Joseph & Evelyn Pertusati Memorial

Foundation · Grantmaker DALLAS, TX EIN: 95-7088382

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 grants totaling $461K. Net investment income was $864K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$7.8M

+3.5% YoY

Annual Giving

$461K

+4.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$461K

+4.5% YoY

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.

About Joseph & Evelyn Pertusati Memorial

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $2.2M (100%)

States

California

Cities

Los Angeles

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$7,811,975	$7,548,873	$7,566,609
Revenue	$938,108	$278,940	$110,884
Expenses	$582,517	$536,866	$579,432
Qualifying Distributions	$497,487	$475,014	$505,380
Net Investment Income	$863,922	$229,179	$174,885
Distributable Amount	$528,853	$494,712	$472,546

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of Southern California ($461,440).

Recipient	Purpose	Amount
UNIVERSITY OF SOUTHERN CALIFORNIA LOS ANGELES, CA	SCHOLARSHIPS FOR FRESHMAN	$461,440

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$88,118

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

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.

How large is Joseph & Evelyn Pertusati Memorial?

As of 2025, Joseph & Evelyn Pertusati Memorial holds $7.8M in total assets with $938K in annual revenue. It awarded 1 grants totaling $461K in 2025.

Where does Joseph & Evelyn Pertusati Memorial operate?

Joseph & Evelyn Pertusati Memorial has awarded grants in California.

What size grants does Joseph & Evelyn Pertusati Memorial award?

In 2025, Joseph & Evelyn Pertusati Memorial awarded 1 grants totaling $461K — an average of about $461K per grant, based on its IRS Form 990 filings.

How much is Joseph & Evelyn Pertusati Memorial required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Joseph & Evelyn Pertusati Memorial reported a distributable amount of $529K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.