2023-12-13T04:04:28-00:00 2023-07-31 823685723 RD HOAG & ASSOCIATES LLC 555 NORTH BELL AVE SUITE 100 CARNEGIE PA 15106 990PF 2022-08-01 472027367 James T and Rose M Perryman Family Foundation JAME 213 Vandale Drive Houston PA 15342 FRANK PERRYMAN CHAIRMAN 2023-12-15 true FRANK PERRYMAN REBECCA ZVOLENSKI CPA P00559699 4122781600 2023-12-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7843238 X 24704 2719 2719 153799 153799 -74473 1137999 0 -72743 -72743 34006 83775 248 248 4371 2185 2186 46013 46013 61235 52472 8763 111867 100670 11197 370500 370500 482367 100670 381697 -448361 0 386362 327787 327787 232083 351181 351181 1851872 1964150 1964150 5443022 5196994 5196994 951 3126 3126 7914290 7843238 7843238 0 X 7914290 7843238 7914290 7843238 7914290 7843238 7914290 -448361 377309 7843238 7843238 US Large Cap Value Index P 100000 117627 -17627 -17627 Eaton Vance Floating Rate I P 1001977 1056686 -54709 -54709 Capital Losses from K-1 38159 -38159 -38159 -74473 0 3126 3126 3126 3126 3126 false false false false false false false true true PA false false false false false true perrymanfoundation.org Frank Perryman 7245035060 213 Vandale Drive Houston PA 15342 false false false false false false false false false false false false false false true false false false false false false false Rose Mary Perryman 213 Vandale Drive Houston PA 15342 Treasurer/Director 002.00 0 Frank L Perryman 213 Vandale Drive Houston PA 15342 Chairman of the Board 002.00 0 NONE NONE The Foundation provides scholarships to qualified students for college level studies. During 8/1/22 to 7/31/23, 39 scholarships were paid to qualified students. Scholarships are provided based on criteria set forth in the operating agreement and approved by the Internal Revenue Service. Scholarship payments are made directly to colleges. 0 7043041 570232 0 7613273 7613273 114199 7499074 374954 374954 374954 374954 374954 381697 381697 374954 275483 381697 275483 106214 268740 Rose M Perryman Frank L Perryman 213 Vandale Drive Houston PA 15342 7245035060 See schedule attached See schedule attached See schedule attached Penn State University 201 Old Main University Park PA 16802 None PC Scholarships for qualified students 85000 University of Pittsburgh 4200 Fifth Ave Pittsburgh PA 15260 None PC Scholarships for qualified students 70500 Carnegie Mellon University 5000 Forbes Ave Pittsburgh PA 15213 None PC Scholarships for qualified students 20000 Pittsburgh Technical College 111 McKee Road Oakdale PA 15071 None PC Scholarships for qualified students 31000 Ohio University 1 Ohio University Drive Athens OH 45701 None PC Scholarships for qualified students 11500 University of Delaware 200 S College Ave Newark DE 19716 None PC Scholarships for qualified students 18000 Case Western Reserve University 10900 Euclid Ave Cleveland OH 44106 None PC Scholarships for qualified students 9000 Triangle Tech 1940 Perrysville Avenue Pittsburgh PA 15214 None PC Scholarships for qualified students 5000 West Virginia University PO Box 9101 Morgantown WV 26506 None PC Scholarships for qualified students 13000 Pennsylvania State University - Beh 4701 College Dr Erie PA 16563 None PC Scholarships for qualified students 12500 Rochester Institute of Technology One Lomb Memorial Dr Rochester NY 14263 None PC Scholarships for qualified students 12000 University of Akron 302 E Buchtel Avenue Akron OH 44309 None PC Scholarships for qualified students 11000 Pennsylvania College of Technology 1 College Ave Williamsport PA 17701 None PC Scholarships for qualified students 15000 Georgia Institute of Technology North Ave Atlanta GA 30332 None PC Scholarships for qualified students 18000 Geneva College 3200 College Ave Beaver Falls PA 15010 None PC Scholarships for qualified students 8000 Chatham University Woodland Rd Pittsburgh PA 15232 None PC Scholarships for qualified students 15000 The Ohio State University 281 W Lane Ave Columbus OH 43218 None PC Scholarships for qualified students 14000 Washington Hospital School of Nursi 155 Wilson Avenue Washington PA 15301 None PC Scholarships for qualified students 2000 370500 14 2719 14 153799 18 -74473 Other Investment Income 14 -72743 9302 9302 1 NA false false false false false false false false false false X X 2 Rose Perryman 2340 Southwind Drive Pittsburgh PA 15241 24704 X Tax Preparation Feeds 4371 2185 2186 PA Attorney General Corporate Bond Mutual Funds 1964150 1964150 Mutual Funds equities FMV 3754196 3754196 Brightwood Investment FMV 254056 254056 Egis Capital Fund III, LP FMV 185385 185385 The Infinity Premiere Fund FMV 593701 593701 Blackstone Real Estate Fund FMV 409656 409656 Legal Fees - Charitable Purposes 248 248 Prepaid Taxes 951 3126 3126 Bank Fees 575 575 Life Insurance 45353 45353 Other Program Expenses 6537 6537 Other Deductions from K-1 8770 7 8763 Other Income from K-1 -72743 -72743 Increase in FMV of Investments 377309 Investment Fees advisory 46013 46013