Julius Rogovin Trust

DALLAS, TX EIN: 59-6967126

Julius Rogovin Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grants totaling $20K. Net investment income was $106K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

+4.9% YoY

Annual Giving

$20K

-82.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

-82.2% YoY

Under IRS private-foundation payout rules, Julius Rogovin Trust reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.

About Julius Rogovin Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $295K (100%)

States

Florida

Cities

St Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,330,299	$1,267,666	$1,318,378
Revenue	$123,785	$51,532	$-19,280
Expenses	$46,092	$134,290	$96,953
Qualifying Distributions	$29,173	$119,431	$76,244
Net Investment Income	$106,267	$32,737	$14,418
Distributable Amount	$77,892	$72,243	$69,999

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 All Children's Hospital Inc ($19,721).

Recipient	Purpose	Amount
ALL CHILDREN'S HOSPITAL INC ST PETERSBURG, FL	UNRESTRICTED GENERAL	$19,721

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	$22,380

Frequently Asked Questions

How large is Julius Rogovin Trust?

As of 2025, Julius Rogovin Trust holds $1.3M in total assets with $124K in annual revenue. It awarded 1 grants totaling $20K in 2025.

Where does Julius Rogovin Trust operate?

Julius Rogovin Trust has awarded grants in Florida.

What size grants does Julius Rogovin Trust award?

In 2025, Julius Rogovin Trust awarded 1 grants totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Julius Rogovin Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Julius Rogovin Trust reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.