The Perot Foundation
The Perot Foundation is a private foundation based in Dallas, Texas. It makes grants to other organizations to assist them in conducting their direct charitable activities.
The Perot Foundation at a glance
In short: The Perot Foundation gave $280K across 3 grants in 2024 (avg $93K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $280,000
- -18.8% vs 2023
- Grants made (2024)
- 3
- -25.0% vs 2023
- Average grant
- $93,333
- +8.2% vs 2023
- Median grant
- $90,000
- Total assets
- $46,717,845
- +2.5% vs 2023
- Primary geography
- Texas (50% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to The Perot Foundation
- How to Apply
-
Please contact Carolyn P Rathjen for details about the application process, materials, and restrictions on awards.
- Review Cycle
- Please contact Carolyn P Rathjen for details.
- Deadline
- Please contact Carolyn P Rathjen for details.
- Contact
Application contact: Carolyn P Rathjen
Mailing address: 3000 Turtle Creek Blvd, Dallas, TX 75219
Phone: (972) 535-1900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Perot Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was West Point Association of Graduates ($140K). Together the top 3 received $280K.
Grant Size Distribution
73 grants across all recorded years
The most common grant size was under $50K: 34 grants of 73 (47%).
Geographic Focus
Where this funder awards grants
The 2024 filing reports that 50% of grant dollars went to recipients in Texas and 50% to recipients in New York. The listed grants went to organizations in Dallas, Texas, and West Point, New York.
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How The Perot Foundation gives
- Giving fell 90% from 2021 to 2024. Method
- In 2024 it paid out 38% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2024, annual grant giving ranged from $280K (2024) to $15.2M (2020). In 2024 it made 3 grants totaling $280K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| West Point Association of Graduates West Point, NY | General Fund | $140,000 |
| Southern Methodist University Dallas, TX | Grant Donation for Center for Presidential History | $90,000 |
| Communities Foundation of Texas Dallas, TX | Future of North Texas Journalism Impact Fund | $50,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $46,717,845 | $2,002,804 | $858,581 | $280,000 | 3 | $378,330 | $1,488,267 | $987,365 |
| 2023 | $45,573,211 | $1,047,947 | $671,112 | $345,000 | 4 | $442,789 | $783,767 | $894,352 |
| 2022 | $45,197,057 | $244,173 | $2,712,727 | $2,395,000 | 7 | $2,476,785 | $379,445 | $1,295,963 |
| 2021 | $47,665,124 | $18,832,431 | $3,313,923 | $2,740,000 | 7 | $2,878,431 | $3,396,515 | $1,574,091 |
| 2020 | $32,146,122 | $1,567,755 | $15,997,482 | $15,182,500 | 52 | — | $827,720 | $1,670,722 |
Under IRS private-foundation payout rules, The Perot Foundation reported a distributable amount of $987K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s filing describes its direct charitable activity as making grants to organizations for their direct charitable activities. Its 2024 grants included support for West Point Association of Graduates’ General Fund, a Southern Methodist University grant for its Center for Presidential History, and the Future of North Texas Journalism Impact Fund at Communities Foundation of Texas.
Southern Methodist University describes its mission as education through research and teaching, creating and imparting knowledge to shape citizens who contribute to their communities and lead professions in a global society. Communities Foundation of Texas describes its work as serving charitable needs domestically and abroad through grants and services at the discretion of its board of trustees.
Grantmaking
In 2024, the foundation reported 3 grants totaling $280,000. Grant amounts ranged from $50,000 to $140,000, with a median of $90,000. The largest grants were $140,000 to West Point Association of Graduates for its General Fund, $90,000 to Southern Methodist University for a grant donation to its Center for Presidential History, and $50,000 to Communities Foundation of Texas for the Future of North Texas Journalism Impact Fund.
The foundation stated that it does not restrict giving to preselected organizations. To apply, contact Carolyn P Rathjen for details about the form and materials and any restrictions on awards.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Margot B Perot as President and Director; John T Walter Jr as Secretary and Director; H Ross Perot Jr, Nancy E Perot, Suzanne P McGee, and Katherine P Reeves as Directors; J Y Robb III as Treasurer; and Carolyn P Rathjen as Vice President and Executive Director.
The Perot Foundation is led by Carolyn P Rathjen, Vice President & Executive Director on every filing since 2020; 1 of 8 officers listed in 2024 is compensated.
Officers on the 2024 filing
Carolyn P Rathjen
Vice President & Executive Director
On filings since 2020
20 hrs/week
$36K (2020) → $36K (2024)
Margot B Perot
President & Director
On filings since 2020
No compensation reported
H Ross Perot Jr.
Director
On filings since 2020
No compensation reported
John T Walter Jr.
Secretary & Director
On filings since 2020
No compensation reported
Katherine P Reeves
Director
On filings since 2020
No compensation reported
Nancy E Perot
Director
On filings since 2020
No compensation reported
Suzanne P McGee
Director
On filings since 2020
No compensation reported
J Y Robb III
Treasurer
On filings since 2020
No compensation reported
Former officers (1)
- Former: Bette Perot (2020–2022) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $36K, to Carolyn P Rathjen (Vice Pres, Exec Director).
Frequently asked questions about The Perot Foundation
How much does The Perot Foundation give each year?
The Perot Foundation gave $280K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $345K across 4 grants.
What is The Perot Foundation's typical grant size?
The Perot Foundation's median grant in 2024 was $90,000, and its average grant was $93,333, across 3 grants on its 2024 IRS Form 990-PF.
Where does The Perot Foundation give grants?
The Perot Foundation gives mostly in Texas: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (50%). The most frequent recipient cities were Dallas, TX (2 grants).
Does The Perot Foundation give general operating support?
Yes: 33% of The Perot Foundation's 2024 grants with a stated purpose (1 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is The Perot Foundation?
The Perot Foundation reported $46.7M in total assets on its 2024 IRS Form 990-PF. It paid out $378K in qualifying distributions that year, against a required minimum of $987K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Perot Foundation fund?
The foundation’s filing describes its direct charitable activity as making grants to organizations for their direct charitable activities. See mission & focus areas ↑
How do I apply for a grant from The Perot Foundation?
Please contact Carolyn P Rathjen for details about the application process, materials, and restrictions on awards. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Perot Foundation's EIN?
The Perot Foundation's EIN (Employer Identification Number) is 75-6093258. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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