Joseph & Evelyn Pertusati Memorial
Joseph & Evelyn Pertusati Memorial is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $7.8M in total assets. In 2025, it awarded 1 grant totaling $461K. Net investment income was $864K.
Joseph & Evelyn Pertusati Memorial at a glance
In short: Joseph & Evelyn Pertusati Memorial gave $461K across 1 grant in 2025 (avg $461K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $461,440
- +4.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $461,440
- +4.5% vs 2024
- Median grant
- $461,440
- Total assets
- $7,811,975
- +3.5% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joseph & Evelyn Pertusati Memorial funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Southern California ($461K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Joseph & Evelyn Pertusati Memorial gives
- Giving held roughly steady from 2022 to 2025 (+0%). 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
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $391K (2021) to $475K (2023). In 2025 it made 1 grant totaling $461K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Southern California Los Angeles, CA | Scholarships for Freshman | $461,440 |
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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 | $7,811,975 | $938,108 | $582,517 | $461,440 | 1 | $497,487 | $863,922 | $528,853 |
| 2024 | $7,548,873 | $278,940 | $536,866 | $441,742 | 1 | $475,014 | $229,179 | $494,712 |
| 2023 | $7,566,609 | $110,884 | $579,432 | $474,576 | 1 | $505,380 | $174,885 | $472,546 |
| 2022 | $7,983,883 | $1,433,720 | $554,797 | $460,109 | 1 | $492,328 | $1,429,891 | $506,795 |
| 2021 | $7,911,818 | $447,622 | $483,618 | $391,272 | 1 | — | $368,956 | $490,486 |
Under IRS private-foundation payout rules, Joseph & Evelyn Pertusati Memorial reported a distributable amount of $529K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joseph & Evelyn Pertusati Memorial'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
$79K (2022) → $88K (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 $88K, to Bank of America (Trustee).
Frequently asked questions about Joseph & Evelyn Pertusati Memorial
How much does Joseph & Evelyn Pertusati Memorial give each year?
Joseph & Evelyn Pertusati Memorial gave $461K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $442K across 1 grant.
How large is Joseph & Evelyn Pertusati Memorial?
Joseph & Evelyn Pertusati Memorial reported $7.8M in total assets on its 2025 IRS Form 990-PF. It paid out $497K in qualifying distributions that year, against a required minimum of $529K (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 is Joseph & Evelyn Pertusati Memorial?
Joseph & Evelyn Pertusati Memorial is a private foundation focused on Education, based in Dallas, TX. It holds $7.8M in total assets as of 2025.
Where does Joseph & Evelyn Pertusati Memorial operate?
Joseph & Evelyn Pertusati Memorial has awarded grants in California.
What is Joseph & Evelyn Pertusati Memorial's EIN?
Joseph & Evelyn Pertusati Memorial's EIN (Employer Identification Number) is 95-7088382. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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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