Josephine Rogers Perpetual Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 6 grants totaling $219K. Net investment income was $119K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.7M
+1.8% YoY
Annual Giving
$219K
-2.6% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$37K
-2.6% YoY
Under IRS private-foundation payout rules, Josephine Rogers Perpetual Trust reported a distributable amount of $266K for 2024 — the minimum it must pay out in qualifying distributions.
About Josephine Rogers Perpetual Trust
Based on IRS filings
Josephine Rogers Perpetual Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 6 grants totaling $219K. Net investment income was $119K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,695,594 | $4,612,496 | $4,842,145 |
| Revenue | $176,574 | $-65,268 | $918,979 |
| Expenses | $290,960 | $313,341 | $316,212 |
| Qualifying Distributions | $245,304 | $249,371 | $270,235 |
| Net Investment Income | $118,738 | $64,536 | $869,079 |
| Distributable Amount | $265,689 | $243,411 | $250,354 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Seeing Eye Inc ($36,521), Shriners Hospitals for Children ($36,521), Red Cloud Indian School ($36,521).
| Recipient | Purpose | Amount |
|---|---|---|
| THE SEEING EYE INC MORRISTOWN, NJ | UNRESTRICTED GENERAL | $36,521 |
| SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL | UNRESTRICTED GENERAL | $36,521 |
| RED CLOUD INDIAN SCHOOL PINE RIDGE, SD | UNRESTRICTED GENERAL | $36,521 |
| HALIFAX HUMANE SOCIETY DAYTONA BEACH, FL | UNRESTRICTED GENERAL | $36,521 |
| HALIFAX HOSPICE INC PORT ORANGE, FL | UNRESTRICTED GENERAL | $36,521 |
| ST JUDE CHILDRENS RSRCH HOSP MEMPHIS, TN | UNRESTRICTED GENERAL | $36,521 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $64,195 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Josephine Rogers Perpetual Trust?
Josephine Rogers Perpetual Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $4.7M in total assets as of 2024.
How large is Josephine Rogers Perpetual Trust?
As of 2024, Josephine Rogers Perpetual Trust holds $4.7M in total assets with $177K in annual revenue. It awarded 6 grants totaling $219K in 2024.
Where does Josephine Rogers Perpetual Trust operate?
Josephine Rogers Perpetual Trust has awarded grants in Florida, New Jersey, South Dakota, Tennessee.
What size grants does Josephine Rogers Perpetual Trust award?
In 2024, Josephine Rogers Perpetual Trust awarded 6 grants totaling $219K — an average of about $37K per grant, based on its IRS Form 990 filings.
How much is Josephine Rogers Perpetual Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Josephine Rogers Perpetual Trust reported a distributable amount of $266K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Josephine Rogers Perpetual Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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