Josephine Rogers Perpetual Trust
Josephine Rogers Perpetual Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.8M in total assets. In 2025, it awarded 6 grants totaling $243K. Net investment income was $469K.
Josephine Rogers Perpetual Trust at a glance
In short: Josephine Rogers Perpetual Trust gave $243K across 6 grants in 2025 (avg $41K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $243,366
- +11.1% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $40,561
- +11.1% vs 2024
- Median grant
- $40,561
- Total assets
- $4,841,940
- +3.1% vs 2024
- Primary geography
- Florida (50% 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 Josephine Rogers Perpetual Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was The Seeing Eye Inc ($41K). Together the top 6 received $243K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Josephine Rogers Perpetual Trust gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 99% 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 2020 to 2025, annual grant giving ranged from $165K (2020) to $245K (2022). In 2025 it made 6 grants totaling $243K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Seeing Eye Inc Morristown, NJ | Unrestricted General | $40,561 |
| Shriners' Hospitals for Children Tampa, FL | Unrestricted General | $40,561 |
| Red Cloud Indian School Pine Ridge, SD | Unrestricted General | $40,561 |
| Halifax Humane Society Daytona Beach, FL | Unrestricted General | $40,561 |
| Halifax Hospice Inc Port Orange, FL | Unrestricted General | $40,561 |
| St Jude Childrens' Research Hospital Memphis, TN | Unrestricted General | $40,561 |
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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 | $4,841,940 | $522,682 | $322,165 | $243,366 | 6 | $270,949 | $469,159 | $273,591 |
| 2024 | $4,695,594 | $176,574 | $290,960 | $219,126 | 6 | $245,304 | $118,738 | $265,689 |
| 2023 | $4,612,496 | $-65,268 | $313,341 | $225,084 | 6 | $249,371 | $64,536 | $243,411 |
| 2022 | $4,842,145 | $918,979 | $316,212 | $244,968 | 6 | $270,235 | $869,079 | $250,354 |
| 2021 | $5,070,584 | $252,685 | $245,220 | $169,332 | 6 | — | $208,300 | $283,661 |
| 2020 | $4,446,124 | $279,087 | $226,909 | $164,808 | 6 | — | $253,737 | $225,238 |
Under IRS private-foundation payout rules, Josephine Rogers Perpetual Trust reported a distributable amount of $274K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Josephine Rogers Perpetual 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
$62K (2022) → $68K (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $68K, to Bank of America (Trustee).
Frequently asked questions about Josephine Rogers Perpetual Trust
How much does Josephine Rogers Perpetual Trust give each year?
Josephine Rogers Perpetual Trust gave $243K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $219K across 6 grants.
What is Josephine Rogers Perpetual Trust's typical grant size?
Josephine Rogers Perpetual Trust's median grant in 2025 was $40,561, and its average grant was $40,561, across 6 grants on its 2025 IRS Form 990-PF.
Where does Josephine Rogers Perpetual Trust give grants?
Josephine Rogers Perpetual Trust gives mostly in Florida: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (17%) and South Dakota (17%).
Does Josephine Rogers Perpetual Trust give general operating support?
Yes: 100% of Josephine Rogers Perpetual Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Josephine Rogers Perpetual Trust's largest grantees?
Josephine Rogers Perpetual Trust's largest 2025 grantees include The Seeing Eye Inc ($40,561), Shriners' Hospitals for Children ($40,561) and Red Cloud Indian School ($40,561), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Josephine Rogers Perpetual Trust?
Josephine Rogers Perpetual Trust reported $4.8M in total assets on its 2025 IRS Form 990-PF. It paid out $271K in qualifying distributions that year, against a required minimum of $274K (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 Josephine Rogers Perpetual Trust's EIN?
Josephine Rogers Perpetual Trust's EIN (Employer Identification Number) is 59-7262197. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2020–2025
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