Joseph & Evelyn Pertusati Charitable Trust
The Joseph & Evelyn Pertusati Charitable Trust is a private foundation based in Dallas, Texas. Its 2025 filing lists grants to charitable organizations in California, Nebraska, and Virginia, including organizations working in health care, child and family services, and support for people with vision loss.
Joseph & Evelyn Pertusati Charitable Trust at a glance
In short: Joseph & Evelyn Pertusati Charitable Trust gave $795K across 14 grants in 2025 (avg $57K), mostly in California. 43% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $794,960
- +16.7% vs 2024
- Grants made (2025)
- 14
- +0.0% vs 2024
- Average grant
- $56,783
- +16.7% vs 2024
- Median grant
- $55,648
- Total assets
- $13,726,400
- +3.4% vs 2024
- New grantees (estimate)
- 43% first-time grantees (6 of 14, 2025; small sample)
- Primary geography
- California (79% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Joseph & Evelyn Pertusati Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Joseph & Evelyn Pertusati Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Villa Scalabrini Retirement Center ($64K). Together the top 10 received $572K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was in the $50–100K range: 45 grants of 70 (64%).
Geographic Focus
Where this funder awards grants
The trust’s 2025 grant dollars were distributed among recipients in California (79%), Nebraska (14%), and Virginia (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Is Joseph & Evelyn Pertusati Charitable Trust open to new grantees?
43%
first-time grantees, 2025
In 2025, 6 of 14 grantees (43%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $57K; repeat grants $57K. How we count
Medians: $56K first-time, $56K repeat.
- 57% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $681K (2024) to $898K (2022). In 2025 it made 14 grants totaling $795K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Villa Scalabrini Retirement Center Sun Valley, CA | Unrestricted General | $63,592 |
| Children's Hospital of Los Angeles Los Angeles, CA | Unrestricted General | $63,592 |
| 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 |
Ready to take the next step with Joseph & Evelyn Pertusati Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $13,726,400 | $1,622,017 | $1,020,216 | $794,960 | 14 | $863,870 | $1,481,833 | $917,360 |
| 2024 | $13,275,717 | $442,560 | $860,319 | $681,486 | 14 | $744,804 | $303,375 | $858,284 |
| 2023 | $13,332,681 | $229,670 | $1,049,926 | $850,572 | 14 | $909,645 | $302,341 | $820,531 |
| 2022 | $14,061,635 | $2,588,617 | $1,077,803 | $897,981 | 14 | $960,173 | $2,566,741 | $880,197 |
| 2021 | $13,961,989 | $666,727 | $855,596 | $688,830 | 14 | — | $521,074 | $909,565 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its listed 2025 grants include support for hospitals and medical research, children’s and family services, a retirement center, and organizations serving people with vision loss. Braille Institute of America describes its mission as positively transforming the lives of people with vision loss; Father Flanagan’s Boys’ Home describes its mission as changing the way America cares for children and families. Charities Aid Foundation America, which received a grant designated for Casa di Riposo Ferraris, describes its mission as connecting donors with charities to drive more impactful philanthropic giving.
Grantmaking
In 2025, the trust reported 14 grants totaling $794,960. Individual grants ranged from $55,648 to $63,592, with a median of $55,648. The largest listed grants were $63,592 each to Villa Scalabrini Retirement Center and Children’s Hospital of Los Angeles, both designated for unrestricted general support.
Other listed 2025 grants of $55,648 each included Charities Aid Foundation America, for Casa di Riposo Ferraris; Father Flanagan’s Boys’ Home; Cedars Home for Children Foundation; Braille Institute of America; Los Angeles Orthopaedic Hospital Foundation; Scripps Foundation; Midnight Mission; Huntington Medical Research Institute; Valley Presbyterian Hospital Foundation; and Hospitaller Foundation of California. The listed unrestricted-general grants were designated as such.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
Joseph & Evelyn Pertusati Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$154K (2022) → $170K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $170K, to Bank of America (Trustee).
Frequently asked questions about Joseph & Evelyn Pertusati Charitable Trust
How much does Joseph & Evelyn Pertusati Charitable Trust give each year?
Joseph & Evelyn Pertusati Charitable Trust gave $795K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $681K across 14 grants.
What is Joseph & Evelyn Pertusati Charitable Trust's typical grant size?
Joseph & Evelyn Pertusati Charitable Trust's median grant in 2025 was $55,648, and its average grant was $56,783, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Joseph & Evelyn Pertusati Charitable Trust that year got $57K on average.
Where does Joseph & Evelyn Pertusati Charitable Trust give grants?
Joseph & Evelyn Pertusati Charitable Trust gives mostly in California: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Nebraska (14%) and Virginia (7%). The most frequent recipient cities were Los Angeles, CA (5 grants).
Does Joseph & Evelyn Pertusati Charitable Trust give general operating support?
Yes: 93% of Joseph & Evelyn Pertusati Charitable Trust's 2025 grants with a stated purpose (13 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Joseph & Evelyn Pertusati Charitable Trust's largest grantees?
Joseph & Evelyn Pertusati Charitable Trust's largest 2025 grantees include Villa Scalabrini Retirement Center ($63,592), Children's Hospital of Los Angeles ($63,592) and Charities Aid Foundation America ($55,648), according to its 2025 IRS Form 990-PF. Together they received 23% of its itemized 2025 grant dollars.
How large is Joseph & Evelyn Pertusati Charitable Trust?
Joseph & Evelyn Pertusati Charitable Trust reported $13.7M in total assets on its 2025 IRS Form 990-PF. It paid out $864K in qualifying distributions that year, against a required minimum of $917K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Joseph & Evelyn Pertusati Charitable Trust fund?
No mission statement for the trust is provided. Its listed 2025 grants include support for hospitals and medical research, children’s and family services, a retirement center, and organizations serving people with vision loss. See mission & focus areas ↑
How do I apply for a grant from Joseph & Evelyn Pertusati Charitable Trust?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Joseph & Evelyn Pertusati Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Joseph & Evelyn Pertusati Charitable Trust funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/joseph-and-evelyn-pertusati-charitable-trust-morg_07f27ddb92f14a0ca866d77a025ebf5d
BibTeX
@misc{grantable_957088381_2026,
author = {{Grantable}},
title = {{Joseph \& Evelyn Pertusati Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/joseph-and-evelyn-pertusati-charitable-trust-morg_07f27ddb92f14a0ca866d77a025ebf5d},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Joseph & Evelyn Pertusati Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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