Perpetual Tr-Undesignated
Perpetual Tr-Undesignated is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $26.3M in total assets. In 2025, it awarded 1 grant totaling $1.4M. Net investment income was $2.3M.
Perpetual Tr-Undesignated at a glance
In short: Perpetual Tr-Undesignated gave $1.4M across 1 grant in 2025 (avg $1.4M), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,354,404
- +12.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,354,404
- +12.7% vs 2024
- Median grant
- $1,354,404
- Total assets
- $26,270,409
- +3.0% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Perpetual Tr-Undesignated
Open Grants
1 open opportunity from Perpetual Tr-Undesignated
Who Perpetual Tr-Undesignated funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Perpetual Tr-Undesignated gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). 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 $1.1M (2021) to $1.4M (2022). In 2025 it made 1 grant totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Statement Dallas, TX | Unrestricted General | $1,354,404 |
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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 | $26,270,409 | $2,471,154 | $1,665,043 | $1,354,404 | 1 | $1,476,006 | $2,305,710 | $1,461,318 |
| 2024 | $25,496,500 | $2,184,757 | $1,489,068 | $1,201,670 | 1 | $1,316,806 | $2,007,347 | $1,388,037 |
| 2023 | $24,884,723 | $566,856 | $1,485,400 | $1,234,750 | 1 | $1,342,122 | $533,001 | $1,291,269 |
| 2022 | $25,809,225 | $-607,065 | $1,723,459 | $1,401,186 | 1 | $1,512,575 | $377,474 | $1,330,041 |
| 2021 | $28,079,793 | $6,011,101 | $1,430,057 | $1,086,438 | 1 | $1,209,353 | $5,830,798 | $1,450,236 |
| 2020 | $23,428,672 | $1,887,999 | $1,367,736 | $1,110,063 | 1 | — | $1,747,379 | $1,246,187 |
Under IRS private-foundation payout rules, Perpetual Tr-Undesignated reported a distributable amount of $1.5M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Perpetual Tr-Undesignated's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$174K (2020) → $211K (2025)
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 $211K, to Bank of America (Trustee).
Frequently asked questions about Perpetual Tr-Undesignated
How much does Perpetual Tr-Undesignated give each year?
Perpetual Tr-Undesignated gave $1.4M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.2M across 1 grant.
How large is Perpetual Tr-Undesignated?
Perpetual Tr-Undesignated reported $26.3M in total assets on its 2025 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $1.5M (roughly 5% of its investment assets).
Where does Perpetual Tr-Undesignated operate?
Perpetual Tr-Undesignated has awarded grants in Rhode Island, Texas.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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