Perpetual Tr-undesignated
Perpetual Tr-undesignated is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $25.5M in total assets. In 2024, it awarded 1 grants totaling $1.2M. Net investment income was $2.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$25.5M
+2.5% YoY
Annual Giving
$1.2M
-2.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.2M
-2.7% YoY
Under IRS private-foundation payout rules, Perpetual Tr-undesignated reported a distributable amount of $1.4M for 2024 — the minimum it must pay out in qualifying distributions.
About Perpetual Tr-undesignated
Based on IRS filings
Perpetual Tr-undesignated is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $25.5M in total assets. In 2024, it awarded 1 grants totaling $1.2M. Net investment income was $2.0M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $25,496,500 | $24,884,723 | $25,809,225 |
| Revenue | $2,184,757 | $566,856 | $-607,065 |
| Expenses | $1,489,068 | $1,485,400 | $1,723,459 |
| Qualifying Distributions | $1,316,806 | $1,342,122 | $1,512,575 |
| Net Investment Income | $2,007,347 | $533,001 | $377,474 |
| Distributable Amount | $1,388,037 | $1,291,269 | $1,330,041 |
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 2024
Grant Size Distribution
5 grants across all recorded years
Open Grants
1 open opportunity from Perpetual Tr-undesignated
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached Statement ($1,201,670).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED STATEMENT DALLAS, TX | UNRESTRICTED GENERAL | $1,201,670 |
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 | $198,634 |
Frequently Asked Questions
How large is Perpetual Tr-undesignated?
As of 2024, Perpetual Tr-undesignated holds $25.5M in total assets with $2.2M in annual revenue. It awarded 1 grants totaling $1.2M in 2024.
Where does Perpetual Tr-undesignated operate?
Perpetual Tr-undesignated has awarded grants in Rhode Island, Texas.
What size grants does Perpetual Tr-undesignated award?
In 2024, Perpetual Tr-undesignated awarded 1 grants totaling $1.2M — an average of about $1.2M per grant, based on its IRS Form 990 filings.
How much is Perpetual Tr-undesignated required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Perpetual Tr-undesignated reported a distributable amount of $1.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Perpetual Tr-undesignated's EIN?
Perpetual Tr-undesignated's EIN (Employer Identification Number) is 04-6026301. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Perpetual Tr-undesignated'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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