Perpetual Tr-undesignated

DALLAS, TX EIN: 04-6026301

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

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.

Ready to take the next step with Perpetual Tr-undesignated?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

DallasSee Attached

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$7M20202021202220232024
Metric202420232022
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

$0$350K$701K$1M$1M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED STATEMENT$1.2M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Open Grants

1 open opportunity from Perpetual Tr-undesignated

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$199K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$198,634

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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