Joseph & Evelyn Pertusati Charitable Trust
evelyn-pertusati-memorial-trust-957088382.html type: exa:search title: 'FoundationSearch: Foundation Summary' type: exa:search title: Joseph E Buckley 3rd Charitable Tr | Dallas, TX | 990 Report type: exa:search title: 'Manuel E Pusitz Charitable Trust # 1 | Dallas, TX | Cause IQ' type: exa:search title: Preston E W TR Uw Ewp Memorial | Dallas, TX | Cause IQ type: exa:search title: Joseph How Charitable Trust | Dallas, TX | Cause IQ type: exa:search title: Joseph W Raymond Trust | Dallas, TX | Cause IQ type: exa:search title: Foundations in Texas | Instrumentl type: exa:search title: Foundations in Texas | Instrumentl type: exa:search title: Joseph O Neuhoff Charitable Trust | Dallas, TX | 990 Report type: exa:news title: "J.T. \u2013 Minnie Maude Charitable Trust: CHARITABLE GRANTS AWARDED for\ \ 2020 - J.T. Minnie Maude Charitable Trust" type: exa:news title: Four Chicago-Area Nonprofits Chosen for $175,000 in Charitable Trust Grants | Post News Group type: exa:news title: Josephine County Foundation awards more than $23K in grants to local teachers | Community | kdrv.com type: exa:news title: "American Osteopathic Foundation | Joseph Peters is the recipient of\u2026"
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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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