Joseph & Evelyn Pertusati Memorial Foundation 022068466375

Dallas, TX
Tax-exempt since June 2001
EIN: 95-7088382

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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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$938k (2025)

Expenses

$583k (2025)

Total Assets

$7.81M (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

$938,108

Expenses

$582,517

Net Income

$355,591

Net Assets

$7,811,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$207,877	22.2%
Sales of Assets	$687,522	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$497,487	85.4%
Compensation of Officers*	$88,118	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,811,975
Total Liabilities	$0
Net Assets	$7,811,975

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$88,118	$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

$278,940

Expenses

$536,866

Net Income

-$257,926

Net Assets

$7,548,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$197,668	70.9%
Sales of Assets	$41,026	14.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475,014	88.5%
Compensation of Officers*	$81,180	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,548,873
Total Liabilities	$0
Net Assets	$7,548,873

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$81,180	$0

990-PF

Filed on Sept. 25, 2024

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

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Fiscal Year Ending June
2023

Revenue

$110,884

Expenses

$579,432

Net Income

-$468,548

Net Assets

$7,566,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$169,929	> 100%
Sales of Assets	-$117,982
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$505,380	87.2%
Compensation of Officers*	$75,301	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,566,609
Total Liabilities	$0
Net Assets	$7,566,609

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$75,301	$0

990-PF

Filed on Sept. 29, 2023

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

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Fiscal Year Ending June
2022

Revenue

$1,433,720

Expenses

$554,797

Net Income

$878,923

Net Assets

$7,983,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$151,725	10.6%
Sales of Assets	$1,231,248	85.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$492,328	88.7%
Compensation of Officers*	$78,838	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,983,883
Total Liabilities	$0
Net Assets	$7,983,883

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$78,838	$0

990-PF

Filed on Sept. 30, 2022

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

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Fiscal Year Ending June
2021

Revenue

$447,622

Expenses

$483,618

Net Income

-$35,996

Net Assets

$7,911,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$127,672	28.5%
Sales of Assets	$274,693	61.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$421,649	87.2%
Compensation of Officers*	$74,208	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,911,818
Total Liabilities	$1
Net Assets	$7,911,817

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$74,208	$0

990-PF

Filed on Aug. 31, 2021

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

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Fiscal Year Ending June
2020

Revenue

$379,583

Expenses

$459,890

Net Income

-$80,307

Net Assets

$7,132,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,019	39.0%
Sales of Assets	$174,548	46.0%
Other Income	$4,626	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$412,065	89.6%
Compensation of Officers*	$65,440	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,132,374
Total Liabilities	$1
Net Assets	$7,132,373

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$65,440	$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

$561,934

Expenses

$477,271

Net Income

$84,663

Net Assets

$7,791,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$143,000	25.4%
Sales of Assets	$372,615	66.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$409,389	85.8%
Compensation of Officers*	$62,139	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,791,461
Total Liabilities	$0
Net Assets	$7,791,461

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$62,139	$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

$773,509

Expenses

$448,495

Net Income

$325,014

Net Assets

$7,483,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$151,885	19.6%
Sales of Assets	$570,043	73.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$382,864	85.4%
Compensation of Officers*	$62,857	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,483,903
Total Liabilities	$0
Net Assets	$7,483,903

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$62,857	$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

$418,718

Expenses

$425,760

Net Income

-$7,042

Net Assets

$7,285,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,401	26.8%
Sales of Assets	$257,560	61.5%
Other Income	$5,024	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$377,590	88.7%
Compensation of Officers*	$58,103	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,285,310
Total Liabilities	$0
Net Assets	$7,285,310

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$58,103	$0

990-PF

Filed on Oct. 3, 2017

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

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Fiscal Year Ending June
2016

Revenue

$180,965

Expenses

$459,828

Net Income

-$278,863

Net Assets

$7,078,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,494	68.8%
Sales of Assets	$11,122	6.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$398,935	86.8%
Compensation of Officers*	$45,240	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,078,291
Total Liabilities	$0
Net Assets	$7,078,291

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$45,240	$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

$505,190

Expenses

$462,142

Net Income

$43,048

Net Assets

$7,351,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,172	25.8%
Sales of Assets	$333,626	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$404,531	87.5%
Compensation of Officers*	$50,216	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,351,814
Total Liabilities	$0
Net Assets	$7,351,814

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$158,446

Expenses

$435,605

Net Income

-$277,159

Net Assets

$7,136,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$127,940	80.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$363,063	83.3%
Compensation of Officers*	$47,786	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,136,714
Total Liabilities	$0
Net Assets	$7,136,714

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$1,249,417

Expenses

$439,273

Net Income

$810,144

Net Assets

$7,189,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$180,520	14.4%
Sales of Assets	$1,036,539	83.0%
Other Income	$39	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,232	82.0%
Compensation of Officers*	$46,222	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,189,312
Total Liabilities	$0
Net Assets	$7,189,312

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$439,740

Expenses

$435,704

Net Income

$4,036

Net Assets

$6,556,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$199,448	45.4%
Sales of Assets	$207,517	47.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$371,361	85.2%
Compensation of Officers*	$50,457	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,556,540
Total Liabilities	$0
Net Assets	$6,556,540

990-PF

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

PDF

Fiscal Year Ending June
2011

Revenue

$553,497

Expenses

$400,056

Net Income

$153,441

Net Assets

$6,553,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$151,604	27.4%
Sales of Assets	$351,084	63.4%
Other Income	$563	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,938	86.7%
Compensation of Officers*	$43,344	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,553,212
Total Liabilities	$0
Net Assets	$6,553,212

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

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Updated March 23, 2026

Joseph & Evelyn Pertusati Memorial Foundation 022068466375

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $938k (2025)

Expenses $583k (2025)

Total Assets $7.81M (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

$938k (2025)

Expenses

$583k (2025)

Total Assets

$7.81M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

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2022

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2021

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2020

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2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

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2014

Fiscal Year Ending June
2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002