58,939 64,225
ALIGN TECHNOLOGY INC COM 193,515 134,133
ALPHABET INC. CLASS A 16,044 589,066
AMAZON.COM, INC. 78,835 1,159,409
AMERICAN TOWER CORP NEW 55,228 94,808
ANALOG DEVICES INC COM 371,906 514,738
AON PLC 197,456 352,527
APPLE INC 58,257 626,094
BERKSHIRE HATHAWAY INC DEL CL B NEW 15,145 405,639
BROADCOM INC 43,640 577,641
BROOKFIELD ASSET MANAGEMENT LTD CL A VTG SHS 42,749 102,295
BROOKFIELD CORP VTG SHS CL A - 6318 227,506 1,101,585
BROOKFIELD CORP VTG SHS CL A - 9893 28,833 162,631
CAESARS ENTMT INC NEW COM 131,339 101,162
CARRIER GLOBAL CORP COM 92,834 90,726
CASEYS GEN STORES INC COM 47,275 95,619
CINTAS CORP COM 303,362 305,426
CLEAN HBRS INC COM 163,122 195,556
COOPER COS INC COM PAR 77,840 91,221
COSTCO WHOLSALE CORP 174,451 320,790
DANAHER CORP 112,158 550,782
DRAFTKINGS INC NEW CL A 107,106 175,884
ELEVANCE HEALTH INC COM 97,335 108,671
ENOVIS CORP COM NEW 173,037 86,580
EOG RES 444,716 422,140
ESAB CORP COM 82,254 146,912
FAIRFAX FINL HLDGS LTD SUB VTG 34,478 160,320
GENERAC HLDGS INC COM 80,446 73,776
HOME DEPOT INC 102,928 200,954
INTERCONTINENTAL EXCHANGE INC COM 267,337 407,167
INTUITIVE SURGICAL INC COM NEW 270,315 348,878
KINSALE CAP GROUP INC COM 218,128 229,196
LAMAR ADVERTISING CO NEW CL A 41,064 79,745
LIVE NATION ENTERTAINMENT INC COM 95,520 206,198
MARKEL GROUP INC COM - 6318 39,775 326,747
MARKEL GROUP INC COM - 9893 30,719 148,326
MARTIN MARIETTA MATERIALS INC COM - 6318 165,415 502,487
MARTIN MARIETTA MATERIALS INC COM - 9893 49,056 162,514
MARVELL TECHNOLOGY INC COM 302,129 299,894
MASTERCARD INC CL A 102,714 573,164
META PLATFORMS INC CL A 149,176 679,893
MICROSOFT CORP 270,995 998,192
MOBILEYE GLOBAL INC CL A 112,720 35,538
NOVO NORDISK 485,385 327,057
NVIDIA CORP COM 301,903 1,063,050
OKTA INC CL A 132,898 117,772
O'REILLY AUTOMOTIVE INC 20,044 138,730
PALO ALTO NETWORKS INC COM 215,498 318,113
QUANTA SVCS INC COM 251,920 394,626
REPUBLIC SVCS INC COM 173,650 279,112
ROCKWELL AUTOMATION INC COM 433,701 631,461
SERVICES NOW INC 216,137 328,593
SHERWIN WILLIAMS CO COM - 6318 138,155 398,557
SHERWIN WILLIAMS CO COM - 9893 29,971 107,254
SPOTIFY TECHNOLOGY SA REGISTERED SHS 209,231 368,751
TAKE-TWO INTERACTIVE SOFTWARE CDT-COM 19,584 55,302
TJX COS INC 175,671 489,094
TRANE TECHNOLOGIES PLC SHS 270,072 284,505
UBER TECHNOLOGIES INC COM 351,127 414,025
UNION PACIFIC CORP 267,105 431,643
UNITEDHEALTH GROUP INC 690,167 593,208
VANGUARD INDEX FDS S&P 500 ETF SHS NEW 12,335,704 19,804,765
VERTEX PHARMACEUTICALS INC COM 284,703 373,115
VISA INC CLASS A 24,843 456,975
WATSCO INC COM 43,251 90,977
WYNN RESORTS LTD COM 56,854 80,982
XYLEM INC COM 51,716 134,818

TY 2025 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 43,500 0   43,500
ADMIN EXPENSES 6,655 0   6,655
FOREIGN FEES 201 201   0


TY 2025 OtherIncomeSchedule2
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONDIVIDEND DISTRIBUTIONS 424 0 424


TY 2025 OtherIncreasesSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Description Amount
BOOK COST BASIS DIFFERENCES 11,731


TY 2025 OtherProfessionalFeesSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEE 79,018 79,018   0


TY 2025 TaxesSchedule
Name:
PERRY FOUNDATION INC
EIN:
54-6036446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHOLDING 5,207 5,207   0
EXCISE TAX 11,981 0   0