Joseph & Evelyn Pertusati Charitable Trust
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$13.7M
+3.4% YoY
Annual Giving
$795K
+16.7% YoY
Grant Count
14
+0.0% YoY
Avg Grant Size
$57K
+16.7% YoY
Under IRS private-foundation payout rules, Joseph & Evelyn Pertusati Charitable Trust reported a distributable amount of $917K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary purpose is to support higher education. Its funding interests are concentrated in scholarships and student financial aid (NTEE Code B82).
Grantmaking
The foundation does not respond to unsolicited applications for funding. Prospective applicants should contact the foundation directly for more information regarding funding opportunities.
How to Apply
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (Fiscal Year Ending June 2024):
- Total Assets: $7,548,873 (ledger value)
- Annual Income: $584,005
The foundation is ranked 2,221 among foundations in Texas by assets.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $13,726,400 | $13,275,717 | $13,332,681 |
| Revenue | $1,622,017 | $442,560 | $229,670 |
| Expenses | $1,020,216 | $860,319 | $1,049,926 |
| Qualifying Distributions | $863,870 | $744,804 | $909,645 |
| Net Investment Income | $1,481,833 | $303,375 | $302,341 |
| Distributable Amount | $917,360 | $858,284 | $820,531 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Villa Scalabrini Retirement Center ($63,592), Children's Hospital of Los Angeles ($63,592), Charities Aid Foundation America ($55,648).
| Recipient | Purpose | Amount |
|---|---|---|
| CHARITIES AID FOUNDATION AMERICA ALEXANDRIA, VA | FOR CASA DI RIPOSO FERRARIS | $55,648 |
| FATHER FLANAGAN'S BOYS' HOME BOYS TOWN, NE | UNRESTRICTED GENERAL | $55,648 |
| CEDARS HOME FOR CHILDREN FOUNDATION INC LINCOLN, NE | UNRESTRICTED GENERAL | $55,648 |
| BRAILLE INSTITUTE OF AMERICA INC LOS ANGELES, CA | UNRESTRICTED GENERAL | $55,648 |
| LOS ANGELES ORTHOPAEDIC HOSPITAL FDN LOS ANGELES, CA | UNRESTRICTED GENERAL | $55,648 |
| SCRIPPS FOUNDATION LA JOLLA, CA | UNRESTRICTED GENERAL | $55,648 |
| MIDNIGHT MISSION LOS ANGELES, CA | UNRESTRICTED GENERAL | $55,648 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTE PASADENA, CA | UNRESTRICTED GENERAL | $55,648 |
| VALLEY PRESBYTERIAN HOSPITAL FOUNDATION VAN NUYS, CA | UNRESTRICTED GENERAL | $55,648 |
| HOSPITALLER FOUNDATION OF CALIFORNIA LOS ANGELES, CA | UNRESTRICTED GENERAL | $55,648 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation's major donor is reported as Joseph J. Pertusati.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $170,275 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Joseph & Evelyn Pertusati Charitable Trust fund?
The foundation's primary purpose is to support higher education. Its funding interests are concentrated in scholarships and student financial aid (NTEE Code B82).
How do I apply for a grant from Joseph & Evelyn Pertusati Charitable Trust?
**Application Process:** The foundation does not respond to unsolicited applications for funding. Prospective applicants should contact the foundation directly for more information regarding funding opportunities. **Geographic Focus:** Support is provided primarily to organizations in California, specifically in the Los Angeles area.
What size grants does Joseph & Evelyn Pertusati Charitable Trust award?
In 2025, Joseph & Evelyn Pertusati Charitable Trust awarded 14 grants totaling $795K — an average of about $57K per grant, based on its IRS Form 990 filings.
How much is Joseph & Evelyn Pertusati Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Joseph & Evelyn Pertusati Charitable Trust reported a distributable amount of $917K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph & Evelyn Pertusati Charitable Trust's EIN?
Joseph & Evelyn Pertusati Charitable Trust's EIN (Employer Identification Number) is 95-7088381. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Joseph & Evelyn Pertusati Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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