Joseph & Evelyn Pertusati Charitable 022068466370

Dallas, TX
Tax-exempt since Jan. 2001
EIN: 95-7088381

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.62M (2025)

Expenses

$1.02M (2025)

Total Assets

$13.7M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$1,622,017

Expenses

$1,020,216

Net Income

$601,801

Net Assets

$13,726,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$351,341	21.7%
Sales of Assets	$1,191,359	73.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$863,870	84.7%
Compensation of Officers*	$170,275	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,726,400
Total Liabilities	$0
Net Assets	$13,726,400

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$170,275	$0

990-PF

Filed on Sept. 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2024

Revenue

$442,560

Expenses

$860,319

Net Income

-$417,759

Net Assets

$13,275,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$344,844	77.9%
Sales of Assets	$22,974	5.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$744,804	86.6%
Compensation of Officers*	$156,295	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,275,717
Total Liabilities	$0
Net Assets	$13,275,717

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$156,295	$0

990-PF

Filed on Sept. 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2023

Revenue

$229,670

Expenses

$1,049,926

Net Income

-$820,256

Net Assets

$13,332,681

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$294,981	> 100%
Sales of Assets	-$174,764
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$909,645	86.6%
Compensation of Officers*	$145,798	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,332,681
Total Liabilities	$0
Net Assets	$13,332,681

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$145,798	$0

990-PF

Filed on Sept. 29, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2022

Revenue

$2,588,617

Expenses

$1,077,803

Net Income

$1,510,814

Net Assets

$14,061,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$267,464	10.3%
Sales of Assets	$2,226,908	86.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$960,173	89.1%
Compensation of Officers*	$153,595	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,061,635
Total Liabilities	$0
Net Assets	$14,061,635

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$153,595	$0

990-PF

Filed on Sept. 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2021

Revenue

$666,727

Expenses

$855,596

Net Income

-$188,869

Net Assets

$13,961,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$216,476	32.5%
Sales of Assets	$366,202	54.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$747,822	87.4%
Compensation of Officers*	$145,569	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,961,989
Total Liabilities	$1
Net Assets	$13,961,988

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$145,569	$0

990-PF

Filed on Aug. 31, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2020

Revenue

$675,753

Expenses

$830,392

Net Income

-$154,639

Net Assets

$12,663,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$256,686	38.0%
Sales of Assets	$312,108	46.2%
Other Income	$9,664	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$730,125	87.9%
Compensation of Officers*	$130,223	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,663,148
Total Liabilities	$1
Net Assets	$12,663,147

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$130,223	$0

990-PF

Filed on Oct. 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$987,848

Expenses

$854,625

Net Income

$133,223

Net Assets

$14,036,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$246,883	25.0%
Sales of Assets	$654,944	66.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$724,340	84.8%
Compensation of Officers*	$124,650	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,036,515
Total Liabilities	$0
Net Assets	$14,036,515

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$124,650	$0

990-PF

Filed on Sept. 25, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$1,397,620

Expenses

$808,611

Net Income

$589,009

Net Assets

$13,328,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$271,708	19.4%
Sales of Assets	$1,030,119	73.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$684,517	84.7%
Compensation of Officers*	$126,037	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,328,408
Total Liabilities	$0
Net Assets	$13,328,408

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$126,037	$0

990-PF

Filed on Oct. 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2017

Revenue

$719,583

Expenses

$769,389

Net Income

-$49,806

Net Assets

$12,973,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$202,638	28.2%
Sales of Assets	$427,668	59.4%
Other Income	$8,060	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$675,203	87.8%
Compensation of Officers*	$118,322	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,973,078
Total Liabilities	$0
Net Assets	$12,973,078

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$118,322	$0

990-PF

Filed on Oct. 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2016

Revenue

$329,151

Expenses

$829,314

Net Income

-$500,163

Net Assets

$12,592,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$222,502	67.6%
Sales of Assets	$22,429	6.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$711,792	85.8%
Compensation of Officers*	$95,537	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,592,655
Total Liabilities	$0
Net Assets	$12,592,655

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$95,537	$0

990-PF

Filed on Oct. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$919,732

Expenses

$835,212

Net Income

$84,520

Net Assets

$13,083,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$230,985	25.1%
Sales of Assets	$611,875	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$722,253	86.5%
Compensation of Officers*	$104,857	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,083,790
Total Liabilities	$0
Net Assets	$13,083,790

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$305,520

Expenses

$785,586

Net Income

-$480,066

Net Assets

$12,706,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$226,668	74.2%
Sales of Assets	$7,585	2.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$654,775	83.3%
Compensation of Officers*	$100,537	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,706,350
Total Liabilities	$0
Net Assets	$12,706,350

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$2,254,830

Expenses

$789,794

Net Income

$1,465,036

Net Assets

$12,779,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$314,329	13.9%
Sales of Assets	$1,880,441	83.4%
Other Income	$39	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$643,122	81.4%
Compensation of Officers*	$81,945	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,779,662
Total Liabilities	$0
Net Assets	$12,779,662

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$751,714

Expenses

$778,221

Net Income

-$26,507

Net Assets

$11,643,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$348,453	46.4%
Sales of Assets	$342,392	45.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$653,740	84.0%
Compensation of Officers*	$72,716	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,643,660
Total Liabilities	$0
Net Assets	$11,643,660

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$995,337

Expenses

$706,429

Net Income

$288,908

Net Assets

$11,664,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$270,717	27.2%
Sales of Assets	$630,764	63.4%
Other Income	$541	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$621,374	88.0%
Compensation of Officers*	$59,556	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,664,875
Total Liabilities	$0
Net Assets	$11,664,875

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated January 26, 2026

Joseph & Evelyn Pertusati Charitable 022068466370

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.62M (2025)

Expenses $1.02M (2025)

Total Assets $13.7M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Revenue

$1.62M (2025)

Expenses

$1.02M (2025)

Total Assets

$13.7M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2008

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2002