EIN 95-7088381

Joseph and Evelyn Pertusati Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Dallas
State
Year formed
2001
Most recent tax filings
2024-06-01
NTEE code, primary
Description
The Joseph and Evelyn Pertusati Charitable Trust is a private foundation that funds unrestricted general grants. Grantees include Villa Scalabrini Retirement Center and others. Last year, the trust made 14 grants. It is located in Dallas, TX.
Also known as...
Joseph and Evelyn Pertusati Charitable 022068466370
Total revenues
$442,560
2024
Total expenses
$860,319
2024
Total assets
$13,275,717
2024
Num. employees
1
2024

Grants made by Joseph and Evelyn Pertusati Charitable Trust

GranteeGrant descriptionAmount
Villa Scalabrini Retirement CenterUnrestricted General$54,519
Children's Chain of Children's Hospital Los AngelesUnrestricted General$54,519
Huntington Medical Research InstitutesUnrestricted General$47,704
...and 5 more grants made

Personnel at Joseph and Evelyn Pertusati Charitable Trust

NameTitleCompensation
Bank of America N AManaging Director$145,569

Financials for Joseph and Evelyn Pertusati Charitable Trust

RevenuesFYE 06/2024
Total grants, contributions, etc.$0
Investment income and dividends$344,844
Net rental income$70,291
Net gain from sale of non-inventory assets$22,974
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$442,560

Form 990s for Joseph and Evelyn Pertusati Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2024-062024-09-25990PFView PDF
2023-062023-09-29990PFView PDF
2022-062022-09-30990PFView PDF
2021-062021-08-30990PFView PDF
2020-062021-06-10990PFView PDF
...and 9 more Form 990s

Organizations like Joseph and Evelyn Pertusati Charitable Trust

OrganizationLocationRevenue
Richard E Fuller TrustBrooklyn, OH$343,678
Haney Foundation Trust DTD 2-21-1930Las Vegas, NV$124,101
Camden Home for Children and SPCCHaddonfield, NJ$196,334
Alfred G Rickerfor FoundationMandeville, LA$763,106
Clarence H Morrison Charitable Trust 005844Oneonta, NY$207,119
Wayne C Stewart Foundation UmaMilwaukee, WI$348,555
Dick Horne FoundationOrangeburg, SC$490,546
Aragona Family FoundationAustin, TX$321,716
Thoresen FoundationCanton, GA$474,687
Alfred and Fay Grosse Memorial TrustLindale, TX$675,258
Data update history
November 26, 2023
Posted financials
Added Form 990PF for fiscal year 2023
November 26, 2023
Updated personnel
Identified 1 new personnel
July 29, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 27, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 653067
Dallas, TX 75265
County
Dallas County, TX
Phone
(888) 866-3275
IRS details
EIN
95-7088381
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
2001
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Registered - Corporate Trustee
FTB status revoked
Not revoked
AG Registration Number
117746
FTB Entity ID
9549581
AB 488 data last updated ("as-of") date
2024-10-16
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